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HEALTH ASSESSMENT GUIDELINES SHARING SCRIPT

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Our Program is comprised of four components that all work together throughout your entire journey:
Your OPTAVIA Coach:
The one-on-one personal support and mentorship is what makes our Program stand out. As your personal
OPTAVIA Coach, I’m there to guide you through the Program and assist you with changing your lifestyle.
As your biggest cheerleader, I’ll be there for you to share every challenge and victory along the way.
I will support you in reaching your optimal weight. I’ll provide tips along the way and we’ll celebrate
the successes throughout your journey!
The Habits of Health
®
Transformational System:
It’s not just about getting your body healthy, it’s also about getting your mind healthy.
Our Habits of Health Transformational System is the educational component designed to help you
strategize your plan for reaching optimal health and wellbeing.
THE OPTAVIA Community:
In addition to your OPTAVIA Coach, our Community of like-minded people are all on the same health
journey and focused on creating better health. From live and recorded Client support calls and webinars,
our Community is a place where you can find support, share triumphs and ask questions.
OPTAVIA Fuelings:
Our nutrition plan is easy to follow—you don’t have to count calories or macronutrients, it’s all done for you.
With our Optimal Weight 5 & 1 Plan®, your body enters a gentle but efficient fat-burning state.
During this weight loss phase, you’ll have six small meals a day. Five of these meals are Fuelings, which are
nutritionally interchangeable and provide vitamins and minerals along with probiotics which help support
digestive health, as part of a balanced diet and healthy lifestyle. The sixth meal is a Lean & Green meal
you will prepare yourself, which contains a healthy amount of lean protein and three servings of
non-starchy vegetables. Along with drinking 64 oz. of water per day.*
We coach Clients through all three phases of the Program; reaching a healthy weight, transition and optimization.
HEALTH ASSESSMENT GUIDELINES
SHARING SCRIPT
Please use this as a guide as you share the Program with your Candidates
*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 affect
certain health conditions and medications.
YOUR
OPTAVIA COACH
THE HABITS OF HEALTH®
TRANSFORMATIONAL
SYSTEM
THE OPTAVIA®
COMMUNITY
OPTAVIA FUELINGS
I’ll partner with you to place your first order to ensure you receive free shipping, 10% rewards, and your five (5) free
boxes of Fuelings. One of our kits will give you just what you need.
You’ll also be a part of OPTAVIA Premier, this is a recurring monthly order, which will ensure that you don’t run out
of Fuelings.* You’ll get a reminder email, which allows you to customize your order from one month to the next.
I’ll assist you with this when the time comes.
REMEMBER –
if a Client answered affirmatively to any of the health questions in “STEP 01: Awaken”
of the OPTAVIA Health Assessment, be sure to consult OUR “OPTAVIA Program Considerations.”
From listening to what you shared with me I feel that this could be a perfect fit for you and your lifestyle.
If you are ready to go, I am ready to coach you! What would you like to do?
If Not YET:
If YES, they are ready TO Move forward
on their Health Journey:
INVITE
Great! Let’s get you started!
Let me guide you in placing your
first order, I’ll just need to verify your
contact information.
Your Program will arrive in about 1 week.
You’ll be receiving a welcome email soon.
Your transformation towards achieving your
health goals could happen quickly and when
it does, people will be asking you about it.
When that happens, you can refer those
people to me and receive “X” (if you choose
to do a referral program on your own to
thank people for referrals, please discuss
with your Business Coach).
Or, because people often prefer to be
coached by their friends and family, you may
want to consider coaching them yourself
with training and support provided by me.
You may not be thinking about this right now,
but who knows… you may feel so incredible
with the results you get that you may want
to share OPTAVIA with others. A significant
percentage of our Coaches were first
Clients who got healthy and then
decided to “pay it forward.”
Please call or text as soon as you receive your
comprehensive Program.
I appreciate that you may need to think
about this a little bit. How about I give you
a call in a few days to see if you have any
more questions?
Possibly set up a follow-up appointment?
If Candidate agrees, write follow-up on
Health Assessment.
Also ask, “as you meet others who are also
looking to get healthy, please feel free to
refer them to me.”
Follow-up structure:
• Send a thank you text or email,
assuring them that you would love to
partner with them to [insert their why].
Consider sharing a story they can
relate to.
• If you put your Candidates in your
Facebook Client support page, ask them
for permission to add them to this page.
• Put them in your Section 1 - ‘Candidate
Follow-up’ folder and follow-up on your
follow-up day.
*To qualify for 10% rewards and 5 boxes of free Fuelings, you will need to subscribe to the Premier program.
Date Notes:
Use this area to track follow-up for those who aren’t ready yet:
A common way to check-in is by asking how their health journey is going.
Date Notes:
MEDICAL DISCLAIMER:
The Company (“We”) recommends that you consult your healthcare provider prior to starting any weight loss program, and during the course of your weight loss program.
Do NOT use any OPTAVIA® plan if you are pregnant or under the age of 13.
