How to Use This System
Your complete operating guide for delivering a world-class KYP coaching experience.
Three Modes for Every Situation
Training Mode
When to use: Learning the KYP coaching methodology, studying session frameworks, understanding the "why"
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When to use: During actual coaching sessions for quick reference
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Customize Mode
When to use: Personalizing scripts to match your coaching voice
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Quick Start (First Day)
- Read the Day One Cheat Sheet — Everything distilled to one page
- Study the Client Journey Map — Visualize the full coaching arc
- Review Role Overview — What you own (and what CSM/sales owns)
- Walk through Phase 1: First Session — Your most critical moment
- Deep dive the Secret Sauce — What makes KYP coaching different
- Familiarize with Client Scenarios — Know where to find answers fast
Critical Compliance Reminder
You are not a medical provider. Any personal recommendation that could be interpreted as medical or prescriptive must be preceded by a clear disclaimer. HIPAA compliance is non-negotiable. When in doubt, escalate to Dr. Joel or Andres.
Role Overview
Your mission: Deliver measurable, evidence-based health optimization that transforms how clients live, perform, and age.
You Own
- Weekly/biweekly 1:1 coaching sessions
- Interpreting blood panels, DEXA, genetics, wearable data
- Creating and revising exercise programs
- Nutrition, sleep, and lifestyle protocol design
- Client accountability between sessions
- Explaining mechanisms behind every recommendation
- Executing personal deliverables (supplement links, programs, guides)
- Ensuring all contractual deliverables are met
- Pre-session preparation and structured agendas
- Clear, actionable next steps after every session
You Do NOT Own
- Closing or setting new clients (sales team)
- WhatsApp group creation & management (CSM)
- Onboarding form coordination (CSM)
- Appointment scheduling logistics (CSM)
- Device & test ordering (CSM)
- Platform setups — Heads Up Health, HabitDash, Rhythm (CSM)
- Drive folder management (CSM)
- Pre-call & post-call summaries via Fathom (CSM)
- Providing medical diagnoses or prescriptions
- Chasing dead leads or selling renewals
The Gray Zone: CSM Handoffs
Testing logistics (blood draws, DEXA scheduling, Whoop shipping) are CSM-owned, but they directly impact your ability to coach. If testing is delayed, your coaching timeline gets pushed. You must proactively flag delays and intervene when necessary — don't wait for things to fall through the cracks. The CSM handles logistics; you ensure the coaching timeline stays intact.
Your KPIs
- Session show rate — Are clients consistently showing up?
- Protocol adherence — Are clients following through?
- Biomarker improvement — Are the numbers moving?
- Client satisfaction & retention — Do they renew?
- Deliverable completion — Did you deliver everything in the contract?
- Between-session engagement — Are you present throughout the week?
Session Cadence by Phase
Days 1-30
Weekly, up to 60 min. Build trust, review baseline data, set the foundation fast.
Months 1-3
Weekly, ~30 min. Protocol implementation, accountability, build value.
Months 3-6
Biweekly, ~30 min. Optimize based on retesting, refine protocols.
6+ Months
Monthly or biweekly based on client needs. Sustain and scale.
Client Journey Map
The complete coaching arc from signed contract to long-term optimization.
Most Clients Start 3-6 Months, Then Extend
The compounding effect of data-driven coaching means results accelerate over time. Your job in Phase 1-2 is to build so much value that the renewal conversation is a foregone conclusion.
Pre-Session Prep
Before every session, confirm you have these inputs. Never wing it.
Pre-Session Checklist
Client file reviewed — Drive folder, Fathom notes, WhatsApp thread
Heads Up Health checked — HRV drops, sleep crashes, glucose anomalies?
Whoop data scanned — Recovery, strain, sleep trends
Last session action items — What did you assign? Did they do it?
Session agenda prepared — Written, prioritized list of topics
Your deliverables completed — Supplement links, programs, guides sent?
Testing timeline checked — Tests overdue or pending?
