Document Library

With the evolving needs of the OPTAVIA Community, new and improved marketing materials are now available to help elevate the Client and Coach experience. We’ve partnered with Field Leaders to consolidate and align our OPTAVIA Plan Guides and other business materials. You can find them below.

We recommend bookmarking this page for the most up-to-date resources to assist you in your coaching business.

Optavia Document Library
CategoryDocument
Business ResourcesOPTAVIA Optimal Weight 4 & 2 & 1 Plan® Guide
Business ResourcesOPTAVIA Optimal Weight 4 & 2 & 1 Plan® Weekly Journal
Business ResourcesThe Optimal Weight 5 & 1 Plan® an Introduction
Business ResourcesOPTAVIA Success System
Business ResourcesOPTAVIA Coaching Guide for Habits of Health® Transformational System
Business ResourcesGuidance on Handling Payment Card Information
Business ResourcesOPTAVIA Health Assessment - Fillable
Business ResourcesOPTAVIA Health Assessment with Guidelines & Considerations
Business ResourcesOPTAVIA Guide
Business ResourcesOPTAVIA Optimal Weight 5 & 1 Plan® Weekly Journal
Business ResourcesOPTAVIA New Coach Steps to Success
Business ResourcesOPTAVIA Diabetes & Seniors Guide
Business ResourcesOptimal Weight 5 & 2 & 2 Plan® Guide
Business ResourcesOptimal Health 3 & 3 Plan® Sample Meal Plans
Business ResourcesClinical Studies Overview
Business ResourcesOPTAVIA Specialty Plan Guide
Business ResourcesOPTAVIA Fuelings Cards
Business ResourcesOPTAVIA Dining Out Guide
Business ResourcesSoy and Health Guide
Business ResourcesRecipe Conversion Guide
Business ResourcesVegetarian Information Sheet
Business ResourcesVegetable Conversion Chart
Business ResourcesSelf Service Return
Business ResourcesHealth Professional BMI Flyer Card
Business ResourcesHealth Professional Poster Pack 1
Business ResourcesHealth Professional Poster Pack 2
Business ResourcesHealth Professional - Implementing OPTAVIA into Your Practice
Business ResourcesHealth Professional - Creating Health for Your Patients and Your Practice
Business ResourcesDr.A's Stop. Challenge. Choose.
Business Resources - SpanishOPTAVIA Health Assessment Guidelines & Considerations in Spanish
Business Resources - SpanishOPTAVIA Health Assessment - Fillable (in Spanish)
Business Resources - SpanishOPTAVIA Success System in Spanish
Business Resources - SpanishOPTAVIA New Coach Steps to Success in Spanish
Business Resources - SpanishOPTAVIA Guide in Spanish
Business Resources - SpanishOptimal Weight 5 & 1 Plan® Weekly Journal in Spanish
Business Resources - SpanishOPTAVIA Optimal Weight 4 & 2 & 1 Plan® Guide in Spanish
Business Resources - SpanishOptimal Weight 4 & 2 & 1 Plan® Weekly Journal in Spanish
Business Resources - SpanishThe Optimal Weight 5 & 1 Plan® an Introduction in Spanish
Business Resources - SpanishOPTAVIA Coaching Guide for Habits of Health® Transformational System in Spanish
Business Resources - SpanishGuía del Optimal Weight 5 & 2 & 2 Plan®
Business Resources - SpanishOPTAVIA Dining Out Guide in Spanish
Business Resources - SpanishRecipe Conversion Guide in Spanish
Business Resources - SpanishVegetarian Information Sheet in Spanish
Business Resources - SpanishVegetable Conversion Chart in Spanish
Business Resources - SpanishOPTAVIA Specialty Plan Guide in Spanish
Business Resources - SpanishOPTAVIA Diabetes & Seniors Plan in Spanish
Business Resources - SpanishSoy and Health Guide in Spanish
Business Resources - SpanishOPTAVIA Fueling Cards in Spanish
Business Resources - SpanishHealth Professional BMI Flyer Card in Spanish 
Business Resources - SpanishHealth Professional - Creating Health for Your Patients and Your Practice in Spanish
Business Resources - SpanishHealth Professional Poster Pack 1 in Spanish
Business Resources - SpanishHealth Professional Poster Pack 2 in Spanish
Business Resources - SpanishHealth Professional- Implementing OPTAVIA into Your Practice in Spanish
ComplianceOPTAVIA Return Policy
ComplianceOPTAVIA Income Disclosure Statement
ComplianceOPTAVIA Coach Code of Ethics
ComplianceOPTAVIA Coach’s Agreement: Policies and Procedures
ComplianceOPTAVIA Business Entity Addendum - U.S.
ComplianceOPTAVIA Policies
ComplianceOPTAVIA Procedures
ComplianceOPTAVIA Dispute Resolution Agreement
Compliance – SpanishOPTAVIA Income Disclosure Statement in Spanish
Fuelings and SnacksProduct List with Indexing
Fuelings and SnacksOPTAVIA Product Claims Sheet
LearnOverview for Healthcare Provider
LearnOPTAVIA Coaching Guidelines
LearnOPTAVIA & YOU (Trilogy Presentation)
LearnCrafting Your OPTAVIA Story
LearnDefining Your Why & First Goals
LearnClient Welcome Email
LearnOPTAVIA Wellbeing Evaluation
LearnDaily Messages for New Clients
LearnMonthly Action Plan (MAP) - Printer Friendly
LearnMonthly Action Plan (MAP) Guide
LearnStructural Tension Chart
LearnReferral Letter Template
LearnOPTAVIA Coach Explore
LearnIntegrated Compensation Plan
LearnIntegrated Compensation Plan At a Glance
LearnIntegrated Compensation Plan Quick Sheet
LearnOPTAVIA Trilogy Wheel
LearnTransformational Leadership Habit 1
LearnTransformational Leadership Habit 2
LearnTransformational Leadership Habit 3
LearnTransformational Leadership Habit 4
LearnTransformational Leadership Habit 5
Learn - SpanishOverview for Healthcare Provider in Spanish
Learn - SpanishOPTAVIA Coaching Guidelines in Spanish
Learn - SpanishCrafting your OPTAVIA Story in Spanish
Learn - SpanishDefining Your Why & First Goals in Spanish
Learn - SpanishClient Welcome Email in Spanish
Learn - SpanishOPTAVIA Wellbeing Evaluation in Spanish
Learn - SpanishDaily Messages for New Clients in Spanish
Learn - SpanishReferral Letter Template in Spanish
Learn - SpanishTransformational Leadership Habit 1 in Spanish
Learn - SpanishTransformational Leadership Habit 2 in Spanish
Learn - SpanishTransformational Leadership Habit 3 in Spanish
Learn - SpanishTransformational Leadership Habit 4 in Spanish
Learn - SpanishTransformational Leadership Habit 5 in Spanish