Client Tracking Sheet Page 2
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1
2Comments:
Advised to consult doctor
TT = talked to
DATE
Date ordered
LMA = left message on answering machine
LMP = left message in person
On BeSlim
®
Date should receive
Sent Welcome Packet
Sent Quick Start Guide
Instructed to take B&A
Date started
Sign up with SIM
Sent email tips
Went over QS Guide
Day 1
Day 2
Day 3
Day 4
Week 2: first call
Week 2: second call
Week 3: first call
Week 3: second call
Week 4 call
Placed second order
Sent Referral Pad
Requested business info
Process date [01 - 31]
Referral
Cost $
Yours
Attributes of a successful Health Coach (circle all that apply)
True to program
Attractive personality
Ambitious
Referring family & friends
Self-motivated
Coachable
Accountable
Successful in other areas
Business Opportunity Checklist
q Becoming a Health Coach DVD
q Present Business Plan in person
q Sent informational email
q Webinar
q 3-way call w/Sponsor
q Guest event
q Conference calls
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Parent category: Business