Client Onboarding Revenue Audit
Lead Score
Lead Category
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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 Dhillon
Deepika Menghani
Sakshi
Sanyogita
Aashi Garg
Antara Dhar
Ruchika Bora
Bhavika
Shreya
Tanya Sharma
Divya Sharma
jahanvi Khaneja
Simran Bisht
Pratiksha Singh
Mansi Sood
Madhurima Das
Aiswarya
Darvi Kumar
Ishita Singh
Monika
Priyanka Singh Chetri
Manika
Simran Gupta
Kriti Sharma
Sheenu Jain
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 & Rapport Building
Key Information Capture
Understanding Client Needs
Value Communication (USP)
Plan Details
Brochure Sharing
Payment Process
Post-Payment Orientation
Communication Skills
Positives points
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Select Minimum - 3 Drop down
Greeting & Rapport Building
Key Information Capture
Understanding Client Needs
Value Communication (USP)
Plan Details
Brochure Sharing
Payment Process
Post-Payment Orientation
Communication Skills
1. Greeting & Rapport Building
Warm, personalized greeting
Mentioned referrer’s name (if applicable)
Built rapport and ensured client comfort
2. Key Information Capture
Captured client’s weight, height, location, and medical concern
Verified contact details and preferred communication mode
3. Understanding Client Needs
Discussed client goals and expectations
Reviewed progress or past challenges (if client is existing)
4. Value Communication (USP)
Explained program’s USP/SAP clearly (e.g., follow-ups, personalization, habit tracking)
Linked program benefits to client needs/goals
5. Plan Details
Explained available plans clearly (duration, structure)
Recommended a suitable plan based on client profile
Clarified what’s included in the plan
6. Brochure Sharing
Sent brochure promptly (WhatsApp or email)
Explained brochure content or offered to go over it
Answered client queries regarding plan or process
7. Payment Process
Explained payment modes and process
Sent payment link clearly and promptly
Confirmed client received the link and knew how to proceed
8. Post-Payment Orientation
Explained next steps (form, group addition, dietitian call)
Set expectations around timelines and follow-up
9. Communication Skills
Tone was respectful, warm, and confident
Information was clear, fluent, and personalized
Additional Remarks
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