WELCOME. Working with Clients the OPTAVIA way.
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1 WELCOME Working with Clients the OPTAVIA way. The OPTAVIA Success System is a tool to help you organize your business around helping Candidates progress to Clients. By keeping track of all your Candidates and Clients, you ll be able to make sure you give each of them the encouragement and inspiration they need at just the right time. And that s the best way to grow your own Coaching business. What s in your OPTAVIA Success System? Introduction Health Assessment Success System: Section 1 Success System: Section 2 Success System: Section 3 Instructions on how to set up and start using your OPTAVIA Success System Blank Health Assessment provided for you to fill in Candidate Follow-Up New Clients Active Clients Help your Candidates become your Clients Help your new Clients develop healthy habits Help your active Clients Live a Bigger Life Setting up your OPTAVIA Success System The system is designed to be flexible and work the way you work best, whether that s with paper or digital files. It won t take you long to get everything ready and then you ll be up and running! Use this convenient binder to track your Clients and Candidates! If you re using the OPTAVIA Success System binder: Use the three section folders as dividers. Put your Contact List and blank Health Assessment in front of Section 1 (Candidate Follow-Up). Move your Health Assessments from one section to the next as you help each person progress. If you would prefer to set up a digital Success System: Start your digital system: Create a new Master file folder called: OPTAVIA Success System Within your Master folder create 3 new folders: Candidate Follow-Up, New Clients & Active Clients. Download: Instructions, Contact List and Health Assessment (Save template files into your Master folder from OPTAVIA Connect ). For each Candidate: Create a new folder with their name in the Candidate Follow-Up folder. Fill out the digital trackers and save copies within the Candidate s personal folder. As Candidates become Clients: Move their Candidate folders into your New or Active Client folders. Reminder: Back up all your files regularly! 2017 OPTAVIA LLC. All Rights Reserved OPTAVIA-Success-System-Digital_0717
2 Getting started with your OPTAVIA Success System Once you have your files set up it s time to connect with Candidates and help them start their journey to lifelong transformation. It s an exciting time as you start to see the possibilities open up for you. Your Client Acquisition Bonus is within your reach! Remember, your $100 Client Acquisition Bonus (CAB) is waiting for you, and it s only available in your first 30 days as a Coach. Try to earn your CAB within your first 2 weeks as an OPTAVIA Coach. Your Business Coach is here to help you! Work on your Contact List, discuss with your Business Coach and identify your Top 10 Candidates. Decide what you re going to say and reach out to your Top 10 Candidates to share your OPTAVIA transformation story and what it could mean for them. See how they respond. If they re a yes welcome them as a new Client! If they re a maybe they stay a Candidate for follow-up and stay on your Follow-Up list. If they re a not now, thank them and see if they can refer anyone who may be interested OPTAVIA LLC. All Rights Reserved OPTAVIA-Success-System-Digital_0717
3 Making progress with your OPTAVIA Success System Once you ve started to make contact with your Candidates and you ve got your first new Clients, you re up and running! Staying successful and growing a bigger business is all about staying in contact with people and helping them progress: For Your Candidate Follow-Ups: Make sure to welcome them using OPTAVIA SHARE. Put their Health Assessment in Section 1 Candidate Follow-Up. Stay connected and speak to your Candidates periodically to check their interest. Once they re ready to get started put their files into Section 2 - New Clients. For your New Clients: Work with all your New Clients as soon as possible to fill out a Health Assessment and put it in Section 2 New Clients folder, along with their Wellbeing Evaluation (if completed). Make sure you have weekly check-ins with your New Clients, discuss their Tracker with them and make a note of their progress. Once a Client has been on their program for one month, move them to Section 3 Active Clients OPTAVIA LLC. All Rights Reserved OPTAVIA-Success-System-Digital_0717
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7 Contact List Please take some time to make a list of the individuals that you would like to introduce to OPTAVIA. These may be people you already know well, or those you would like to get to know a little better. They may be in need of a healthy Community, ready to embark on their road to Optimal Health or simply looking to create a bigger life! Name phone # contact date notes Reach out, connect, and update this list daily. Your transformation is an inspiration to others! 2017 OPTAVIA LLC. ALL RIGHTS RESERVED july 2017 OPTAVIA_LRN-Contact list_072417
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WELCOME. Working with Clients the OPTAVIA way.
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