Consulting | Sample Time Line for Wellness & Lifestyle Management

Wellness & Lifestyle Management

Sample Time-Line



Overview of a perspective consulting engagement flow with roles and responsibilities

90

Days

Wellness, Lifestyle, Luxury Resort and Holiday Rental clients


Engagement Time-Line

DAY 1

Proposal sent to CLIENT

Action Owner | FoY

DAY 2

Proposal review meeting

Action Owner | FoY & CLIENT



DAY 3
  • Finalize service agreement
  • Agree to fitness class schedule
  • Establish weekly check in meeting schedule
  • Agree on engagement priorities
  • Establish success criteria for engagement


Action Owner | FoY & CLIENT


DAY 4

FoY begins Wellness & Lifestyle engagement



  • Kick off Social media campaign to promote CLIENT group fitness event
  • Tour CLIENT site with Fitness coaches
  • Design group class flow and process


Action Owner | FoY & CLIENT



DAY 7


  • Deliver first draft of interactive webpage/form for wellness services
  • Meet with CLIENT marketing team to integrate Wellness & Lifestyle content into your website “Experiences” and other applicable sections


Action Owner | FoY & CLIENT


DAY 10


First check in meeting


  • Establish mutually agreed engagement mile-stones
  • Revise proposed time-line
  • Review alignment of engagement priorities
  • Begin tracking to success criteria


Action Owner | FoY & CLIENT


DAY 12


First group fitness class and CLIENT wellness experience grand opening event


  • Invitation-based event for all CLIENT guests, guests of neighboring properties, and personal network of FoY and coaching team
  • Ensure that the first event is highly visible, well attended, and we capture great content for future promotion


Action Owner | FoY & CLIENT

DAY 13


  • Post and promote grand opening event content to social media
  • Meet with CLIENT marketing team to update new Wellness & Lifestyle content into your website “Experiences” and other applicable sections


Action Owner | FoY

DAY 90


  • Meet to evaluate success of engagement to date
  • Discuss continuing engagement and priorities
  • Reevaluate FoY hours needed for on-going management 


Action Owner | FoY & CLIENT

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