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International Expansion
International Expansion Webinars
International Expansion Webinar- March 2019
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Refine
Document Library
OPTAVIA CONNECT
How to Get Started
Client Support
Engage
OPTAVIA LEARN
OPTAVIA SHARE
OPTAVIA BUZZ
OPTAVIA LEARN
By Topic
By Rank
By Competency
Business Support
Business Incentives
Self-Service
Habits of Health Transformational System
OPTAVIA Updates
Business Tools
Virtual Support Videos
Compensation Plan
Health Care Professionals
Coach Support Team
Product Updates
Program Claims
Technology Updates
OPTAVIA PAY
Policies & Procedures
OPTAVIA Policies
OPTAVIA Procedures
OPTAVIA Privacy
Compliance
Compass To Success
International Leadership Advancement Trip
Events
International Expansion
Reference Materials
Frequently Asked Questions
Lean & Green (Asia Pacific)
International Expansion Webinars
International Compensation Plan
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OPTAVIA Path To Achievement
Team Global
Recognition FAQs
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Glossary
Document Library
OPTAVIA CONNECT
How to Get Started
Log in
How do I log in to OPTAVIA CONNECT?
Understanding the Home Page
Navigating in OPTAVIA CONNECT
OPTAVIA CONNECT – Searching for Clients and Coaches
OPTAVIA CONNECT – View My Profile
OPTAVIA CONNECT – Manage My Site
OPTAVIA CONNECT – My Account
OPTAVIA CONNECT – Rank Progress Banner
OPTAVIA CONNECT – Your Snapshot
OPTAVIA CONNECT – Team Activities
OPTAVIA CONNECT – LEARN
OPTAVIA CONNECT – News
Client Support
Client Support Dashboard
Client Orders Report
Clients Report
Projected OPTAVIA Premier Report
Expiring Rewards Report
How to view tracking for a Client order
Engage
Engage
Engage Dashboard
Define Your Own Report
Your Performance Report
Volumes Report
Your Career Report
Recognition Report
Generation Volume Report
Your Team
CAB/QSB Report
Close to Consistency Report
Close to Rank Report
Convention Report
New OPTAVIA Coach Report
Promotion Report
Renewal Report
Team Rank Report
Tree View
Your Team (Summary Page)
Reporting
How do I search for a specific Coach within reports?
OPTAVIA LEARN
OPTAVIA Learning Center
OPTAVIA Together Live 2020 Sessions
OPTAVIA Learning Center- FAQs
New Coach Basic Training Program
OPTAVIA Knowledge Check
OPTAVIA Knowledge Check FAQs
Certification Exam
OPTAVIA CONNECT - How do I start the Certification Exam?
OPTAVIA SHARE
OPTAVIA Share Video Tutorials
Basics of OPTAVIA SHARE
Profile and Social Accounts
eCards
Social Graphics
Newsletters
Flyers
OPTAVIA SHARE Overview
OPTAVIA SHARE FAQs
OPTAVIA BUZZ
OPTAVIA BUZZ Overview
OPTAVIA LEARN
By Topic
Business Resources & Tools
Staying Organized
How do I find more time to Coach?
How do I stay organized and on track with my Coaching business?
Using your MAP
What is the MAP?
When do I use the MAP?
How do I use my MAP?
Adding to your Contact List
How do I use my Contact list effectively?
Why is it so important to keep adding to my Contact List?
How do I keep adding to my Contact List?
Following Up
Follow Up
How do I follow up with Candidates?
When do I follow up with Candidates?
Why is follow up so important?
Getting Started as a new Coach
Your Why and First Goals
How do I explore my why and define my first goals?
Connecting to the OPTAVIA Community
How Do I Connect To Our OPTAVIA Community?
Contact List
How do I begin to create my Contact List?
My Story
How do I craft my story?
Why is my story so important to my success?
How do I share my story?
Products and Programs
How do I learn and feel comfortable sharing information about our Products and Plans?
