AI agent for personal trainers
Group Program Launch Agent
The program starts with enough paid, prepared participants or is moved in time.
What it does
A group program needs dates, a room or platform, materials, pricing, announcements and reminders, and many launches stall because no one tracks them. The agent builds a launch plan from the day the program is announced, with tasks for materials, venue, forms and messages. It tracks sign-ups daily against the minimum and the target. If sign-ups are below the minimum when the cutoff nears, it proposes extending the date or merging with another cohort, and drafts the new announcement. It sends reminders to those who signed up and checks that each has paid and completed the forms. The owner approves announcements, fees and any change of date. Edge case: a sign-up that has not paid after a reminder is held, not counted.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Program announced
- Build the launch task list and dates
- Draft the announcement and reminders
- Owner approves announcements and feesThe agent waits here for your OK.
- Send the announcement and open sign-ups
- Track sign-ups and payments daily
- Are paid sign-ups on track for the minimum by the cutoff?If not: Propose extending the date, merging with another cohort or a reminder push. Back to step 4.
- Send participant reminders and check forms and payment
- Is every participant paid and ready the week before?If not: Chase the missing items or move the participant to the next cohort. Back to step 4.
- Final participant list
How it decides
It compares paid sign-ups with the minimum by the cutoff and chooses between extending, merging or proceeding.
- Paid sign-ups under the minimum a week before the cutoff triggers a plan
- Unpaid sign-ups are not counted
- Maximum size closes the sign-up
- A change of date needs approval
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Minimum and maximum sign-ups
- Cutoff and warning days
- Fees
- Reminder schedule
- Merge options
What keeps you in control
It always asks you first
- Owner approves announcements and fees
- Owner approves any date change or merge
Hard limits
- Never charge or change fees without approval
- Never share participant details
- Never cancel without owner approval
It stops when
- Done: the program has enough ready participants and starts
- Stop: the owner cancels the program
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide