Client and Health Coach Support System

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John Newton
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1 Client and Health Cach Supprt System

2 HOW TO USE THE CLIENT AND HEALTH COACH SUPPORT SYSTEM HOW TO USE THE CLIENT & HEALTH COACH SUPPORT SYSTEM The Client and Health Cach Supprt System is an rganized way t keep track f yur Candidates, Clients, and Health Caches and help them prgress. It is arranged as a series f sectins and is designed t help yu rganize yur acquisitin and caching effrts. CONTENTS This System cntains the fllwing materials: Instructins n hw t use the Supprt System Tracking Frms: Blank Wellbeing Evaluatin Blank Cntact List Blank Wellbeing Tracker (Fr Caches r Health Cach Candidates r Clients and Client Candidates) Blank Health Tracker (Fr Client Candidates r Clients) Blank Health Cach/Business Cach Tracker Blank Cnnectins List Sectin 1 Candidate Fllw-Up (Staying Cnnected) Sectin 2 - New Clients Sectin 3 Active Clients Sectin 4 New Health Caches t Senir Cach Sectin 5 Senir Cach t Executive Directr (via the Business Path) Sectin 6 Inactive Clients PROCESS 1. START BY WORKING ON YOUR CONTACT LIST: As part f yur Actin Plan t get started, yu ll begin filling ut yur Cntact List and identify yur Tp 10 Candidates. 2. ONCE YOU BEGIN SHARING TAKE SHAPE FOR LIFE WITH YOUR CANDIDATES, YOU LL HAVE THREE POSSIBLE OUTCOMES: They ll say yes and becme a new Client r new Health Cach. They ll say maybe. They ll remain a Candidate and g int the Candidate Fllw- Up Sectin and n yur Cnnectins List. They ll say n, thank yu and can pssibly becme a surce f ther Candidates fr yu. Hw t use the Client and Health Cach Supprt System Nv 2016

3 HOW TO USE THE CLIENT AND HEALTH COACH SUPPORT SYSTEM CLIENTS A. NEW CLIENT Cntinue t fill ut a Wellbeing Tracker r Health Tracker frm, attach it t their Wellbeing Evaluatin (if cmpleted). Put the frm in Sectin 2 New Clients. During yur weekly Client Check-ins, refer t their Tracker and recrd prgress. Once the Client has been n their prgram fr tw weeks, mve them t Sectin 3 Active Clients. B. BECOMES HEALTH COACH If a Client decides t becme a Health Cach, start a Health Cach/Business Cach Tracker and put it in Sectin 4 New Health Cach. Cntinue t leave their Wellbeing Tracker in Sectin 3 Active Clients (since yu ll still be caching them) C. INACTIVE If a Client becmes inactive (is n lnger rdering), mve them t Sectin 6 Inactive Clients s that yu can retain their infrmatin shuld they decide t cme back at sme pint. HEALTH COACHES A. NEW HEALTH COACH AND NEW CLIENT AT SAME TIME Cmplete a Wellbeing Tracker and place it in Sectin 2 New Clients. Cmplete a Health Cach/Business Cach Tracker and place it in Sectin 4 New Health Caches Senir Caches. B. CLIENT BECOMES A HEALTH COACH Cmplete a Health Cach/Business Cach Tracker and place it in Sectin 4 New Health Caches Senir Caches. NOTE: During yur Mentrship calls, refer t their Trackers and recrd prgress. C. REACHES SENIOR COACH Mve them t Sectin 5 Senir Cach t Executive Directr. CANDIDATES WHO NEED ADDITIONAL FOLLOW UP: Add them t yur Cnnectins campaign. If yu have their cmpleted Wellbeing Evaluatin and/r have started ne f the Trackers, put it in Sectin 1 Candidate Fllw-Up. Stay cnnected with yur Candidates wh need fllw up and check interest peridically. When they decide t get started, put them in the apprpriate sectin and mve them thrugh the system accrdingly. Hw t use the Client and Health Cach Supprt System Nv 2016