Non-Negotiable
Show up on time, prepared, with a clear agenda. Failure to prepare is the #1 way to lose a high-performing client's trust. These people run businesses — they can tell when you're winging it.
Time Awareness
At the start of every session, confirm how much time the client has. If they need to leave early, adapt immediately — prioritize ruthlessly.
First Session Framework
Your most critical session. Up to 60 minutes. Sets the tone for the entire program.
This is NOT form-filling. This is where you build trust and uncover the real picture.
"What made you pull the trigger on working with us?"
"If we fast-forward 6 months and this was a home run — what does your life look like?"
"What have you tried before? What worked? What didn't stick?"
"Walk me through a typical day — wake up, eat, move, wind down, sleep."
"What's your biggest bottleneck — energy? Body comp? Sleep? Focus?"
"Anything medical I should know — medications, conditions, injuries?"
What You're Really Listening For
- Their identity: Athlete? Executive? Parent? This frames how you coach them.
- Their constraints: Travel? Family? Protocols must work around these.
- Their past failures: Design around those failure modes.
- Their motivation: Vanity? Performance? Longevity? Fear? This drives adherence.
"Now let me show you what the data says. Your body is literally telling us a story — and most people have never had someone translate it for them."
PWA / Blood Panel Highlights
"Dr. Joel ran your Premier Wellness Assessment — over 75 biomarkers. Here's what jumps out:
• [Biomarker 1]: At [value]. Lab says 'normal,' but optimal is [range]. Here's why: [mechanism].
• [Biomarker 2]: Tells us about [function]. At [value], suggesting [interpretation].
• [Biomarker 3]: Connects directly to what you told me about [their goal/complaint]."
Always Explain the WHY
For every biomarker: state the value, explain what it measures, describe the mechanism, connect it to their lived experience. Mechanisms, not just metrics — this is the KYP difference.
"Based on your goals, data, and lifestyle — here's what we focus on first:
This week, three priorities:
1. [Specific, actionable step]
2. [Specific, actionable step]
3. [Specific, actionable step]
I'll send you [deliverables] by [date]. I'll check in on [day]."
You MUST Follow Through
If you promise a supplement link, fitness program, grocery list — send it on time. No exceptions. High-performers judge execution, not intention.
"Any questions? Anything unclear? We're meeting again [day/time]. Between now and then, focus on those three priorities. I'll be checking in via WhatsApp. Let's go."
Baseline & Testing Review
The full KYP testing battery and how to communicate it.
KYP Testing Battery
- Premier Wellness Assessment (PWA) — Dr. Joel: 75+ biomarkers, disease risk, ApoB, LP(a), insulin resistance
- DEXA Scan — Body fat %, lean mass, bone density, visceral fat
- VO2max Test — Cardiovascular fitness, training zones
- Genetic Analysis (SelfDecode) — SNP-based predispositions
- Whoop Wearable — Continuous HRV, sleep staging, strain, recovery
- Heads Up Health — HIPAA-compliant dashboard aggregating all data
Testing Cadence
At program start, then every quarter. Premium clients may get extra at program end. Work with CSM to keep scheduling on track.
How to Review Results
- Lead with their concern — Energy? Start with thyroid, iron, B12, cortisol.
- Optimal vs "normal" — Lab ranges catch disease. We optimize performance.
- Connect to mechanisms — Don't just say it's low. Explain WHY it matters.
- Create anticipation — "When we retest in 3 months, here's what I expect."
Weekly Sessions (Days 1-30)
Up to 60 min weekly. Build trust, deliver value fast.
Phase 1 Weekly Session Structure
Check-In
How are you? Wins? Struggles? (5 min)
Data Review
Whoop/HRV/sleep. Flag anomalies. (10 min)
Accountability
Last week's items. Done? Why not? (10 min)
Education
One curriculum topic. Mechanism + application. (15 min)
Action Items
3 priorities + your deliverables. (5 min)
Between-Session Engagement is NOT Optional
Check in via WhatsApp mid-week. If you see a data anomaly in Heads Up Health, reach out proactively. The week between sessions is where habits are built or broken. This separates KYP from generic coaches.
