Confidential · For Logan Only

Project Discovery Intake

Community Gains LLC

A note from Brandon

Logan, thanks for taking the time to fill this out. Based on our conversation, it is clear you are running a business that is working — clients are staying, the model makes sense, and you and your wife have built something real in a short period of time. What I want to understand more deeply before I put anything together for you is where your time is actually going, what is holding back the consistency you described, and what the business needs to look like operationally before it can grow past where it is today. This form should take about 10 to 15 minutes. The more specific you can be, the more useful the next step will be for both of us.

1Answer the questions below as specifically as you can.

2Click Submit at the bottom when you are done.

3Brandon reviews your responses and follows up within 2 to 3 business days.

▶Identity Confirmation

To confirm your identity and ensure your responses reach the right place, please enter your email address.

This is the email address Brandon has on file for you. Your responses will be tied to this address.

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Before We Get Into the Questions

Here is what I captured from our conversation. Please read through these and let me know in the notes field below each one if anything needs to be corrected or clarified. If everything looks right, you can leave the notes blank.

--Community Gains LLC is approximately 6 months old and operates out of a rented space in downtown Chattanooga.

--You currently have 16 active 1:1 personal training clients, with an average retention of around 9 to 10 months.

--Your wife leads group coaching and client acquisition. You handle personal training, admin, CRM, and financials.

--Your group coaching sessions typically run 6 to 10 participants, with some client turnover after each program cycle ends.

--You dedicate roughly 1.5 to 2 hours each Monday to an admin block that covers client programming, scheduling, and related tasks.

--You are targeting 20 active clients as your next revenue milestone.

--Your current CRM is built in Notion and is maintained manually.

--You described wanting your programming and written client materials to be assisted or partially automated, and your weekly workflow to have clearer inputs and outputs.

1Your Business

Describe your business in two or three sentences. What do you do, who do you serve, and how long have you been doing it?

2The Problem

In your own words, what is the main problem or challenge you are bringing to this conversation? What is not working?

Be as honest and specific as you can. There are no wrong answers here.

What is this problem actually costing you -- in time, revenue, missed opportunity, or daily energy?

Specific numbers are helpful if you have them, but a rough sense works too.

3What You've Tried

What have you already tried to solve this? If you have hired outside help before, how did that go?

4Where You're Headed

If this engagement went perfectly, what does your business look like 90 days from now? What is different?

5Your Current Setup

Walk me through the tools and systems you currently use to run your business -- scheduling, communication, email, CRM, anything relevant.

Don't worry if it feels basic. Just describe what you actually use.

Who else is involved in decisions about your business -- partners, team members, a spouse? Who else would need to be part of a conversation like this?

6Timeline

Is there a specific deadline, event, or milestone driving your timeline right now?

7Anything Else

Is there anything else we should know -- context, constraints, concerns, or something you did not get to say in our conversation?

A Few More Questions

Based on our conversation, these are specific to your situation.

Walk me through your Monday admin block in detail. What tasks do you actually do, in roughly what order, and which ones take the most time?

Be as specific as you can. For example: reviewing client notes, updating programs, sending messages, reconciling payments, scheduling. The more detail here, the better.

Describe how a new client goes from first contact to their first session. What steps happen, who handles each one, and where does it slow down or fall through the cracks?

Include anything that is currently manual, memory-dependent, or inconsistent.

How do you currently create written training programs for clients? Walk me through the process from start to finish — what you start with, what you produce, and how it gets to the client.

Include how long it typically takes per client and whether the process is the same for every client or varies.

Community Gains has two distinct service lines under one business — your 1:1 personal training and your wife and her group coaching. When you think about where the business is losing time or revenue right now, which side of the business comes to mind first, and why?

There is no right answer. This helps me understand where the pressure is actually coming from.

You mentioned wanting your workflow and inputs clearly mapped out so you know exactly what to do each week to hit your goals. What does that look like to you in practice? What would you be able to do differently if that clarity existed?

Think about a specific week where things did not go the way you wanted. What was missing?

Your responses go directly to Brandon. This form is confidential and not shared with anyone else.