Coach Resources
Frequently used documents:
– Accountability Post Roleplay
https://vimeo.com/749570525/bb7c188402
– Basic reports to run for your business
https://docs.google.com/document/d/1jQIcaQTglvwZwdij27Pb1l1_Fue9ZCvT8IaEok4BGzM/edit?usp=sharing
– CLIENT Celebration Zoom/Call (CCC) outline (TS)
https://docs.google.com/document/d/1MbESUw9rYSPBLO_7tsG4aHM8ybj8DNmwxyGk5ZIzvKU/edit?usp=sharing
-Client Integration Tracker (previously potential coach tracker)
https://drive.google.com/file/d/1itWPaIATQigXm638VXFSA48ocAGLNts2/view?usp=sharing
– Client Support Checklist and IQA Form (This is a combined PDF document) (TS)
https://drive.google.com/file/d/1lSHKWQQEvgvigx1qfKljOkaGQQ0w0WrU/view?usp=sharing
– Coach Checklist https://docs.google.com/document/d/1Y7MHIvqbluhqO1drpa5tN5i9vDFcWPgCgVoh5YnmbPk/edit?usp=sharing
– Coach Explore (TS)
https://docs.google.com/document/d/13rtMvegblpltk5PyURXFp4KmLaZ71qlGzwLMHQPWbmc/edit?usp=sharing
– Deaf/Hard of Hearing Resources
https://docs.google.com/document/d/10LY5e1HzXmGZPC2IO5LdnL3WKeSwvp_PRaGnU7WzbLs/edit?usp=sharing
– Dr. A Consciousnes videos (shorts)
https://www.youtube.com/playlist?list=PLA9vxyrT5Mm4F1itW0UZqzkGJqp7dN61x
– Explore Options zoom Outline (TS)
https://docs.google.com/document/d/1Xh1Hy0zuIdNJd2U1lnc13oERGbbNNvUFEA1fH0CrqoU/edit?usp=sharing
– Finding Client and OPTavia Coach Candidates
https://optaviamedia.com/pdf/learn/OPTAVIA-LEARN-finding-candidates.pdf?fbclid=IwAR3_mVyXFvpOlIqdbdPQsqCH_INk_JXHv25d30WvjAhXfUY2eP9xR0EIqpo
– Health Evaluation
As you begin your coaching journey, you’ll want to create your own personal online Health Evaluation Link. Here is the instruction to do this:
https://docs.google.com/document/d/1ADQcRRfSqKzEOKPTBYNGtQMIJhjqgVKrjLg8GqSMzpo/edit
– Health Assessment Talking points (TS)
https://docs.google.com/document/d/1u3USgrX_UL_fZLZo397vzSv2urb0tz9WfgBeyoGuYuM/edit?usp=sharing
– Health Assessment: 3 Commitments Role Play (TS)
https://vimeo.com/749557543/a71e06c248
–HSA Medical Necessity Evaluation document: https://drive.google.com/file/d/1FPMNj7dQBVFg7LUrSHBDptSCxpAKArKe/view?usp=sharing
– Healthy Hangout Client Community Facebook page – Team SNAPP
https://www.facebook.com/groups/teamsnapphealthyhangout/
-Hound Facebook Group (training can be found on FB group): https://www.facebook.com/share/g/QasksbsdnuR8FEwY/?mibextid=K35XfP
-Impact/Hot List https://drive.google.com/file/d/1o2QB5OlNnZgVGNUXIZI-sx8o9mnYNHQp/view?usp=sharing
– Invite to Milestone Post Roleplay
https://vimeo.com/749572247/92727b4bad
– Jotform Resources (TS)
https://docs.google.com/document/d/1MWB9QCJRkEJvU67_zfao4gCjKRdHUonyRneCZDWlSug/edit?usp=sharing
– Lifebook – link to download 1st 2 elements (can send while waiting for program to arrive)
https://bit.ly/TS-LifebookDownload
– Milestone Post: Google Doc (TS)
https://docs.google.com/document/d/1HWyg5wlYRmCgQNcTbMi2JMOOq5e-4UvhohWIctlUDJs/edit?usp=sharing
– Milestone Post: Day 4 Roleplay to Invite (TS)
https://vimeo.com/749572247/92727b4bad
– OPTAvia Coach answers
https://coachanswers.optavia.com/help/home
-Optavia Pay (Tutorial on setting up) https://vimeo.com/709260009/21a4f439dd
–Plans and Pricing:
https://bit.ly/OptaviaProgramsSimplified
https://drive.google.com/file/d/1_fTkgUJvn6McRBEjSn0aJ0zytG7qgF58/view?usp=sharing
– Private Browser
We recommend opening a private browser window to place the order. This prevents your client’s account from being setup under your personal coach’s account. You can find instruction for opening Private Browser here:
http://teamsnapp.net/private-browser-directions/