What is OPTAVIA Premier?
Helping a Coach to Senior Coach & Beyond
Senior Coach Basics
Why are Senior Coaches so important to my business?
How do I help my Senior Coaches grow?
Tools for Senior Coaches
Why would I teach my Senior Coach to use the MAP?
How do I teach my Senior Coach to use the MAP?
Hosting Events
Hosting Events
Why should I host my own event?
How do I host my own event?
Event Signage
Can I order OPTAVIA signage for my event?
Leadership Development
Habits of Transformational Leadership
What are the Habits of Transformational Leadership?
What is the first Habit of Transformational Leadership?
What is the second Habit of Transformational Leadership?
What is the third Habit of Transformational Leadership?
What is the fourth Habit of Transformational Leadership?
What is the fifth Habit of Transformational Leadership?
What is the Sixth Habit of Transformational Leadership
Questions or Concerns
Products or Program Guides
How do I send Plan information or a guide to a Client?
OPTAVIA COACH ANSWERS
How do I find answers to my Client's questions?
How do I help my Clients find answers on their own?
Embracing and moving through Objections
How do I address my Candidate's questions or concerns?
How do I answer a Candidate's question on cost?
How do I answer a Candidate's question about soy?
How do I answer a Candidate's question about natural ingredients?
Referrals
How do I know which Clients might provide referrals?
How do I ask for referrals?
Role of an OPTAVIA Coach
What are my responsibilities as an OPTAVIA Coach?
Sharing OPTAVIA with Candidates
Sharing OPTAVIA
How can I share OPTAVIA?
How do I share OPTAVIA with Candidates directly?
How do I create interest with Candidates?
Tools for Sharing
What tool do I use when speaking with a Candidate?
The 4 Components of OPTAVIA
How do I share the four components of OPTAVIA with someone?
How would I speak about the four components of OPTAVIA with someone?
Social Media
Social Media 101
How do I begin to use social media as an OPTAVIA Coach?
OPTAVIA 30 Facebook
How do I connect my Clients to the OPTAVIA 30 Facebook group?
Client Support Groups
How do I use Client Support groups with my Clients?
What are Client Support Groups?
Sponsoring Coaches
Sponsoring Culture
Why should I sponsor and build a team?
Why would I want to create a culture of sponsoring on my team?
How do I create a culture of sponsoring on my team?
How do I teach my team to sponsor?
Sponsoring Basics
How do I effectively share Coaching?
Starting & Coaching Clients
Starting Clients
How do I send plan information or a guide to a Client?
How does a new Client place their first order?
When do I connect with my new Client?
How do I start a new Client on their journey?
What information should I send my new Client?
Coaching Clients - First Week Overview
How do I support my Client in the first week of their journey?
Coaching Clients - Welcome Email
When should I send out a Welcome Email to my new Client?
Coaching Client - Journey Kick Off
When do I send out the Journey Kick-Off video?
What do I talk about on the Journey Kick-Off Call?
Coaching Clients - Daily Calls
What do I talk about on the Day 1 support call with my new Client?
What do I talk about on the Day 2 support call with my new Client?
What do I talk about on the Day 3 support call with my new Client?
Are there daily messages I can send my new Client?
What do I talk about on the Day 4 support call with my new Client?
Coaching Clients - Daily Messages
What message can I send my Client if they are looking for more information on OPTAVIA Premier?
What is the first message that I can send a new Client?
What is the second message that I send a new Client?
When do I send the first daily message to a new Client?
When do I send the second message to a new Client?
What is the message I send my new Client the day before their order arrives?
What message do I send my Client the night before they start?
What do I send as the Journey Kick-Off message?
What is the Day 1 message for my new Client?
What is the Day 2 message for my new Client?
What is the Day 3 message for my new Client?
What is the Day 4 message for my new Client?
What is the Day 5 message for my new Client?
What is the Day 6 message for my new Client?
What is the Day 7 message for my new Client?
