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Thank you for registering for your personal SHAPE CRM. We will provide you with all the necessary tools and resources to make sure you are supported and set up for success! We sent this message to your email too, so please check your inbox or junk folder.
When you login, you will land on the home page where you will see a map. This map will show a zero (0) per state, but as you add leads, this number will change based on how many leads you have in that respective state.
All the functionality is in the left column and it is VERY simple to use. Click Leads and then click Manage Leads. This is where you will see all your leads on one page. To the far right of each entry, you will see 5 "actions." You can edit your lead, add a note, add a reminder, delete it, or archive it.
You can also set up Categories and Reminders. When your reminder is due, it will make the entry bold on the Manage Leads page and add that particular reminder to a collective list that can be viewed by clicking the blue View Reminders button in the top left corner or by clicking Reminders in the left column. Only reminders that are due will show. You can manage or delete ALL reminders here - or - you can manage/delete the reminders within the entry itself. The entry will stay bold until you either change the date or delete it. This helps you keep track of all the leads that need your immediate attention.
Please click around to see all the features, so you know how to utilize all that it offers. If you have any questions or desire to have pre-qualified leads imported into your database, please email: Nicole@ShapeReClaimed.com.
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When you arrive on the home screen of your dashboard, you'll notice that we have already added one test client in your database - to provide an example of how it looks when you start adding clients. You can delete this test client by scrolling to the right and clicking on the "delete" action icon. Please click "TECH Tactics Training" on the menu to learn all the features of the database.
To get you well on your way, we first need to get the paperwork out of the way. Please click the button below to sign the form.
To get you well on your way, we first need to get the paperwork out of the way. Please click the button below to sign the form.
Our EATactics team would love to stay in touch with you to help support your EATactics journey - alongside your EATactician! Please enter your email below so we can send you important tips and tactics. We promise not to spam you or send you needless emails.
Reactivate your Subscription to access the features of the database. Reactivate here.
To unlock the EATactics Guide/INGREDIENTactics, please contact an EATactician. The EATactics program is only offered as a guided plan, administered by our EATacticians, who are trained wellness professionals.
If you already have an EATactics account (of any kind), please enter the same email address - so your affiliate dashboard will be added to your current dashboard. If this is your first time registering for an EATactics account, feel free to use any email address you choose.
To save the results, please enter the member email address in the field below. Once saved, the results will be revealed AND they will be saved (by date) on the respective member dashboard and in your EATactician database. If you do NOT want to save, the results will still be revealed, they just won't be saved.
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A MINDSETactician is a trained individual who is dedicated to assisting people in developing and maintaining a positive and growth-oriented mindset. EATactics has vetted these professionals through an application process and approved them to work with EATactics members, helping with behavior change.
*MINDSETacticians are not employed, trained nor educated by EATactics. They have been vetted by EATactics to offer their services to EATactics members through an application process and their respective services vary in scope. They also set their own schedules and pricing, so when you contact/hire a MINDSETactician, you will be working with an out-sourced (third-party) referral.
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For the best flipbook viewing experience, we suggest using a Desktop/Laptop or a Tablet (in Horizontal View). All Flipbooks can be viewed on a cell phone, but due to sizing constraints, it isn't as user-friendly.
For EATactics members, we provide a printable, downloadable "Foods Shopping List" inside the Guide at the bottom of page 23. So, if you'd rather have a hard copy to take to the grocery store, you can print that portion (only) in the Guide - or you can download it to your phone as a pdf file.
We are thrilled that you joined our EATactics team! Below you will find guidance for next steps - please read this popup thoroughly to fully understand all that is available to you and how everything works.
When you exit this popup, the first thing you will see is your virtual bookshelf with all the digital Tactics flipbooks (unlocked) for your viewing/reading/learning pleasure. Once you start inviting clients to join, they will have their own dashboard with their own virtual bookshelf - but only two flipbooks will be unlocked: EATactics Guide and INGREDIENTactics. All additional flipbooks are $10.00 and they can be purchased on their bookshelf. These flipbooks can NOT be printed, shared or downloaded - to ensure that people work directly with an EATactician for maximum results. However, a printable/downloadable Food Shopping List is available in the Guide at the bottom of page 39.
1. Start with the EATactics Guide to learn all the details about how the program works and what your client will be learning and following.
2. Then, read the EATactician Manual very thoroughly.
3. Please click "EATactician Resources" > "Training." This page is where you will learn about your EATactician Database (TECH Tactics) and suggestions for pricing the Program for highest compliance and results (PAYMENTactics).
4. Next, also on the "EATactician Resources" page, please click "Energy Balance Calculator" and familiarize yourself with it by testing some computations. This is explained in great detail in the Manual.
5. URGENT: visit "EATactician Resources" >"Edit Directory Listing" and set up your profile quickly - to be found in the EATactician Directory! FYI - when you submitted your application, you were auto-added to the directory; but ONLY your name and email address. There are many other fields to complete, so take advantage of this marketing opportunity! But, if for some reason you would rather not be listed, you will see a button to remove your listing from the directory inside the "Edit Directory Listing" page.
6. You'll see your Affiliate Dashboard already added to your EATactician dashboard (on the left menu). You've already been assigned an affiliate link, so when you share your EATactics link with other wellness professionals (and they pay for a Starter Pack), you will receive $50.00 commission.
If you have any questions, please email info@EATactics.com.
Disclaimer: The Merch store is a third-party company. Any purchases made are solely between you and the third party. EATactics is not responsible for products, product quality, shipping, etc. If you need to exchange or refund, contact the company directly. You will find their email and phone number in the footer of the store page.
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