SLEEP & ENERGY
How many hours of sleep do you get in a typical night?
How would you describe the quality of your sleep?
On a scale of 1-10, what is your energy level throughout the day?
MOTION
How would you describe the quantity & quality of the activity you
do each week?
How many hours a day do you sit?
How many days a week do you exercise? (0 - 7 days)
What types of physical activity do you enjoy?
MIND
On a scale of 1-10, how fulfilled are you?
On a scale of 1-10, how much do you worry?
What area of your life tends to be the biggest stress for you?
What do you do for work?
On a scale of 1-10, how much do you enjoy what you do?
FOOD & HYDRATION
How many meals and snacks do you eat per day?
When do you eat your first meal of the day?
How many times a week do you eat out? And where?
How many ounces of water do you drink per day?
Do you drink other beverages? Coee, soda, alcohol, tea, etc.
If so, how often and how much?
WEIGHT MANAGEMENT
Are you comfortable sharing your age?
How tall are you?
How much do you currently weigh?
What would you consider to be a healthy weight for you?
Have you tried to lose weight in the past?
What has been diicult for you about losing and maintaining
weight?
SURROUNDINGS
On a scale of 1-10, how healthy would you rate your surroundings?
(Does this person have healthy and active friends, supportive
family, keep junk food in the house, etc.)
Is there anyone in your life who would like to get
healthy with you?
Is there anything else you think I should know about your health?
NEXT STEP: Refer to the 'Health Assessment Guidelines: Sharing Script'
STEP o2: DAILY ROUTINE & HABITS CLIENT Tracking Information:
Address:
City/State/Zip:
Time Zone:
Gender: Age:
Current Weight: Current BMI:
Desired Weight: Desired BMI:
Healthy Weight Range:
HEALTH Assessment Date:
Order Date: Start Date:
Starting Weight:
How did we meet?
Lead Referral Of:
Coach Checklist:
Recommend Client consult their Healthcare Provider before
starting a Program
Confirm receipt of Client's Welcome Email (Before & After,
Measurements and Guide)
Send friend request via Facebook, add to Facebook Support Group
and welcome them
Send Journey Kick-Off Video and Confirm video was viewed BEFORE you
have a brief night before conversation
Add Client to your Newsletter
Set up daily support messages (virtual or text)
Invite to weekly support calls
Teach Client on how to refer others
Send OPTAVIA Premier Order Video when 7 day reminder email comes
Coach TIPS:
As your Client begins their journey to optimal wellbeing,
they may feel hungry, tired, or irritable as their body
adjusts to a new way of eating. While adjusting to intake
of a lower-calorie level and diet changes, some people
may experience temporary lightheadedness, dizziness or
gastrointestinal disturbances.
When speaking to your Clients, here are a few additional
tips to make the adjustment period easier into fat
burning for your Clients.
You can remind them to:
• Download and use the Habits
of Health® App to track their
Fuelings and water intake.
• Stay hydrated with water.*
• Consider choosing a start date
when you don’t expect any
social food-centered events.
• Stay busy.
• Approach their health journey,
one day at a time.
• Open up Your LifeBook, put
your name in it & read the
introduction, once in a fat
burning state.
• Avoid temptations, and stay
focused on your health goals.
• Sip on 1 cup of broth or eat 2 dill
pickle spears (as needed in the
first few days). If Client has no
sodium restrictions.
• Wait to start exercising for 2 – 3
weeks on the Optimal Weight
5 & 1 Plan®. We recommend
checking with your doctor
before starting any exercise
program.
*We recommend drinking 64 ounces of
water each day. Talk with your healthcare
provider prior to changing the amount
of water you drink as it can aect certain
health conditions and medications.
Thank you for sharing, now I'd like to tell you how
our Program could help you achieve your goals.