What is the Day 8 (one week on plan) message for my new Client?
What message can I send my Client about referrals?
What message can I send my Client about returns?
Tracking Client Progress
What tool can I use to track my Client's progress?
Coaching Clients - Ongoing Support
How can I help my Client update their OPTAVIA Premier order?
How do I continue to build relationships with Clients?
Where did BeSlim Go?
What happened to my BeSlim order?
Starting & Coaching Coaches
Starting Coaches
How do I help my new Coach get started?
How can I connect my new Coach to the OPTAVIA Community?
Supporting Coaches - Meet & Greet
What is a Meet & Greet?
When does a Meet & Greet occur?
Supporting Coaches - 3-Way Conversation
What tools do I use to support my new Coach during 3-way conversation?
What is the outline/flow of a 3-way conversation?
Supporting Coaches - Tools
What resources are available to support a new Coach and help them grow to Senior Coach?
What tool can help my new Coach stay organized?
What tools do I use to help my new Coach start & welcome their first Clients?
Using OPTAVIA LEARN
How do I share content from OPTAVIA LEARN?
How do I share an individual video from OPTAVIA LEARN?
How do I share an entire page from OPTAVIA LEARN?
By Rank
New Coach
Senior Coach
Manager
Associate Director
Director
Executive Director
Integrated Executive Director
Regional Director
Integrated Regional Director
National Director
Integrated National Director
Global Director
Integrated Global Director
Presidential Director
Integrated Presidential Director
By Competency
Growing to Senior Coach
Growing to Executive Director
Growing to Fully Integrated Business Coach (FIBC)
Growing to Fully Integrated Business Leader (FIBL)
Inviting Candidates & Welcoming Clients
Starting, Supporting, & Integrating Clients
Reaching More Clients
Offering Coaching & Starting a New Coach
Growing Coaches to Senior Coach & Beyond
Getting the Most out of your OPTAVIA Business
What is the best way to experience OPTAVIA LEARN?
Business Support
Business Incentives
Business Builder Bonus FAQs
Essential Start Promotion 2021
Self-Service
NEW Self- Service Return
Return Policy
OPTAVIA SMS Text Messaging Campaign
Habits of Health Transformational System
Presentation Series – Your LifeBook: The Elements
Video Series - Your LifeBook: The Elements
Habits of Health Transformational System Resource Page
Habits of Health App FAQs
OPTAVIA Updates
What is your shipping policy?
Business Tools
Welcome
Marketing Materials
Updated U.S. Marketing Materials FAQs
OPTAVIA Support Webinars
Leadership Call Discontinuation FAQ
Health and Hope Night
Certification Exam
Certification Exam FAQs
How do I purchase the Certification Exam?
How do I start the Certification Exam?
How do I confirm that I am now Certified?
New Client
How to Customize a Kit Order
OPTAVIA Premier
Return Status (Client Order)
Wellness Credits
How do I purchase Wellness Credits?
OPTAVIA Apparel
How do I purchase OPTAVIA Apparel?
Who do I contact regarding OPTAVIAGear.com items?
OPTAVIA App
OPTAVIA App FAQs
Program Support
Thyroid Medication
Virtual Support Videos
Virtual Support video campaign
Compensation Plan
What is CAB (Client Acquisition Bonus)?
What is an Assist Bonus?
What is an OPTAVIA Lead?
Health Care Professionals
Coach Support Team
Coach Support Team Hours of Operation
Perks of Rank: Global Director & Above
Supporting Hearing and Vision impaired Coaches and Clients
Product Updates
Product Optimization
Product Enhancements 2021
Products Updates 2021
Updated
Medifast Classics - Product Optimization 2021
Program Claims
Clinical Study Findings & Weight Loss Claims
Disclaimers
20,000 Doctors Claim Update
OPTAVIA PAY
What is OPTAVIA PAY?
How do I access OPTAVIA Pay?
