If you are a wellness professional who has been struggling with creating plans that help your clients achieve their goals and keep them coming back for more, well, get excited because today I am sharing our extremely simple 4-step framework that will turn your clients into successful raving fans!

This framework has been tried, tested and proven. It will show you how to create a nutrition plan that takes into consideration assessment data, goal setting, follow-up and so much more. I’ve written the framework as though you are using it with one-on-one clients, but please know that you can use this same framework when developing your signature program, group programs or challenges.

Whether you are working with clients one-on-one or running group programs, the quality of your nutrition plans will have a major influence on the happiness of your clients and the long-term success of your business. A beautifully laid out plan can make all the difference in how professional you look to the people you are working with and also whether or not they will succeed.

So are you ready to start creating awesome nutrition plans? Let’s dive right in!

Step 1: Assessment

The very first step to building amazing nutrition plans is to get to know your client. And the best way to get to know your client is by conducting a thorough assessment.

A meal planning assessment will offer in-depth knowledge about your client’s current food habits, relationship with food, and comfort level in the kitchen. This information will ensure that you provide them with the best meal plans and recipes for their personal preferences and unique lifestyle.

To grab our done-for-you Meal Planning Assessment Tool, click here.

Once you’ve collected the most important data and had your initial consultation, you’ll be ready to move onto goal setting and recommendations.

Step 2: Goal Setting & Recommendations

Now it’s time to get clear on your client’s goals so that you can start making recommendations on how they can reach them.

Ask your client what their goals are, and get clear on their top priorities. Have them state their goals in their own words, and then communicate it back to them, so that you close the feedback loop and ensure that you are both on the same page. (This might sound crazy, but it is a great practice!)

Once you’ve outlined the goal(s), it is time to develop recommendations that will help your client achieve these goals. Make just a few recommendations per appointment, so that your client has time to implement your suggestions at a sustainable pace without feeling completely overwhelmed.

Bonus points for including an explanation with each of your recommendations. For example, if you suggest that your client incorporates two tablespoons of ground flaxseed per day into their diet, explain why. This will help educate your client on why you are making the recommendation and how it will help them. When your client understands the “why?” behind your recommendations, they are much more likely to comply!

Step 3: Nutrition Plan & Supporting Resources

Now that you have outlined your client’s goals and developed recommendations, it is time to put together your nutrition plan.

Your nutrition plan should start by outlining your client’s goals, your recommendations and next steps. It should also include additional resources that will guide them to success like meal plans, recipes and a grocery list. Compile all resources into one single document or PDF so that your client has something to reference until their next appointment.

To see a great example of a professional nutrition plan that clearly communicates client goals, recommendations and next steps along with a meal plan, grocery list and recipes click here to download our free guide on how to create awesome nutrition plans for your clients.

Step 4: Follow-Up, Next Steps & Client Retention

Alright — so now you have done your assessment, outlined goals, made recommendations and rolled it all out into an awesome nutrition plan with a meal plan, grocery list and recipes. Yay!

But here’s the thing: the only way your client is going to be successful is if they actually follow the plan.

In order to keep your client on track, be sure to book your follow-up appointment before they leave their current appointment. Keep the time in between appointments to a minimum so that you can closely monitor their progress, cheer them on, or help them to course-correct if things get off track.

When you clearly communicate next steps, continuously deliver value and follow-up in a meaningful way, you will find that client drop-off reduces significantly. When clients are achieving their goals with your help, they’ll look forward to returning. You will also be top of mind when a friend needs a recommendation for a health and nutrition professional. A successful, raving client is the most powerful sales and marketing tool you will ever have!

So there you have it. Our 4-step framework for creating awesome nutrition plans for your clients. Now it is time for you to take this framework and start applying it to your practice. You’ve got this!

Comment below and let me know if you are using meal plans in your business.

And if you want to learn more about how to build your business using meal plans, check out this past blog post on the topic.

About the Author

Abigail has helped tens of thousands of people from around the world discover how meal planning can positively transform not just their health, but their entire lives. She’s the co-founder of That Clean Life, a powerful meal planning platform that helps wellness professionals’ create beautiful, effective meal plans and programs for their clients.

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