Post 7–15x about your expertise — education, resources, personal stories

Provide genuine value to everyone you meet — suggestions, resources, real help

When a lead feels warm and trusts you → send them your department's Intake Form

Wait for completion. If 4–7 days pass → send a follow-up nudge

Open your department's intake → All Care

Enter the prospect's intake responses into the system

Use triggered recommendations + clinical judgment to build their prioritized Plan of Care

Review the plan — be ready to explain each item and why it's included

Save for Later + Download as PDF → save to your computer

Text the prospect to schedule a 15–20 min video call

At call time: thank them, ask how they're doing, then ask if they're ready to see their plan

Screen-share the PDF — walk through it, connecting each item to their intake answers

Answer questions. Ask if they're ready to commit or want adjustments

Overcoming Objections → Link coming soon

Steps coming soon — check back for updates.

Open Spruce → new SMS to prospect → Open Spruce

Use saved messages → send 'Plan of Care Contract Link' text → wait for completion

Check email (including spam) for signed contract notification

Once signed → click Checkout in the Plan builder

After successful payment → book all first Upper visits → Schedule tab

Schedule Specialist Initial Visits after results: blood/urine ~5 days, stool/hair ~3–4 weeks

Thank them + tell them exactly when they'll hear from you next → mark your calendar

Day before first appointment → Spruce saved messages → send appointment directions text

When results arrive → send all documentation to the full care team via HIPAA-compliant folder (individual provider emails only — no general inboxes)

At the end of every appointment → schedule the patient's next internal Upper follow-up

Text the patient after each initial visit → ask how it went, flag anything urgent

Adjust the plan as needed — referrals, orders, or other reasonable requests

Save for Later in the Plan builder + download PDF to your computer

No response by morning of day 2 → text by 1:00 PM: "Don't forget about YOU today!"

Overcoming Objections → Link coming soon

Text the prospect their Plan of Care as a free keepsake

Collect your recommendations + any Specialist recommendations for the patient

Compile into one clean email or HIPAA-compliant folder → send to your assigned Upper PharmD(s)

Ask the PharmD to review the chart and contact Specialists directly with questions — PharmD makes the final product call

PharmD must call the patient within 7 days to review final recommendations and complete committed orders

Search and add the patient's agreed products to the Plan builder → Products tab (coming soon)

Follow the Plan builder prompts in order

Once signed contract arrives via email → click Checkout in the Plan builder

Only after successful payment → place official orders:

FullScript → Tutorial coming soon

Tidal Creek Co-op → Tutorial coming soon

Supreme Nutrition → Tutorial coming soon

Mark your calendar with each product's timeline based on dosage and supply (30/60/90 day)

7 days before a product runs out → call the patient: review effectiveness + chart the call → place refill with shipping time in mind

Share updated chart notes with the full care team via HIPAA-compliant folder (individual emails only)

Submit refills or adjust products as clinically needed — payment required before orders are placed → See SOP 6: How to Order Products

End every call: thank them, confirm when they'll hear from you next → mark your calendar