Overview: Standardized Whole30 Coaching Client Surveys

These surveys, while not mandatory, are designed to support you more deeply in your business growth and data-driven Coaching efforts. 

• For new Coaches, having existing surveys rather than needing to write them from scratch has the potential to make opening a Whole30 Coaching business easier
• For veteran Coaches, they offer an opportunity to “plus up” everything from engaging clients and keeping them focused during group Whole30s to where you spend your marketing dollars. 

We plan to build some CEU around how to use data from these surveys in 2022. 

We at Whole30 HQ know a little – but not as much as we wish we did – about Coaching clients’ experiences and outcomes. For example, we know that Whole30 improves how clients think about themselves, including their confidence and self-efficacy. But do we know how much? Is there a measure for that? (Spoiler alert: Yes! Now there is!) Imagine if we at Whole30 HQ could clearly say on our website and across social media: “Folks who work with a Certified Coach during their Whole30 experience an X% higher increase in their body appreciation and self-efficacy!” 

Survey Privacy and Distribution

Each of the 3 surveys (Welcome, Exit, and 60-Day Follow-Up) is divided into 2 parts: 

• The first part asks your clients to provide personal information and insight into their motivation for doing a Whole30. Both you and we will have full access to that information, including the client’s identity. 
• The second part asks your clients about their medical history, their current levels of body appreciation, their current sense of self-efficacy, and more. This section is anonymous. Both you and we will have access only to summary data, so we won’t know the client’s identity. This is to protect them – and you! (We accounted for Federal and state guidelines about data storage when we made these surveys. It’s also important to note that what you see today is Version 1, and we’re continuing to work on how we can improve privacy for your clients.)  

The surveys, if you choose, would replace your current client surveys, and you can simply direct your clients to the survey links in whatever emails you send them. (Note that each survey is linked to the title of its respective section below.) The survey results will be available via your Coach Dashboard, and you’ll get an email when a client completes one. 

Many of you likely don’t currently send 60-day follow-up surveys, but we encourage you to do so, primarily because it keeps you “top of mind” for your clients. We can help you with follow-up language if you’re designing these emails for the first time! 

Again, using these surveys isn’t mandatory, but we hope you will strongly consider it – the data will help us help you. We’ll know so much more about your clients, and we can use that knowledge to develop better marketing and PR strategies for Coaches, both at the Whole30 HQ level and in your individual businesses. 

Welcome Survey

The first client survey in the series is designed to do two main things

1. Give you a sense of who your clients are individually and who they are as a group [if you’re leading a group session]
2. Give you baseline data about their self-reported relationships with their bodies and with food. This information, if used well, can help you develop customer “avatars” to hone your Coaching strategies and your marketing approaches. It can also help you understand how to present and reinforce the Whole30 material in your own unique way to distinguish yourself as a Coach and support your clients even more deeply than you do now. 

Here are a few examples of detailed questions you will be able to answer by comparing client responses to this Welcome Survey with their responses from the Exit Survey:

• • Where are most of my clients coming from (referrals, Whole30.com, other)? (This could help you focus your marketing efforts and expenditure. Plus, if they’re coming from referrals, you might consider incentivizing your clients in some way, to drive more business!)
  • How many of my clients are experienced Whole30-ers vs newbies? (If you had a high percentage of new clients in a certain group, that might change your Coaching approach. On the other hand, if you had a more veteran group, you might want to dig a little deeper into why they’re repeating the Whole30.)

• Are certain current eating patterns (like more than 50% of food from restaurants) associated with more or less success at the end of a Whole30 round?

• • Does any given group of clients have a high percentage of focus on a specific NSV? (You could tailor your Coaching accordingly, and this might even help you develop a “specialty” that can distinguish you on coach.whole30.com.)

• How many of your clients are taking frequent over-the-counter medication for aches and pains? By what percentage is that medication reduced at the end of their Whole30?

• • How many fewer symptoms are your clients reporting daily by the end of their Whole30? (By assigning a number or a percentage to this, it helps solidify it in the minds of individual clients as well as in your marketing materials!)

• How many average points of improvement did your clients see in their body appreciation by the end of their Whole30?

• By what percentage did your average client increase their sense of self-efficacy by the end of their Whole30?

Exit Survey

This survey is designed to provide you with a wealth of data that you can compare to the Welcome Survey results to develop a picture of how your clients – individually, or as a group – approached and experienced Whole30. This can help you tailor your follow-up offerings, your email contact after they’re finished, and your Coaching/marketing tactics with future groups and 1:1 clients. 

Some detailed questions you can answer through this survey include:

• Over time, do clients report higher rates of perceived success on Whole30 if they are focused on some NSVs more than others? 

• What rates of satisfaction do clients report if they followed the Whole30 rules 100% of the time vs if they did not?

• • What do clients report about the value of having a Coach and what your biggest contribution was for them? (This feedback can clearly be used in future marketing.)

• What percentage of the time did Whole30 address common issues like sleep, afternoon “slumps,” and hunger cue detachment for your clients?

• By how many points did your average client’s self-efficacy rating and body appreciation improve? (This will be a clear-cut number that can be used in clear marketing to help combat client focus on scale weight!)

Follow-Up Survey

All of the data on this survey can be analyzed and cross-evaluated to tell you a few primary things:

1. Are the effects of Whole30 lasting for your clients?
2. What factors affect their continued “success?,”
3. What are your best opportunities for developing or marketing continuation programs (ie, “Resets” or Food Freedom packages) that keep them in your ecosystem?

Some ideas of data you could gather through this survey include:

• What percentage of your clients complete a reintroduction process?

• Which ones do a Slow Roll and which do a Fast Track?

• Are there certain times of year when clients are more likely to complete a reintroduction?

• • Are there other factors associated with a client’s likelihood to complete reintroduction (like initial goals, self-efficacy rate, body appreciation, or even age)?

• Which reintroduction food group is most frequently associated with reactions or symptoms amongst your clients?

• How many of your clients “convert” to a reintroduction or Food Freedom package? Are there factors associated with their likelihood to convert, such as their perceived success during Whole30 or their initial goals?

• How many of your clients feel comfortable in their Food Freedom – and if that percentage is low, which factors in their responses about their current relationship with food could help you develop or promote a program that would continue their relationship with you?

FAQs