The Migration Playbook

How to migrate off Trainerize, TrueCoach, or Everfit.

Switching coaching platforms scares coaches because it threatens retention. With a structured 14-day playbook, coaches consistently move 100+ clients off Trainerize, TrueCoach, or Everfit with zero churn. Here's the exact sequence.

Table of Contents

The 14-day playbook.

01

Why coaches stay too long

The fear that costs you years of growth.

02

Days 1-3: Export and audit

What data to pull and how to verify it.

03

Days 4-7: Rebuild templates

The 80/20 of program reconstruction.

04

Days 8-10: Client communication

The 3 messages that prevent churn.

05

Days 11-14: Dual runtime

Why you run both platforms in parallel.

06

The cutover

Final switch and what to monitor.

07

Post-migration

The first 30 days on the new platform.

08

Platform-specific tips

Trainerize vs TrueCoach vs Everfit specifics.

01 — Why coaches stay

Why coaches stay on the wrong platform for years.

The fear isn't the platform. It's the migration. Coaches imagine clients getting confused, missing sessions, asking for refunds, churning. So they stay on Trainerize at 80 clients even when the platform is clearly capping their growth.

This is the most expensive fear in coaching. A coach plateaued at 80 clients because their platform can't handle more is leaving $100,000+ per year on the table. The migration itself takes 14 days. The fear costs years.

Why structured migrations work

Migration churn happens when clients feel ambushed. They wake up to a new app, no warning, can't find their program, panic, message you frustrated. By day 3 they've decided to cancel.

A structured migration with client communication built in flips this. Clients know it's coming, know why, know the new app will be better for them. They land in the new platform expecting a fresh experience. Churn approaches zero.

02 — Days 1-3

Export and audit.

Days 1-3 are pure data work. Don't talk to clients yet. Don't tell anyone you're switching. Just get the data out clean.

What to export

  • Client list: name, email, phone, current program, billing cycle, payment method on file
  • Training history: last 12 weeks of completed sessions per client
  • Programming templates: every active program you've built
  • Check-in history: last 8 weeks of weekly check-ins
  • Payment history: 12 months of revenue per client
  • Forms and assessments: any onboarding, intake, or PARQ forms

Trainerize export

Settings → Business → Reports → Export. CSV. Some data (programming structure) doesn't export cleanly; screenshot key templates.

TrueCoach export

Account → Clients → Export. Programs need to be screenshotted; TrueCoach doesn't export template structure.

Everfit export

Settings → Data Export. Most fields export cleanly. Forms and assessments require manual recreation.

The audit

Once exported, spend day 3 going through the data. Identify clients who are at-risk (low engagement, billing issues, recent complaints). Plan to over-communicate with these clients during the migration.

03 — Days 4-7

Rebuild templates.

The mistake coaches make is trying to perfectly replicate their old programs in the new platform. Don't. Use the migration as an opportunity to consolidate.

The 80/20 rule

You probably have 30-50 program templates on your old platform. 80% of your clients run 20% of those templates. Rebuild the top 8-12 templates first. Get those clean. The long-tail templates can wait.

Day 4-5: Build your top templates

Identify the 8-12 most-used programs from your audit. Rebuild them in the new platform's editor. Better than the originals, since you're improving them as you go.

Day 6: Build your check-in structure

Set up your weekly check-in format in the new platform. Photos, bodyweight, training adherence, sleep, recovery score, nutrition adherence. Make it consistent across all clients.

Day 7: Build your messaging structure

Set up message categories, auto-responses, triage rules if your new platform supports them. This is where the new platform should be saving you time vs your old one.

04 — Days 8-10

Client communication.

This is where most migrations fail. Clients hear about the platform change as a surprise from the new app, panic, churn.

The 3-message framework

Message 1 (Day 8): The heads up. "Hey, quick update. I'm moving the business to a new coaching platform called Vyra. Better tools means better coaching for you. Here's what changes (nothing for you), here's what improves (X, Y, Z), and here's when you'll see it (next week)."

Message 2 (Day 10): The onboarding link. "Click this link to log into Vyra and finish setup. Your program is already loaded. Reply here if anything looks off."

