Wellness Evaluation: - Weebly



Wellness Evaluation: For this section we will cover how to perform a Wellness Evaluation over the phone or in person. Also covered is how to make a program recommendation for weight loss, weight maintenance or weight gain. Watch this short video for training:

You will need to have the following supplies in front of you for this training section:

• Health Survey form ( download from training website)

• Lean Protein Slide Rule (From your IBP when you registered with Herbalife) or you can visit to do the calculation online

• Product Brochures (can be purchased from )

• Be Prepared

Make sure you are prepared with the documents you need at least 10 minutes before your scheduled evaluation. We recommend you have all of the documents above printed out in advance and have them in a 3 ring binder so you are always ready for an evaluation.

 Performing the Evaluation – (Have Health Survey in front of you.)

1. Do Body Composition Scan with specialized scale, or protein estimator slide rule or use the Lean Estimator Website.

*****If you are in person, you can perform the Health Evaluation using the Lean Protein Estimator or Body Scanner. We use the Omron Full Body Composition Monitor and Scale 500 (check pricing on )

2. Ask “What are your Health goals?”

3. Make recommendations to help them with their goals. (from what you learned by watching Personalize Your Program DVD) You can also play part of this DVD for them if in person.

for example, the weight loss section. This also can be emailed to them in a link from video archive.

4. Ask “which program do they think is best for them to start with today?”

5. Ask “What Shake Flavor?” and “Would you like an extra shake to last a full month?”

6. Take payment info. Cash, or credit card. Get card number, Ex date. And CVC code

7. Hand or ship products directly from Herbalife

If they say NO to the program remember that no doesn't mean no, it means not now!  So make sure you respect their decision and make them feel good about you, themselves and Herbalife.  Put their info into a file and follow-up with them regularly to see if they are ready.  Make sure you have NEW success stories each time you follow-up, because you never know what testimonial will change their mind!

Performing The Evaluation over the Phone:

Health Evaluations are very simple to do over the phone and the process doesn’t differ much. Walk your potential client through the questions and make the recommendation based on their goals. After the evaluation and recommendation is complete, have your new client select the flavor(s) of Formula 1 they want, select a method of payment, and send them their program!

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