Get Organized
Complete W-9 & Set up OPTAvia pay
***If you currently have an AOL account, we suggest you setup a gmail or other account specifically for your OPTAvia coaching practice**
_________________________
Set up Candidate & Client Notebooks
Having our systems in place is one of the keys to being in mission and offering health to many. We have found the best way to use your Client and Health Coach Support System is to use notebooks. This allows you to grab your phone and notebooks and offer hope & health from anywhere!! This section contains detailed instructions on setting up your Candidate & Client Notebooks.
Setting Up your Client Notebook:
This section contains detailed instructions on setting up your Client notebook. Once setup, you & your business coach can review as your moving through your training
Supplies needed:
- 1 three ring binder (at least 1 1/2 inch)
New Client & Active Client Divider folders from your OPTAvia success system - 1 set of A – Z divider tabs
- 1 divider tab for new client section
- 1 divider tab for time zones (optional but useful as you grow your client base)
Use the following list to print the Recommended Documents for this notebook:
- TS Client Support Checklist & I+Q=A
- (click to print)
- TS Starting and Integrating Clients (click to print)
- OPTAvia BMI chart (Click to print).
- OPTAvia 30 day guide (Order one on your next Premier order for your notebook or click here to download to computer)
- OPTAvia 3+3 guide (Order one on your next Premier order for your notebook or click here to download to computer)
- OPTAvia Coaching Guide (Came with your Coach kit)
Once you have your notebook, dividers and have printed the documents, here is a helpful video to help you set up your client support notebook:
___________________________
Setting Up your Candidate (potential client/coach) Notebook:
This section contains detailed instructions on setting up your Candidate notebook. This is where you will store all your Health Assessments of your folks who aren’t read to start after the initial health assessment. Once setup, you & your business coach can review as you moving through your training.
Supplies needed:
- 1 three ring binder (at least 1 1/2 inch)
- Candidate Divider folder from your OPTAvia success system
- 1 set of 1-31 divider tabs
- 1 set of Jan-Dec divider tabs.
Use the following list to print the Recommended Documents for this notebook:
Approach Outline (click to print)
Share Call Outline (click to print)
Once you have your notebook, dividers, and have printed the documents, click on the button below that will take you to a video to help you set up your Followup/Candidate support notebook: