How To Do Nutrition Coaching Check-Ins

...A Step-by-Step Guide to Keep Track of Your Clients

Written by: Dr. Marc Morris Ph.D CSCS

I'm very interested in how you organize your client's information.

There are multiple ways to deliver your nutrition coaching services. Systems such as spreadsheets, templates, forms and how to keep track of each client.

In this blog, I’m going to explain how to keep all your nutrition clients organized and give you a complete nutrition coaching delivery system—including all the tracking sheets, and check-in templates.  

As well, I’m going to walk you through the step-by-step check-in process I’ve developed after working with over 2,000 clients over the last 10 years. 

Today, you’ll learn how the best online nutrition coaches set up their weekly check-ins to deliver premium coaching services and better results for their clients.

Here we go

Nutrition Coaching is an AMAZING Job.

But if you really want to make money or help others doing it, you need to focus on getting RESULTS

As a nutrition coach, you help people achieve results by influencing behaviour in the long term. Not trying to change it in the short term. 

And the best way to do that is to create an amazing coaching service, revolving around the client “check-in”. 

People have asked me SO MANY questions about the nutrition coaching check-in over the last decade, I figured it was the right time to write a post explaining the entire process. 

From the very start, where you explain to a client why and how they’ll check in. 

To the very last correspondence, you send graduating a client and realizing them into the wild. 

Let’s go over each step. 


Step 1. Clear Expectations  

This is how we set the tone for the ENTIRE client relationship.

And if your success with clients is going to come down to your ability to coach them, you need to develop a rock-solid and organized check-in process.

Keep in mind, you may need to remind them from time to time, but it starts with communicating what you need and why it’s for them.

But this will all go over better if you also have the right tools in place and questions being asked.

Let’s set you up with a check-in form and a tracking sheet:


Step 2. Check-In Forms and Tracking Sheets

Nutrition Client Check In Forms to create a simple solution for online nutrition coaches

This is something that is done on a weekly basis. Why once a week? It’s the sweet spot. 

But you need a client check-in system. 

Where do clients go? Do you need an app? 

I teach everyone to build this from scratch because you know exactly why you’re asking questions, and where to find things. 

Coaching delivery system. i.e., sheets, templates, and how to keep track of each client. 

What clients do you want to ask? If you haven’t seen my check-in sheet before I’ll link up another article for you to check out. If you really want to gather the information that details what has gone well, what has changed, and what needs to be improved on, you can provide feedback and make adjustments.

Now you have all of the stuff you can include as you teach your clients how to check in. 

More formal the better. Remember this is a business. 

And if you want to grow it, you’ll need to treat it as such. 

But now that you have the right way to collect information and feedback, how do you actually respond?

How To Respond - The Hybrid Check-in.

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Step 3. Pick A Different Spot

Talk about how to review check-ins and the framework to review

Every coach will ask different questions depending on what they help clients achieve and the differences between individual clients. Still, in the Dr. Marc Method we teach coaches to collect feedback around the following: 

  • Results (has anything changed)
  • Adherence (how well did the client stick to the plan)
  • Feedback Cues (hunger, energy, exercise performance etc)
  • Behaviour and Motivation  (how is the client feeling about the process)
  • What’s coming up (what else does the coach need to know to make a plan)? 

This will all guide what you say and what you change. 

  • How to make adjustments, etc
  • Stay the course? 
  • Action steps 

90% of coaching is reassuring people they are on the right track.

Step 4. At The Desk

Google Drive with client folders. 

Beginning of the week

Cross-off method 

Set up form notifications, email becomes a to-do list. 

This all sounds great, but what do you do if a client doesn’t listen? 

Effective nutrition coaches  give their clients just enough information they can act on, 

Given their unique goals and situation, 

and create action steps to help them do the work.

Most of this happens during the client check-ins we just detailed. 

A client check-in provides the opportunity for both the client and the coach to communicate.

But what happens when there’s radio silence? 

Let’s troubleshoot some scenarios. 


Step 5. Troubleshooting

What do you do if a client falls off? 

Most times clients will be working with you a month to month, so if they fall off sometimes the onus is on you to keep them engaged. 

“Good or bad” fill me in. 

Clean Slate 

Listen anyone can tell someone to do something

Coaching them through it is a totally different story. 

The best nutrition coaches have a rock-solid CHECK-IN process, so I’m sure watching a pro do this step-by-step was helpful. 

Obviously, you don’t want them to fall off the face of the earth, but you need to set boundaries. 

When you nail the check-in process, you become an effective coach that gets results, saves time and changes lives. 


As great as all these tips are, if you’re really serious about starting a nutrition coaching business then the next thing you’re going to want to do is check out the video I have linked up right here on the best tools to master client check-ins and save you time in the process. 

So make sure to check it out now and I’ll see you next time. 

Learn Hybrid Check-Ins

Learn how to check in more nutrition clients in less time...while making more money. 

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