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Dietitians and nutrition: Inquiry follow-up and sales process

53 checks on first reply, CRM fields, qualifying, the follow-up sequence, bookings and no-shows, hand-off, and retention, built so health data never enters the CRM.

53 items6 groups18 minOctober 15, 2026

  • lead follow-up
  • crm
  • follow-up sequence
  • no-shows

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3 items open, 53 items in total. Members see the rest.

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Audit the path every inquiry takes, from the first reply to the first package and on to renewal, whether it came from an ad, Instagram, or Google. Use the first two sections for a short weekly check and the whole list once a month.

First reply and ownership

8 items
  • Every channel (WhatsApp, Instagram DM, form, phone, Google profile messages) has an owner, and who checks it at which hours is written in a sheet.
  • A first-reply target for business hours is written down (for example, 30 minutes) and measured weekly from WhatsApp Business stats or CRM timestamps.
  • The after-hours auto-reply gives a callback time and tells people to see a doctor or call 112 for an urgent health problem.

5 items more in this group for members.

50 items more for members

This item has 53 items in total. With a membership you see all of it and copy any line in one click.

  1. Inquiry records and CRM fields9 items
  2. Qualifying and the intro session9 items
  3. Follow-up sequence and re-engagement9 items
  4. Booking, no-shows, and rescheduling9 items
  5. Hand-off, first package, and retention9 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