Session Framework (Months 1-3)
Weekly, ~30 min. Protocol refinement and accountability.
Phase 2 Session (~30 min)
Quick Check
Energy, sleep, mood. (2 min)
Data Snapshot
Whoop trends, anomalies. (5 min)
Accountability
Follow-through review. (8 min)
Topic
Next curriculum item + mechanism. (10 min)
Next Steps
Actions + your deliverables. (5 min)
"[Name], good to see you. How much time do we have? Quick: 1-10, how was your week sticking to the plan?"
"This week: [1], [2], [3]. I'll send [deliverable] by [date]. Check-in on [day]. Anything else?"
Coaching Topics Curriculum
Core topics for Phase 1-2. Track coverage.
Core Curriculum
Blood Panel Deep Dive — Full PWA, optimal vs normal, action plan
DEXA Analysis — Body comp, visceral fat, lean mass KPIs
Genetic Analysis — SelfDecode, predispositions, interventions
Macronutrient Setup — Targets tied to goals and genetics
Exercise Program — Strength, cardio, mobility
Sleep Optimization — Hygiene, environment, supplements
Morning & Evening Routines — Light, caffeine, wind-down
Supplement Protocol — Evidence-based, tied to biomarkers
Home Biohacking — Sauna, cold, red light, air quality
Travel & Jet Lag — Light, melatonin, meal timing
HIIT & VO2max — Zone 2 vs high-intensity
Stress & HRV — Breathwork, parasympathetic activation
Grocery & Meal Prep — Practical nutrition
Phone Settings for Focus — Notifications, blue light
Past Year Review — Reflective health exercise
KYP GPT Setup — AI health assistant access
Progress Tracking & Accountability
Hold clients accountable without being a drill sergeant.
"You're executing and the data shows it — [metric] moved from [X] to [Y] in [timeframe]. That's not luck, that's execution. Let's build on it."
"No judgment — life happens. But I want to be straight: you hired us for results, and [metric] hasn't moved because [behavior] isn't consistent. What's in the way? Let's solve it."
Accountability Framework
- Be specific — "You missed 3 of 4 workouts" not "exercise more"
- Use data — Let Whoop and bloodwork do the talking
- Connect behavior to outcome — "Skipping routine = 15-point HRV drop"
- Adjust, don't lecture — Wrong protocol ≠ wrong client
- Mid-week WhatsApp — Keep momentum between sessions
Biweekly Sessions (Months 3-6)
Client is in rhythm. Shift to optimization.
Phase 3 (~30 min, biweekly)
Two-Week Recap
Wins, setbacks, patterns. (5 min)
Data Trends
2-week HRV, body comp, sleep. (8 min)
Refine
Adjust protocols from data. (10 min)
Next 2 Weeks
Priorities + retest prep. (7 min)
Retesting & Progress Review
Quarterly retesting proves the value.
"Your new results are in. Before and after, side by side:
3 months ago: [marker] at [baseline]. Today: [current]. That's [X%] improvement.
In practical terms: [connect to goals]. Here's what we're targeting next quarter…"
Retest Rules
- Show the delta — Baseline vs current, visual.
- Celebrate wins first — Lead with what improved.
- Explain stalls honestly — What's changing.
- Set next-quarter targets — Measurable 90-day goals.
- This is renewal ammunition — Measurable progress = retention.
Long-Term Coaching (6+ Months)
Monthly or biweekly. You're the trusted advisor.
Phase 4 Focus
- Advanced optimization — Longevity, performance peaks
- Seasonal adjustments — Periodization, light, travel
- Ongoing retesting — Quarterly blood, semi-annual DEXA
- Life event support — Injury, stress, transitions
- Proactive monitoring — Catch issues before they notice
The Compounding Effect
Better sleep → better recovery → better training → better body comp → better biomarkers. Everything compounds. Help them see the trajectory.
The MAP Method
KYP's proprietary data-driven coaching framework. Measure, Analyze, Prescribe.
