How to Create Action Plans for Your Clients

Action Plans turn a client's personalized recommendations into a structured, shareable daily roadmap you can track and follow up on together. This article shows you how to create, edit, download, and share one.

Instead of sending scattered advice, an Action Plan consolidates the recommendations you select into one customizable sheet.

Watch the video walkthrough

What Is an Action Plan?

An Action Plan is a client-specific plan that organizes selected recommendations by:

• Day of the week
• Time of day
• Recommendation type (supplements, lifestyle, exercise, etc.)

Everything in the plan is editable, so you can tailor it to each client while keeping your workflow efficient.

How to Create an Action Plan

Option 1: Generate an Action Plan Automatically

If no Action Plan exists yet for a client:

1. Open the Action Plan tab.
2. Click Generate Action Plan.
3. Review the top-ranked recommendations the system pulls in.

You can then reorganize, edit, or remove items as needed.

Option 2: Build an Action Plan Manually

Add recommendations directly from your client's personalized Recommendations page. Use this approach when you want full control over what the client works on first.

1. Open the Recommendations page.
2. Review the top recommendations based on your client's DNA (plus lifestyle and lab results, if applicable).
3. Click the + sign on the right to add a recommendation to your client's Action Plan.

Accessing Your Client's Action Plan

Once you've added recommendations, access the Action Plan as follows:

1. Open the Action Plan page from the navigation panel.
2. Select Whole Week to see every recommendation you and your client have added.

3. Set your preferred details for each recommendation.
   1. Adjust the duration and dosage of each lifestyle or supplement recommendation to suit your client's needs.
   2. Choose the days of the week you want your client to implement each recommendation.
4. When your selections are ready, click any day of the week to see a detailed breakdown of the Action Plan for that day.

Adding Notes for Clients

You can add notes to any recommendation in the Action Plan, such as:

• Specific exercise guidance
• Supplement brand suggestions
• Practitioner tips or reminders
• Affiliate links (if applicable)

Important: Notes added this way apply only to the current client.

Using Default Recommendation Notes (Time Saver)

To make a note appear for all clients whenever a specific recommendation is used:

1. Go to Default Recommendation Notes.
2. Select a recommendation.
3. Add your note (text, links, instructions, etc.).

That note automatically appears in the Action Plan for every client who has that recommendation, so you don't repeat the same instructions each time.

Reviewing, Downloading, and Sharing Action Plans

• Use Weekly Review to see how the plan looks across the week.
• Download the Action Plan as a PDF to share with clients.
• Choose Custom PDF options to control what details are included.

This makes the Action Plan easy to use as a handout, follow-up document, or progress tracker between sessions.

Editing Action Plans Over Time

Action Plans are designed to evolve:

• Remove recommendations as goals are achieved.
• Add new ones directly from the Recommendations list.
• Edit notes directly from Recommendations if the item is already in the plan.

This keeps the plan aligned with your client's progress without rebuilding it from scratch.

Q&A

Do I need to start from Recommendations to build an Action Plan?

No. You can auto-generate an Action Plan or manually add recommendations one by one.

Can I reset an Action Plan?

Yes. You can clear the Action Plan at any time and rebuild it.

Are Action Plans client-specific?

Yes. Each Action Plan is unique to the client you're viewing.

What's the difference between client notes and default notes?

• Client notes apply only to one client.
• Default notes apply to all clients for that recommendation.

Can I customize the PDF before sharing it?

Yes. Use Custom PDF options to choose what information is included.

Can I edit an Action Plan later?

Yes. Action Plans are fully editable and meant to be updated as the client progresses.