How to Conduct a Meal Planning Assessment & Build Meal Plans Your Clients Will Love

How to Conduct a Meal Planning Assessment & Build Meal Plans Your Clients Will Love

Offering meal planning as a service can be an extremely powerful tool in helping your clients reach their health goals. A meal plan can map out the advice you are giving into an easy-to-follow framework.

With this being said, the frustration of building a custom meal plan for a client, only to find out later that they didn't use it is real!

If you want to provide meal plans that your clients will love, it's crucial to conduct a Meal Planning Assessment with each client. In order to do this, you'll need a tool that will help you ask the right questions and capture the best information.

We've created an amazing Meal Planning Assessment Tool, which you can download for free here. Here's how to use it to create nutrition plans your clients will love and rave about.

Setting Up Your Meal Planning Assessment Tool

We've created the Meal Planning Assessment Tool as a Google form so that you can start using it right away. You can send your clients this form, or you can use it to collect information from your clients in-person, asking them the questions in an interview-style.

This tool will help capture the information you need to create amazing plans that your clients will love. It has been designed specifically to help you better understand your client's lifestyle, food preferences, goals, and expectations.

1. Lifestyle

Understanding your client's lifestyle will influence how you build a meal plan for them. Match the meal plan and recipe suggestions to your client's current lifestyle, not the lifestyle you hope they will have after working with you. For example, if your client is a nurse who works 12-hour shifts, focus on batch-cooking and meal prep so they can relax at the end of a long day.

We've included several questions on the Meal Planning Assessment Tool that will help you better understand your client's lifestyle, like "How much time would you ideally want to spend in the kitchen per day?" and "How many times per week do you eat out?".

2. Food Preferences

Before starting any type of nutrition plan, understanding your client's food preferences is an absolute must. If your client says they "hate vegetables", don’t hand them a plan with a huge salad for lunch every day and hope for the best. Instead, begin by encouraging clients who are skeptical of veggies to sneak a handful of spinach into their smoothie. If their favorite breakfast is a coffee shop muffin, maybe start them with a homemade version rather than jumping right to chia pudding or green smoothies.

Our Meal Planning Assessment Tool contains several questions that will help you better understand your client's food preferences like, "What are your favorite foods?" and "Are there any foods you will not eat due to sensitivities, allergies or religious reasons?".

3. Goals & Expectations

It is so important to understand your client's goals and expectations when it comes to working with you. Our Meal Planning Assessment Tool will help you ask questions that will give you a solid understanding of your client's goals and expectations including "What excites you about having or following a custom meal plan?" and "Do you want to see changes in your body weight and composition?"

How to Use The Data to Create Meal Plans Your Clients Will Love

Once you have your meal planning assessment tool set up and you are collecting the right information, be sure to take the data into consideration when building your client meal plans on That Clean Life. Use our tags and filters to enter in your clients likes, dislikes and dietary preferences to quickly find the right meals. Once you have found the perfect meals, simply add them to your client's plan. We will show you daily nutrient totals on the plan so you can keep it balanced. We will also automatically create your client's shopping list based on what you add to the plan.

When you create meal plans based on your client's unique needs, you'll get quicker results, have successful clients, and your business will naturally grow.

Watch a Demo

Offering customized meal plans as a service is one approach, but you can also teach your clients to do their own meal planning. Register for our next training: How to Teach Your Clients to Do Their Own Meal Planning


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