Your client’s assessment is initiated in the Lifestyle Assessment platform by sending the client an e-mail invitation to participate in the assessment. You can choose the sending date and how long the invitation is valid, which determines how much time the client has to order the measurement device.
See how to send an e-mail invitation to an individual:
See how to send an e-mail invitation to a group:
An Invitation card is a simple way to get your client started with his/her assessment. You can order the cards from Firstbeat; they are free for our service providers.
Examples how to use Invitation cards:
- Start a group project by handing over Invitation cards in a kick-off session.
- Offer the assessment to your client in a meeting or at your reception.
- Sell Lifestyle Assessments at your company’s front desk.
- Sell as a gift card to your clients or give as a present.
See the Invitation card.
The service provider can also order the Lifestyle Assessment from the Firstbeat Center on behalf of the client to individuals or groups. To do this, find a specific order form at order.firstbeat.com/professional, where you can place the order with your Lifestyle Assessment credentials. You can also access the website directly from the Lifestyle Assessment Home page, by clicking the Center Order Form tab. The service provider can choose the delivery address and, if desired, specify the shipment date.
Use the Order on behalf you client -feature for example in these cases:
- Client project starts with a kick-off session. Order all the measurement devices to yourself and distribute them to participants during the kick-off.
- If you want to minimize the steps that your client must do, or the client is not able to place the device order by him/herself.
- If you know the participant’s name, email and delivery address.
Devices shipped from the Firstbeat Center are tracked. We also track device returns and the time when assessments are started. If necessary, our system will send a reminder to the client about starting the measurement or about returning the device promptly.
You can also sell Lifestyle Assessments from your own web shop. When a client places an order in our web shop, the order is automatically forwarded to the Firstbeat Center to ship the device, as well as to the Lifestyle Assessment platform, where a new client profile is created.
Contact email@example.com and tell us if you are interested in this! We are happy to tell more.
Do you need Firstbeat-related images to your website or brochures to support your Lifestyle Assessment sales and to tell about it to your customers? What about an Introduction video about the Lifestyle Assessment to be embedded on your website? We offer electronic marketing materials that are easy to download and can be utilized as part of your own marketing actions. See our offering and choose the ones that suit you best from Marketing material download.
Do you need physical materials, for example brochures, flyers, posters or other materials? Contact firstname.lastname@example.org and we will help you choose the right ones for you.
Please contact our support if you have any questions or need assistance.