Automated Monthly Progress Check-Ins for Personal Trainers
On the first Monday of each month, WebRun opens TrueCoach, gathers each active client's session count, workouts logged, and coach notes from the past four weeks, drafts a personalised progress summary in Gmail for each client, and logs a snapshot to Google Sheets for your records, all held for review before sending.
How do I automatically send personal training clients a monthly progress summary?
WebRun opens TrueCoach on the first Monday of each month, collects session counts, workouts logged, and coach notes for every active client over the past 28 days, logs snapshots to Google Sheets, and drafts a personalised progress summary in Gmail for each client. All drafts are held for trainer approval before sending.
- Clients receive a personalised monthly win summary that reinforces their commitment
- Trainers spot low-attendance trends before they become cancellations
- Progress data is logged monthly so trainers can track client retention over time
Built for personal trainers · online fitness coaches · strength coaches · nutrition coaches
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.truecoach.coin a real browser with your saved login - no setup, no API keys. -
1
TrueCoach - gather monthly progress data
truecoach.co
WebRun opens TrueCoach to gather monthly progress data. - Open TrueCoach and navigate to each active client's profile
- Collect sessions completed, workouts logged, and any personal bests or coach notes from the past 28 days
- Note the client's current program phase and primary goals for context
Done when Monthly training data is collected for every active client.
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2
Google Sheets - log progress snapshots
google.com
WebRun opens Google Sheets to log progress snapshots. - Open the client progress tracker
- Log a monthly snapshot row for each client with sessions completed, workouts logged, and key milestones
- Calculate month-over-month change in session attendance for each client
Done when Monthly progress snapshots are logged to the tracker for all active clients.
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3
Gmail - draft progress summaries for review
gmail.com
WebRun opens Gmail to draft progress summaries for review. - Draft a personalised monthly progress email for each client
- Lead with a specific win from the past month, then summarise sessions completed and key milestones
- Close with the focus areas for the coming month based on their program plan
- Save every draft unsent for the trainer to review, add personal touches if needed, and then send
Done when Monthly progress summary drafts are saved in Gmail, unsent, ready for trainer review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send progress summaries to clients without my approval?
No. Every progress summary is saved as a Gmail draft and held for your review. Nothing is sent until you approve it, giving you a chance to add personal touches.
What data does it use to build each summary?
It reads session count, workouts logged, and coach notes directly from TrueCoach for the past 28 days. No data is inferred or invented.
What if a client had very little activity that month?
WebRun still drafts a progress summary but focuses on what was completed and frames the coming month as a fresh start. The trainer can adjust the tone before sending.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.