When client would like to start the optimization plan here are the steps for 1st time ordering clients:
Step 1: Health Assessment- CLICK HERE for Present tab
Before hanging up phone, opt into “My Path to Health”, verify height and weight, client email, address, and CC
Step 2: Place Order- CLICK HERE for Start Up tab
Step 3: Once order is placed, send congrats text:
“Congratulations!! I’m so excited to guide you toward achieving your goals and taking your health to the next level. To kick things off, take a minute to DOWNLOAD the FREE OPTAVIA App, where you’ll find over 150 recipes, tools to track your progress, and your orders.
Also, please check out the website we just downloaded to your phone: https://mypathtohealth.vipmembervault.com/. Start preparing for Day 1 by completing first lesson in Module 1. There, you’ll also find the link to the daily WIN calls—a fantastic resource to help you get ready as you await your box. You’ll hear daily WINs and affirmations that will help reinforce your own goals.
If you have any questions, don’t hesitate to reach out. I’m here to support you every step of the way!”
CLICK HERE for starting a new client in optimization plan
CLICK HERE for role play on kickoff call for new client in optimization
Step 4: Tracking client order, calculate TEE (found in client OPTAVIA app or Google) to select appropriate meal plan, and implement text below:
The day or so before they start their Optimization plan:
“Tomorrow is the big day! I’m looking forward to our call at ______ to help you get started. Here’s the meal plan we’ll be following: [insert link]. You can print it out to help track your meals as you build sustainable habits. Also, please have your Lifebook handy so we can review page 292, which focuses on the 9-inch plate. Here’s a video that will give you an overview and help prepare you for your long-term health plan. I’m excited to begin this journey with you!” https://www.youtube.com/watch?v=sNDCTl9GeU8. I am excited to hear your takeaways tomorrow when we talk.
