Member Engagement Toolkit
The toolkit
Sort members. Send the right message. Then test what works.
Know where each member is right now.
Open questions, a one-page cheat card and a short guide to place a member in a stage.
PDF · WordFour cards for four conversation styles: short on time, skeptical, low confidence, and not sure where to start.
PDFSay it in a way that respects their choices.
Twenty core messages, each as a text, an email and a call opener.
PDF · Word · CSVWays to open a first call so the member stays in charge.
Word · PDFShort message paths for members who have gone quiet.
Word · PDFHelp a coach answer a missed week as part of learning.
PDFCheck what works, then bring your team along.
Compare two messages, count what happened, and see where members drop out.
ExcelA huddle agenda, a manager guide and a simple plan to bring the toolkit to your coaches.
Slides · Word · PDFMake messages easy to read and ready for more than one language.
Word · PDFA plain-language PDF on what the research says, what it does not say, and where each part comes from.
PDFReport activity and satisfaction, label each number by source, and keep it apart from health outcomes.
SlidesFAQ
Yes. You share your work email and a few facts about your team, and you get all 11 tools.
No. The tools work with any coaching program. If you would like to talk with us later, you can. It is your choice.
We cannot promise that. The messages are starting points to test, not proven winners. The Test-and-Learn Worksheet helps you find out what works with your own members.
Yes. Change the words so they sound like your team. Have your clinical and compliance leads review them first. Check your own rules for texting and consent before you send.
Get all 11 tools. Free for teams that already coach members.
Get the Toolkit