Discuss goals, energy flow, job demands, and movement/nutrition history
Assign the best-fit track (Wellness Base, Group Fitness, or Elite 1:1)
Custom Quarterly Workout Plan
Nutrition Guide
Habit Tracker & Coaching Log
Weeks 1–4: Weekly 15–30 min coaching calls
Weeks 5+: Biweekly or monthly check-ins, based on support level
Quarterly Refresh: Revisit goals and adjust strategy after high-stress periods
Participation rates and trends
Teamwide energy and stress patterns
Any flagged challenges or drop-offs
Intake & Onboarding Form – captures goals, stressors, wellness needs
Employee Wellness Sheet – tracks milestones, workouts, mood/energy, coaching notes
Master Tracker (managed by Evelyn & Katie) – live view of employee data including status, track, engagement, and follow-up flags