M.A.P. — The KYP Coaching Engine
Measure
75+ biomarkers, DEXA, VO2max, genetics, continuous wearable data. We don't guess — we test.
Analyze
Cross-reference biomarkers with genetics, wearable trends, lifestyle factors, and client goals. Find the root cause, not just the symptom.
Prescribe
Evidence-based, personalized protocols. Every recommendation ties back to data and mechanism. Retest quarterly to prove it's working.
What Makes MAP Different
- Most coaches guess. They see "low energy" and prescribe B12 without testing. KYP tests first, then acts.
- Most coaches generalize. They give the same meal plan to everyone. KYP personalizes based on genetics, biomarkers, and lifestyle.
- Most coaches can't prove it. They rely on "how do you feel?" KYP shows before/after data every quarter.
- The compounding advantage: Each quarter of data makes the next prescription more precise. By Month 12, you know this client's body better than any doctor they've ever seen.
Never Skip the Mechanism
When you recommend something, always explain WHY at the biological level. "Take magnesium" is generic coaching. "Your HRV data shows your parasympathetic tone drops after 9pm, and your genetics show a COMT variant that slows catecholamine clearance — magnesium glycinate before bed helps activate GABA receptors to accelerate that wind-down" is KYP coaching.
Biomarker Interpretation
How KYP reads blood panels differently than conventional medicine.
The KYP Optimization Lens
Conventional medicine asks: "Is this person sick?" KYP asks: "How far from optimal is this person, and what's the fastest path to get them there?"
- Lab "normal" ≠ optimal. A fasting glucose of 99 is "normal" but far from optimal (70-85). Vitamin D at 31 is "sufficient" but we target 50-80.
- Patterns matter more than individual markers. High fasting insulin + borderline glucose + elevated triglycerides = insulin resistance pattern, even if each marker is "in range."
- Connect markers to lived experience. "Your ferritin is 22 — technically normal, but this is why you crash at 2pm. Iron is the oxygen-carrying capacity of your blood."
- Always tie back to their goals. Athlete? Focus on VO2max-related markers. Executive? Focus on cognitive performance markers. Longevity? Focus on disease risk markers.
Key Marker Categories
- Metabolic: Glucose, HbA1c, insulin, HOMA-IR
- Lipids: ApoB, LP(a), LDL-P, TG/HDL ratio
- Thyroid: TSH, Free T3, Free T4, rT3
- Hormones: Total/Free T, DHEA-S, cortisol, estradiol
- Inflammation: hs-CRP, homocysteine, fibrinogen
- Nutrients: Vitamin D, B12, ferritin, magnesium RBC
- Organ Function: Liver, kidney, CBC panels
- Advanced: Omega-3 index, oxidized LDL, GGT
Remember: You're Not Diagnosing
You interpret data through an optimization lens. You educate on mechanisms. You recommend lifestyle, nutrition, and supplement interventions. For clinical findings, abnormal pathology, or medication interactions — escalate to Dr. Joel. Always.
Data & Wearables Mastery
How to use Heads Up Health, Whoop, and continuous data to coach proactively.
Heads Up Health — Your Command Center
- HIPAA-compliant dashboard where ALL client data lives
- Aggregates wearable data, blood work, body comp, and custom metrics
- Monitor in real time. If a client's HRV drops or sleep crashes, you reach out BEFORE the next session.
- This is what separates KYP from generic coaches — proactive, data-driven intervention.
Whoop — Daily Coaching Signals
- HRV trends: Rising = adapting well. Dropping = overtraining, poor sleep, or stress.
- Recovery score: Green = push. Yellow = moderate. Red = recover. Tie to training plans.
- Sleep performance: Total sleep, REM %, deep sleep %, disturbances. Compare to protocol changes.
- Strain: Match to recovery. Chronic strain > recovery = injury/burnout risk.
- Respiratory rate: Sudden spikes can indicate illness, overtraining, or stress before client feels it.
