3 Simple Steps to Success

1. Get Connected

Clarify your personal motivation for becoming an OPTAVIA Coach

Complete the What is Most Important To You worksheet, to connect with why becoming an OPTAVIA Coach really matters to you.

Make contact with your Business Coach, and talk to them about your business goals. You can find your Business Coach’s contact information in your Welcome Email or on OPTAVIA CONNECT .

Join our Agents of Transformation™ Facebook Group.

2. Get into Action

Decide who you’re going to talk to, and what you’re going to say and reach out

Create your first Contact List and identify your top 10 Candidates. Use the template provided to get you started. Think about who you know who you can help! Take a minute to review this list with your Business Coach, who might have some ideas to steer you to success. 

Start sharing your personal OPTAVIA story using social media using #OPTAVIA or #LifelongTransformation — and your own OPTAVIA website.

Create your Contact List and introduce your candidates to OPTAVIA and its mission of Lifelong Transformation, One Healthy Habit At A Time™.

3. Welcome your First Clients

Start your Clients on their own OPTAVIA transformation

Have the Health Assessment available to guide your conversations. 

Follow up with all your candidates, to see whether they’re interested. If they’re ready to learn the habits that lead to lifelong transformation, help them get started and place their first order!

This is especially important for a new Client starting their journey, and it would be beneficial for the Client to know the key information and tips before they begin their transformation journey by sharing this Journey Kick Off Video 

If they’re not ready yet, stay in touch with them and add them to your Follow-Up List

If they’re really not interested, thank them and ask them to give you a referral of someone they know who may be interested.