-Rack Card Template: https://www.canva.com/design/DAGVjfktO34/Y63bc-lOHsL7dP5itAMaNQ/view?utm_content=DAGVjfktO34&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
– Rack Card Contact Form: https://bit.ly/ContactMeJotform
– Rack Card Coach Tools: https://docs.google.com/document/d/1L0PBYFv1_a-0kR1yLJ7kjcBtGmswVhzAeSDb4czzMaQ/edit?tab=t.0
– Senior Coach Celebration Zoom Outline (TS)
https://docs.google.com/document/d/1HX5iTILqPBF36LcqhxGu6FSvLgEfuoPZcHQJ3tlA6QA/edit?usp=sharing
– Share Call Online 5-29-22 (TS)
https://docs.google.com/document/d/1ypeKBqH1t0F9VHFAcfdeaKma2I2akMjXo4NRsQ-IWVI/edit?usp=sharing
– Starting & Integrating Clients (TS)
https://docs.google.com/document/d/1PyZ0fVf55U7O_Rtvc9CaFBrl8mrN-pO7DhgPwfuKHjE/edit?usp=sharing
– Welcome to Health Coaching Message (TS)
https://docs.google.com/document/d/1AOB4Kb2q0WxeMWyDvg0Zf-HYJuOtwYd3EezUMg6F980/edit?usp=sharing
– (How to add) Wellness Credits to a NEW client’s account:
https://players.brightcove.net/1018484324001/default_default/index.html?videoId=5688101615001
– (How to add) Wellness Credits to an EXISTING client’s account:
https://vimeo.com/319604625/6bb5d32d1
– Win the Day Tracker: https://drive.google.com/file/d/1lkeqhn2PXLV9N7xJJLUWJjd3ACVcDzKn/view?usp=sharing
1. Here is the link to the google doc with more details:
https://docs.google.com/document/d/1aSLesU5Q9ug39jLMOWUkgld5R_EAiiXCUaUuTRhwFec/edit?usp=sharing
- Mornings (M-Sat) at 10am est/7am pst, evening 6 pm pst
- Evenings (M-Thurs) 9pm est/6pm pst
Here is the google doc for the Doodly videos and emails: http://bit.ly/TBdoodly
The emails will be part of the email drip campaign for the week of August 19th.
Habit Finder Health Assessment is live in BETA test!
**PLEASE NOTE: Your personal coach link and this assessment are NOT to be shared on social media due to licensing restrictions**
Here’s the process document: LINK
**PLEASE NOTE: Your personal coach link and this assessment are NOT to be shared on social media due to licensing restrictions**
Tracking Documents (this can be downloaded to excel or printed – there are 3 different tabs – active clients, inactive clients and potential clients): LINK
Other HFH Resources
The Real Enemy of Self Improvement: Hint . . .It’s Not YOU! 4-2-24
https://vimeo.com/930096899/34b5c61969?share=copy
OG Mandino – The 10 Scrolls (Audio): https://habitfinder.com/audio/
Client Info
https://www.facebook.com/groups/352637651447895
https://youtu.be/ckexYsbBhvs
Follow Up message (Spanish)
https://docs.google.com/document/d/1zFqKt1MO_dO0vUFHLS6HjWqSRDbLMWpYUeV_R41UsVc/edit?usp=sharing
HOH Zoom – (Element 4) in Spanish
https://vimeo.com/566652300/2bf8adc25b
Lean & Green Meals in Spanish
https://optaviamedia.com/pdf/spanish/SPA_DOC_OPTAVIA_Lean-and-Green.pdf
OPTAVIA Client Tip Sheet in Spanish – comes with client 1st order
https://optaviamedia.com/pdf/learn/50039-SPA-INS_Optavia-5-and-1-Tip-Insert.pdf
OPTAVIA Diabetes Plan in Spanish
https://optaviamedia.com/pdf/spanish/50071-SPA_GUI_OPTAVIA-Diabetes.pdf
OPTAVIA Fueling Cards in Spanish
https://optaviamedia.com/pdf/spanish/SPANISH_OPTAVIA_Fueling_Cards.pdf
OPTAVIA Gout Guide in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Gout.pdf
OPTAVIA Guide in Spanish
https://optaviamedia.com/pdf/spanish/50063-SPA_GUI_OPTAVIA-30-Guide.pdf
OPTAVIA Health Assessment Guidelines & Considerations in Spanish
https://optaviamedia.com/pdf/spanish/50061-SPA_OPTAVIA_HA-Guideline-Considerations.pdf
OPTAVIA Health Assessment with Guidelines in Spanish
https://optaviamedia.com/pdf/spanish/50061-SPA_OPTAVIA_HA-with-Guideline.pdf
OPTAVIA Health Assessment – Fillable (in Spanish)