"Hey [Name], I noticed your HRV has been trending down the last 3 days and your sleep efficiency dropped below 80% last night. Everything okay? If you're feeling run down, let's dial back training intensity this week and double down on the wind-down protocol. No need to push through — smart recovery is faster recovery."
The Compounding Effect
Why KYP results accelerate over time — and how to communicate it.
The Compounding Chain
Each optimization feeds the next. This is why 6-month+ clients see exponential improvement:
- Better sleep → improved HRV → better recovery
- Better recovery → harder, more productive training → improved body composition
- Better body comp → improved insulin sensitivity → better metabolic markers
- Better metabolic health → more stable energy → better focus and productivity
- Better productivity → less stress → better sleep (full circle)
Each quarter of data makes the next quarter's coaching more precise. By month 12, you understand this client's physiology at a level no one else does.
"Think of it like compound interest for your health. Month 1, you're laying the foundation. Month 3, you're seeing the first returns. Month 6, it's accelerating. By month 12, every system in your body is feeding the others — sleep improves training, training improves metabolics, metabolics improve energy, energy improves everything. That's why people who stick with this don't leave."
Client Scenarios
Common coaching challenges and how to handle them. Click any scenario.
Universal Response Framework
Acknowledge
"I hear you." Validate their experience.
Clarify
Ask what specifically is going on.
Anchor to Data
What does the data actually show?
Adjust Protocol
Change approach based on reality.
Recommit
Clear next steps with accountability.
Non-Compliant Client
"I just didn't have time this week"
Discouraged by Slow Progress
"I'm not seeing results"
Wants to Do Everything
"Can we also add…"
Pushback on Testing
"Do I really need more bloodwork?"
Asks for Medical Advice
"Should I take this medication?"
Travel/Schedule Disruption
"I'm traveling for 3 weeks"
Questioning the Cost
"Is this really worth it?"
Comparing to Other Programs
"My friend's trainer does X"
Injury or Health Setback
"I hurt my back / got sick"
Going Silent / Ghosting
No responses, missed sessions
#1: Non-Compliant Client
Goal: Identify the real barrier and redesign the protocol.
"No judgment — I appreciate you being honest. But let me ask: when you say you didn't have time, what specifically got in the way? Was it the workouts, the nutrition, the sleep protocol, or all of it?"
[Listen. Then:]
"Here's what I think happened: we set 5 priorities and your week only had bandwidth for 2. That's on me — I need to design this around your real life, not an ideal one. Let's cut it down. If you could only do ONE thing this week that would move the needle most, what would you pick?"
#2: Discouraged by Slow Progress
Goal: Reframe expectations with data and show leading indicators.
"I hear you, and I get the frustration. Let me show you something though — look at your data from Week 1 vs now:
Your HRV average went from [X] to [Y]. Your sleep efficiency went from [X]% to [Y]%. Your resting HR dropped [X] beats.
These are leading indicators — they change before the body comp and bloodwork do. The body comp and biomarker shifts are coming, and when we retest next quarter, I expect to see [specific predictions]. The foundation is being built right now. Trust the process, and trust the data."
#3: Wants to Do Everything at Once
Goal: Channel enthusiasm without creating overwhelm that leads to dropout.
"I love the energy — and we WILL get to all of that. But here's what I've learned coaching high-performers: the ones who try to change 10 things at once end up sticking to zero. The ones who nail 2-3 things for 4 weeks straight end up changing everything. Let me sequence this properly so each habit locks in before we add the next. That's how you build a system, not a sprint."
#4: Pushback on Testing
Goal: Explain WHY retesting matters — it's the proof, not paperwork.
"I get it — nobody loves getting blood drawn. But here's why it matters: without retesting, we're coaching blind. Right now I can show you your HRV is up and your body comp is improving. But I can't tell you if your ApoB dropped, if your insulin sensitivity improved, or if that vitamin D protocol actually moved the needle. The retest is what separates 'I feel better' from 'I can prove I'm healthier.' And that proof is what makes the next 3 months even more precise."
