1) GOALS & OBJECTIVES
Do You Have a Mission
Statement (How you want to help in your community, for example)? This can be displayed on your Client
Invoices.
D Y H Business
Objectives (Monthly, Quarterly, Yearly)? Are you tracking them?
2) MARKETING MATERIALS
D Y H Ideal Protein Web Site and Social Media package or equivalent?
D Y H Posters, Pull Up Banners, Body Fat Prop, Wall of fame, Total Weight loss and Inches Lost Board displayed?
D Y H Posters, Pull Up Banners, Body Fat Prop, Wall of fame, Total Weight loss and Inches Lost Board displayed?
D Y H Brochures and
Information Docs available?
D Y H a Recipe
handout available with a new recipe each week?
D Y H Dr. Tran's book
and Chef Verati's "My Ideal Recipes" handy?
2) PROMOTIONAL INITIATIVES / TOOLS
D Y H a sign
promoting the BCA? Is it easily accessible for Quick Reads?
D Y H all I P
Products displayed and have samples available?
D Y H regular
Workshops, signup sheets for Workshops, & adequate space?
D Y H a dieter
referral program? Is it promoted regularly?
D Y H an email or
regular mail newsletter (Recipes & promotion of Workshops)?
Does all staff know
the elevator pitch?
Do you attend
referral group meetings? Do you go to Chamber of Commerce or other "After 5:00 PM" type
referral events?
3) ORDERING & CONSULTATIONS
D Y H have a
consistent Initial Consultation Script, including explaining the protocol,
going over Phase 1,
& reviewing side effects?
D Y H a firm
understanding of the Health Profile and Contraindications?
D Y H Health Profiles
on file to email to prospective clients?
D Y H complete Initial
Consultation Folders
D Y H Order Forms
readily available and a process to accept orders and have them made up prior to clinic visit?
D Y H an Inventory
Control (such as the I P POS ) System?
D Y H a complete
Inventory (including all flavours and supplements)?
Does a client have
access by email to his or her coach?
4) DIETER FILES / WEEKLY FOLLOW UP TOOLS
D Y H your own
complete File for each dieter , including signed Health Profile, before
pictures and after, when
completed), lab reports (when needed), BCA reports, measurement progress sheets up to date, phone logs of first
week calls, previous "Daily Journals".
Do You go over the
weekly questions with each client?
5) ONGOING TRAINING,
AND SUPPORT TOOLS USE
Do You (and all coaches)
:
Have
Level 1 Training?
Attend
Super Weekends - (Level 2
& 3 Training)?
Attend monthly
Clinic Calls?
Know how to utilize the Online Support
System?
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