https://optaviamedia.com/pdf/spanish/50061-SPA_OPTAVIA_Health-Assessment.pdf
OPTAVIA Journey Kick-Off Card in Spanish – comes in clients 1st order
https://optaviamedia.com/pdf/spanish/50064-SPA_INS_OPTAVIA-Journey-Kickoff.pdf
OPTAVIA Nursing Mothers Plan in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Nursing-Mothers.pdf
OPTAVIA Optimal Weight 4 & 2 & 1 Plan® Guide in Spanish
https://optaviamedia.com/pdf/spanish/50066-SPA_GUI_Optavia4-2-1.pdf
OPTAVIA Optimal Health 3 & 3 Plan® Guide in Spanish
https://optaviamedia.com/pdf/spanish/50067-SPA_GUI_Optavia-3-3.pdf
OPTAVIA Optimal Weight 5 & 2 & 2 Plan® Guide in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI-OPTAVIA_5-2-2-Guide.pdf
OPTAVIA Plan Overview in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Plan-Overview.pdf
OPTAVIA Seniors Plan in Spanish
https://optaviamedia.com/pdf/spanish/50072-SPA_GUI_OPTAVIA_Seniors-Guide.pdf
OPTAVIA Teen Boys Plan in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Teen-Boys.pdf
OPTAVIA Teen Girls Plan in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Teen-Girls.pdf
Soy and Health Guide in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Soy-Overview.pdf
The Optimal Weight 5 & 1 Plan® an Introduction in Spanish
https://optaviamedia.com/pdf/spanish/50068_SPA_GUI_5and1_Client-Intro.pdf
Thyroid Medication, Soy, and OPTAVIA Guide in Spanish
https://optaviamedia.com/pdf/spanish/SPA_GUI_OPTAVIA_Thyroid-Soy.pdf
Coach Info
https://docs.google.com/document/d/1iTtjrGuVw-NDsYnLMBKf1D26-DAT98t2M5Hfa4-JuGo/edit?usp=sharing
Client Welcome Email in Spanish (Team SNAPP version coming soon!)
https://madmimi.com/p/a2dfb9
Conducting Check-Ins in Spanish (Team SNAPP version coming soon!)
https://docs.google.com/document/d/1fUh3UMDoPgTz2lQ1Nuq3arwc7Zw_b1PQX4nAfqs4lhw/edit
Crafting your OPTAVIA Story in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Howto-Craft-Story-Your-Story.pdf
Daily Messages for New Clients in Spanish
https://docs.google.com/document/d/17stgLcXO-r1sXqS3U1O2Y-7jMqVWN_z7UHjvt1nMv5k/edit?usp=sharing
OPTAVIA Coaching Guidelines in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Coaching-Guidelines.pdf
OPTAVIA Contact List in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Contact-list.pdf
OPTAVIA Success System Instructions in Spanish (Team SNAPP version coming soon!)
OPTAVIA Wellbeing Evaluation in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Wellbeing-Evaluation.pdf
Tips to Follow-Up in Spanish (Team SNAPP version coming soon!)
http://teamsnapp.net/follow-up/
Transformational Leadership Habit 1 in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Habits-of-Transformational-Leadership-01.pdf
Transformational Leadership Habit 2 in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Habits-of-Transformational-Leadership-02.pdf
Transformational Leadership Habit 3 in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Habits-of-Transformational-Leadership-03.pdf
Transformational Leadership Habit 4 in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Habits-of-Transformational-Leadership-04.pdf
Transformational Leadership Habit 5 in Spanish
https://optaviamedia.com/pdf/spanish/OPTAVIA_LRN_SPA_Habits-of-Transformational-Leadership-05.pdf
TEXTS/EMAILS
– Daily Texts (recommend using these or sign clients up for support videos)
https://docs.google.com/document/d/1IDF8EOCjI2-51knqiE66_c9zodGJSxz-U838D88MNpU/edit?usp=sharing
*SPANISH VERSION:
https://docs.google.com/document/d/17stgLcXO-r1sXqS3U1O2Y-7jMqVWN_z7UHjvt1nMv5k/edit?usp=sharing
– Ebook – Dr. A’s Ebook: Stop. Challenge. Choose.
