ERC Client Appointment Tracking
Client's Email Address *
Date of call *
*** Type of Appointment Completed today - Choose 1 *** *
Initial Consultation (75-90 minutes)
Dr. Ritamarie Small Group Getting to Know You call completed
Findings and Planning Call
(GOLD and PLUS)Post Planning Check-In by phone or email
(GOLD and PLUS)Lab consult with Dr. Ritamarie
(GOLD and PLUS) Month 2 Progress and planning 1
(GOLD and PLUS) Month 2 Progress and planning 2
(GOLD and PLUS) Month 3 Progress and planning
(GOLD and PLUS) 1st Quarterly Review
(GOLD and PLUS) Month 4 Progress and planning
(GOLD and PLUS) Month 5 Progress and planning
(GOLD and PLUS) Month 6 Progress and planning
(GOLD and PLUS) 2nd Quarterly Review
(GOLD and PLUS) Month 7 Progress and planning
(GOLD and PLUS) Month 8 Progress and planning
(GOLD and PLUS) Month 9 Progress and planning
(GOLD and PLUS) 3rd Quarterly Review
(GOLD and PLUS) Month 10 Progress and planning
(GOLD and PLUS) Month 11 Progress and planning
(GOLD and PLUS) Month 12 Progress and planning
(GOLD and PLUS) 4th Quarterly Review
Group Call (see tracking below)
EXTRA call
Other (such as module opening)
(GOLD PLUS) Call 1 with Dr. Ritamarie
(GOLD PLUS) Call 2 with Dr. Ritamarie
(GOLD PLUS) Call 3 with Dr. Ritamarie
(GOLD PLUS) Call 4 with Dr. Ritamarie
(GOLD PLUS) - Kitchen Call 1
(GOLD PLUS) - Kitchen Call 2
(GOLD PLUS) - Kitchen Call 3
(GOLD PLUS) - Emotional Blocks Energy Call 1
(GOLD PLUS) - Emotional Blocks Energy Call 2
(GOLD PLUS) - Emotional Blocks Energy Call 3
Design Your Day
GROUP CALL TRACKING
This helps us keep track of the client's participation. Each time they attend a group call, note it below.
*** Group Call Tracking ***
Group Call 1
Group Call 2
Group Call 3
Group Call 4
Group Call 5
Group Call 6
Group Call 7
Group Call 8
Group Call 9
Group Call 10
Extra Group Call #11
Extra Group Call #12
Assessments to Complete
If there are any assessments you'd like your client to complete - be sure to tell them and note here
Foundations Unit to Work On
Check off the foundations pillar you'd like your client to start or continue
Mindfullness - Stress
Outlook - Attitude and Beliefs
Restful Sleep
Diet - Nutrition
Exercise - Fitness
Environment
Fun
Modules to Open
If, after a conversation with your ERC client, you determine it would be a good time to give them access to any of the more in-depth modules, you can specify below.
GREEN Cleanse
Digestion - GRAND
Sweet Spot Solutions Full Program
Open Sweet Spot Solutions Metabolic Reset Kit
Adrenals - CAFE
Thyroid Revive and Thrive
Nutrigenomics
ERC Elite
(Returning) Members
ONLY -
Modules to Open
BRAIN Health
Bioenergetics
DEEP Detox
Cardiovascular and Respiratory Health
Muscle Alignment and Bone
Reproductive Hormone Health
Immune System (SHIELD)
Submit