Client Consultation Audit Sheet
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
*
Select Coach
Simran Verma
Simran Singh
Aishwarya Sharma
Shubham Dhillo
Deepika Menghani
Sakshi
Ashi Garg
Antara Dhar
Ruchika Bora
Bhavika Kalra
Shreya Rajput
Tanya Sharma
Divya Sharma
Jahanvi Khaneja
Simran Bisht
Pratiksha Singh
Mansi Sood
Aiswarya KU
Darvi Kumar
Ishita Singh
Monika Vats
Simran Gupta
Sheenu Jain
Vanshika Chopra
Saurav Gupta
Saundarya Dutta
Namrata Soni
Naina Khatri
Vageesha Shukla
Nehal Guruwani
Annu M
Mansi Doshi
Sameen Fatima
Urmi Patel
Diksha Kataria
Ridhima Anand
Select Team Leader
*
Select Team Leader
Gunjan
Avantika
Aishwarya
Priyanka Yadav
Select Auditor
*
Select Auditor
Gunjan
Avantika
Tulsi
Kinshuk
Priyanka Yadav
Aishwarya Sharma
Select Head of Services
*
Head of Services
Shifa Shaikh
Name
*
Phone
*
Don't Add space between number or add 91 or 0 or + before the number
0 / 10
Week of the plan
*
Type of the plan
*
Type of the plan
FDF
SDP
MCM
Wedding
Call recording
*
Upload Recording file
Choose File
No file chosen
Delete uploaded file
Things to work on
*
Select Minimum - 3 Drop down
Client Background / Personal Info
Medical History
Dietary Habits
Lifestyle & External Factors
Challenges / Barriers
Diet Plan Preferences
Call Communication & Closure
Chat Communication & Notes
Personalized Diet Plan
Positives points
*
Select Minimum 3 points
Client Background / Personal Info
Medical History
Dietary Habits
Lifestyle & External Factors
Challenges / Barriers
Diet Plan Preferences
Call Communication & Closure
Chat Communication & Notes
Personalized Diet Plan
1.Intoduction & Client Information
Greetings, Introduction & call expectations
Personal Details confirmation
Occupation & lifestyle routine
Expectations from program
2. Medical History
Current health status
Medications / supplements
Allergies or intolerances
Family history (diabetes, heart, etc.)
3. Dietary Habits
Current eating pattern
Food preferences (veg, vegan, etc.)
Likes / dislikes
Past diet attempts / feedback
4. Lifestyle & External Factors
Water intake
Sleep & stress levels
Menstrual health (if applicable)
Physical activity & cooking time
5. Challenges / Barriers
Dietary challenges
Lifestyle or social barriers
6. Diet Plan Preferences
Meal frequency
Cooking comfort & communication preference
7. Call Communication & Closure
Greeting & client comfort (warm intro, rapport)
Tone of voice & empathy during call
Clarity of explanation / professionalism
Motivation given / contact info shared
8. Chat Communication & Notes
Timely WhatsApp/chat response
Proper notes & case documentation
Personalized & empathetic messaging
9. Personalized Diet Plan
*
Sheet name & Plan Type
Grocery list with links
Likes / dislikes reflected
Fasting pattern considered
Dietary preference (Veg / Non-Veg / Vegan)
Medical concerns considered
Outing frequency considered
Regional & climatic fit
Meal preparation (Self / Others)
Additional Remarks (If Any)
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