Step-By-Step Process
These are the tools and resources you'll use to build your business, organized in the order they're introduced throughout the program. Browse below to quickly find what you need, anytime.Â
Step 1: Getting Started
Here are the resources to help you get started with tracking, building application forms, and completing client assessments.
Master Tracking Sheet
Access the Master Tracking Sheet with built-in formulas to calculate BMR, activity level, and maintenance.
Tracking Sheet Tutorial
Need help with the Master Tracking Sheet? Here's a tutorial on how to use it!
Customize Tracking Sheet
Learn how to customize your Tracking Sheet and make it your own!
Application Form Example
An example application form to guide and inspire the creation of your own.
Google Forms Tutorial
A tutorial on building a custom Google Form for client assessments, check-ins, and more.
Lifestyle Questionnaire
Example Assessment and Lifestyle Questionnaire to inspire the creation of your own.
Liability Insurance Info
Insurance Guide for Nutrition Coaches with key policies and tips for choosing the right provider.
Step Two: Nutrition Report & Onboarding
Below are the resources you need to build out your nutrition report process.
Client Onboarding Summary
Step-by-step guide from client application to first check-in. Perfect for onboarding new coaching clients.
Client Onboarding Walkthrough
Detailed walkthrough of the onboarding process—from initial assessment to first client check-in.
Example Application Response
Real-world example of a Loom video response to a potential client’s application form.
Email Pitch Template
A customizable script to confidently pitch your coaching after an assessment or nutrition report.
Assessment & Pitch Example
Example of a nutrition assessment and coaching pitch for a potential client.
Nutrition Report DM Scripts
DM script guide for messaging potential clients and guiding them to complete a nutrition report.
Assessment Response Template
Customizable email template to send after someone fills out your assessment form.
Registration Email Templates
Ready to register a client? Use these email templates to kick off the process.
Nutrition Report Follow-Up Script
Guide with follow-up emails to encourage assessment completion and convert leads to paying clients.
Sales Objection Guide
Sales Objection Guide to help you confidently handle common concerns and close more clients.
Welcome Email Template
Welcome email template to send new clients when they sign up for coaching.
Step 3: Client Check-Ins & Progress Tracking
Run effective client check-ins and track progress with the tools and templates provided.
Client Check-in Form Example #1
Examples of client check-in forms to guide and inspire your own check-in process.
Client Check-in Form Example #2
Examples of client check-in forms to guide and inspire your own check-in process.
Hybrid Check-In Guide
Guide outlining the Hybrid Check-in Model and how to implement it in your coaching.
Weight Fluctuation Guide
Guide to help you explain weight fluctuations and share best practices for consistent client weigh-ins.
Step 4: Client Retention & Success
Below are resources to help you coach your clients, and build your business.
Troubleshooting Client Results
Guide to troubleshoot why a client isn’t seeing results and outline next steps to take.Â
Flex Days & Mindful Eating Guide
PDF with advice and strategies to share with clients about Flex Days and mindful eating.
Refeed Instructions
The PDF below provides instructions and practical tips to help you plan successful client refeeds.
Feedback Form Example
Example feedback form to collect testimonials and improve your coaching services.
Testimonial Guide
Guide on how to collect and create impactful client testimonials for your coaching business.
