How to use training packages to run automated free trials

Free trials are a great way to give your clients a free preview of the value that you’ll be delivering to them, without making them commit on any price-point (it’s free!). 

They help your clients quickly visualise... how it’ll be like training with you on a daily basis, and whether your workout plans bring them close to achieving their fitness goals. They’re also inherently low-friction, which is the reason they help break the initial trust barrier, and help you connect with hundreds or thousands of interested leads.

The best part?

They’re also extremely scalable. All you’ve to do is create a fully automated online trial program, and link it with your website or social media page. Once the free trial program is linked, you can start onboarding leads, automatically, without lifting a finger.

In this guide, we're going to explain how you can use training packages to setup a fully automated free-trial. From delivering workouts to messages, all workflows will be completely automated, so that you can automatically nurture hundreds or thousands of leads, and convert them into long-term clients.

Estimated setup time: 20 minutes 
Difficulty level: Easy

Step 1: Create a FREE Trial Group

The first step is to create a training group for your clients. Ideally, you should give it the same name as the free trial plan that you're selling. For example, if you're marketing a free trial for a fat-loss program, you can create a group named "Fat-Loss Free Trial". It's important to note here that groups aren't visible to leads, and are only used for internal classification. 

 How to create a group on TrainerFu

👉🏻Pro-tip: When creating a free trial group, we recommend not to create a single group for onboarding all leads. That's because no client wants to signup for an 'one-size-fits-all' training plan, as it also doesn't bring them closer to the results that they expect to achieve.

If you plan on selling multiple training formats (and have a wide niche), we would strongly suggest creating a different group, so that you can run individual training plans for each group. 

Step 2: Setup a Multi-week Plan Template

Next, create a multi-week plan template that will have all the exercises that you want your clients to complete, when they sign up for the free trial. 

For example, if you're setting up a 4-week fat loss free trial, you can create a multi-week plan template that has pre-configured workout plans for at least 4 weeks. Ideally, when configuring a challenge, you should configure the weekly workouts with increasing difficulty levels, so that your clients stay motivated to complete it till the end.  
Step 3: Configure an Auto-Messaging Sequence

After you've setup a plan template, create an auto-messaging sequence for the free trial that you just defined. You can set messages for triggers, like, "1 Day After account creation", "1 Day After joining Group", "After completing 1st workout", "After not logging workout for 7 days", and so on.

For example, if you're selling a 3-week free trial program, you can create a drip-message campaign, so that your leads will automatically get the messages from you when they signup, log their first workout, and so on. While the step is optional, we recommend not skipping it, as it helps in making client training experiences during the free trial program more personalised and engaging.  

[Read: How to automatically send messages to groups]

👉🏻Pro-tip: If you're looking to create an amazing free trial experience, checkout these 29 auto-messaging templates that you can use to maximise client engagement and conversion. 

Step 4: Create a Training Package for the Free Trial Program on TrainerFu

The final step is setting up the actual training package. Here's a step-by-step process on how to set it up. 

  • Step 1: Give your training package a name and description. This is what your clients will see, when they signup. We recommend being as specific as possible with the training package name & description, so that your clients have a clear understanding of what they will get when they signup. For example, if you're running a 21 Day Free Trial Program for Endurance Training, you can mention that in the training package title and description, so that your clients have clear expectations on what to expect, if they sign up. 

  • Step 2: Next, select the group that will be assigned to client when they signup for this training package. (As created above)

  • Step 3: Select the plan template that you just created for your training plan.  (As created above)

  • Step 4: Next, if you're running a multi-trainer facility, you can select the trainer that'll be training the clients that signup for the package.

  • Step 5: After you've configured all the above options, you'll be asked whether you wish to charge clients for signing up. Keep this unchecked for free trials, as you can always collect client payments later by creating a paid training package.

  • Step 6: Lastly, select who can signup for the training package that you just defined. You can either make the training plan exclusive to new clients, or you can even allow signups only from existing clients (depending on your offer). When you're done, click on "Save" to get the package link that you can share with your clients or embed on your website.
Step 5: Link with your website or Facebook page

The last step is to link the free trial with your website or Facebook page, so that your clients can discover it, and sign themselves up. Alternatively, you can also share a link with them, which they can use for registering themselves.

The first step to linking your free trial is to copy the link of your training package. You'll find it here:

 Click on the "copy link" button to copy the link, and then follow the steps below:
  • Website: You can easily redirect your clients to your free trial program from your website. All you need to do is create a CTA button on your website for the free trial, which links to the package. To know more about how you can link the free trial with your website, follow this guide.

  • Facebook page: You can also create a Facebook page or group for your free trial, and link the training group, whenever a prospect clicks on "Sign up" or "Learn More". Here's a guide that'll walk you through the process of linking your free trial with a Facebook page.

  • Messaging apps: To share the challenge directly with clients through email or Whatsapp, just share the copied link with them directly via messenger apps, like, WhatsApp or Facebook Messenger. If the link is too long, you can use URL shortener tools like to create links that are easy-to-share. 

Next Steps:

You can find answers to frequently asked questions by visiting our knowledge base at
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Happy Training,
TrainerFu Team

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