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Useful Templates

A collection of free templates to help cut down your admin or start your business on the right footing.

Business & Finance

Annual Finances Tracker

Annual Finances Tracker

Track your sales, refunds, and expenses for an accurate calculation of your profit both month-to-month and yearly.
Expenses Tracker

Business Expenses Tracker

Save yourself from a world of tax return pain by tracking your expenses throughout the year.
Invoice Template

Invoice For PT Or Fitness Clients

Save yourself hours of admin time and streamline your finances with this Excel invoice template.
Class Summary

Monthly Class Summary

Get a clear picture of how your class based business is performing throughout the year.
Session Summary

Monthly Session Summary

Get a clear picture of how your session based business is performing throughout the year.

Client Management

Class Feedback

Client Class Feedback

Discover what your class clients think and get new ideas with this feedback template.
Client Details

Client Details Storage

Keep all your client information organised and stored safely in this Excel template.
Onboarding Checklist

Client Onboarding Checklist

Capture all the important information you need during your first client meeting.
Session Feedback

Client Session Feedback

Find out what your session clients think and get improvement ideas with this feedback template.

Delivery

Class Pass Tracker

Class Pass Usage Tracker

Monitor all your class pass usage and client attendances with this Excel template.
Membership Tracker

Membership Renewals Tracker

Track fitness client memberships, get ahead of renewals, and boost retention with this Excel template.
Session Tracker

Session Package Tracker

Keep on top of session pack activity, including remaining time and payments with this Excel template.

Documents

Client Agreement

Client Agreement Contract Waiver

A quality client contract is a smart business move that also shows professionalism.
PAR-Q Template

PAR-Q For Fitness Professionals

A straight-forward, accurate PAR-Q Excel template to use with your personal training or fitness clients.

Sales & Marketing

Classes Newsletter

Monthly Classes Newsletter

Keep in regular touch with your class clients by following this simple and repeatable format.
Sessions Newsletter

Monthly Sessions Newsletter

Keep in regular touch with your session clients by following this simple and repeatable format.

Help and support resources

Striive Blog

Striive blog

Advice, ideas, and strategies for running your business.
Striive Guides

Guides

Advice, ideas, and strategies for running your business.
Pro Interviews

Pro interviews

Advice, ideas, and strategies for running your business.
Striive Templates

Templates

Advice, ideas, and strategies for running your business.

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