Additional Resources
Created by: Emma Johnston
Last Updated: April 10, 2023
Body Fat Calculator Tool
The SuperCoach CRM Body Fat Calculator will create a personalized body composition report for someone based on their age, sex, weight, height, and body measurements (hip, waist and neck). This can be used as a lead magnet or with current clients to track progress (which is particularly useful when the scale aren't budging but they are losing inches).
Click below to request the funnel/automation to be set up. Please allow up to 28 days for this to be completed. You also need to factor in time after we have completed the initial setup to edit and test the funnel.
Testing
TESTING
Before doing any edits, we recommend that you test the body fat calculator. This will help you to understand what the client sees and how the information is displayed once the results are calculated. Go to Sites > Funnels and open your nutrition report. You can find the URL on the funnel overview page. You only need the part up to the .com (as highlighted in the image below).
If there are any issues with your report, email [email protected].
Body Fat Calculator Funnel
FUNNEL
You can edit your funnel pages (to change the wording or information) but be careful not to change anything in the curly braces/brackets.
1. Go to Sites > Funnels and select your Body Fat Calculator Funnel.
2. Select the required step and press Edit.
3. Make any changes you want and press Save when complete.
You can use the waffle menu in the top right corner of the funnel editor to select other steps. Click here for more information on editing a funnel template.
FUNNEL CALL TO ACTION
Next, you need to edit the call to action. Open the Results page and update the 'What's Next?' section to explain what you do, how you help the lead to achieve their goals and add your call to action (such as a free discovery call, a free day pass, etc). Once complete, press Save.
Body Fat Calculator Emails
We have created three emails that is automatically sent once the report is ready.
1. Click on Marketing > Emails > Templates and open the Body Fat Calculator email (being careful not to select the generic template).
2. Make any changes you want to the email content. Press Save in the top right corner regularly.
By default, the emails have been set up to include links to Facebook and Instagram and location address/email/phone number. You can edit/delete information as required.
Click here for more information on using the email builder.
EMAIL CALL TO ACTION
You will also need to update call to action on your Body Fat Calculator email. Open the email and change/update the call to action text.
NURTURE SEQUENCE
After the contact completes the Body Fat Calculator, we recommend adding them to a nurture sequence.
Fixed Content
FORM
If you wish to change anything on the Body Fat Calculator form, please contact us.
AUTOMATION
We have set up two workflows to automate the steps needed for the report. The workflows will tag the contact and send the contact an email when their report is ready. If you wish to change anything on any of these workflows or add additional steps, please contact us.
Viewing Results
CONTACTS
To see the nutrition report results for a particular contact, click on Contacts and click on the name on the required contact. In the panel on the left, open the collapsible sections for the Body Fat Calculator. You may need to collapse other sections first.
The appearance and order of these sections can be customized in Settings > Custom Fields > Folders. Click here for more information on Contacts and click here for information on Custom Fields.
Additional Tasks and Optional Extras
COOKIE CONSENT
Depending on where you operate and where your website visitors are from, as you are collecting data when someone signs up, you may need a cookie notice. Click here for more details about how to add cookie consent to your funnel.
INSTAGRAM LINKS PAGE
Don't forget to update your Instagram links page! Go to Sites > Funnels and select your Instagram Links funnel. Clone an existing button and edit the button text and URL at the bottom of the left hand panel.
SOCIAL MEDIA POSTS
If you want to schedule your promotional posts, go to Marketing > Social Planner. Click here for more details about how to use the Social Planner.
Funnel Templates
Created by: Emma Johnston
Last Updated: October 19, 2022
Nutrition Report Tool and Funnel
The SuperCoach CRM Nutrition Report Tool will create a personalized calorie and macro report for someone based on their goals, age, weight, height, and activity levels.
Click below to request the funnel/automation to be set up. Please allow up to 28 days for this to be completed. You also need to factor in time after we have completed the initial setup to edit and test the funnel.
Testing
TESTING
Before doing any edits, we recommend that you test the nutrition report. This will help you to understand what the client sees and how the information is displayed once the results are calculated. Go to Sites > Funnels and open your nutrition report. You can find the URL on the funnel overview page. You only need the part up to the .com (as highlighted in the image below).
If there are any issues with your report, email [email protected].
Nutrition Report Funnel and Emails
FUNNEL
You can edit your funnel pages but be careful not to change anything in the curly braces/brackets.
1. Go to Sites > Funnels and select your Nutrition Report Funnel.
2. Select the required step and press Edit.
3. Make any changes you want and press Save when complete.
You can use the waffle menu in the top right corner of the funnel editor to select other steps. Click here for more information on editing a funnel template.
EMAILS
We have created three emails that is automatically sent once the report is ready. If a client 'fast tracks' ahead to the next part of the report, the system recognises this and does not send them those emails.
1. Click on Marketing > Emails > Templates and open the Nutrition Report folder.
2. Open each of the emails by either clicking on the edit icon or the name of the email you want to edit.
3. Make any changes you want to the email content. Press Save in the top right corner regularly.
By default, the emails have been set up to include links to Facebook and Instagram and location address/email/phone number. You can edit/delete information as required.
Click here for more information on using the email builder.
Next Steps/Call to Action
FUNNEL
If you are using the nutrition report as a lead magnet, it is important that you add a call to action.
1. Open the Results page in your Nutrition Report funnel.
2. Update the 'What's Next?' section to explain what you do, how you help the lead to achieve their goals and add your call to action (such as a free discovery call, a free day pass, etc).
3. Once complete, press Save.
This is a global section and so will automatically update on the Tracking and Hand Portions page. If you want to use the popup feature, this is will need to edited separately on each of the three pages. Click here for more information on editing a funnel template.
You will also need to update call to action on your nutrition report emails. Open the three emails and change/update the call to action text.
Fixed Content
FORM/SURVEY
If you wish to change anything on either the Nutrition Report survey or either of the Fast Access forms, please contact us.
AUTOMATION
We have set up eleven workflows to automate the steps needed for the report. The workflows will add the contact to the right pipeline stages and update their score depending on the client's actions, send the contact an email when their report is ready, send the second and third emails if needed (and cancel them if not).
If you wish to change anything on any of these workflows or add additional steps, please contact us. When you have decided what your call-to-action is, please let us know so that we can update the workflows and pipeline to track users.
Viewing Interactions/Results
PIPELINE STAGE
Click on Opportunities and change the filter to Nutrition Report. You can also select a date range. You will be able to see who has submitted the survey and which sections of the nutrition they have read.
CONTACTS
To see the nutrition report results for a particular contact, click on Contacts and click on the name on the required contact.
In the panel on the left, open the collapsible sections for the Nutrition Report. You may need to collapse other sections first.
The appearance and order of these sections can be customized in Settings > Custom Fields > Folders.
Click here for more information on Contacts and click here for information on Custom Fields.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
The support desk is available Monday to Friday, 7:00am - 3:00pm (CDT).
For information about our Christmas opening hours, click here.
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