How to Build Meal Planning Guides for Your Clients

How to Build Meal Planning Guides for Your Clients

Some professionals love meal planning and want to include meal plans with all client sessions. If that sounds like you, great!

But if creating meal plans for your clients isn't your cup of tea, you’re not alone. Perhaps you want to offer meal planning as an add-on service, or maybe providing meal plans isn't within your scope of practice.

No matter how you feel about creating meal plans, if you want to be the absolute best wellness professional, you still need to provide your clients with the effective tools and resources they need to succeed. And today we’re sharing how you can do exactly that by building meal planning guides.

How to Build Meal Planning Guides for Your Clients

What is a meal planning guide?

Instead of building a complete meal plan, you can provide your clients with a guide, which contains everything they need in order to create their own meal plans that fit your nutrition recommendations. By providing your clients with resources to do their own meal planning, you’re setting them up for life-long success.

You can create meal planning guides for individuals, families, and even for your group programs. They are a great way to help clients implement the changes you’ve laid out in their nutrition plan, and using That Clean Life for Business, they are super easy to put together.

What To Include in Your Meal Planning Guide

  • Enough recipes to support a varied diet
  • A blank grid for self-directed meal planning
  • A detailed explanation of how to use the recipes to create a meal plan

Here's an example of what a blank grid might look like:

How to Build Meal Planning Guides for Your Clients

You can download a blank meal planning grid template here.

Next, you will need to conduct a meal planning assessment so that you can select recipes that fit the client's likes, dislikes, and lifestyle. If you’re building a meal planning guide to accompany a group program, you can select recipes that match the topic or goal of the program.

Organize the recipes by meal type for easier planning, and include a section for breakfasts, lunches, dinners and snacks with a variety of choices.

If you’re a That Clean Life for Business Member, you can create meal planning guides in minutes! Here’s how:

Step 1: From your Planner, create a new meal plan by clicking New.

How to Build Meal Planning Guides for Your Clients

Step 2: Name your meal planning guide

For example "Meal Planning Guide for Kathy", "Healthy Hormone Meal Planning Guide" or "Smith Family Meal Planning Guide".

How to Build Meal Planning Guides for Your Clients

Step 3: Add the recipes you want to include in your meal planning guide

That Clean Life will automatically organize your recipes in order of meal type (ie. recipes in the Breakfast slot will appear first). This makes it very easy for your clients to find recipes based on which meal they're looking for.

Tip: If you would like to rearrange the order of the recipes, you can do so before exporting.

Step 4: Once you have added all of the recipes you want to include in the e-book onto the Planner, click Export.

How to Build Meal Planning Guides for Your Clients

Step 5: Since you are making a meal planning guide, de-select "Plan" and "List."

It is up to you whether you want to include Notes and Nutrition information on the recipes you are exporting. At this point, you can also select a cover page image for your guide.

How to Build Meal Planning Guides for Your Clients

Step 6: Enter instructions to help your clients use their meal planning guide, and any other information you'd like to include under "Brief"

Your brief will be included on a separate page, right after your cover page. You can also include links if you are recommending they purchase any products or visit any other resources. When you are finished with the brief, click "Start Export."

How to Build Meal Planning Guides for Your Clients

This will generate you a PDF that contains your cover page, brief, and recipes, which you can send to your client along with the blank meal planning template and any other resources you think would be beneficial.

Tip: You can combine multiple PDFs into one single document here.


Meal planning guides are incredibly easy to build and act as an extremely valuable resource. By giving your clients everything they need to succeed with self-directed meal planning, you are increasing the odds that they will have great results and become raving fans.

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