Quick Actions

Starting a New Client

Follow these steps to get your client set up and feeling supported from day one.

Send Your First Message

Awesome! Let's do this! I'll send over a link shortly where you can go in and check out with your nutrition kit. Once the order has been submitted, I'll share a quick link to your resources and first steps! All I need to know is if you have any food allergies or health conditions like diabetes, gout, etc…

Send Your Shared Cart Link

Cart Ready Message

Alright, here's the link to your cart: (Insert share cart link) **Be sure to check the box for Premier+ to get 20% off your order. Shoot me a message if you run into any issues!

Send Confirmation

After they order

Congrats again on your decision! 🎉 Here's the link to your Client Hub: https://transformingmyhealth.com The Client Hub is your go-to spot for EVERYTHING you'll need to get started on your journey and continue to success! *I suggest adding it to your home screen as an app for easy access. This video shows you how: https://youtu.be/bagOs4vuLuo Let's do this!

How to Support Your Client

Great client support doesn't have to be complicated. A few simple, consistent touchpoints make all the difference.

Know their goals and their why

This helps you coach with intention and keep them anchored when motivation dips.

Build excitement from the start

Message when their box ships and when it's delivered.

Be highly present the first week

Check in daily. These early check-ins prevent overwhelm and help you course-correct fast.

Keep weekly check-ins short and intentional

5–10 minutes. Ask: What are we celebrating this week? What felt hard? What's your focus for this week?

Daily Check-In Questions

Use these in the first week to stay on top of their progress.

How are you feeling today?

Don't forget to send your metrics.

Walk me through your day so far (meals + timing).

How much water did you drink?

Did you have an optional snack today?

Any questions or confusion?