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