Internal Onboarding Revenue 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 *

Select Team Leader *

Select Auditor *

Select Head of Services *

Name *

Phone *Don't Add space between number or add 91 or 0 or + before the number0 / 10

Week of the plan *

Type of the plan *

Call recording *

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1. Greeting & Rapport BuildingWarm, personalized greetingMentioned referrer’s name (if applicable)Built rapport and ensured client comfort

2. Key Information CaptureCaptured client’s weight, height, location, and medical concernVerified contact details and preferred communication mode

3. Understanding Client NeedsDiscussed client goals and expectationsReviewed 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 DetailsExplained available plans clearly (duration, structure)Recommended a suitable plan based on client profileClarified what’s included in the plan

6. Brochure SharingSent brochure promptly (WhatsApp or email)Explained brochure content or offered to go over itAnswered client queries regarding plan or process

7. Payment ProcessExplained payment modes and processSent payment link clearly and promptlyConfirmed client received the link and knew how to proceed

8. Post-Payment OrientationExplained next steps (form, group addition, dietitian call)Set expectations around timelines and follow-up

9. Communication SkillsTone was respectful, warm, and confidentInformation was clear, fluent, and personalized

Additional Remarks *

Client Onboarding Revenue Audit