Message 3 (Day 14, post-cutover): The check-in. "You should be fully set up on Vyra now. How's it feeling? Anything broken or confusing? Reply here, I'm watching the inbox."

Three short messages over 7 days. Each one prevents a different failure mode. Most coaches send one message at cutover and lose 10-15% of clients. The 3-message framework consistently keeps churn below 3%.

05 — Days 11-14

Dual runtime.

For 3-5 days at the cutover, both platforms are active. This is the most important migration concept and the one coaches most often skip.

Why dual runtime works

Some clients will move to the new platform immediately. Others will be slow. A handful won't see your messages for 7-10 days. If you do a hard cutover and cancel the old platform on day 11, those slow clients land on a dead app and churn.

If you keep both platforms running for 3-5 extra days, slow clients still have a working program when they finally check, and you can reach out and pull them across. Churn drops materially.

The cost

5 extra days of paying for both platforms. At $99/mo for Trainerize that's about $15. Compared to losing 5-10 clients at $300/mo each ($1,500-3,000/mo of recurring revenue), it's the best $15 you'll ever spend.

06 — Cutover

The final switch.

Day 14: hard cutover. Cancel the old platform subscription. Pull the plug. All clients are now exclusively on Vyra.

What to monitor for 72 hours

  • Messages in the new platform's inbox. Reply to everything within 4 hours.
  • Any client who hasn't logged into the new platform yet. Personal reach-out via SMS or email.
  • Billing. Make sure your auto-billing transferred cleanly and no charges failed.
  • Training adherence numbers. If clients aren't completing sessions, it's usually a platform-onboarding issue, not motivation.

Most coaches report a 24-48 hour spike in inbound questions during cutover, then it normalizes by day 4-5 on the new platform.

07 — Post-migration

The first 30 days on the new platform.

The migration ends at day 14. But the new platform's payoff happens over the next 30 days.

Week 3 (Days 15-21)

Get comfortable with the new platform's daily workflow. The first 7 days you'll still be reaching for old habits. By the end of week 3 the new workflow should feel natural.

Week 4 (Days 22-28)

Start using the features that drove the migration. If you switched for the attention queue, run it daily. If you switched for retention scoring, start watching the at-risk client list. If you switched for the Discover marketplace, start filling out your coach profile.

Day 30 review

Compare. Time spent on platform per week, retention metrics, new client acquisition. The platforms that matter show measurable improvement in 30 days.

08 — Platform-specific

Trainerize vs TrueCoach vs Everfit specifics.

Each platform has migration-specific gotchas worth knowing.

Migrating from Trainerize

Trainerize's program data exports as PDFs by default. Request the JSON export from support — it's cleaner. Custom messaging templates don't export at all; screenshot them. Billing relationships transfer easily via Stripe.

See our full Trainerize migration guide for the platform-specific sequence.

Migrating from TrueCoach

TrueCoach's video library doesn't export; you'll need to re-upload exercise videos in the new platform. Client form data exports cleanly. Group programs are the trickiest part — rebuild them first.

See our Vyra vs TrueCoach comparison for the differences in workflow.

Migrating from Everfit

Everfit exports include the program structure (one of the better exports in the industry). The challenge is the meal plan templates which require manual recreation in Vyra. Client conversation history doesn't export.

See our Vyra vs Everfit comparison for the parts that translate cleanly.

FAQ

Common migration questions.

Q

How long does migration take?

14 days end-to-end for a 50-100 client book. Bigger books can extend to 21 days.

Q

How much churn should I expect?

0-3% with the structured playbook. 10-20% if you cutover without communication.

Q

Should I pause new client intake during migration?

No. Keep onboarding new clients into the new platform during days 8-14.

Q

Does Vyra help with the migration?

Founding Coach onboarding includes a migration support call. Book the demo to set it up.

Founding Coach Program

Migrate to Vyra in 14 days.

First 500 coaches lock in $49/mo, a 3% revenue share, AND a 3% marketplace fee (vs the standard 10%). All for life. Migration support call included.