#5: Asks for Medical Advice
Goal: Stay in your lane. Redirect to Dr. Joel.
"That's a great question, and it's exactly the kind of thing Dr. Joel is best positioned to weigh in on. I can share what the research says about [topic] from an optimization standpoint, but anything related to medications, diagnoses, or clinical decisions — that's Dr. Joel's territory. Want me to flag this for your next consult with him? In the meantime, here's what I can say from a lifestyle and evidence-based coaching perspective…"
HIPAA & Compliance — Non-Negotiable
Never diagnose. Never prescribe. Never advise on medications. Never make claims that could be interpreted as medical practice. When in doubt, preface with: "This is not medical advice — this is what the evidence suggests from an optimization standpoint." And escalate to Dr. Joel.
#6: Travel / Schedule Disruption
Goal: Create a travel-proof protocol, not an excuse to pause.
"Perfect — let's plan for it instead of reacting to it. I'll build you a travel protocol: jet lag prevention using light timing, a hotel-friendly workout, meal guidelines for restaurants, and a sleep kit list. Travel doesn't have to be a setback — it can be a test of how durable your system is. Let's make it work."
#7: Questioning the Cost
Goal: Anchor to data, not feelings. Let the results speak.
"Totally fair question. Let me show you what's happened since you started: [specific data improvements]. Most people spend more than this annually on supplements and gym memberships that they can't prove are working. You have quarterly proof that this is working. The question isn't 'is this worth it' — the data already answers that. The question is 'do I want to keep compounding these results, or start over somewhere else?'"
Not Your Close
If the client is genuinely considering leaving, flag it to leadership. Your job is to deliver undeniable results. Sales and retention conversations are handled by the team. Just make sure the data speaks for itself.
#8: Comparing to Other Programs
Goal: Highlight the KYP difference without trashing competitors.
"That's great that your friend is seeing results — any movement toward better health is a win. Here's what's different about what we do: we don't guess. Every recommendation I give you is backed by YOUR data — your blood panels, your genetics, your wearable trends. And every quarter, we prove it's working with objective retesting. Most programs can tell you 'I feel better.' We can show you 'your ApoB dropped 20%, your VO2max increased 12%, and your body fat went from X to Y.' That's the difference between coaching and data-driven health optimization."
#9: Injury or Health Setback
Goal: Adapt immediately. Show that the system handles curveballs.
"First — are you getting proper medical attention for this? [Confirm.] Good. Now here's what we do: we don't pause, we pivot. I'm going to redesign your training around the injury, double down on nutrition and recovery protocols, and use this time to focus on the areas we've been meaning to prioritize. Setbacks are part of the game. How we respond to them is what separates average from elite."
#10: Going Silent / Ghosting
Goal: Re-engage without pressure. Flag if unresolved.
"Hey [Name], haven't heard from you in a bit — just checking in. No pressure, but I noticed your Whoop data shows [observation]. Want to hop on a quick 15-min call this week to recalibrate? Sometimes life gets in the way and we just need a reset. I'm here when you're ready."
Escalation
If a client goes silent for 2+ weeks despite outreach, escalate to CSM and leadership. Don't let it drift. Disengaged clients churn — early intervention saves the relationship.
Universal Response Framework
Run this 5-step process before grabbing any specific script.
The 5 Steps
Acknowledge
"I hear you." / "That makes sense." Validate first.
Clarify
"What specifically is going on?" / "Help me understand."
Anchor to Data
Pull up their Heads Up Health, Whoop, or latest labs. Let data do the talking.
Adjust Protocol
Change the approach based on reality, not stubbornness.
Recommit
Clear, specific next steps. "Here's what we do this week."
Day One Cheat Sheet
Everything you need, one page. Print this.
