New Client Onboarding Call

• Build trust and rapport with the client.
• Understand their symptoms, struggles, goals, and motivation.
• Set realistic expectations for the healing process.
• Explain their personalized healing roadmap.
• Confirm they understand Skool, WhatsApp, and the weekly check-in system.
• Create a realistic nutrition plan.
• Review their first-month supplements and action items.
• Ensure the client leaves feeling clear, supported, and confident about what to do next.

Call Overview

1. 01Rapport. Build rapport and get to know the client.
2. 02Discovery. Discuss symptoms, struggles, goals, and motivation.
3. 03Reassurance. Reinforce their decision to join.
4. 04Roadmap. Explain their personalized healing roadmap.
5. 05Systems. Review Skool, WhatsApp, and weekly check-ins.
6. 06Nutrition. Review current nutrition and create a plan.
7. 07Protocol. Review supplements and the protocol PDF.
8. 08Pillars. Review the four pillars and first-month action items.
9. 09Recap. Recap next steps.
10. 10Schedule. Schedule the next coaching call.

Coach Preparation Checklist

• Review the client's complete health intake form.
• Review symptom history, diagnoses, medications, supplements, and previous protocols.
• Identify their primary symptoms and likely priorities.
• Review their stated goals and reasons for joining.
• Prepare the first-month protocol PDF.
• Create the client's Fullscript account and supplement recommendation.
• Identify any supplements that must be purchased outside of Fullscript.
• Prepare an example day of eating, when applicable.
• Add the client to WhatsApp.
• Confirm that the client has access to Skool.
• Prepare possible nutrition modifications.
• Identify questions or areas requiring clarification during the call.

Personal Welcome Message

• Introduce yourself as their coach.
• Tell them you are excited to begin working with them.
• Let them know you added them to WhatsApp and sent them a message there.
• Remind them to watch the “What to Expect During Your First 30 Days” training before the call.

Example Questions

• Where do you live?
• What do you do for work?
• Are you married or in a relationship?
• Do you have any kids?
• What does a normal week look like for you?
• What do you enjoy doing outside of work?

Clarifying Questions

Follow-Up Questions

• Why is that especially important to you?
• What do you feel unable to do because of your health?
• What would change in your life if your symptoms improved?
• What would a successful outcome look like to you?
• Is there a particular event, goal, or timeline that matters to you?

Three Phases

Month by Month

Confirm Understanding

• Does that overall process make sense?
• Do you have any questions about the three phases?
• Is there anything about the timeline that feels unclear?
• Does this roadmap feel realistic to you?

Confirm the client can locate

• The pinned program resource post.
• The weekly check-in form.
• The course or classroom section.
• Call information or recordings, when applicable.

Communication Standards

• Respond within 24 hours Monday through Friday.
• Clearly communicate your normal daily response window.
• Weekend messages are answered the following Monday.
• Avoid providing emergency or crisis support through WhatsApp.
• Direct urgent medical concerns to the appropriate provider or emergency service.
• Keep meaningful protocol changes documented.

Check-In Standards

• Submit every week, by Sunday at midnight.
• Report supplement reactions accurately.
• Include meaningful symptom changes.
• Report bowel movement frequency and consistency.
• Report adherence honestly.
• Explain any barriers or areas of confusion.
• Never wait until the check-in to report a severe or concerning reaction.

1. Pre-Call Preparation

2. Introduce the Main Nutrition Priorities

1. 01Three complete meals per day. Ideally around the same general time each day. Avoid frequently skipping meals or going long periods without eating.
2. 02Space meals three to four hours apart. Minimize unnecessary snacking or grazing. Spacing may support digestion, motility, appetite regulation, and steadier energy.
3. 03Finish the last meal three to four hours before bed. This gives the body more time to digest before sleep and may better support digestion and motility.
4. 04Build balanced meals. Use the Balanced Plate Method as the structure for every meal.

3. Review the Balanced Plate Method

• Pull up the Balanced Plate Method image inside the Low FODMAP Guide and use it as a visual.
• At least approximately 1 cup of protein.
• Up to approximately 1 cup of carbohydrates.
• Approximately 1 cup or one serving of Low FODMAP vegetables or another fiber source.
• Approximately 1 to 3 tablespoons of healthy fats.
• Explain the benefits: more stable blood sugar, steadier energy, fewer cravings, better fullness, and easier consistency with protein, fiber, and nutrients.

4. Identify Initial Nutrition Changes

5. Review Their Daily Rhythm

6. Review Their Relationship With Food

• How do you currently feel about your nutrition?
• Do you feel restricted by your current diet?
• What has been the hardest part of eating for your symptoms?
• Are there any foods you feel nervous, anxious, or afraid to eat?
• Do you prefer simple, repeated meals or more variety?
• Do you feel like you are eating enough? Any unintentional weight loss?
• Are there foods or eating situations that feel particularly stressful?

7. Build an Example Day of Eating

If they have tried it before

• How long did you follow it, and did it improve your symptoms?
• Which symptoms improved, and which did not?
• Did you feel overly restricted? What was the hardest part?
• Were you able to identify specific food triggers?
• Did you complete a reintroduction process?
• Why did you stop following it?
• What would need to be different for this trial to feel more manageable?
• Use their experience to avoid repeating approaches that were overly restrictive, confusing, or unrealistic.

