Onboarding Checklists

treeoflife
Tier 2 Onboarding

Onboarding Checklist for Tier 2: Chakra Program with Ongoing Support

Welcome to Tier 2: Chakra Program with Ongoing Support! This onboarding checklist is designed to guide you through the first steps of your journey. Each action item ensures that you have access to the necessary tools, resources, and guidance to maximize the benefits of your personalized chakra detox and balancing experience.
Take a moment to review the checklist below and track your progress as you complete each task. Whether you're scheduling your first session, accessing program materials, or beginning your guided meditations, this checklist is your roadmap to a transformative and supported healing journey.
If you have any questions or need assistance, please reach out. We are here to support you every step of the way!
Tier 2 Onboarding Checklist
Action Items
Status
Checkbox
Schedule Initial Onboarding Call - Discuss program structure, goals, and personalized wellness plan.
Not Started
Receive Welcome Email - Contains access details, program overview, and next steps.
Not Started
Review & Sign the Program Service Agreement - Acknowledging program guidelines and expectations.
Not Started
Explore the Client Portal - Familiarize yourself with program materials, guided meditations, and session scheduling.
Not Started
Access Tier 1 Program Materials - Review foundational content, detox guides, and chakra resources.
Not Started
Order Recommended Supplements - Based on your initial assessment and chakra detox schedule.
Not Started
Schedule Initial Aura Scanning Biofeedback Session - Baseline assessment of chakra energy flow.
Not Started
Begin Chakra Alignment Practice - Engage in guided meditations and preparatory exercises.
Not Started
Schedule First Personalized Chakra Session - Book at least one week in advance.
Not Started
Document Progress in Vitality Trackers - Monitor physical, emotional, and energetic shifts throughout the program.
Not Started
Review Initial Biofeedback Analysis Results - Gain insights into energetic imbalances and detox priorities.
Not Started
Engage in Personalized Sound Healing & Chakra Tuning - Attend your first vibrational sound therapy session.
Not Started
Track Your Chakra Detox Progress - Record any shifts or insights following each chakra session.
Not Started
Schedule Midpoint Check-In Call (Optional) - Discuss progress, refine protocols, and receive additional guidance.
Not Started
Complete Final Aura Scanning Biofeedback Session - Assess progress and integration of chakra detox practices.
Not Started
Review Post-Program Recommendations - Receive tailored insights for ongoing chakra alignment.
Not Started
Explore Optional Add-Ons - Consider additional sound healing, guided meditations, or chakra maintenance sessions.
Not Started
Schedule Ongoing Chakra Energy Assessments (If Needed) - Maintain alignment with personalized follow-up sessions.
Not Started
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Next Steps & Ongoing Support

Stay connected with your practitioner and expert team for continued guidance.
Track progress using Vitality Trackers and energy assessments.
Apply personalized recommendations consistently for sustained balance and well-being.
If you need any assistance, please don’t hesitate to reach out! We are honored to support your chakra detox and healing journey.

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