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From PARQ to Payment: How to Automate your Sales Process

So, my life is ALL about making your life as a health and fitness professional, easier.

And I love to use technology to do this.

Simply put, you need to get people from PARQ to payment easily. That is, getting them to register their interest in your program, sending them the PARQ (Pre-Activity Readiness Questionnaire), giving them the all clear and then getting payment from them.

The good news is, we can practically automate this!

Now some of these instructions may seem a bit technical but I have included links to more detailed instructions within the post. Plus, you can alway Google, “how to ….” 😉 parqspayment

Set up an account Email Service Provider

Firstly, if you haven’t already, you need to have an account with an email service provider (ESP). And I don’t mean your Google Gmail account – that’s a no-no. (Find out why here)

I use (and love) Mailchimp to send marketing emails and newsletter. It integrates seamlessly with all the other technological tools I use to run my and my client’s business.

Create a List for Your Programs

Secondly, create a list and sign-up form in your ESP for your health & fitness programs. You could set up a separate list for each program you run or have one sign up sheet with a tick box for people to specify which program they are interested. Both options have their pros and cons. Personally, I would go for a separate list for each program. Make sure you name them appropriately. (eg Post Natal Fitness Class or Mums Fitness Class). You can always do some housekeeping regularly to tidy up your lists and move subscribers about (or consolidate multiple lists into one)

You could set up a separate list for each program you run or have one sign up sheet with a tick box for people to specify which program they are interested. Both options have their pros and cons. Personally, I would go for a separate list for each program. Make sure you name them appropriately. (eg Post Natal Fitness Class Interest or Mums Fitness Class Register). You can always do some housekeeping regularly to tidy up your lists and move subscribers about (or consolidate multiple lists into one)

Once you have the code for each sign-up form embed that form on the relevant sales page on your website.  Or if it’s easier for you just get the link to the form and copy and paste that into your text in your fitness program sales page.

Find out what to put on your sales page

See what we helped Expect Fitness Setup here

Now people can sign up for more information regarding your class. You get their email address for future marketing and they automatically get a link to your PARQ. And here’s how …

Create an Online PARQ.

It’s all well and good having a paper PARQ that you have to email to a client, they have to print off and then send back or give to you manually – sooooo time-consuming.

How great would it be if you could just send them a link to an online form that they could fill in online and when they press submit you both automatically get payment? Fab, eh? Well you can!

Fab, eh? Well you can! wufoo

Using programs such as Wufoo or Google Drive (Forms) (or even a REALLY big sign up form in Maichimp) you can do just that. Create an online form that, again, you can either embed on your website or send a direct link.

Personally I prefer Wufoo, even if it is only limited to 10 questions on the free version. With a little ingenuity using the “Likert” facility with yes/no answers you can actually get more than 10 questions on there. It has options for automatically emailing you (and/or anybody else you choose) a copy of the submission. Submission can be exported, printed, emailed etc. Wufoo also integrates with Mailchimp to add those people submitting the PARQ to a list automatically.

With Google Forms you can have an infinite number of questions and it also has a few add-ons that make it quite functional if you have the time to set it up. For example, using Form Publisher, you can get submissions emailed to you as a PDF or stored in your GDrive automatically. Submissions are also stored in a Google Spreadsheet linked to the form.

But how do clients get this PARQ automatically?

Easy! Go back to the sign-up form you created in step 2 and find the “final welcome email” (or autoresponders will work if you’re not using Mailchimp). Simply paste the link to your created form in there (obviously with a few more words to go with it).

So now, that’s the first bit done. Potential clients register their interest by filling in a form on your website, which then automatically sends them the PARQ for completion.

But what about payment, I hear you ask.

Again easy! There are a number of options if after reading the PARQ they are suitable to proceed with your fitness program.

Via Wufoo – If you will get less than five applicants per month (god I hope not) you can get payment from them at the same time they complete their PARQ. Problems may occur if they are not suitable and you then have to sort refunds but it is an option.

Personally I prefer PayPal buttons on your website – nice and easy.

Get Paid via PayPal for your Fitness Programs

Simply create a button in PayPal for the cost of the course and either embed the html code/link into your sales page or send the link direct to your client.

I would recommend naming the button with the name and start date of your course so you can see in your reports, who has signed up for what easily.

You can even get extra fancy and link PayPal to Mailchimp so those that pay are automatically added to another list – named “Payments received” possibly.

Just be aware free versions of Mailchimp only allow up to 2000 subscribers across all lists and subscribers are counted across all lists, so one email on two lists is two subscribers! 🙁

parq-to-paymentSo now we have gone from PARQ to Payment quite easily:

  1. Set up a mailing list
  2. Use that on your website to “register interest”
  3. Use autoresponder/welcome email to send out link to PARQ
  4. Once cleared to participate send link to payment button created in PayPal (on your website)

It may be time-consuming at the outset to set it all up but believe me it will be worth it.

Still can’t figure it out?

For a one off fee of £127 I can set it up for you. Just drop me an email.

FitBizPA

 

 

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