4 HOW TO USE THE CLIENT AND HEALTH COACH SUPPORT SYSTEM SETTING UP THE SYSTEM Here are three ptins fr setting up the Client and Health Cach Supprt System: 1. DIGITAL METHOD: ELECTRONIC FOLDERS Instructins: Create a directry n yur cmputer titled Client and Health Cach Supprt System. Dwnlad the Instructins, Cntact List, and blank Trackers in the directry. Create 6 flders in the directry, each ne crrespnding t each Sectin. Mve the electrnic Tracking Frms frm ne flder t the next as the persn prgresses. 2. PAPER METHOD: 3-RING BINDER What yu ll need: Binder Clred Card Stck (7 pieces) r plastic dividers Three-Hle punch Blank tabs (if desired) Instructins: Print ut the Sectin Cvers see belw (suggestin: print n clred cardstck). Print ut all frms (three-hle punch). Arrange in a 3-ring binder. The Instructins, Cntact List, and blank Trackers g befre Sectin 1 in the binder. Each Sectin becmes a tab. Mve the filled ut Trackers frm ne Sectin t anther as the persn prgresses. 3. PAPER METHOD: FILE FOLDERS What yu ll need: 7 plain manila files Glue r stapler Instructins: Print ut the Sectin Cvers and all frms. Attach the Sectin Cvers t individual files. Put the Instructins, Cntact List, and blank Trackers in the first file. The ther 6 files becme each Sectin. Mve the filled ut Trackers frm ne file t the next as the persn prgresses. Hw t use the Client and Health Cach Supprt System Nv 2016

5 NAME DATE Transfrm Yurself Making Optimal Health a Reality Healthy Bdy Healthy Mind

6 Healthy Finances Where Are Yu Nw?

7 CONTACT WORKSHEET CODE NAME PHONE # CONTACT DATE NOTES Place a star next t the 10 Candidates yu feel may be mst interested in what we have t ffer (r yu are mst cmfrtable sharing with) and review them with yur Business Cach. Nv 2016

Wellbeing Tracker Name: ID#: Phne: Time Zne: Address: City: St: Zip: Gender: Male Female Date f Birth: Height: Email: Username: Passwrd: Hw we met: Career: Family: Wellbeing Evaluatin: Physical

8 Wellbeing Tracker Name: ID#: Phne: Time Zne: Address: City: St: Zip: Gender: Male Female Date f Birth: Height: Username: Passwrd: Hw we met: Career: Family: Wellbeing Evaluatin: Physical Health _ /60 Mental Health _ /60 Financial Health /60 Date: What areas d yu want t wrk n first t imprve yur scre? Healthy Bdy Gals: Current Weight: BMI: Gal Weight: Gal BMI: What areas d yu want t wrk n? Healthy Eating Healthy Mving Healthy Sleeping Healthy Relaxatin Other _ Reasns fr imprving in this/these areas? Healthy Mind Gals: What areas d yu want t wrk n? Relatinships Jb Satisfactin Free time Spirituality Hbbies Other Reasns fr imprving in this/these areas: What is yur stress level 1-10 Healthy Finance Gals: What area d yu want t wrk n? Increase my incme Debt free Savings Retirement Child s educatin Travel Hme/Car Cmmunity Cntributin Other Reasns fr imprving in this/these areas: Preparing fr Yur Physical Health Transfrmatin: D yu mind if I ask yu a few health related questins? D yu have.. High Bld Pressure Heart Disease Thyrid Disease Seizures Diabetes Type 1 Type 2 Are yu. Taking a Bld Thinner Taking Lithium Taking Diuretics Pregnant r Breastfeeding Recent acute illness: Fd allergies: Current Physical Activity (Type): Frequency: Daily 3-5 days/week 1-2 days/week Never Sleep (hurs per night): Wh is ging t be a supprt fr yu? _ Wh wants t get healthy alng with yu? Occupatin: (hurs per day): Is there anything else yu wuld like t share that may assist me t help yu? August 2015

9 Name: ID#: Phne: Time Zne: Username: Passwrd: Date Ordered Prgram: Start Date: Updates wn BeSlim? Yes N Prgram: Optimal Weight 5 & 1 Optimal Health 3 & 3 Nursing Mthers Senirs Diabetes Other (please explain): Habits f Health System rdered: Yes N Cmpleted Health Assessment: Yes N Facebk Accunt: Yes N Online Supprt Cmmunity: Added t newsletter: Yes N Sent a referral packet/infrmatin: Yes N Biggest reasn fr achieving Optimal Health: Date +/- lbs Ntes August 2015

Health Tracker Name: ID#: _ Phne Time Zne Address City St Zip Username Date f Birth Passwrd Gender Age Email Height Date Ordered Prgram: Start Date Updates wn BeSlim rders: Yes N Prgram: Optimal

10 Health Tracker Name: ID#: _ Phne Time Zne Address City St Zip Username Date f Birth Passwrd Gender Age Height Date Ordered Prgram: Start Date Updates wn BeSlim rders: Yes N Prgram: Optimal Weight 5 & 1 Optimal Health 3 & 3 Nursing Mthers Senirs Diabetes Other Ordered the Habits f Health System: Yes N Cmpleted Health Assessment: Yes N Facebk Accunt: Yes N Online Supprt Cmmunity: Added t newsletter: Yes N Cmpleted the Wellbeing Evaluatin: Yes N Biggest reasn fr achieving Optimal Health Sent a referral packet/infrmatin: Yes N Healthy Bdy Gals: Current Weight: BMI: Gal Weight: Gal BMI: Which areas d yu want t wrk n? Healthy Eating What is yur stress level 1-10: Healthy Mving Healthy Sleeping Healthy Relaxatin Other Reasns fr imprving in this/these areas: Ntes _ Preparing fr Yur Physical Health Transfrmatin: D yu mind if I ask yu a few health related questins? D yu have: High Bld Pressure Heart Disease Thyrid Disease Seizures Type 1 Diabetes Type 2 Diabetes Are yu. Taking a Bld Thinner Taking Lithium Taking Diuretics Pregnant r Breastfeeding Recent acute illness: _ Fd allergies: Current Physical Activity: Frequency: Daily 3-5 days/week 1-2 days/week Never Sleep (hurs per night): Wh is ging t be a supprt fr yu? Occupatin? Wh wants t get healthy alng with yu? Is there anything else yu wuld like t share that may assist me t help yu? (hurs per day): August 2015

11 Health Tracker Date +/-lbs Ntes August 2015

Health Cach Tracker Date: Name: ID#: Phne: Time Zne: Address: City: St: Zip: Username Passwrd: Level f Cach t yu: _ Their Business Cach: Kit Purchase Date: CAB expires: Wellbeing Evaluatin Scres: Bdy

12 Health Cach Tracker Date: Name: ID#: Phne: Time Zne: Address: City: St: Zip: Username Passwrd: Level f Cach t yu: _ Their Business Cach: Kit Purchase Date: CAB expires: Wellbeing Evaluatin Scres: Bdy ( /60) Mind ( /60) Finances ( /60) Q: Why are they excited abut being a Cach (their Why )? Q: What are their mst imprtant/immediate business gals? Skills & Activities t Achieve Senir Cach Guide thrugh Actin Plan in Yur Business Guidebk (4 Questins) D I Need Help t Teach This Skill? Date Taught Date Skill Learned Can They Nw Teach The Skill? Help them identify their mtivatin fr jining TSFL (write abve) Guide them n creating a Cntact List and Tp 10 Candidates (identify Client Candidate, Health Cach Candidate, r Cnnectin) Help them create their stry (experience) & hw t invite a) Help with Befre After stry (What are they excited t share?) b) Teach them t invite t interview/presentatin c) Understand hw t leverage yur Business Cach (i.e. 3- Way Calls) After presentatin help them fllw up (Ready/Nt Yet/Nt fit) Presentatins: D it fr them, d it with them and watch them until ready Help with Business Launch Discuss pssible Scial Media launch BEST PRACTICES FOR STARTING CLIENTS Prvide New Client Welcme Template Teach hw t use Client Supprt System Teach hw t cach Clients int fat burning Teach vercming bjectins Teach Client Stry Calls Teach staying cnnected Hw t invite current Clients t a Health Cach Overview BUSINESS ADMINISTRATION Review Yur Business Guidebk and Getting Started Overview Explain team caching mdel, establish yur mentr relatinship, and set expectatins Review earning CAB and Integrated Cmpensatin Plan basics Review Office in Mtin (if necessary) Custmize & update c-branded website Blck time fr skill develpment (weekly calls, bks, vides, events)

13 Name: ID # Business Cach Tracker Best Phne #: Skills and Activities t Becme an Executive Directr via the Business Path D I Need Help t Teach This Skill? Date Taught Date Skill Learned Can They Nw Teach The Skill? CONDUCT STRATEGY SESSION : AIM t STAY Awakening Intrinsic Mtivatin (find what matters mst t them) Strategies: Plan t reach Executive Directr via the Business Path (FIBC) review Gals wrksheet in Yur Business Guidebk Tactics (hw t carry ut yur plan) Actins (daily activities and habits) Yu & Yurs (wrking as a team with yur Business Cach) Review Business Path (5 & 1 fr Business) SKILLS FOR SPONSORING NEW HEALTH COACHES Identifying Candidates (Expanding yur Cntact List) Appraching Health Cach Candidates: Review hw t invite (talking pints), rle playing cnducting 3-ways (i.e. calls, web cnference, live events, face t face) Presenting the Trilgy Fllwing-up with Candidates Starting up new Health Caches SKILLS FOR MASTERING EMPATHETIC COACHING Asking Questins Active Listening Building Trust Emtinal Intelligence ADDITIONALSKILLS Generating referrals (frm Clients, thers) Cach Clients t transitin Utilizing scial media BUSINESS ADMINISTRATION Explain value f COPE Certificatin Understanding Team Building and the Integrated Cmpensatin Plan Maintaining Yur Calendar & Time Management cnversatin Encurage participatin in weekly Leadership calls and ther calls, nging trainings, persnal develpment Events Imprtance Explained Date Attended Number f Guests Attending Lcal Training Reginal Event G Glbal Sundance Natinal Cnventin August 2015

14 CONNECTIONS LIST NAME PHONE # INITIAL CONTACT DATE FOLLOW UP DATE FOLLOW UP DATE FOLLOW UP DATE NOTES July 2015

15 SECTION 1: CANDIDATE FOLLOW-UP (STAYING CONNECTED) SECTION 1 CONTENTS: GUIDELINES: Cnnectins List Frms fr Candidates wh need additinal fllw up. If yu have their cmpleted Wellbeing Evaluatin and/r have started ne f the Trackers, put it in this sectin. Add them t yur Cnnectins campaign. Stay cnnected and check interest peridically. When they decide t get started, put them in the apprpriate sectin and mve them thrugh the system. SECTION 1: CANDIDATE FOLLOW-UP Hw t t use the Client and and Health Cach Cach Supprt Supprt System System Nvember July

16 SECTION 2: NEW CLIENTS SECTION 2 CONTENTS: GUIDELINES: Frms fr new Clients (frm yes t tw weeks n prgram) Cntinue t fill ut a Health Tracker r Wellbeing Tracker, attach it t their Wellbeing Evaluatin (if cmpleted). Put the frm in this Sectin and rganize by yur next scheduled cntact with them. Refer t Hw t Get a new Client Started and Supprting yur new Clients fr detailed infrmatin. Help them select a prgram and place their first rder. Send a Welcme . Ask them t take a gd Befre pht. Add them t yur newsletter and/r nline supprt grup (if using). Speak t them the night befre they start. Speak t them Days 1 4 f their prgram. Speak t them 2x in weeks 2-4, then mve t a weekly Check-in Remind them f great supprt available via the Optimal Health Cmmunity During yur Client Check-ins, refer t their Tracker and recrd prgress. Refer t Client Check-in fr detailed infrmatin n supprt. Once the Client has been n the prgram fr tw weeks, mve them t Sectin 3 Active Clients. Cntinue twice weekly phne r web cnferencing Check-in weeks 3 and 4. SECTION 2: NEW CLIENTS Hw Hw t t use the the Client Client and and Health Health Cach Cach Supprt Supprt System System Nvember July