http://optaviamedia.com/pdf/DrA-StopChallengeChoose-eBook.pdf
– Exercise Habits of Health Webinar (recorded link)
https://www.youtube.com/watch?v=Dzvlt79q3Zw&list=PLVZpfKREfdFO6Xg7Okd47VOBDV6XSLjbB&index=14
– Exercise Text – Team Snapp (helpful to send at 2-3 wks into journey)
https://docs.google.com/document/d/12jwCA2nZXST18KOl8UIoRqCXLR9M2Kk7H3Q3FxdwBuc/edit?usp=sharing
– Habits of Health Webinar playlist from Youtube
https://www.youtube.com/playlist?list=PLVZpfKREfdFO6Xg7Okd47VOBDV6XSLjbB
– Habits of Health – The Power of the System – Dr. A video – long version
https://vimeo.com/372693216/ecf24b5d4f
– Habits of Health – The Power of the System – Dr. A video – short version
https://vimeo.com/372704603/0b86df020e
– Habitsofhealth.com website
https://www.habitsofhealth.com/
– Lifebook Element 1 & 2 PDF
http://teamsnapp.net/lifebook_preview-01/
– Lifebook Playlist
https://docs.google.com/document/d/10xW96B71LZYsYIGBAg8P27rYCqQRxhx8e9iS0KWrwno/edit?usp=sharing
– Lifelong transformation Text – Team Snapp (recommend sending as client is finishing transition)
https://docs.google.com/document/d/12vyW5boXyTH-xd81zYSm2Xyp5s3DMTFrUOTnjvgvW9U/edit?usp=sharing
– Referral Text – Team Snapp (recommend sending after 1 week & as needed)
https://docs.google.com/document/d/11K5K9pS7bxVIHw5CUAnfieo_j54-Uhk-ISzzSQk960E/edit?usp=sharing
– Transition Text – Team Snapp (recommend sending 1 week before transition will begin)
https://docs.google.com/document/d/1IxzD1W7yYNpqIyAA789NB9nHTXL7TdUd27BHyCDjjdw/edit?usp=sharing
– Wellbeing Evaluation – OPTAvia
http://optaviamedia.com/pdf/learn/OPTAVIA_LRN_Wellbeing-Evaulation-080117.pdf
NUTRITIONAL INFORMATION
– Condiment list – OPTAvia
http://optaviamedia.com/pdf/LEARN/OPTAVIA_CondimentSheet.pdf
– Dining-Out Guide – OPTAvia
http://optaviamedia.com/pdf/learn/50054-GUI_OPTAVIA-Dining-Out.pdf
– Fatburn description
https://docs.google.com/document/d/17M5tHAsmb6zpkTCM88gQM9cy2PJaDVIA65d7TmgPSGk/edit?usp=sharing
– Fatburn Habits of Health Webinar (recorded link)
https://www.youtube.com/watch?v=K2WUL6o9lEU&list=PLVZpfKREfdFO6Xg7Okd47VOBDV6XSLjbB&index=33&t=17s
– Lean and Green – OPTAvia
http://teamsnapp.net/home/content/73/7858473/html/teamsnapp/wp-content/uploads/OPTAVIA-Lean-and-Green.pdf
– Lean Shrinkage Chart
https://www.facebook.com/download/preview/971693740011912/
– Muscle Cramps https://drive.google.com/file/d/167j7ecpuYaF4lfA0HQoUKS73B8DOQrl7/view?usp=sharing
– Nursing Mothers Plan – OPTAvia
http://teamsnapp.net/home/content/73/7858473/html/teamsnapp/wp-content/uploads/OPTAVIA-GUI-Nursing-Mothers-Plan.pdf
– Nursing Mom’s Habits of Health Webinar (recorded link)
https://www.youtube.com/watch?v=j0g9vD0uXIc&list=PLVZpfKREfdFO6Xg7Okd47VOBDV6XSLjbB&index=13
– Nursing Mom’s Facebook page – OPTAvia
https://www.facebook.com/groups/1653883084825545/
– OPTAVIA Guide
http://optaviamedia.com/pdf/LEARN/32240-GUI_OPTAVIA-Guide.pdf
– Premier Club Details
https://docs.google.com/document/d/1s4iQ5l9wSGLWlcydx4fviQcuFFx_M96M6Fy57_kdfxw/edit?usp=sharing
– Product claims sheet (Allergen guide) – OPTAvia
http://optaviamedia.com/pdf/product/OPTAVIA_DOC-Product-Claims-Sheet.pdf
– Recipe Conversion Guide – OPTAvia
http://optaviamedia.com/pdf/learn/OPTAVIA_DOC_Recipe-Conversion.pdf
– Recipe PDFs
https://docs.google.com/document/d/1C8Bu9BsGpT5LNmoKp6LBjnD0pv6iEiIYofG9RXJPMUM/edit?usp=sharing
– Soy and Breast Cancer: Good or Bad?
https://vimeo.com/367297868/556181a3d2
– Sashimi Guidelines – Nutrition Support
https://docs.google.com/document/d/1EvIp-Sos5WmEMjkhCcwxOG2RgrkHWF64qRIPE5y8nC0/edit?usp=sharing
– Vegetable Conversion Chart – OPTAvia
http://optaviamedia.com/pdf/LEARN/OPTAVIA-Vegetarian_Conversion_Chart.pdf
– Vegetarian Guide – OPTAvia
http://optaviamedia.com/pdf/LEARN/OPTAVIA-Vegetarian-Info-Sheet.pdf