Module 4 • Full lessons available

Module 4: Recurring Income — Stop Selling Only Single Sessions

Hourly PT income has a built-in ceiling and constant volatility. This module shows how to restructure your business around packages, monthly coaching, group programmes, challenges, retention and upsells so income becomes more stable, scalable and predictable.

~71 min total 7 lessons

Module progress0/7 • 0%

What you will learn

See why hourly income has a hard ceiling
Move clients from pay-as-you-go to packages and monthly coaching
Build a simple 3-tier pricing ladder
Design beginner, standard and premium offers that feel distinct
Combine 1:1, group, online and live delivery into a sustainable week
Build a retention system that keeps clients past their first programme
Add upsells like challenges, workshops, meal plans and digital products
Create a clear monthly recurring offer and upsell plan

PT Income Ladder

Complete the worksheet at the end of this module to apply everything you learn.

Jump to worksheet

Lessons

Module worksheet — PT Income Ladder

Use this worksheet to redesign your PT income model. By the end you should have a clear pricing ladder, a recurring monthly offer, a retention plan and a first upsell ready to launch.

1. Current income audit

Max sessions per weekAverage session priceWeekly income ceilingCurrent payment mix (PAYG / pack / monthly)% income that is recurringBiggest income risk right now

Answers are saved to this device only. Cloud sync coming soon.

2. Pricing ladder

Entry tier nameEntry tier priceEntry tier includesStandard tier nameStandard tier priceStandard tier includesPremium tier namePremium tier pricePremium tier includesHow clients progress through the ladder

Answers are saved to this device only. Cloud sync coming soon.

3. Recurring monthly offer

Monthly offer nameMonthly priceWhat is included each monthCheck-in cadenceCommunication rulesCancellation / pause policyTarget number of monthly clients in 90 days

Answers are saved to this device only. Cloud sync coming soon.

4. Delivery mix

Weekly hours for 1:1Weekly hours for group/liveWeekly hours for online coachingWeekly hours for content/adminWeekly delivery rhythm

Answers are saved to this device only. Cloud sync coming soon.

5. Retention plan

Week-one experienceMid-programme check-inEnd-of-programme renewal conversationDefault next offerTarget renewal rate %

Answers are saved to this device only. Cloud sync coming soon.

6. Upsells

Upsell 1 (name, format, price)Upsell 2 (name, format, price)Upsell 3 (name, format, price)First upsell to launch in 60 daysPromotion plan

Answers are saved to this device only. Cloud sync coming soon.

7. Launch checklist

I have built my pricing ladderI have defined my monthly recurring offerI have mapped my weekly delivery mixI have a retention planI have a first upsell ready to launchI have a plan to communicate this to existing clientsLaunch date

Answers are saved to this device only. Cloud sync coming soon.

Back to full Playbook Next: Module 5

Module 4 final action

Your income model is now ready to restructure

Pick three existing clients to move onto a monthly package, set a launch date for your first upsell, and update your pricing on your MEM profile so new enquiries see the new ladder.

Update my pricing on my MEM profile