DPperformanceCoach Hub
Coach handbook

SOPs

How we run admin, client setup and check-ins, with copy-ready formats and scripts.

DPperformance Coaching
Coach Hub
06 · Client setup

Your new client's first week

For a client starting on Monday. All times are Melbourne time.

Assigned
Earlier in the week
New client comes through
Slack notification, 1fit and the WhatsApp group (Setting up a new client). Watch for their Q&A.
Q&A in
As soon as it lands
Build the plans
Training and meal plans, built from the Q&A and named to convention (client setup SOPs).
Thursday
Plans to Angus
Plans submitted to AngusDeadline
Angus reviews the plans before they go to the client.
Friday
Welcome video to Angus
Welcome video made and submittedDeadline
Once the plans are approved, record the welcome video walking the client through them and send it to Angus.
Saturday
Tweak or send
Welcome video tweaked if needed
Make any changes Angus asks for. Otherwise, it's good to go: send the plans and welcome video to the client.
Sunday
10am at the latest
Welcome video sent to clientDeadline
The latest it can go out, so they have time to ask questions before they start.
Monday
Day one
Client starts
Their first week is underway.
Graduated from review?

Skip the Angus steps. Plans and welcome video still go to the client by 10am Sunday at the latest (Your first 4 weeks).

Q&A comes in late?

Still aim to have everything sent by Sunday night, otherwise Monday first thing (Response times & check-ins).

DPperformance Coaching · Internal