Phase 1: Getting Started
Phase 2: Communication and Organization
Phase 3: Preparing For Your First Client
-
Client Intake Form
-
Nutrition Only Client Onboarding Process (3:40)
-
Everfit Set Up - Adding Your Test Client (4:25)
-
The Client Everfit Set Up (3:10)
-
Finding Your Intake Questionnaire (5:11)
-
Onboarding Call
-
Check-In Calls
-
Communication Cadence
-
Setting Goals, Reviewing Logs & Giving Feedback!
-
Fill Out New Client Start Form (1:02)
-
Quiz Time!
Phase 4: Using Everfit
-
Your Client On Boarding - Autoflow, Automations and Announcments (14:44)
-
Adding Your New Client (3:11)
-
Client Settings (1:39)
-
Linking MyFitnessPal (3:43)
-
Reminders Once Client Accepts Invite (1:54)
-
Available Coaching Items and Adding Them to a Clients Task Calendar
-
Corral Forums (1:09)
-
More Features To Help Clients (0:31)
-
Reviewing Client Notifications (0:58)
-
Quiz Time!
Phase 5: Nutrition
Phase 6: Trello CRM
Phase 7: Growing Your Client Load
Phase 8: Managing Time, Organization & Procedures
-
Client Onboarding Checklist
-
Daily & Weekly Tasks (9:53)
-
Adding Office Hours (2:00)
-
Classes (11:01)
-
Lead Registered Dietitian (3:51)
-
Managing Client Expections
-
Handling Client Complaints, Ghosting and Clients Wanting To Give Up (7:17)
-
Challenges of Online Communication
-
Expectations & Tips To Handle Vacations
-
The Not So Fun Part
-
Loom
-
Extra Resources
Phase 9: Client Wrap Up
Phase 10: "Extras" For Clients
Test Client - Time To Show What You've Learned!