9. Explain the Initial Low FODMAP Trial

• FODMAPs are fermentable carbohydrates that can contribute to gas, bloating, abdominal discomfort, diarrhea, or constipation in some people.
• We use Low FODMAP as a temporary symptom-management and information-gathering tool.
• The goal is not to permanently avoid a large number of foods.
• The initial trial generally lasts approximately two to four weeks.
• During that period we look for symptom changes and whether reducing high-FODMAP foods appears helpful.
• They will have guides, recipes, food lists, product recommendations, and restaurant options.
• There are still many foods and meal combinations available during the trial.
• The long-term goal is to expand food variety whenever possible.

10. Make High-FODMAP Substitutions

• Provide a direct replacement rather than simply telling the client to remove a food.
• Replace a high-FODMAP fruit with a Low FODMAP fruit.
• Replace wheat-based bread or pasta with an appropriate alternative.
• Replace high-FODMAP vegetables with tolerated Low FODMAP options.
• Replace regular dairy with a lactose-free or dairy-free alternative when appropriate.
• Replace high-FODMAP sauces, seasonings, or sweeteners with suitable alternatives.
• Update the example breakfast, lunch, and dinner in the Protocol PDF as needed.
• Briefly review the Low FODMAP food table so they see the variety still available.

11. Explain Flexibility and Food Variety

12. Review the Low FODMAP Resources

13. Final Confirmation and Buy-In

• Their three-meal structure and approximate meal times.
• Their meal-spacing goal and evening meal cutoff.
• The Balanced Plate Method.
• Their example breakfast, lunch, and dinner.
• Any immediate changes they need to make.
• The purpose and length of the Low FODMAP trial.
• Which foods they may need to substitute.
• Where to find recipes, brands, products, and restaurant options.

Primary Outcomes of the Nutrition Section

• The client understands the Balanced Plate Method and the structure of an optimal meal.
• The client understands the meal-frequency, meal-spacing, and evening meal-timing recommendations.
• Coach and client have created an optimized example day of eating based on their schedule, preferences, and lifestyle.
• The client understands the purpose of the initial two-to-four-week Low FODMAP trial.
• The client agrees to the trial or has discussed and resolved any major concerns.
• Relevant high-FODMAP foods have been replaced with realistic alternatives.
• The client knows where to find the videos, food lists, recipes, products, brands, and restaurant guide.
• The client clearly confirms that the plan feels realistic, doable, and sustainable.

Important Coaching Guidelines

• Keep the nutrition plan simple and individualized.
• Do not prescribe a generic meal plan without understanding their schedule and preferences.
• Do not calculate exact macros unless separately indicated.
• Do not create unnecessary food restrictions.
• Do not move forward when the client says the plan feels unrealistic.
• Prioritize sustainable systems over perfection.
• Build meals around foods the client already enjoys whenever possible.
• Give substitutions and practical solutions instead of only telling them what to remove.
• Watch for signs of under-eating, unintentional weight loss, food fear, or excessive restriction.
• Encourage them to reach out early rather than silently abandoning the plan.

Confirm Account Access

• Did you receive the Fullscript invitation?
• Were you able to create or access your account?
• Can you see the recommendation I sent?
• Do you understand how to add the products to your cart?

Confirm Understanding

• The client knows which products come from Fullscript.
• The client knows which products must be purchased elsewhere.
• Any unavailable or unaffordable products have been identified.
• Any necessary substitutions have been discussed.

For Every Supplement, Explain

Confirm It Feels Manageable

• Does the supplement schedule make sense?
• Do you understand which supplement to begin first?
• Does the number of supplements feel manageable?
• Any concerns about swallowing capsules, timing, cost, or previous reactions?
• Is there anything we need to simplify?
• Do you know what to do if you experience a reaction?

First-Month Action Items

Confirm With the Client

• Which habits are you already doing?
• Which habit feels easiest to begin?
• Which practice feels most realistic, and when will you do it?
• Does anything feel stressful, restrictive, or unrealistic?
• Is there a smaller version we could begin with?

Client Next-Step Checklist

• Review the protocol PDF.
• Order supplements as soon as possible, including externally linked products.
• Tell the coach when the supplements arrive.
• Begin supplements one at a time in the listed order.
• Begin the agreed-upon nutrition changes.
• Implement the assigned meal rituals.
• Begin the assigned nervous system practices.
• Keep the coach updated through WhatsApp.
• Submit the first weekly check-in by Sunday at midnight.
• Contact the coach if anything feels confusing, overwhelming, or concerning.

Schedule the Next Coaching Call

• Schedule approximately 30 days out.
• Confirm date, time, and time zone.
• Send the calendar invitation.
• Note any preparation required before the next call.

Required Post-Call Checklist

Every Client Should Leave Knowing

• Who their coach is, how to contact them, and when to expect a response.
• Where to find program resources and how to submit the weekly check-in.
• What the three phases involve and what the goal of the first month is.
• What they should eat.
• Which supplements to order, which to begin first, and how to introduce them safely.
• What daily habits to focus on.
• What to do if the plan feels overwhelming.
• When their next coaching call is scheduled.

The Client Should Leave Feeling

• Heard.
• Supported.
• Clear about their next steps.
• Confident in the process.
• Comfortable asking questions.
• Motivated without feeling pressured.
• Reassured that the program can be adjusted to their needs.