Questionnaire for Introductory Phone Call
Questionnaire for Introductory Phone Call Healthy Edge Participant’s Name: Phone Number: E-mail: Date of Call: Best Time to Call:
Coaches Section: Fill out after phone call and use as reference to what your relationship looks like. What did you commit to (or are willing to commit to) with this participant? What are your terms for this relationship?
Committed day/time for phone calls: _________________________________________________________ Committed day/time for weekly e-mails: ______________________________________________________
Phone Call Script Here is an outline of your initial phone call/meeting with your Healthy Edge Participant who is part of your group coaching program. Fill in information as appropriate. 1. Congratulations! 2. Why are you ready for a lifestyle change?
3. What is your biggest concern or fear?
4. What has worked for you in the past when you lost weight or when you felt the best?
Copyright ©2012 by The Healthy Edge, LLC All Rights Reserved.
5. What in the past contributed to you to stop doing the things that were working for you?
6. What didn’t or doesn’t work for you based on things you have done in the past?
7. Is there anything you are not willing to change in your lifestyle?
8. What are you willing to change in your lifestyle?
9. What information or part of this journey are you most excited about?
10. How would you like to be supported? (Email, phone calls, meetings, rewards, consequences, goal setting, etc.)
11. Do you have any medical issues you feel I should know about?
Copyright ©2012 by The Healthy Edge, LLC All Rights Reserved.
12. What does being healthy look and feel like to you?
13. Who are your biggest supporters in your life?
14. Who are the people who will discourage you or not support you?
15. If you have participant who is using your products, use this section to make notes about what products they are taking, their monthly shipment date (if applicable) and any support you need to send them.
16. Have you received your email from [email protected] to set up your username and password? Remember to refer them to their guidebook for questions on how to login and access their coursework.
REMINDERS:
Date of first meeting, location and time. Commitment to complete Get Started online coursework AND Read The Six Steps to Success in The Getting Started Right Guide. Send email with this information upon completion of their phone call.
Copyright ©2012 by The Healthy Edge, LLC All Rights Reserved.
Coaches Section: Fill out after phone call and use as reference to what your relationship looks like. What did you commit to (or are willing to commit to) with this participant? What are your terms for this relationship?
Committed day/time for phone calls: _________________________________________________________ Committed day/time for weekly e-mails: ______________________________________________________
Phone Call Script Here is an outline of your initial phone call/meeting with your Healthy Edge Participant who is part of your group coaching program. Fill in information as appropriate. 1. Congratulations! 2. Why are you ready for a lifestyle change?
3. What is your biggest concern or fear?
4. What has worked for you in the past when you lost weight or when you felt the best?
Copyright ©2012 by The Healthy Edge, LLC All Rights Reserved.
5. What in the past contributed to you to stop doing the things that were working for you?
6. What didn’t or doesn’t work for you based on things you have done in the past?
7. Is there anything you are not willing to change in your lifestyle?
8. What are you willing to change in your lifestyle?
9. What information or part of this journey are you most excited about?
10. How would you like to be supported? (Email, phone calls, meetings, rewards, consequences, goal setting, etc.)
11. Do you have any medical issues you feel I should know about?
Copyright ©2012 by The Healthy Edge, LLC All Rights Reserved.
12. What does being healthy look and feel like to you?
13. Who are your biggest supporters in your life?
14. Who are the people who will discourage you or not support you?
15. If you have participant who is using your products, use this section to make notes about what products they are taking, their monthly shipment date (if applicable) and any support you need to send them.
16. Have you received your email from [email protected] to set up your username and password? Remember to refer them to their guidebook for questions on how to login and access their coursework.
REMINDERS:
Date of first meeting, location and time. Commitment to complete Get Started online coursework AND Read The Six Steps to Success in The Getting Started Right Guide. Send email with this information upon completion of their phone call.
Copyright ©2012 by The Healthy Edge, LLC All Rights Reserved.
