Find the member to pull up their history, or start fresh if they're not in the system yet.
Find member
Member check-in
Confirm contact details and capture the context of where this member is today.
Contact & background
How are they feeling today?
💬 These are conversation-starter questions. Use the member's answers to guide the rest of the interview.
Low
1
2
3
4
5
6
7
8
9
10
High
Training progress
Find out what they've actually done since the last consultation — and what results they've experienced.
Workout activity
Results & changes noticed
Not at all
1
2
3
4
5
6
7
8
9
10
Very satisfied
Obstacles & challenges
This is the most important section for understanding what's really holding them back. Listen closely and probe gently.
Barriers encountered
💬 Listen closely and let the member describe challenges in their own words. These details help shape the most relevant recommendations.
No consistent schedule
Low motivation / accountability
Didn't know what to do at the gym
Injury or physical setback
Too tired after work
Family / life commitments
Gym intimidation
Plateau — not seeing results
Nutrition confusion
Cost concerns
Travel or schedule disruptions
Lack of structure / program
Medical issues
Gave up after missing a week
Medical & physical updates
Mindset & motivation
Understanding where they are mentally helps us make the most relevant recommendations for what comes next.
Goals & urgency
Not ready
1
2
3
4
5
6
7
8
9
10
100% ready
Support & perception
InBody scan comparison
Upload today's scan — if we found this member at Welcome, their previous scan and intake notes pull in automatically. Otherwise upload their prior InBody scan or intake form too and AI will sort out which is which.
Today's scan upload
📄
Drop files here or click to browse
InBody scan PDF or image — add a previous intake form too if we didn't find this member automatically
Body composition — then vs. now
Left column pulls from the original intake. Right column is today's new scan. Deltas are calculated automatically.
Previous scan Original
Height
Age
BMI
Body fat (lb)
Lean mass (lb)
Water weight (lb)
PBF %
Today's scan Current
Height
Age
BMI
Body fat (lb)
Lean mass (lb)
Water weight (lb)
PBF %
Segmental lean analysis — then vs. now
—→
% now
—→
% now
—→
% now
—→
% now
—→
% now
Advisor notes on scan
Summary & next steps
Generate the AI-powered member assessment and advisor recommendations, then record the outcome of this follow-up.
Generate member assessment
The AI will synthesize everything from this follow-up — their progress, challenges, InBody comparison, and goals — into a personalized member-facing assessment and advisor recommendations.
🎉 Enrollment terms
1x per week
2x per week
3x per week
4x per week
1x every other week
6 months
12 months
✅ Enrollment saved to database. Team notified at tedscholl@gmail.com & healthylifewithdani1@gmail.com.
📅 Schedule long-term follow-up
🔁 Schedule another follow-up
✅ Rescheduled. Follow-up record updated and team notified.
✕ Closing this follow-up
Record the reason and remove from the active follow-up list. They can always return later.