How do I stay organized and on track with my Coaching business?


The  OPTAVIA Success System that came in your Coach kit is a great way for you to keep your OPTAVIA business organized. It contains three folders:

  • Candidates folder

  • Active Clients folder

  • Follow up folder

The front of each folder contains useful information on how to use the system so that you always know where you are with each candidate or client.   Click  here for the digital version and watch this brief  video to learn more about how each Client’s Health Assessment will move through the folder system. 

Useful Resources for this Topic

Video Resource

 OPTAVIA Success System Video

PDF Resource

OPTAVIA Success System

 OPTAVIA Success System (Spanish)