1. Your Job (Simple)
You Do NOT:
- Close or set clients
- Handle logistics / scheduling (CSM)
- Provide medical diagnoses or prescriptions
- Wing sessions without prep
- Ghost clients between sessions
You DO:
- Run all coaching sessions (prepared, on time)
- Interpret blood panels, DEXA, genetics, wearables
- Create & revise protocols (exercise, nutrition, sleep, supplements)
- Explain mechanisms behind every recommendation
- Hold clients accountable — on AND between calls
- Execute deliverables on time (programs, links, guides)
- Flag testing delays to CSM proactively
- Comply with HIPAA. Always.
2. Session Cadence
- Days 1-30: Weekly, up to 60 min — Foundation, testing review, trust building
- Months 1-3: Weekly, ~30 min — Protocol implementation, accountability, build value fast
- Months 3-6: Biweekly, ~30 min — Optimization, retesting, protocol refinement
- 6+ Months: Monthly or biweekly — Advanced optimization, sustained results
3. Every Session Structure
- Confirm time available — Adapt if they're short
- Check-in — Quick status, wins, struggles
- Data review — Whoop, Heads Up Health, trends
- Accountability — Last session's action items
- Topic / Protocol — Next curriculum item with mechanism
- Action items — 3 priorities + your deliverables with deadlines
4. Top Pitfalls to Avoid
- Not engaging with clients between sessions / no mid-week check-ins
- No session agenda — winging it
- No clear action steps after the call
- Failing to explain WHY behind recommendations (mechanism)
- Missing compliance disclaimer when making recommendations
- Not following through on YOUR deliverables (links, programs, guides)
- Not tracking testing timelines — letting delays slide
- Not being present/focused on calls
- Not confirming client's available time at session start
- Failing to execute contractual minimum deliverables
- HIPAA violations — sharing data, unsecure communications
5. The KYP Difference (Secret Sauce)
- MAP Method: Measure (75+ biomarkers, DEXA, genetics, wearables) → Analyze (cross-reference everything) → Prescribe (personalized, evidence-based)
- Mechanisms, not just metrics: Always explain the WHY at the biological level
- Proactive data monitoring: Catch issues in Heads Up Health before the client notices
- Quarterly proof: Before/after retesting shows measurable transformation
- Compounding effect: Each quarter of data makes coaching more precise
Outcomes & Escalation
What to do based on how things are going.
Client Is Thriving
- Document wins — biomarker improvements, body comp changes, habit adherence
- Update WhatsApp group description with milestones
- Prepare compelling before/after data for quarterly reviews
- Progress naturally toward Phase 3/4 cadence reduction
- Renewal will take care of itself when results are undeniable
Client Is Struggling
- Identify root cause: protocol too complex? Life event? Motivation shift?
- Simplify — cut to 1-2 priorities instead of 5
- Increase between-session touchpoints temporarily
- Consider whether the protocol needs redesigning vs the client needs re-motivating
- If no improvement after 2 weeks of adjusted approach, escalate to leadership
Escalation Triggers
- Client misses 2+ sessions without communication
- Client expresses desire to cancel or pause
- Abnormal lab results that require clinical intervention
- Client requests medical advice outside your scope
- Any potential HIPAA concern
- Testing delays that impact the coaching timeline
- Conflict or dissatisfaction expressed by client
Escalation Path
Clinical issues → Dr. Joel
Logistics / scheduling → CSM (Kacie/Kristel)
Client retention / satisfaction → Andres + Leadership
HIPAA / compliance → Immediate leadership notification
Session Mental Checklist
After every session, answer YES to these questions.
Did I…
Confirm time available and adapt my agenda accordingly?
Show up on time, prepared, with a written agenda?
Be fully present and focused — no multitasking, no distractions?
Review their data (Whoop, Heads Up Health) and reference it?
Hold them accountable on last session's action items?
Explain the mechanism behind every recommendation I made?
Include compliance disclaimers where needed (not medical advice)?
End with clear, specific action items — for them AND for me?
Commit to deliverables with deadlines and will I actually follow through?
Plan my mid-week check-in to maintain engagement?
The Truth
If you can answer "yes" to all ten, your clients will get results and they will stay. Consistency in this process is what makes a great KYP coach. The science is table stakes — the execution is the differentiator.