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Chakra Program: Client Portal
Onboarding Checklist
Onboarding Checklist for Tier 3
Welcome to the Chakra Detox & Purification Program! This onboarding checklist is designed to guide you through the initial steps of your journey. Each action item ensures that you’re fully prepared and equipped with the resources, tools, and knowledge needed to succeed in this transformative program.
Take a moment to review the checklist below and mark your progress as you complete each task. Whether you're scheduling your first session, accessing program materials, or ordering your supplements, this checklist is your roadmap to getting started.
If you have any questions or need assistance at any stage, feel free to reach out. Let’s embark on this journey of self-discovery and holistic wellness together!
Onboarding Checklist
Action Items
Status
Checkbox
Receive Welcome Email
In Progress
Review & Sign the Program Service Agreement
In Progress
Schedule an initial Onboarding Call, a session to discuss goals, answer questions, and review the program structure.
Completed
Explore Client Portal & Familiarize yourself with the Sections within The Program
In Progress
Order first round of Supplements (Root Chakra)
In Progress
Schedule the Initial Aura Scan
Not Started
Review Detailed Biofeedback Analysis From Aura Scan
Not Started
Begin Documenting Process in Vitality Trackers
Access & Begin the Chakra Foundations Online Course
Not Started
Schedule Chakra Sessions (schedule a week in advance)
Not Started
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Status
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