Setting Up OPTAVIA PAY and Completing Your W-9
Multi-factor Authentication -OPTAVIA Pay login
How do I set-up Multi-factor Authentication?
How do I sign up with a Business Account in OPTAVIA PAY?
Choosing How to Receive Your Earnings
I need help with my OPTAVIA PAY account
Policies & Procedures
OPTAVIA Policies
What are the OPTAVIA Policies?
How do I qualify for OPTAVIA leads?
Am I still called a Health Coach?
Agents of Transformation Facebook Group Access
How to report Policy violations?
OPTAVIA Procedures
What are the OPTAVIA Procedures?
Client Transfer Request Form- Client Initiated
OPTAVIA Client Transfer Request Form -Coach Initiated
Medifast Recovery Request Form
How do I add a Co-Applicant to my account?
Bulk Transfer Request Form
How do I submit information about products being sold online?
Business Entity Form
Business Support Materials Request Form
Business Transfer /Sale Request Form
Advertising Request Form
OPTAVIA Field Training Materials Approval Form
How do I change the primary account holder on my OPTAVIA business to the secondary position?
OPTAVIA Sponsor Transfer
How to report Policy violations?
OPTAVIA Privacy
California Consumer Privacy Act (CCPA)
Compliance
Sharing your Success with OPTAVIA on Social Media – Income Disclosure Guidance
Sharing your Transformational Story with OPTAVIA on Social Media – Weight Loss and Health Claim Guidance
Coach Interactions with the Media
New
Compass To Success
International Leadership Advancement Trip
International Leadership Advancement Leadership Trip 2020
Events
Local Field Training
Share Your Field Training Events
International Expansion
Reference Materials
Introduction to the OPTAVIA Program (Asia Pacific)
International Expansion - Video Presentation
International Expansion- PowerPoint Presentations
Asia Pacific: Dining Out Guide (Singapore)
Asia Pacific: Dining Out Guide (Hong Kong)
Asia Pacific: Lean & Green Recipes
Asia Pacific: Lean & Green Overview
International Expansion - October 2018
Frequently Asked Questions
International Expansion FAQ
OPTAVIA International Plan
International Expansion Plan- Monthly Zoom Webinar
Lean & Green (Asia Pacific)
Asia Pacific: Lean & Green Overview
Asia Pacific: Lean and Green Recipes
Asia Pacific: Dining Out Guide (Singapore)
Asia Pacific: Dining Out Guide (Hong Kong)
International Expansion Webinars
International Expansion - Recorded Webinars
International Expansion Webinar - August 2019
International Expansion Webinar - June 2019
International Expansion Webinar - May 2019
International Expansion Webinar - April 2019
International Expansion Webinar- March 2019
International Expansion Webinar - February 2019
International Expansion Webinar - January 2019
International Expansion Webinar - December 2018
International Expansion Webinar - November 2018
International Expansion Webinar - October 2018
International Expansion Webinar - September 2018
International Compensation Plan
International Compensation Plan Overview
Recognition
Team Global
Overview
Why has Team Global evolved?
What are the goals of the NEW Team Global?
The Evolution of OPTAVIA Leadership: Team Global
Team Essential
What is Team Essential?
How do I apply for Team Essential?
What are the requirements to join Team Essential?
What are the maintenance requirements for Team Essential?
Team Pursuit
What is Team Pursuit?
How do I apply for Team Pursuit?
What are the requirements to join Team Pursuit?
What are the maintenance requirements for Team Pursuit?
Leadership One
What is Leadership One?
What are the requirements to join Leadership One?
What are the maintenance requirements for Leadership One?
How do I apply for Leadership One?
Recognition FAQs
Updating name for recognition
Recognition Update: Highest Rank Achieved
U.S. Coaches
Hong Kong Coaches
Singapore Coaches
Healthy Habits For All®
What is Healthy Habits For All?
Our Impact
Get Involved
Healthy Habits For All - FAQs
Healthy Habits for All Week
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