WORKFLOW FOR
CLIENT INCLUSION
URL HEALTH FOR BETTER AND HEALTHY FUTURE
CLIENT SCREENING: CLINICAL CLIENTS
• Client come to clinic and Welcomed by reception and client is interested in fat loss
program.
Welco • Receptionist inform about the program: Intro sheet for clients and fill contact details
me and screening forms with help of accompanying family member.
• Receptionist take the suitable time to contact the clients-Note on the screening form.
Co
nta • Phone call by coach and completion of assessment form ( physical form or online)
ct
• Client agree to start coaching, signs 3 months contract. Coach provide diet and
Plan and exercise plan with in 3 days of received payment.
contract
• Daily accountability and weekly call to check progress. Client´s daily challenges and
Progress how to solve them.
CLIENT SCREENING: NON-CLINICAL CLIENTS
• Client come to clinic and Welcomed by reception and client is interested in fat loss
program.
Welco • Receptionist inform about the program: Intro sheet for clients and fill contact details
me and screening forms.
• Receptionist take the suitable time to contact the clients-Note on the screening form.
Co
nta • Phone call by coach and completion of assessment form ( physical form or online)
ct
• Client agree to start coaching, signs 3 months contract. Coach provide diet and
Plan and exercise plan with in 3 days of received payment.
contract
• Daily accountability and weekly call to check progress. Client´s daily challenges and
Progress how to solve them.