🗂️ Help Doc: Nutrition Orientation Meeting – Setup & Workflow  For AI + Coaching Team Use

 

✅ Key Overview

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📄 Required Assets to Print or Prepare

🎯 Required (Print Beforehand):

• ✅ Regular Meal Plans (Levels 1–4): 10 copies each

• ✅ Vegan & Vegetarian Meal Plans (Levels 1–4): 2 copies each

• ✅ Regular Nutrition FAQ: 20 copies

• ✅ Vegan & Vegetarian Nutrition FAQs: 5 copies each

📝 Suggested (Optional but Valuable):

• 90-Minute Meal Prep Hack

• Food Journal

• Fruit Guide

• Nutrition Standard Guides

• Apple Cider Vinegar Guide

• Sleep Optimization Guide

🔁 If not printed, make sure these are emailed or downloadable for the client.

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💻 Tech Setup Before the Meeting

• Open the Nutrition Orientation Slide Deck on your laptop or computer

• Ensure you're familiar with:

  • Slide flow

  • How to place supplement orders

  • Any CRM/app login instructions

🎥 Bring a phone or camera for before photos

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📋 Pre-Meeting Checklist

Make sure the following are complete before the client arrives:

• ✅ Weigh-in sheet & body fat tool ready (if not already collected during sale)

• ✅ Printed or digital meal plan assets prepared

• ✅ Slide deck open and queued

• ✅ Camera/phone ready for before photos

• ✅ CRM or scheduling app open and logged in

• ✅ Printed checklist on hand (available in linked resources)

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🔁 Order of Events During the Meeting

Here’s the exact flow of the orientation:

1. 🤝 Welcome & Rapport

• Smile, greet client warmly—high energy is key

• Remember: They’re nervous and excited—your energy sets the tone

2. ⚖️ Initial Metrics

• Weigh-in and check body fat (if not already collected)

• Log this for progress tracking

3. 📲 Tech Setup

• Send client their Facebook Group invite

• Walk them through CRM or app (schedule first week of sessions)

• Ensure they understand how to log/check workouts and track habits

4. 🖥️ Slide Deck Presentation

• Open the Nutrition Orientation presentation slide deck

• Simply read the words on the slides

• The slide deck includes supplement overview (you do not need to "sell" outside of this)

5. 📸 Before Photos

• Take 2–3 quality before photos for internal tracking (front/side/back if possible)

6. 🔄 Optional Add-Ons (Time-Permitting)

• Movement Assessment (only if you have time; adds 15–30 minutes)

• Extended Q&A if the client has more concerns or questions

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🔁 After the Meeting

• Upload before photos to CRM or folder

• Log notes, questions, or concerns in the client record

• Email any digital resources not printed (PDFs, guides, links)

• Send client their assigned meal plan and FAQ as downloadable files

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🧠 Pro Coaching Tip

“As you do more of these meetings, they will feel smoother, faster, and more effective. You’ll start to anticipate common questions and objections.”

Start slow, stay structured, and focus on delivering a high-value experience. The process will naturally become more efficient over time.

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📎 Linked Resources (Include Internally)

• ✅ Pre-Nutrition Orientation Meeting Checklist (PDF)

• ✅ Nutrition Slide Deck

• ✅ All Meal Plans (Regular, Vegan, Vegetarian, Levels 1–4)

• ✅ FAQ PDFs (Standard + Dietary Variations)

• ✅ Sleep, Digestion, and Apple Cider Vinegar Guides

• ✅ Supplement Order Flow Cheat Sheet