NEW CLIENT SETUP
FIRST APPOINTMENT
PRE-APPOINTMENT PREPARATION
Pre & First Appointment Checklist Confirm the appointment date and time with the client
Gather all necessary materials ePRF (electronic Personal Record Form) Steps booklet (digital or hard copy) Products for their plan (ready to give or post if virtual)
Welcome & Build Rapport- make the client feel comfortable & excited about starting their journey
ePRF Go through the form thoroughly Determine the lowest suitable starting Step based on their health and goals Check for Allergies & Intolerances, ensuring all dietary restrictions are noted and accommodated
Measurements Record their weight Take body measurements (waist, hips, etc.) If they’re comfortable, take a before photo for their progress tracking
Plan Overview Discuss the Step they’ll begin on Introduce the Steps booklet & how it outlines the Plan, from weight loss to maintenance
Products Discuss the products they’ll use on their Plan - ensure the products provided are suitable based on any allergies or intolerances
Take Payment for Products Agree on the payment method (cash, card, bank transfer, etc.) Provide a receipt once payment is made Arrange for delivery (D2D) if virtual
Set Expectations Explain how appointments will work, including regular check-ins Emphasise the importance of non-scale victories (NSVs) Discuss stabilisation and long-term maintenance as part of their journey
Q&A Give them the chance to ask questions and address any concerns