Client is sent the Welcome link which provides the program overview and Symptoms Assessment
Client receives instant (lifetime) access to the Online Program
Upon submission of the Symptoms Assessment, client is redirected to book the Onboarding Appointment
Client receives Lab orders (placed in Slack and also sent via email) and invitation to join private Slack channel
Order prescription medications to patient pharmacy (e-prescribe using MDToolbox)
Order supplements from Numedica
Order bioidentical hormone creams and LDN from PDL
Prepare order injectable WL medications from Wells Pharmacy and save on drive (after patient pays invoice, the office will fax the order)
WEEK 1: ACCESS COACHING FORM HERE
Answer questions about the program, ensure that plan of care has been executed
CLIENT ASSIGNMENT:
WELCOME & PREPARE section in Trident Phase 1
CORE EATING PLAN section in Trident Phase 1
WEEK 2: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 3: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 4: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 5: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
Trident Phase 2 Unlocked
WEEK 6: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 7: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 8: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 9: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
Trident Phase 3 Unlocked
WEEK 10: ACCESS COACHING FORM HERE
CLIENT ASSIGNMENT:
WEEK 11: ACCESS COACHING FORM HERE
Send link to book completion call to client
CLIENT ASSIGNMENT:
WEEK 12: ACCESS COACHING FORM HERE
Tell client about TESTIMONIAL INCENTIVE OFFERS
CLIENT ASSIGNMENT:
Send notification to have client removed from Slack and channel archived
Send patient 90 day summary (include links to supplements)
Transfer compounding prescriptions to local pharmacy?
Reorder weight loss medications with CLIENT as payee
If a client wants to continue weekly coaching with you:
STEP ONE: Send invoice for 3 month continuation
Set up recurring schedule
Reorder medications
50% commission