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How to "Fire" a Client During Tough Economic Times

by John Izzo

 
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Working one-on-one with clients is a hugely rewarding experience for any fitness professional at any level. Translating your passion for exercise into a viable business is truly an example of experiencing the American Dream. It is what the personal training profession strives on and why the fitness industry continues to grow each year.

 

When a trainer obtains a new client, it is an opportunity to change the life of someone, who otherwise, may have not done it without professional help. It is an opportunity to show a client that there is a "mapped route" to their goal--they simply have to follow the direction of the guide. The experience becomes somewhat of a revelation to the client--simply because they tend to learn more about themselves and become more comfortable in their own skin--especially around their trainer.

 

However, there are times when the experience turns stressful and lines are crossed. Sometimes the relationship between the trainer and client changes from a simple exchange of words brought on by inconsistent moods, stress, or emergencies. Other times, a client may forget that the trainer serves as the preceptor and that coaching involves incorporating different strategies to achieve the desired outcome.

 

Everyone has a bad day, right? And a passionate job should not have to be a stressful job—at least not all the time. There are times when coaching others can be stressful and energy-consuming, but we do it for the love and satisfaction that comes from it. However, there are those that do not like to surrender themselves during instruction and coaching. In the realm of coaching, there is a small degree of submission that must be demonstrated by the client in order to receive, process, and execute coaching instructions. There are times when the very people we are trying to help--become difficult, abrasive, and antagonistic. A client may arrive to a session upset, frustrated, stressed, or their attitude suddenly contrasts the trainer’s personality.

 

What I am going to talk about in the next couple of parts is how to distinguish if a client is simply having a bad day...or is becoming “problematic”. The easiest way to distinguish the difference between the two is by keeping a mental log of how the client has been receiving your instruction and processing it, versus the response in attitude and behavior modification. For instance, a dramatic shift in a person’s daily routine can alter their moods. Some may be able to “bounce back” or “recover” from changes or events; while others may let it affect their outlook for an undetermined amount of time. When this occurs, we have to examine the length of time this change in mood takes place (temporary vs. fixed), and determine if it is redirected reaction to the actual training or trainer.

Short term - usually 1 day, possible 2-3 days; brought on by a stressful situation in the client's personal life. This could be brought on by an unforeseen event: traffic accident, job-related deadline, disagreement with others, unforeseen event in family, etc.

 

Long term - typically runs over 1 week; usually a change of attitude coinciding with a change in behavior, adherence, communication, and approach. This would be classified as problematic to the trainer and business.

 

There are other ways to evaluate why a client's attitude may have changed. Conducting a mental inventory of recent changes in your client’s mood; response to exercise, adherence, and enthusiasm is a good way to start. As the trainer, evaluating your recent changes in moods, stress levels, or instruction delivery can also tell a lot about why the client exhibits abrasiveness.  Here are a few questions to ask yourself about your relationship with your client:

 

1.) Did your client experience a traumatic event in their life, job, or current relationship (small scale vs. large scale) in recent history?

 

2.) In recent history, was there something inappropriately said between you (trainer) and your client in recent history?

 

3.) Has there been a change in punctuality? (trainer or client).

 

4.) Has there been a change in personal training fees?

 

5.) Has your clients not experienced any changes in their progress? Has there been any progress? (Note: length of time)

 

6.) Has your client suffered any injuries recently? (Injuries will put a damper on attitude in people that are goal-oriented)

 

7.) Has there been an event outside of the client session between you and your client that may have changed the relationship?

 

8.) Is your client easily affected by daily stresses at their respected workplace?

 

9.) Is your client fixated on numbers on the scale?

 

10.) And lastly, who is in control of the training session? (trainer or client).

 

When the business is strongly dependent on the relationships with your clients (customers), it puts alot of pressure on the trainer to remain "cool" when a client deviates from the program; complains, whines, or misses a few workouts. The trainer needs to remain steadfast--but professional...direct, but respectful. What can a fitness professional do when a client is losing interest, missing sessions, arriving late, gets frustrated, or is simply a jerk when he/she does arrive?

 

I'll tell you a personal story:

 

My client Bill was a 58 year old executive in a large investment firm. He was an avid golfer and stressed to me how "great he used to be at golf and tennis". Bill and I would meet once a week for about 40 minutes to work on some golf specific exercise, mobility drills, and stretching. Some days Bill would arrive visibly stressed and frustrated from his day at the office. He was making great strides in training along the weeks: his swing was looking smoother, his shoulder flexibility increased, and his trunk was gaining strength. But it wasn't good enough for him.

 

About 6 weeks after our initial start, Bill began arriving to the session seemingly upset about something that occurred to him. He would grind his teeth and speak to me in short bursts of sentences, and say he had to get an "a better turn on his back swing". Or "he wasn't getting the velocity he wanted on the ball".

 

When I taught Bill new drills, he looked terrible. As his trainer, I wasn't happy with the technique he was using or the form he executed. I felt he was digressing. We were making great strides in recent weeks, but now I would occasionally stop the drill and break it down into parts. Bill would get visibly frustrated. When I spoke to Bill, he towered over me. I was his coach, his preceptor; I was "his boss" for 40 minutes every week.

 

And let’s face it…when you are an executive at a large investment firm, the last thing you want to do is submit to a little pip-squeak fitness guy every week, right?

 

I was stern and direct with him--all 5'6" of me! Bill's eyebrows would crinkle on his 6'1" frame and he would get really hard on himself if he didn't get something right. I encouraged him to stay positive and praised him every time he performed a drill better.

 

As the weeks went on, I began to frown onto my appointment book whenever it was Tuesday and see I had Bill scheduled for 4pm. I knew the session was going to consist of dealing with an upset man who was not content with the progress and a loss of motivation on his part. It was obvious to me that Bill had set expectations higher and was used to getting what he wanted when he wanted it. Now, he had to put some effort into something and he wasn’t used to doing that.

 

One day, I had to cancel Bill's session with me in order to visit the doctor's for a check-up. I gave Bill a call at his office at 9am that day. When I spoke to him, I let him know that I had a doctor's appointment at 4pm and would not be available for our session. I had alerted Bill of this appointment weeks earlier one day when we looked at each other’s calendars. It was understandable seeing that I made the appointment weeks before I met Bill and rescheduling it would mean pushing it down another 4 weeks. Surprisingly, Bill grew agitated with me over the phone and threatened to end our sessions! I was bewildered at his attitude and not sure how to react. At first I thought he was joking with me, but he seemed serious. With the proper demeanor, I managed to calm him and convince him that I can see him on a different day for this one week. He agreed.

 

When I hung up the phone I was convinced that Bill was stressing me out. I wasn't looking forward to our sessions anymore. I dreaded Tuesday and my morning clients leading up his appointment can see a change in my attitude. I was leaving work stressed because of this one person. There was only one thing I can do...

Letting a client go is not an easy thing to do. It is a risk for your business. It can be misconstrued that you "don't care enough about your business or your clients", or it can be seen that you "really mean business”.

 

Word to the wise: If you mean business, you better back it up with client results.

 

Luckily I did. And people knew that. My other clients also knew that I am very tolerate and patient--but things have to be done my way in a session and they NEED to relax all barriers when it is time to train. But when a particular client is affecting your mood, stress or energy levels, and ultimately, affecting your business--it is time to remove them from your list in a professional manner.

Severing ties with a customer is always a rough call and one that should be executed with precision, planning, and preparedness for consequence. Here are a few tips for doing so:

 

1.) Start with direct communication - Call your client at a time when you know it is convenient for them. If your client is handling 2 children at 9am, don't call then. If you know, your client relaxes after dinner, try calling then. If you call your client while they are at work, make sure they can accept calls and try calling during downtime. I called Bill in the mid-morning when I knew he was done with meetings. I also called Bill at work, because I knew he was a executive and could accept calls. Be polite, but be firm. Begin the conversation by explaining the session content and how it correlates with the goal of the client. Discuss the progress made thus far. Then, explain to your client how their attitude is affecting you. Explain to them how their attitude hurts your business. Don't focus solely on negativity.  

 

NOTE: Communicating with your client may help them change their attitude. If they can hear how their attitude affects others, they may consider changing it. This is good, and may actually be the only step you need to take. But if you sense no changes in the eminent future and are steadfast on removing them from your list, move on to tip number two.

 

2.) Offer your client a hard-copy of the exercise program and any paperwork associated with it. Don’t leave them empty-handed. Chances are they still want an exercise program and you should give them copies of any paperwork associated with their program (food diary, associated stretches, weight-lifting diagrams, etc).

 

3.) Refund your client any monies for unused sessions. Perform number 2 before this step. It shows that you are offering something to them in exchange for this inconvenience. (Lets be honest, this is an inconvenience for your client. If they really didn't like you, they would have "fired" you…first.) Don't wait to refund them and don’t keep their money. This can get ugly if you do. Rightfully, you are terminating the relationship and like an employer, refunding them for unused sessions is like giving an employee 2 weeks paid vacation. Its been banked, so it doesn’t hurt the bottom line.

 

4.) Suggest a different trainer. If you have a network of colleagues, give your client the names and contact info of them. Explain to your client that it may be a "better fit".

