Your new Client is ready to join the OPTAVIA Community! Here are the steps to getting them started right on their journey to lifelong transformation.
Remember: many of our OPTAVIA Coaches were Clients first, so how you start them is their first experience of what it means to be a Coach. Keep it fun, simple, rewarding, and show that it can fit into their life. Get ready to celebrate the little victories that add up to the big ones.
- Help them select the Plan that is right for them.
Help them place their first order (recommend the OPTAVIA Essential Optimal kit with the Habits of Health system).
- Send them a personal Welcome email.
- Ask them to take a good “Before” picture if weight loss is one of their goals. This picture can be kept private so they can personally see their transformation.
- Add them to your newsletter (if applicable).
- Add them to your team’s online support page (if applicable).
Share the Virtual Support Videos with them to provide support along their journey.
When their order arrives, ask them to:
Read the OPTAVIA Guide.
- Call you to let you know when they plan to start.
- Introduce them to your Business Coach when appropriate.
- Touch base with them by phone on Days 1 – 4 of their program and twice during their second, third, and fourth weeks, and once per week after that.
- Establish an ongoing weekly Client Check-in day.
- Remind them of all of the great support available via our OPTAVIA Community.