Step 07 · Check-Ins
Welcome them, connect them, and provide ongoing personal support.
The Goal
Keep supporting them with short, personal, consistent check-ins, especially for the first 90 days.
Avoid
Disappearing after the order, or checking in only to upsell.
Ready When
Your check-ins are on the calendar. This step keeps going as long as they do.
Check-In Coaching
Every check-in helps them notice what is changing and feel supported.
01
A voice builds the relationship.
A text is easy to skim. A call tells them they matter. Use texts for quick check-ins, and call when it counts.
02
They do not need more information.
Their welcome email and Your Light Global already provide the education. Your check-in is about them: how they are doing and how they are feeling.
03
Keep the focus on their experience.
Their experience is not supposed to look like anyone else’s. Help them pay attention to their own body, stay consistent, and adjust placement if needed.
First, Welcome Them
Complete it the same day they order. It triggers their Welcome to LifeWave email from you, with their account information, 90-Day Health Tracker, and patch placement tips.
If you enrolled them in Step 5, you may have already completed this.
1What you enter
2Do not have this information on hand?
1What happens
2Your part
Third, Ongoing Personal Support
Timing drives your check-ins. New information gives you a reason to reach out in between.
The series starts when you move them into the first stage of your pipeline, Ordered Patches and Tagged. Your CRM emails them from you on day 4, 7, 14, 21, and 28, then around day 60 and day 90, and you give them a personal call on day 21. After day 90, your emails stop and Your Light Global sends a monthly Wellness Experience email. You keep in touch with a quick text each month and a personal call at 6 months and at 1 year.
Want to add your own words to those emails?
Log in to your Fast Track account. Select Marketing, then Emails, then Templates, and open the Team 90-Day Support Series folder.
Day 4
Have your patches arrived?
Make sure their patches arrived, and point them to their tracker and placement tips.
Day 7
How are your patches feeling?
Check on how they feel, and help with placement questions.
Day 14
Two weeks in
Ask what they have noticed: sleep, recovery, energy.
Day 21
Three weeks in · Customer
A short check-in, and a heads-up that you will call this week.
Day 21
Three weeks in · Brand Partner
Encourage them to write down their results. Their story is what they will share.
Day 21
Personal phone call Call, not an email
Call them. Ask what they have noticed, give customers tips on the patch in their next order, and bring up a support patch if they are curious. If they have more than a 30-day supply, do not bring up ordering.
Day 28
Your first month
Thank them, and ask how they feel compared to when they started.
Day 60
Two months in
Offer help, and ask what they are curious to try next.
Day 90
Three months
Celebrate their commitment, and ask how they feel compared to day one.
Monthly
Wellness Experience
Sent by Your Light Global after the first 90 days.
Monthly
Quick personal text Text, not an email
After day 90, send a short text each month to see how they are doing.
6 Months
Personal phone call Call, not an email
Call them. Ask how they feel compared to when they started, and what they want next.
1 Year
Personal phone call Call, not an email
Call them. Celebrate their first year, and ask how you can keep supporting them.
At each check-in, add a short personal text of your own.
Sharing and Leadership
You will know their sharing intent from your enrollment conversation, your welcome call, or the support they select when they connect with Your Light Global. When they select Sharing and Leadership Support, you receive a “[Name] Is Ready to Share” email.
✓Get them started
Your Role
Up Next