Step-By-Step

The PDF below will give you the exact process we take from the clients first assessment to their first check-in after the have hired you as a coach!

Use this guide to check all the boxes as you start getting clients and get them set-up.

Onboarding Summary:

https://drive.google.com/file/d/17UKaixJU9kaomuteCSBteecBdjtrGv1o/view?usp=sharing

Detailed Walkthrough of Onboarding Process:

https://www.loom.com/share/ae3324bb5bf1493cafdc1a68985a4a44?fbclid=IwAR0_Ft6L8_IjOX_boipf3y7oIsRNA2SFTUUv1hAl_nKXfIlwNZvn0zVunls

Coach Mer outlined a real world example, of how to respond to a potential client's intake form with a Loom video! Here's the example that you can use to structure your response video when someone fills out your intake form:

https://www.loom.com/share/2075faa8454d4750bde2203178183eec?sid=85c172ac-de6d-44da-b543-6269b979a7e4

Here is an example of how to perform a nutrition assessment for a potential client, and pitch your coaching.

Watch here:

https://www.loom.com/share/2414eba6b1004b9a8999a554755b826f?sid=a6a75a6d-8e9e-496c-b89b-030c87f613de

Here is a DM Script Guide to follow as you reach out to potential clients that specifically lead to them completing a nutrition report:

https://drive.google.com/file/d/1ycL5n2w-_PiqkGjkoVo3IFN1wBZdTZUK/view?usp=sharing

Here is an example email template to send people who fill out your assessment form.

When you click the link below click the "Make a Copy" pop-up to save a personal copy and customize for your own business.

Email template:

https://docs.google.com/document/d/1q4EF3JVjVE5rznn640fqoJ0aAdsbgTHwD1g7lxkkatM/copy

Have a client ready to register? Here are our registration email templates you can use to get started.

https://docs.google.com/document/d/1-uA9oqcB0eFsGPhGwVH-QS9HhCequxdffRg4llEVsCI/copy

Congrats coach! Someone filled out your coaching application and now it’s time to create their nutrition report, and tell them about your nutrition coaching service.

But there’s just one problem... they haven’t even started tracking, or worse.... they haven’t even looked at your email!

If this happens don’t panic! Believe it or not, most clients take multiple follow ups to get the ball rolling. Always assume the best. Clients are busy, nervous about starting the assessment process, or it simply got lost in their email.

In this guide, you will find 3 follow up emails you can send to your clients to get them to complete their assessment so you can sign them up as a paying client!

https://drive.google.com/file/d/1U9x2lbNm7aEQuePCS7d9HkcGWPBGGy1d/view?usp=sharing

Here is a Sales Objection guide to help you confidently navigate sales objections:

https://drive.google.com/file/d/1EbdAcl_laLitd7fnH0Rg-2AJWErcW3af/view?usp=sharing

Here is a template for a Welcome Email you can send to your clients when they sign up for coaching.

Feel free to use this exact template, or take inspiration from it for your own clients.

https://docs.google.com/document/d/1pYOroywRFoHr0fitXaZjagpnNjtUh0ctTrgKpLx5ris/copy

Here is a guide to help you troubleshoot why a client may not be getting results, and the next steps to take:

https://drive.google.com/file/d/1jMuh1kQwWnHAstleNRFomXAJo6-Mtyip/view?usp=sharing

The PDF linked below gives ideas for advice and strategies to share with clients around Flex Days and mindful eating.

https://drive.google.com/file/d/1j618CG4z1c3t2eBE_TDbHXKxa7ME1aTn/view?usp=sharing

The PDF linked below gives instructions and tips on how to plan client refeeds. 

https://drive.google.com/file/d/1CDpi52haRhJu4gda9Q5rqmWgVfPxkJbb/view?usp=sharing

Here is an example of a client feedback form. You can use a feedback form to collect testimonials- as well as to improve your coaching services. 

This is an example to gain inspiration from and customize for your own business. Click the "Make a Copy" button to access the form and begin customizing for your coaching business.

Meredith Feedback Form Example:

https://docs.google.com/forms/d/1PxrnPbBMJJRkeYLec7fBLfbQzk8zsbRuIrC660V7n_M/copy

Here is a guide on collecting and creating client testimonials:

https://drive.google.com/file/d/1zOHC6n8vGwG3Txg9mo3OGIFCAZpV765C/view?usp=sharing