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Dietitians and nutrition: Weekly and monthly performance review

51 checks from the Monday check to the monthly report, content and profile, client retention, and optimization decisions, including when to hold off on reading a small sample.

51 items6 groups18 minOctober 15, 2026

  • performance
  • monthly report
  • funnel
  • measurement

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The weekly check is a fifteen-minute Monday job, and the monthly report is the groundwork for a decision meeting. Run the first two sections every week and the rest once a month, and ask whether the sample is big enough before you read any number.

Monday check: spend, status, and capacity

9 items
  • On Monday morning, the last 7 days of spend, inquiries, and cost per inquiry from Meta and Google went into one sheet.
  • The ad status and account quality screens were checked for rejected ads, limited delivery, or ad sets stuck in the learning phase.
  • Weekly spend was compared with the dietitian's open capacity: how many intro sessions fit this week is written down, and the budget was approved against it.

6 items more in this group for members.

48 items more for members

This item has 51 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly inquiry quality7 items
  2. Monthly report: funnel and cost9 items
  3. Content and profile performance9 items
  4. Client retention, renewals, and referrals8 items
  5. Optimization decisions and next month9 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Dietitians and nutrition page

  • Copy template15 min

    16 copy and message templates for dietitians

    Practical tip post

    The question I hear most about {TOPIC}: "{QUESTION}" Short answer: {SHORT_ANSWER} One step to try at home: {STEP} This is general information. If you have a health condition, take medication, or are pregnant, build your plan with your dietitian and your doctor. {DIETITIAN}, {TITLE}

    16 templates · 6 groupsMembers only

  • Script20 min

    9 video and call scripts for dietitians

    0–3sWhy I don't give banned-food lists (40s)

    "I don't give my clients banned-food lists." On screen: Why no bans?

    9 scripts · 2 groupsMembers only

  • Message template22 min

    WhatsApp and DM replies

    First message from an ad

    Hi {FIRST_NAME}, thank you for writing to {PRACTICE}. I'm {DIETITIAN}. We start with a short intro session: we talk through your daily routine and expectations and see together whether we're a fit. Two quick questions: 1. Would you prefer to meet online or in person? 2. Which days and times work for you? No need to write any weight or lab information.

    24 templates · 6 groupsMembers only

  • Checklist25 min

    Dietitian marketing checklist

    • The diploma, title, and certificates are collected in one folder, and all copy is written against them.
    • The Instagram bio has the title, city, online counseling info, and one link; no phrases like "guaranteed weight loss" or "the best."

    40 items · 6 groupsMembers only