Are you a Team Beachbody Coach looking for a tracking solution that will go between paper AND digital easily? Well here it is!

If you’re anything like me, you love paper planners but at the end of the day, you really just want everything stored electronically for ease of reference, statistics, calculations, a running log, etc. After searching for and even buying dozens of other planning options, I finally gave in and designed one myself. This tracker is formatted for printing, with print areas and page breaks already pre-defined. This means you can print off the pages you want (like the Activity Tracker for instance) and then come back to your digital version at the end of your working day and just plug all the data in.

OR if you’d rather keep it 100% digital, simply save this file to your Google Drive, Dropbox, iCloud, or whatever cloud storage you prefer. Make sure you have the same cloud storage on your phone, tablet, computer, etc. and now you’ll have access to your file anywhere you go! Out and about but need to call Susie Homemaker for a followup? No problem! Just pull up your file, go to your Activity Tracker under the follow up section and BOOM! There’s here number! It couldn’t be easier!

Included in the tracker are the following pages:

–Use this page to plan out your challenge group dates, blog posts, and team calls.

Activity Tracker
–A much improved version of the BAT with auto-calculating fields and divided sections that not only make sense but encourage the 3 vital behaviors.

Prospective Customers
–Keep track of all those people you’re talking to but who haven’t made a decision yet.

Shakeology Samples
–Never let a Sample you’ve given out fall through the cracks again!

–These are people who have actually purchased a product from you.

Free Clients
–These are people who signed up to be a free client from your site OR were given to you by Beachbody.

Paid Challenge Group
–This page is meant to be duplicated depending on what kind of paid challenge groups you are running. Simply make a copy of the sheet and rename it to keep your challenger data separate!

Free FB Group
–Do you have a free Facebook Group? Keep track of who is in it, when they were added, and more!

–We all know team building is important to our success. Here you can see which coaches are in which leg, what their current rank is, what their goal is, and what their WHY is so you can continue to motivate them!

Income Tracker
–Nothing is more satisfying that seeing how much money you’ve earned!

Expense Tracker
–This will come in handy during tax time – keep track of any money you spent on samples, postage, etc. (Always check with your accountant to see what is tax deductible and what is not). Don’t forget to track your Coach Business Fees!!!

–Now that you have a way to track your Income and Expenses, now it’s time to do the math and see how much you ACTUALLY made!

Since this is a digital file and a direct download, I cannot offer a refund. However, you and your business is very important to me. Please send me a message if you are unsatisfied with anything and we will work through it.

***Please note: This file is for personal use only. You may not forward, share, sell or distribute the file. It is for non-commercial use only. Please refer your friends and fellow coaches to my site if they wish to have their own copy please. Thank you for your understanding and support!

Please follow and like us: