The Perfect Cycle of a Client

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The Perfect Cycle of a Client by Mind Map: The Perfect Cycle of a Client

1. Procedure outline bullets

1.1. First Contact

1.2. E-Mail Introduction to office , what to expect , about us , experience , uniqueness , what we offer and why, (Think of welcome & wow + ideal protein video ) What do I want the clients to know . Videos only supplement me not take over. Also so they have an overview for expectations, our office policies , etc. ( Maybe only Intro / Quick history , why we are unique , our philosophy and what to expect on the first visit including questions they might want to bring , blood work.

1.3. Initial Greeting ( Hi name of person , gratitude , smile , happy , ask how they are doing , sign in, ask for pre-filled paperwork or

1.4. Initial Consultation via power point , Welcome , fact find , present options & tiers based off of information obtained , close ( Sell & Educate , Setup expectations , how we expect them to be, pitfalls , make sure they know everything that is important to them prior to starting the program to ensure no false expectations and angry clients. Challenges they will face, how to be successful from our experience , diet versus nutritional therapy and way of eating , our goals ( a change in health permanently , different needles for everyone . We can't do it for you, we can guide and support, keep you consistant and help you problem solve and not rationalize . Outline their goals , dig deep into mental barriers / set-up expectations

1.5. Initial Check-list , quick - start , mandatory read through to help them overcome the first month of the program , as well as our program outline and light at the end of the tunnel from initial plan of nutritional therapy , execution , optimization and balancing the body , addressing physical, mental ,and physiological components , reintroducing foods and finding hidden sensitivies and food that are inflammatory to 80/20 and the gray areas of nutrition, what to do when you slip up and how to manage that, a system to create in order to get back on track and what to do for the long haul including multiple resets ( it takes works and something we always will have to work at ) Why not to think of yourself as a failure , we are here to help even if you fail the first time , plan for derailment and how to address it.

1.6. Welcome & Wow sequence, that welcomes them to the family , goes over important points for the first week and offers drip education that guides them through the process , addresses critical possible issues , up-sells , shows our value , our philosphy, and uniqueness , encourages referrals , and helps manage additional requests, FAQ , Trains the client with a specific system of everything they should know about us, nutrition , the philosphy, addresses concerns . Basically another training manuel for the clients so they get equal service and are not missing key points

1.7. Online Personal portal for clients in order to access our materials, policies on scheduling, FAQ , Farequests, including recipes , guides , videos / or audios like a classroom that will take them along their journey . Information I would like them to know, have their vitals , weight , measurements so they have access to their private charts including recommendations for that week / access to a private community that they can ask questions and give each other support. ( Similar to our pamphlet / journal idea? ) I want to answer questions , teach them information , show our uniqueness, train them to refer , reduce our time spent re communicating the same thing over and over. Give them the complete nutritional experience to essentially train them how to be a Jr. Nutritionist.

1.8. Patient management automation of scheduling , setting up auto-responders for people who no/show , no contact , dismiss letters procedure , goal is to not lose track of client, help keep accountable and on top of them without us doing a lot of work, have a system to release to come back, text message/ e-mail reminders like dr.chrono

1.9. First Follow - up . Be Very friendly, congratulate for making it the first week, acknowledge challenges of change. Address issues , collect feedback and fact find for any issues you see the person encountering , address the issues and questions they have , motivate , educate , positive re-informacement Problem solve , look to always get better results , get referrals , make them feel comfortable , make it a team effort an open forum to communicate with each other, help change their mindframe and relationship with food and use dont shoot your dog techniques . Show b4 picture every 4 weeks , goal set , create motivation plan

1.10. Monthly Re-evaluation , Ensure happy, getting results, would refer us ,up-sell , achieving goals , problem solve, identify , strategy session , focus on WOE , long-term , address pitfalls at the stage. Get feedback by asking them questions , Is this getting hard? Are you tired of this? Help them remember initial motivation and use motivation techniques from ramit that help people remember things become mundane , there is no results without hard work , help them with relevance , the big picture , structure , make changes to help them have variety but still burn fat and train a new way of eating. Help to encourage new recipes , give ideas. Compliance assessment supplementation with neurotransmitters / hypnosis / vacation from stress packet / mindfullness app / Exercise program

1.11. Feedback checkpoints I am thinking after 4 check-ins with my kiosk app / maybe e-mail marketing way ( goal to get input on how I can better help the client )

1.12. Congratulations Consultation / Re-cap , Before and after photos, game plan for reset , strategies to maintain, what to expect, the pitfalls , try to setup a maintenance package up front and up-sell if they chose not to initally so we can track them

2. Make the office more comfortable? Relaxing , better flow for patients to weigh/take measurements / get food / a way to make it more private in regards to consultations , everyone can hear everything , is the lighting too office like, we want to reduce stress , make them relaxed

3. Patient confusion & problems

3.1. What number to call for scheduling /requests / questions

3.2. Who they are going to see , why , when , the value of our system not just me , it will help when we have supplementation of our tools and system in place to address everything they need and the staff knows how to handle the issues , etc. Tiers that outline the costs of seeing me and when , etc. So I get paid for my time at $150 an hour.

3.3. Ideal protein product value versus OTC , not understanding the value they are getting with our staff/guidence/support / philosphy

4. My mental barriers

4.1. Fear of relying on the ideal protein product , not having my brand because people always refer to it and the program as IP , competing against other clinics who closer to them, no control over path they take in the future as far as ingredients and quality as the healthcare model progresses

4.2. Not charging for my time because i feel we add a lot of value because people perceive the products/ food as expensive ( which we need to continue working to change the view. Basically if i decrease service in asense why would they not go to a closer clinic to get product, something we have always dealt with. Especially if they are further away, now one thing that seems to be working for long distance is shipping / phone and skype meetings but I still need to charge for that time.

4.3. Offering a lot of my time or working with low-profit clients because I like the challenge

4.4. Not valuing my time enough, I feel like if i charge I would have to be even more organized/structured/ and systematic to ensure I provide value with each session. It does seem to make me more accountable to them if I do charge though.

4.5. Fear that I will lose the amount of referrals I am getting if I charge more . Fear of charging more because the person who referred me didnt pay for it.

4.6. Fear of messing up something that is already working, at the same time frustrated by the revenue versus bottom line because the added costs of staff/services