Your 2022 New Year Challenge Checklist (as promised!)

I hope you are having a great holiday season!

I can’t believe we’re only a few days away from 2022.

As we spend time reflecting on 2021, I know you’re also looking ahead to January … and thinking about your New Year programs.

As promised, here’s my updated 2022 New Year Transformation Challenge Checklist so nothing slips through the cracks.

Just a quick tip before we dive in…

If you are running a New Year transformation program/challenge, I generally recommend starting it on Jan 17th or 24th. This way you have plenty of time to market after the holidays and make any adjustments you need to without the stress.

The following checklist is set up for a 28-day challenge, but it can easily be tweaked to accommodate however long your challenge will be.



A lot goes into creating a transformation program – be sure to give yourself plenty of time to do this. You don’t want to rush to finish it at the last minute or spread yourself thin.

(NOTE: If you need a done-for-you challenge, I have several here)

  • Meal Plans/Guides (Important: if you’re not a registered dietitian, be sure to have everything approved by one before you give it to your challengers!)
  • Printable Grocery Lists
  • Complete Recipe Book
  • Client Success Manual (include guides for dining out and meal swaps)
  • Daily Inspiration (emails/text/whatever communication you use)
  • Goal & Measurement Worksheets (and create a plan on how you’re going to get before & after measurements, and goals)
  • A “Getting Started” Checklist for Participants
  • When all the documents are finished, convert them to PDFs/Playbooks
  • Map Out Your Client Experience (how are you going to support them – call/text/check-ins, hold them accountable, get them back on track if they fall off, track habits and progress, overdeliver, etc)
  • Scoring/Challenge Rules/Prizes (make sure you account for these if you’re going to be using this strategy!)
  • Plan AHEAD and know exactly how you’re going to convert your challengers into your coaching program (This gets forgotten WAY too often – make sure you plan for this!)


You can have the BEST program in the world, but if no one knows you’re there, you won’t be able to help anyone! If you’re running your challenge in January, NOW is the time to start marketing if you haven’t already started.

(NOTE: If you need help with this, I’m running a flash sale on our 2022 New Year marketing bundle for the next 48-hours! <<)

  • Decide on Early Bird or Fast Action Bonus for the first X# of sign-ups (optional)
  • Create your Facebook Ads & submit for approval AHEAD of time (IMPORTANT)
  • Create your referral plan
  • Create your marketing funnel (sales page, application/checkout, upsell, thank you)
  • Write at least 4-6 marketing emails for your existing email list
  • Create your social media posts & organic content strategy
  • Teaming up with any affiliates? Strategic partners? If so, get your strategy in place.
  • Make sure you (& your team) have a process for lead follow-up & conversion/sales
  • Have a plan in place to get reviews and testimonials


This is where you give your program a final once-over before you step on the gas!

  • Create a member area or use Google Drive to effortlessly share your challenge materials with your new clients
  • Load your daily emails into an email auto-responder sequence and schedule them
  • Review/final edits on all of your program and marketing materials
  • Order goal cards (to send in the mail) for your new challengers & prepare your script. (CafePress is always a winner)
  • Make sure your entire team knows what’s happening and when it’s happening.


  • Create a private group on Facebook for your challenge (I typically recommend this only if you have more than 25 challengers)
  • OPTIONAL: Plan an orientation for challengers just before the challenge is set to start (Friday, Saturday, or Sunday). If you’re not going to do an in-person orientation, a welcome video would be a great personal touch. You can upload it right into your Facebook group.


  • The Friday before the challenge, send emails to your challengers with their username and password so they can access their resources
  • OPTIONAL: Friday, Saturday, or Sunday hold an orientation for your challengers
    At some point during the weekend, check-in with each challenger to make sure they received their program, answer any questions, and get them ready for their first workout if you’re offering that as part of the program.
    Before Measurements & Pics: make sure you get them for each participant!


  • Be sure to POST DAILY in your Facebook group. Answer questions, give cooking or workout tips, and keep up the excitement level
  • Every week, check in with your challengers at least once, one-on-one (message, text, phone call)
  • ALWAYS make your MIA calls if clients do not show up for more than 3-4 days or have dropped off the map!
  • OPTIONAL: Set up your post-challenge celebration party (virtual or in-person)
  • OPTIONAL: Over-deliver with random participation bonuses, small gifts, and freebies
  • Follow your conversion flow to get your participants signed up for your MAIN coaching program


  • Take final measurements and pics
  • Follow-up with anyone who has NOT yet enrolled in your coaching program, and do your best to get them signed up!
  • Gather social proof and get testimonials and reviews
  • OPTIONAL: Host a celebration party / awards for all your challengers


  • On Tuesday or Wednesday after the challenge ends, ask everyone to complete a survey. If you’re looking for tips for questions to ask, check this out: Swipe these client survey questions now.
  • Promote your challenge before and after pics – along with success stories! – on social media and in your email newsletter. And definitely file them away for use when promoting your next challenge.

Remember: You don’t have to do EVERYTHING on this list. Keep it simple and set yourself up for success.

Being organized and having your details ironed out ahead of time is EVERYTHING.

It’ll help you deliver an amazing experience and will help send your membership and retention rates through the roof.

More than that – it’ll help you to do it ALL with a lot less stress.


One last tip: I track everything in Asana. If you track your tasks as you go (in there or a similar platform), you’ll be saving yourself even MORE time the next time around.

Hope you find this checklist helpful.

If you do- leave me a comment and let me know! 🙂 I always love hearing from you.


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