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Onboarding Checklists
Tier 4 Onboarding
Welcome to Tier 4: Advanced Chakra Wellness Program!
This onboarding checklist is your step-by-step guide to beginning your transformative wellness journey. Each action item ensures that you are well-prepared and equipped with the resources, tools, and knowledge needed for success.
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 integrating scan insights, this checklist will help you stay organized and on track.
If you have any questions or need assistance at any stage, please reach out. We are here to support you every step of the way!
Tier 4 Onboarding Checklist
Action Items
Status
Checkbox
Schedule Initial Onboarding Call - Discuss goals, program structure, and personalized wellness plan.
Not Started
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Receive Welcome Email - Includes access details, program overview, and support contacts.
Not Started
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Review & Sign the Program Service Agreement - Required before beginning any sessions.
Not Started
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Explore Client Portal - Familiarize yourself with all available resources, documents, and session scheduling.
Not Started
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Access Program Materials & Guidelines - Review the program structure and steps for success.
Not Started
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Order First Round of Supplements - Based on the Full Body Intelligence Scan recommendations and Root Chakra detox phase.
Not Started
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Schedule Initial Full Body Intelligence Scan - Provides in-depth analysis of health metrics and energetic alignment.
Not Started
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Review Full Body Intelligence Scan Results - Gain insights into microbial health, nutrition, and energy balance.
Not Started
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Schedule Biofeedback Aura Scan - Baseline assessment of chakra alignment and energy flow.
Not Started
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Begin Documenting Process in Vitality Trackers - Track energy levels, mood, and progress.
Not Started
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Access Chakra Foundations Online Course - Start foundational learning on chakra wellness.
Not Started
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Schedule Chakra Sessions (Up to 7 Sessions) - Book at least one week in advance for energy assessments and healing.
Not Started
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Begin Personalized Detox Protocols - Implement tailored cleansing strategies for optimal energy flow.
Not Started
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Follow Personalized Supplement Plan - Align supplements with scan results and chakra needs.
Not Started
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Participate in Advanced Sound Healing & Chakra Tuning - Experience deep energetic alignment through vibrational therapy.
Not Started
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Integrate Biofeedback Insights into Daily Routine - Apply recommendations for lasting health benefits.
Not Started
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Schedule Ongoing Check-in Calls (As Needed) - Stay connected with expert support for guidance and adjustments.
Not Started
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Explore Optional Add-Ons - Choose additional services such as extra biofeedback scans, guided meditations, or extended chakra assessments.
Not Started
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Next Steps & Ongoing Support
If you need any assistance, please don’t hesitate to reach out! We are honored to support you in this transformative journey toward advanced chakra wellness.
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