Before starting a weight loss program, talk with your healthcare provider about the program and about any medications or dietary supplements you are using, including especially Coumadin (warfarin), lithium,
diuretics, or medications for diabetes, high blood pressure or thyroid conditions. Do not participate in any OPTAVIA Program until you are cleared by your healthcare provider if you have or have had a serious
illness (e.g. cardiovascular disease including heart attack, diabetes, cancer, thyroid disease, liver or kidney disease, eating disorders such as anorexia or bulimia), or any other condition requiring medical care or that
may be aected by weight loss.
The OPTAVIA for Teens plan is the only OPTAVIA Program appropriate for teens (13 to 17 years of age). The Optimal Weight 5 & 1 Plan® is NOT appropriate for teens, sedentary older adults (65 years and older),
nursing mothers, people with gout, some people with diabetes and those who exercise more than 45 minutes per day – if you fall into one of these categories, please consult your healthcare provider and refer
to www.OPTAVIA.com and talk with your independent OPTAVIA Coach about other OPTAVIA plans that may be appropriate. For special medical or dietary needs, including food allergies, refer to our program
information online, consult your healthcare provider and talk to your OPTAVIA Coach. Do not consume an OPTAVIA product if you are allergic to any of that product’s ingredients which are listed on the product
packaging and on the OPTAVIA website.
We recommend drinking 64 ounces of water each day. Consult with your healthcare provider prior to changing the amount of water you drink as it can aect certain health conditions and medications.
NOTE: Rapid weight loss may cause gallstones or gallbladder disease or temporary hair thinning in some people. While adjusting to the intake of a lower calorie level and dietary changes, some people may
experience dizziness, lightheadedness, headache, fatigue or gastrointestinal disturbances (such as abdominal pain, bloating, gas, constipation, diarrhea or nausea). Consult your healthcare provider for further
guidance on these or any other health concerns. Seek immediate medical attention if you experience muscle cramps, tingling, numbness, confusion or rapid/irregular heartbeat as these may be a sign of a more
serious health condition.
For avoidance of doubt, the OPTAVIA Programs and products are not labelled, advertised or promoted for any specific medicinal purpose, i.e. treatment or prevention, implied or otherwise, of any disease or
disorder, including its related conditions.
The OPTAVIA programs, products and any of its materials and/or information do not in any way constitute medical advice or substitute for medical treatment. As individuals may have dierent responses to
dietary products or changes in diet, consult with your healthcare provider regarding any medical concerns.
For further information regarding this Medical Disclaimer, call Nutrition Support at 1.888.OPTAVIA or email at NutritionSupport@OPTAVIA.com.
OPTAVIA PROGRAM CONSIDERATIONS
It’s important for you to understand that there are multiple aspects of one’s health to consider when selecting which OPTAVIA Program fits
best for a Client. Some of these can be allergies, medication interactions, or general health conditions.
Please see below to help guide you in coaching your new Client towards their optimal health and wellbeing journey.
Diabetes Plan:
While the Optimal Weight 5 & 1 Plan®,
Optimal Weight 4 & 2 & 1 Plan®, and
Optimal Weight 5 & 2 & 2 Plan® are all
appropriate for people with diabetes,
it is essential that the individual’s
healthcare provider monitors blood
sugar and medication dosages.
Continued medical monitoring by the
healthcare provider will be necessary.
Optimal Weight
4 & 2 & 1 Plan:
The Optimal Weight 4 & 2 & 1 Plan is an
easy meal plan to help individuals reach a
healthy weight. It may be right for those
who exercise greater than 45 minutes per
day, have less than 15 pounds to lose, are
65 years or older and not regularly active or
want to incorporate fruit, dairy and starches.
Gout:
Our OPTAVIA for Gout Plan promotes
gradual weight loss and encourages
food choices with only low or moderate
amounts of purines. The Optimal
Weight 5 & 1 Plan, Optimal Weight
4 & 2 & 1 Plan and the Optimal Weight
5 & 2 & 2 Plan are not appropriate for
someone who has a history of gout,
even if it’s been quite some time since
their last gout flare.
Nursing Mothers Plan:
Our OPTAVIA for Nursing Mothers
Plan is designed for the nursing
mother whose baby is over two
months of age and who is providing
the majority of the baby’s nutrition
through breast milk.
MEDICATION DISCLAIMERS:
Clients should talk with their healthcare provider
prior to starting the Program.
Visit COACHANSWERS.OPTAVIA.com for more
information and search for the
specific medication.
Clients on Lithium:
The healthcare provider may wish to
adjust frequency of lab work for the
Client and monitor.
Clients on Coumadin (Warfarin):
Clients should talk with their healthcare provider
prior to starting the Program.
Visit COACHANSWERS.OPTAVIA.com and search
“Coumadin” for more information.
Thyroid Medications,
Soy and OPTAVIA
Medications include Synthroid and Levothyroxin.
TIP: Order soy-free OPTAVIA Fuelings for the five
free boxes in the first Premier order. The soy-free
Fueling will be used for the meal that is closest to
when the Client takes the thyroid medication.
