Questions and Answers
What is the importance of confirming the booking time with a new client?
To assure an available spot for the client and to ensure they have paid for the session.
What information should the assigned coach explain to the client during the initial consultation?
It is important for the assigned coach to explain the importance of deficit and surplus in eating maintenance during the initial session.
True
What does TDEE stand for?
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What is the importance of getting 8 hours of sleep according to the content?
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Which section should the assigned coach provide advice on related to sleep, training frequency, and stress?
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Giving an outlook of what WE can do for the client to help achieve their goals is part of completing the goals, lifestyle, and nutrition section.
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Match the following actions with the correct step in onboarding a new client: Walk client out of the gym, Gave gym tour & introduced to coaches, Completed nutrition section.
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Study Notes
Booking a New Client
- Confirm booking time with client via Email, phone, or text, and collect Email or Phone #.
Initial Consultation
- Send "Initial Consult" link to client, which can be found in the app, Accounts, Links, Booking, Select Service.
- Confirm next booking on our end and assign designated coach.
Client Onboarding
- Guide client through package selection, weekly structure, and pre/post testing.
- Explain how adjusting their lifestyle will help achieve training goals, including importance of 8 hours sleep and stress management.
Program Design and Testing
- Explain next step is program design and testing.
- Calculate TDEE using online calculator and describe importance of eating maintenance, deficit, and surplus.
App Setup and Goals
- Guide client through downloading the app and changing password in the back end.
- Complete "Goals Section" and give an overview of what initial training will look like.
Nutrition and Lifestyle Advice
- Calculate TDEE and give advice on nutrition, sleep, training frequency, and stress management.
Onboarding Checklist
- Confirm available time on our schedule via Text, Email, or Phone call.
- Collect Email and send link to book available time, and schedule a follow-up email for 6am the following day.
- Give gym tour, introduce to coaches, and complete goals, lifestyle, and nutrition sections of initial consultation.
- Explain next steps, describe training options, and guide client through booking next session and package selection.
- Walk client out, saying goodbye to other coaches, and notifying them of goals and training plan.
Booking a New Client
- Confirm booking time with client via Email, phone, or text, and collect Email or Phone #.
Initial Consultation
- Send "Initial Consult" link to client, which can be found in the app, Accounts, Links, Booking, Select Service.
- Confirm next booking on our end and assign designated coach.
Client Onboarding
- Guide client through package selection, weekly structure, and pre/post testing.
- Explain how adjusting their lifestyle will help achieve training goals, including importance of 8 hours sleep and stress management.
Program Design and Testing
- Explain next step is program design and testing.
- Calculate TDEE using online calculator and describe importance of eating maintenance, deficit, and surplus.
App Setup and Goals
- Guide client through downloading the app and changing password in the back end.
- Complete "Goals Section" and give an overview of what initial training will look like.
Nutrition and Lifestyle Advice
- Calculate TDEE and give advice on nutrition, sleep, training frequency, and stress management.
Onboarding Checklist
- Confirm available time on our schedule via Text, Email, or Phone call.
- Collect Email and send link to book available time, and schedule a follow-up email for 6am the following day.
- Give gym tour, introduce to coaches, and complete goals, lifestyle, and nutrition sections of initial consultation.
- Explain next steps, describe training options, and guide client through booking next session and package selection.
- Walk client out, saying goodbye to other coaches, and notifying them of goals and training plan.
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Description
This quiz covers the steps involved in onboarding a new fitness client, from initial consultation to package selection and goal setting. It outlines the necessary procedures to ensure a smooth onboarding experience for both the client and the coach.