 

5.) Upon mutual agreement, follow up in writing. Send an email ("CC" to yourself) or send a letter to the client's home detailing that there has been communication between the client and yourself; sessions have agreed to be ceased, refunds for unused sessions has been issued, and a suggested list of available professionals has been provided. This is simply a professional move.

 

Keep this letter or email in your records. If you have this conversation in person with your client, I suggest you have a third person in the facility or close by. They don't need to be in the same room, but have them in visible view of the conversation. You can also draft a letter of session cessation and present it to your client. However, in order to prevent aggression or dissatisfaction with this situation, always have the refund paperwork ready. Don't hesitate on giving a client back his money. Holding on to their money is one way to rub your name and business in the dirt.

 

Some may say that "firing" clients is the last thing you want to do in tough economic times, and I agree. But severing a relationship with a paying customer is the last resort and only warranted if you, the trainer, absolutely LOATH a particular client or their attitude. Poor attitudes by clients cause a domino effect and not only drag the trainer down; but affect the energy and mood of the entire workday. The culminating effect of the stress can risk the ENTIRE business.

 

Actually "firing" a client should be conducted privately and professionally. It is wise to take the proper steps to ensure that your reputation is not damaged and your integrity is intact. Here are some quick tips:

 

1.) Write everything down. Keep a log or jot notes in a folder regarding your client's attitude and response to the sessions. Any weird comments or snide remarks should be noted and dated. This will give you reference when planning to sever the ties with your client.

 

2.) Keep every email or voicemail. Arm yourself with evidence of changes in attitude. You can always refer back to this info to support your decision or present it to the client. Sometimes, people do not remember “being a jerk" when they say or write things. But their effect can take a toll on you--remembered or not. Today, many email services keep messages for a very long, long time. Categorize your message folders and do not delete anything you think is pertinent to this decision.

 

3.) Highlight areas of the contract that state the relationship can be severed under your conditions. If it's stated in the contract at the time the client looked it over and signed it, you have a good reason to let them go. For instance: contracts can dictate that if a client misses a number of sessions without notification; if a client is continuously late; if a client does not adhere to the program; or if the client makes others feel uneasy. If you have it in writing, you can let them go. Make a copy of that contract and give them a copy.

 

4.) Plan on a refund. If you keep their money, you lose the initiative. You look like a bad guy. If you plan correctly, budget a refund as soon as you "fire" the client. Make it known that you simply want to cut all ties. Refunding them for unused sessions will save you from any legality issues that may arise. To soften the blow, give the client a list of fitness professionals in the area that may work with them.

 

5.) Do not discuss the incident with others. If you have higher-tiered staff or a business partner, you may want to alert them of your decision. Do not, under any circumstances, talk about the incident with clients--even if you feel you can trust them. In a situation like this, it is best to let it "dissolve". The less you talk about it, the more likely it will go away.

 

But what if it doesn't go away?

 

Your newly "fired" client may feel insulted or disgruntled. If they don't want to go down without a fight or smear your business to others, you need to be ready. In this situation, you can draft up a notice that reinforces the conditions of your contract and display it in view of others. If asked, you can be genuine--yet professional--without leaking out too much info. If others ask, you can simply give them minor details. Good businesses don't "air out their dirty laundry", and others should respect that. Or you can go the military route and create a diversion:

 

How do you do that? Here are some ideas:

 

  • Immediately hold a free trial offer of boot camp classes.

 

  • Raffle off sessions

 

  • Purchase a prize (Flat screen TV, gift cards, iPod, etc) and hold a contest for most referred clients.

 

  • Create a new program that involves a group (walking group, biking group, running group)

 

  • Create a social network and ask everyone to join.

 

  • Have a guest speaker come in for a free seminar (doctor, etc)

 If you market it effectively and immediately, the smoke will blow over sooner than you think. You will be on your way to feeling better about your day and the decrease in stress levels will enable you to focus more energy on the business. Remember, you shouldn't be minimizing your client load--only increasing it. "Firing" a client is your last resort. However, the elation you feel once negative energy is removed from your life is unexplainable. Your positive clients will appreciate your newfound happiness! [END]

 

 

 

This article may not be reprinted without written permission by the author. Please contact the webmaster if you would like to use this article for informational purposes. If you would like to use this article, please keep all references and links intact with proper annotations. The content of this article is for informational purposes and should not be misconstrued as medical advice. It is not intended to diagnose, treat, or cure any physical or health ailments. It is not intended to replace or substitute the advice or treatment of a qualified medical professional. Be responsible and seek out a medical professional (therapist, physician, dietitian, etc) before engaging in an exercise program.