COACH CONSULT CALL FORM
Before the consult call, make sure to thoroughly review the client's health questionnaire, including their goals, weight, diet preferences, and workout preferences.
During the call, add as much information as possible to the consult memo. Our back-end team will use this information to set up the client's account and create reminders if necessary. Additionally, be sure to share information about yourself, and make small talk to establish a personal connection with the client. Ask about the weather or the city where they live.
The main purpose of the consult call is to achieve the following goals: