Client Onboarding Follow-up Audit
Lead Score
Lead Category
Your Lead Category comes under "Yellow".
Lead Category
Your Lead Category comes under "GREEN".
Lead Category
Your Lead Category comes under "GOLD".
Lead Category
Your Lead Category comes under "RED".
Select Coach
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Select Coach
Simran Verma
Simran Singh
Aishwarya Sharma
Shubham
Deepika
Sakshi
Sanyogita
Aashi Garg
Antara Dhar
Ruchika Bora
Bhavika
Shreya
Tanya
Divya Sharma
jahanv Khaneja
Simran Bisht
Pratiksha
Mansi Sood
Madhurima Das
Aiswarya
Darvi
Ishita Singh
Monika
Manika
Simran Gupta
Kriti Sharma
Vanshika Chopra
Saundraya Dutta
Namrata Soni
Select Team Leader
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Select Team Leader
Gunjan
Avantika
Aishwarya
Priyanka Yadav
Shifa Shaikh
Select Auditor
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Select Auditor
Kinshuk
Diksha
Shreya Rajput
Aishwarya Sharma
Select Head of Services
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Head of Services
Shifa Shaikh
Name
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Phone
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Don't Add space between number or add 91 or 0 or + before the number
0 / 10
Week of the plan
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Type of the plan
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Type of the plan
FDF
SDP
MCM
Wedding
Call recording
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Upload Recording file
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Things to work on
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Select Minimum - 3 Drop down
Greeting & Client Comfort
Progress Assessment
Dietary Compliance Review
Lifestyle Factors
Challenges & Goal Review
Feedback & Client Input
Call Communication
Chat Communication & Notes
Diet Plan (If Revised)
Positives points
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Select Minimum - 3 Drop down
Greeting & Client Comfort
Progress Assessment
Dietary Compliance Review
Lifestyle Factors
Challenges & Goal Review
Feedback & Client Input
Call Communication
Chat Communication & Notes
Diet Plan (If Revised)
1. 1. Greeting & Client Comfort
Warm greeting and use of client name
Positive tone, empathy, and active listening
Rapport building and motivation for the week
2. Progress Assessment
Asked for progress sheet update
Took updated weight and measurements
Discussed weight loss / no weight loss / stuck weight
Checked plan adherence and discussed client efforts
Gave logical guidance / appreciation / motivation
3. Dietary Compliance Review
Reviewed meal pictures (if shared)
Asked about cheat meals or deviations
Reviewed water intake
Addressed digestive issues (bloating, constipation, acidity)
4. Lifestyle Factors
Reviewed sleep patterns
Asked about stress, physical activity, menstrual health (if relevant)
Checked for medication updates or changes in health status
5. Challenges & Goal Review
Identified dietary or lifestyle challenges
Reviewed short-term goals
Realigned or updated goals for the coming week
6. Feedback & Client Input
Asked for client feedback on the plan and support
Actively listened and addressed concerns
7. Call Communication
Clear, confident, and structured communication
Tone: empathetic, warm, and positive throughout
Motivational and polite closure
8. Chat Communication & Notes
Sent consistent WhatsApp/chat follow-ups
Maintained and updated notes accurately
Used friendly and personalized chat tone
9. Diet Plan (If Revised)
Plan updated based on progress/stage
Considered outings, fasting, routine changes
Reflected medical concerns (PCOD, Thyroid, etc.)
Grocery list/food guidance adjusted accordingly
Shared updated diet sheet, explained any changes
Additional Remarks (If Any)
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