17 SECTION 3: ACTIVE CLIENTS SECTION 3 CONTENTS: Frms fr Clients wh have been n the prgram fr 2 weeks r mre and are still actively rdering. GUIDELINES: During yur Client Check-ins, which ccur twice weekly in weeks 2, 3 and 4 and then weekly thereafter, cntinue t recrd prgress n the Tracker frm. Teach hw t persnalize their wn BeSlim Club rder Ask fr referrals/send infrmatin n referrals. Explre Health Caching and full Trilgy. Refer t Explring Health Caching fr detailed infrmatin and speak with yur Business Cach. When a Client decides t becme a Health Cach, start a Health Cach/Business Cach Tracker and put it in Sectin 4 new Health Cach t Senir Cach. Leave their Wellbeing Tracker in Sectin 3 Active Clients. If a Client becmes inactive (is n lnger rdering), mve them t Sectin 6 Inactive Clients s that yu can retain their infrmatin shuld they decide t cme back at sme pint. SECTION 3: ACTIVE CLIENTS Hw t use the Client and Health Cach Supprt System July 2015 Hw t use the Client and Health Cach Supprt System Nvember 2016

18 SECTION 4: NEW HEALTH COACHES TO SENIOR COACHES SECTION 4 CONTENTS: GUIDELINES: Frms fr Health Caches wh are nt yet Senir Cach. If they becme a new Health Cach and new Client at the same time, fill ut a Wellbeing Tracker and place it in Sectin 2 New Clients. Fill ut a Health Cach/Business Cach Tracker and place it in this Sectin. If they are already a Client, leave their Tracker in Sectin 3 Active Clients and cntinue t supprt them. Fill ut a Health Cach/Business Cach Tracker and place it in this Sectin. The frms in this sectin shuld be rganized alphabetically. During yur Mentrship calls, refer t the Tracker and recrd prgress. Help them create their Actin Plan and guide t Getting Started sectin: Wrk n Cntact List, Outline their stry/talking pints Demnstrate sharing and inviting Teach fllwing up with Candidates Direct t Client Acquisitin and Supprt sectin fr trainings, resurces, and tls they will need t get t Senir Cach. Once they reach Senir Cach, mve t Sectin 5 Senir Cach t Executive Directr (via the Business Path). SECTION 4: NEW HEALTH COACHES TO SENIOR COACHES Hw t use the Client and Health Cach Supprt System July 2015 Hw t use the Client and Health Cach Supprt System Nvember 2016

19 SECTION 5 SENIOR COACHES TO EXECUTIVE DIRECTORS SECTION 5 CONTENTS: GUIDELINES: Frms fr Senir Caches t Executive Directrs During yur Mentrship calls, refer t the Trackers and recrd prgress. Cnduct Strategy Sessin fr grwing t Executive Directrs Teach skills fr spnsring Health Caches Direct t the Health Cach Spnsring sectin fr trainings, resurces, and tls t get t Executive Directr and beynd. Discuss skills fr mastering empathetic caching Teach business expansin skills Review business administratin needs SECTION 5: SENIOR COACHES TO EXECUTIVE DIRECTORS Hw t use the the Client Client and and Health Health Cach Cach Supprt Supprt System System Nvember July

20 SECTION 6 INACTIVE CLIENTS SECTION 6 CONTENTS: Frms fr frmer Clients wh are n lnger rdering. GUIDELINES: If a Client stps rdering, mve them t this file. Retain this infrmatin, shuld the Client chse t restart the prgram in the future. Stay cnnected with them and check in peridically. SECTION 6: INACTIVE CLIENTS Hw t use the Client and and Health Cach Cach Supprt Supprt System System Nvember July

Appendix B: Welcome Baby: Summary of Job Responsibilities for Key Personnel

Appendix B: Welcome Baby: Summary of Job Responsibilities for Key Personnel Appendix B: Welcme Baby: Summary f Jb Respnsibilities fr Key Persnnel Prgram Management Staff Prject Directr (suggested qualificatins include: B.A. r Masters level in Public Health, Public Administratin