Customer Coaching Guidelines (Wellness Example) – Checklist

	Phase I
Name	Establish Why	Establish Goals	Establish Coachability	Commitment to Health & Goals	Support Team	Personal Analysis	Connect with MD for support

 

	Phase II
Name	Hydration Program	Send Welcome calls/emails	Measurements/photos/comps	Back office tutorial & product box	Set up cleanse coaching board

 

	Phase III
Name	Set up pre cleanse day	Mock cleanse Day Procedure	Set up shake days	Measurements and Shares after Day 5	Day 11 Measurements	Celebration Party Set Up	What Next	Day 30 Measurements	Setting up maintenance programs	Recognition first month

 

	Phase IV
Name	Business Transition Conversation	Opening the Cleanser’s rolodex	Practicing/Sharing your Story	Using your tool box	Segue into 3 way call	Cleansing Q & A	Simple things very well over and over