Client Diagnostic Tool

Green Templates

Unknown Intent New Thriver Big Success Potential Upgrade Happy Thriver

Yellow Templates

Unconfirmed Graduating Discouraged Disengaged

Orange Templates

Money Stress Special Request Emergency Your Game Plan to Thrive!

Red Templates

Thrive Payment Policies Decline to Fully Paid Cancellation Request Upset Client

Open the Conversation

Find Out What They're Looking For

Share a Resource

Special Request Conversation

Offer the Next Step

After the Call

Green Templates

Unknown Intent New Thriver Big Success Potential Upgrade Happy Thriver

Yellow Templates

Unconfirmed Graduating Discouraged Disengaged

Orange Templates

Money Stress Special Request Emergency Your Game Plan to Thrive!

Red Templates

Thrive Payment Policies Decline to Fully Paid Cancellation Request Upset Client

Client Diagnostic Tool

Momentum Builders

# of intentions Set

Red - Less than 10/month

Yellow - 10-20/month

Green - 20-31/month

# of Successes Celebrated

Red - Less than 10/month

Yellow- 10-20/month

Green - 20-31/month

# of Self-Care Minutes

Red - Less than 15-min

Yellow - 15-59 min/day

Green - 1 hour+/day

# of Thrive Engagement Minutes

Red - Less than 15 min/day

Yellow - 15-59 min/day

Green - 1 hour+/day

# of Assets Built

Red - Less than 6

Yellow - 15-59 min/day

1 hour/day

Success Indicators

# of Potential Clients

Red - Less than 20

Yellow - 20-49

Green - 50+

# of Consult Invites

Red - Less than 1/day

Yellow - 1-3/day

Green - 3+/day

% of Invites turning into Consults

Red - Less than 20%

Yellow - 25-39%

Green - 40%+

% of Consults Turning Into Clients

Red - Less than 25%

Yellow - 25-59%

Green - 60%+

# of $ Earned per consult

Red - Average Client Pays Under $1,000

Yellow - Average Client Pays: $1,000-$2,499

Green - Average Client Pays $2,500+