Onboarding Call Flashcards
What is the Point is of the Orientation Call
- Allows us to Educate the Transformer on the tools they have at hand
- Get the transformer moving in the right direction
- Helps retain your transformer because you are creating a better/deeper relationship with them
How much time do you have to get a transformer “moving”/noticeable results
2 weeks
When focusing on Rapport what should you be focusing on and Why?
C.O.R.E
- Children
- Occupation
- Recreation
- Empathy
This has you dig deeper and figure out there “WHY”
What is the structure of the Onboarding Call
- Rapport Building and why they came to you
- The Features in the App
- Personalized Results Plan (P.R.P)
- Educate on the Big 4
- Foundations with supplements
When starting out if someone says their goal is “I want to feel better”, what is a follow up question to ask them to DIG DEEPER?
What does “feeling better look like/feel like to you?”
What must we figure out about their fitness journey and why?
- What they have seen success with
- What what has been unsuccessful for them on their journey in the past
This gives us a good gauge on opportunities to be relatable and educate
What does P.R.P stand for?
Personalized Results Plan
What is the point of an P.R.P
“That way we can see what someone is eating so that we can help find areas that we need to help them fill in the gaps, identify the importance and see the value of it.”
When going over their P.R.P what should we be doing. How and Why do we do this.
Going through what they eat in a typical day.
How:
Asking WHEN and WHAT they eat on a daily basise and RELATE to them
Starting with Breakfast,
then snacks,
lunch,
Dinner
Why: To make sure we track all the food accurately as well as show how easy and convenient it is to track
What are the Big 4 and why are they important to the transformer
The Big 4
1. Importance of Protein:
- Determines how you look when you meet your goal weight
- Performance
- Satiation
2. What are Calories
- Determines what way the scale goes
3. The Importance of Water
- Helps with Hydration, Energy, and Satiation
4. The importance of Movement
- 30-40 Minutes of Intentional Movement
What is the Importance of Supplementation
- It feels in Gaps/Supplements Whole Foods
What must we do before we make a supplement suggestion?
Identify a Nutritional Gap
How should a Read-Back at the end of the call go?
You must:
Restate the Transformers goal, the expectations set upfront and
Have the Transformer READ-BACK what the Big 4 are.
Once that is done, give the Transformer 1-2 action steps to focus on to move them towards their goal.
What must you do after an Orientation Call?
Send a follow up Text/Email summarizing what you covered on the Orientation Call
Follow up message Structure
Cover:
Rapport,
Goal,
Build belief again
and send any suggestions you made and why you brought it up and how it will help them,
Thank them for their time and reinstate the action items you had given them
