Gym Marketing With ClickUp

/ ClickUp / By

How to Plan Gym Marketing Campaigns With ClickUp

ClickUp can be your central workspace to plan, organize, and track every gym marketing strategy—from social content to referral drives and seasonal promos—so you never miss a chance to grow memberships.

This step-by-step guide shows you how to turn proven gym marketing tactics into an organized workflow you can manage in one place.

Step 1: Map Your Gym Marketing Goals in ClickUp

Before designing campaigns, define what success looks like and connect it to clear tasks in your workspace.

  1. Create a new Space for Gym Marketing.

  2. Add a Folder for Annual Marketing Plan.

  3. Inside the Folder, create Lists for each goal, such as:

    • New Member Acquisition

    • Member Retention

    • Upsells & Personal Training

    • Seasonal Promotions

  4. Add tasks for measurable targets, for example:

    • “Add 50 new members in Q1”

    • “Increase trial-to-member conversion rate to 35%”

Use task fields to track metrics like leads, sign-ups, and revenue so each marketing action connects to a business result.

Step 2: Turn Gym Marketing Strategies Into ClickUp Tasks

The source guide on gym marketing strategies outlines proven tactics you can convert into structured workflows. Use ClickUp to turn each idea into repeatable processes.

Build a Referral Program in ClickUp

Referral marketing is one of the highest-ROI strategies for gyms.

  1. Create a List called Referral Program.

  2. Add tasks for key steps:

    • Design referral offer (e.g., free month, discounted training)

    • Create in-gym posters and flyers

    • Draft email announcements

    • Train front-desk staff on scripts

  3. Assign owners, due dates, and priorities.

  4. Add Custom Fields for:

    • Referral source

    • Referred leads

    • New member conversions

This structure makes it easy to see which referral channels perform best over time.

Organize Social Media Marketing in ClickUp

Consistent social content keeps your gym top-of-mind. Use your workspace as a content calendar.

  1. Create a List named Social Media Calendar.

  2. Switch to Calendar View to visualize posts.

  3. Add a task for each post with:

    • Platform (Instagram, Facebook, TikTok)

    • Copy and hashtags in the task description

    • Attached images or short-form video drafts

  4. Use Custom Fields to mark:

    • Content type (testimonial, workout tip, promotion)

    • Campaign (summer challenge, New Year offer, etc.)

With this system, your team always knows what’s scheduled, what’s in draft, and what still needs creative assets.

Manage Email Campaigns With ClickUp

Email is ideal for promoting offers, class updates, and retention campaigns.

  1. Create a List titled Email Campaigns.

  2. Set up tasks for:

    • Welcome sequence for new members

    • Free trial follow-up series

    • Reactivation emails for expired memberships

    • Monthly newsletter

  3. Add subtasks for each workflow:

    • Outline email topics

    • Write copy

    • Design layout

    • Test subject lines

    • Schedule and send

Store links to your email service provider, templates, and past performance data directly in the tasks.

Step 3: Plan Local Promotions Using ClickUp

Local partnerships and events can drive a steady stream of leads when planned systematically.

Set Up Local Partnerships in ClickUp

Use a dedicated List to track outreach and collaborations.

  1. Create a List called Local Partnerships.

  2. Add tasks for target partners like:

    • Healthy restaurants

    • Physical therapy clinics

    • Corporate offices

    • Schools or universities

  3. Use fields for:

    • Contact name and details

    • Partnership type (flyer swap, corporate discount, wellness event)

    • Status (prospect, in discussion, active, inactive)

Attach agreements, co-branded assets, and event summaries so everything related to each partner stays organized.

Organize Gym Events and Challenges in ClickUp

Events, open houses, and fitness challenges create buzz and referrals.

  1. Build a List named Events & Challenges.

  2. Create tasks for each event, such as:

    • Open house weekend

    • 30-day transformation challenge

    • Charity workout event

  3. Add subtasks to cover:

    • Theme and offer

    • Landing page or sign-up form

    • Promo schedule (email, social, in-gym posters)

    • Staffing and class schedule

    • Post-event follow-up and upsell

Use Board View to move each event through stages like Planning, Promoting, Live, and Completed.

Step 4: Track Gym Marketing Performance in ClickUp

Transform marketing from guesswork into a data-driven system using fields, views, and dashboards.

Set Up Performance Fields in ClickUp

For each campaign-related task, add fields that let you analyze outcomes later.

  • Leads generated

  • New members signed

  • Cost of campaign

  • Revenue generated

  • Primary channel (social, email, referral, local partner)

By filling these fields consistently, you can calculate ROI and focus on the highest-performing tactics.

Create Dashboards for Gym Marketing in ClickUp

Dashboards help owners and managers see what is working at a glance.

  1. Create a Dashboard named Gym Marketing Overview.

  2. Add widgets for:

    • Open tasks by status

    • Campaigns by channel

    • Leads and new members by month

    • Revenue by promotion type

  3. Filter widgets to show only your marketing Space or Lists.

Review this regularly to decide which campaigns to scale, pause, or improve.

Step 5: Create Repeatable Marketing Workflows in ClickUp

Most gym campaigns repeat each season or quarter. Templates save time and enforce best practices.

Build Campaign Templates in ClickUp

Once you have a solid structure, convert it to a reusable template.

  1. Open a well-organized campaign task or List.

  2. Include all standard subtasks, fields, and views.

  3. Save it as a template so your team can launch the next campaign with a few clicks.

Examples of helpful templates:

  • New Year membership drive

  • Summer body challenge

  • Back-to-school promotion

  • Member reactivation campaign

Standardize Team Collaboration in ClickUp

Clear communication prevents dropped leads and mixed messages.

  • Use comments to coordinate copy, design, and approvals.

  • Tag trainers and front-desk staff when action is required.

  • Attach creative assets, scripts, and promo codes directly to tasks.

  • Use checklists for front-desk procedures during promotions.

This keeps everyone aligned on offers, deadlines, and responsibilities.

Additional Resources and Next Steps

To deepen your gym marketing strategy and see detailed examples of campaigns, review the full guide on gym marketing strategies that inspired this workflow.

If you want expert help implementing structured marketing systems around your workspace, you can also explore services from Consultevo, which focuses on building scalable digital processes.

By organizing your campaigns, assets, and performance metrics in ClickUp, your gym can consistently attract new members, increase retention, and execute marketing strategies with clarity and speed.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`

Verified by MonsterInsights