TrainerFlow Project Cover Page
01  Introduction

Overview

TrainerFlow is a mobile CRM application that helps personal trainers optimize their time by streamlining business operations and enhancing their client management experience.

Problem

Many personal trainers struggle with the existing personal training CRM apps on the market, finding them to be either too difficult to navigate or lacking in features. This makes it challenging for users to manage their clients effectively.
02  Goals & Objectives

Project Goal

Research Objectives

03  User Research

Research & Pain Points

I conducted user research by posting surveys on relevant Reddit forums and reaching out to trainers on LinkedIn. During my research, I discovered slight differences in workflow between gym-employed trainers and self-employed trainers. Gym-employed trainers have access to a steady stream of potential clients through the gym's membership base and have fewer business administrative tasks. They can have access to a gym's client management system, but may need to handle client-communication independently. Self-employed trainers, on the other hand, handle all aspects of client management and business administrative tasks. They have more flexibility over the tools they may use to streamline these tasks.

Overall, the three main pain points I came across during my research were: the lack of useful features and customization within existing CRM applications; keeping clients motivated; and scheduling/managing clients.
Pain Points:  1. Lack of useful features and customization in existing apps - Many of the personal training CRM apps on the market fail to meet user needs. Users want customizable tools that can easily be adapted to their workflow and preferences. 2. Keeping clients motivated - Keeping clients motivated and accountable outside of sessions can be difficult, which often negatively impacts client results and retention rates. 3. Scheduling and managing clients - Trainers often manage multiple clients, each with different goals and schedules. Without the right tools, it can be difficult to keep track of everyone’s schedules and progress while staying organized.
I conducted a competitive audit to better understand the current market for personal training applications. I analyzed five direct and indirect competitors, examining their app interactions, visual design, and content.

User Personas

04  Design Process

Information Architecture & User Flows

I designed the information architecture and user flow charts to optimize user engagement and efficiency. For this project, I focused on four key functionalities essential to effective client management: adding a new client, scheduling client sessions, creating workout plans, and assigning workout plans to clients. I created four distinct user flows, each centered around one of these core tasks.

Wireframes

I began my design process by sketching out multiple versions of each page of the app. I then reviewed each version of the wireframes and added a star next to the pieces I felt were most effective. I was able to explore these pieces further when creating the digital wireframes.

Brand Identity

Style guide
05  Prototyping & Testing

Low-Fidelity Prototype

Using the wireframes as a guide, I created the lo-fidelity prototype. I made some changes to the layout and designed additional screens in order to prototype the four different user flows (add new client, create new workout, schedule a session, and assign a program).
View Lo-Fi PrototypeLo-fidelity prototype with connections

Usability Testing

I started by creating a UX research study plan to guide my usability tests. I conducted usability tests with five participants and gathered their responses in a spreadsheet. I then analyzed my findings by grouping similar responses and organizing them by priority levels.
Screenshot of notes from usability tests

High-Fidelity Prototype

I applied the insights from the usability tests by making small changes to the user flow, adding/removing certain features, and redesigning the layout of the Home page. I added colors, images, and icons from Google's Material Design to finalize the prototype.
View Hi-Fi PrototypeScreenshot of high-fidelity prototype
06  Final Product & Reflections
TrainerFlow — A mobile personal training CRM application
iPhone mockup of adding a new
Add a new client from the Clients page to start assigning workouts, track progress, and schedule sessions
Schedule client sessions directly from the Home page or navigate to the Clients page to create a new session
Create workouts by adding exercises from the exercise library and assign them to clients
An overview of the client's version of the application
TrainerFlow project final prototype overview

Challenges

The main challenge I had was learning to work with the resources I had. Because I had chosen a UX prompt specific to an industry I lacked familiarity with, I had trouble gathering participants for interviews and usability testing. I navigated this challenge by posting surveys on subreddits for personal trainers and reached out to some trainers on LinkedIn. I was able to gather participants for usability testing with the help of a friend who worked at a local gym.

Reflections & Moving Forward

This being my first UX/UI project, I had a hard time creating a strong visual hierarchy and applying certain design principles, such as the 8-point rule. I relied heavily on online tutorials and feedback from friends in the field. Moving forward, I hope to continue honing my technical skills in UX/UI design. If I were to move forward with this project, I would conduct another usability test and continue to iterate on the designs. I would also like learn more about how I can incorporate accessibility features into my projects.