Teen Plans:
Our OPTAVIA for Teens Plans
are specifically designed to
meet the nutritional needs
of adolescent boys and girls,
13-17 years old. Do not use the
OPTAVIA Program if you are
under the age of 13 years old.
Seniors Guide:
People age 65 and older can
use the Optimal Weight
5 & 1 Plan with 30 minutes of
physical activity every day. A
higher calorie meal Plan may
be recommended based on
individual needs, especially
those who are sedentary.
Plan Overview:
See all Plan overviews in
one location.
Name:
CLIENT ID Number:
Email:
Preferred Method of Contact: Phone:
Are you Pregnant? Are you nursing? If yes, how old is your baby?
HEALTH ASSESSMENT: INTRODUCTIONS & SETTING EXPECTATIONS FOR MEETING
Note: All text in 'italics' are meant to be read out-loud to Clients.
Diabetes
High Blood Pressure
Lithium*
Thyroid
†
Coumadin (Warfarin)
‡
Other medications:
*Lithium: The healthcare provider may wish to adjust frequency of lab work for the
Client and monitor.
†
Thyroid Medications: The healthcare provider may wish to monitor thyroid
hormone levels while the Client is on the Program and adjust medication.
‡
Coumadin (Warfarin): The healthcare provider may wish to review food choices,
conduct lab work and/or adjust medication.
Tell me about your health:
Do you have any allergies or medical conditions that could influence which Program we choose?*
*Reminder: We recommend that Clients contact their healthcare provider before starting and throughout their weight loss journey.
Can you tell me about a time in your life when you were healthier? What has changed between then and now?
Yes YesNO NO
What is your main motivation for wanting to make
changes to your health?
(Relationships, activities,
how you will feel, etc.)
Share YOUR story (or someone else’s).
Take 90 seconds or less to share the pieces of
your story or a Client’s story that will connect
with this person.
Are you taking any
medications for:
Now that you've shared some of your current health
goals, I want to give you a quick idea of what is possible.
High Blood Pressure
Diabetes Type I
Diabetes Type II
Gout
Gluten Intolerance or
Sensitivity
Soy Allergy or
Intolerance
Food Allergies
Other
Do you have the following:
I would love to hear what you would like to
accomplish with your health.
(Weight loss, improved
sleep, better response to stress, etc.)
1
2
3
4
5
6 8
"It’s great speaking with you today and I’m excited to see if I can assist you with your goals. Before we can determine if one of our
Programs is right for you, I’d like to ask you a few questions to learn about you and your health goals. Does that sound good?"
STEP o1: AWAKEN
7
Remember: If a Client answers affirmatively to any
of the questions to the left, consult the 'Health
Assessment Guidelines: OPTAVIA Program
Considerations' page before suggesting a Program.
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? Coee, 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 diicult 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 aect 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.
Date Notes:
Journey Kick-Off
Check-In
Day One Check-In
Day Two Check-In
Day Three Check-In
Day Four Check-In
Day seven Check-in
Tips for working
with new Clients:
Week 2 Check-In
Check-In
Week 3 Check-In
Check-In
Week 4 Check-In
Check-In
Remember to continue to check-in with your Client from Day 7 onward
Please use the following pages to continue your check-ins. Confirm a weekly check-in day.
Place their completed Health Assessment in Section 2 – ‘New Clients’ folder.
Make sure you have your weekly check-ins with your New Clients, discuss their Health
Assessment with them and make a note of their progress.
Set a Client Support day during the week and graduate all Week 1 - Clients to that day’s
schedule moving forward.
Once a Client has been on their Program for one month, move them to
Section 3 – ‘Active Clients' folder.
1
2
3
4
Ask them: "Have you shared your success with anyone? Are people asking you about your transformation?"
When that happens, you can refer those people to me and receive "X" (if you choose to do a referral program on your own to
thank people for referrals, please discuss with your Business Coach). Or, because people often prefer to be coached by their
friends and family, you may want to consider coaching them yourself. A signiicant percentage of our Coaches were Clients
irst who became healthy and then decided to “pay it forward.”
Week 2 Check-In
Check-In
Week 3 Check-In
Check-In
Week 4 Check-In
Check-In
Date Notes:
Week 5 Check-In
Check-In
Week 6 Check-In
Check-In
Week 7 Check-In
Check-In
Week 8 Check-In
Check-In
Week 9 Check-In
Check-In
Week 10 Check-In
Check-In
Week 11 Check-In
Check-In
Week 12 Check-In
Check-In
CONTINUE check-ins with your active clients to assist them on their journey
Through our habits of health
®
transformational system.
Blank 'Client Check-In Trackers' are available for download on COACHANSWERS.OPTAVIA.COM
OPTAVIA
Health Assessment
© 2020 OPTAVIA LLC. All Rights Reserved. US-OPTAVIA-SUCCESS-SYSTEM-DIGITAL
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Completed 13 May 2021

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