Client Onboarding Playbook

The first two weeks with a new client, structured to catch problems early instead of at the monthly check-in.

1. 1

   Invite and set targets on day one

   Add the client to your roster and set their calorie and macro targets immediately, don’t wait for a first call to configure the basics.

2. 2

   Watch the first three days closely

   The Client Hub’s live feed shows exactly when a new client logs their first meals, a quick reaction in those first days sets the tone.

3. 3

   Flag silence, not just bad numbers

   A client who stops logging in week one is a bigger risk signal than one who logs imperfectly, the roster view surfaces this at a glance.

4. 4

   Review the two-week trend together

   Use the client’s actual logged history, not a subjective check-in, as the basis for your first real conversation about their plan.