2847 Fruitvale Ave · Full Home Scan client · Re-measure light + air + EMF · ~60 min
1:00 PM
Okonkwo Family — Full Home Wellness Scan
4412 Grand Ave · New client · All 7 elements · 2 adults, 3 kids (infant) · 3–4 hrs · Pediatric flag
5:30 PM
Chen — Light Assessment Only
901 Lakeshore Ave · Referral from Dr. Torres (pediatrician) · Sleep complaints, toddler · ~75 min
ℹOkonkwo job note: Infant in the household — nursery gets assessed first. Any nighttime lux above 0.5 must be flagged in the verbal summary. Check the charging setup in the master bedroom (noted on intake).
⚙️ Equipment Kit — Confirm Before Leaving
UPRtek MK350S spectrometer
TriField TF2 + Safe and Sound Pro II
Air quality monitor (IQAir AirVisual)
TDS meter + chlorine test strips
Lux meter
dB sound level meter
Thermal temp logger × 2
Uplift product samples (for demos)
Assessment tablet — app updated
Blank protocol forms (backup)
3× Uplift angle guide cards
📋 This Week — Pipeline
Mon 9am — Martinez verification ✓
Mon 1pm — Okonkwo full home scan
Mon 5:30pm — Chen light assessment
Wed 10am — Park family full home scan
Thu 2pm — Greenfield commercial walk
Fri — Report submissions due ×3
Referral Workflow
How leads come in, how you handle them, and what to do when a referral partner sends you someone directly.
Your Active Referral Sources
Dr. Torres — Pediatrics (3 referrals)
Maria Chen — Real Estate (2 referrals)
Oakland Chiropractic Network
Hands for Life Community Event
Workshop — Feb 22
Personal referral — Okonkwo
👨⚕️
From Pediatrician / GP
Doctor gives card to parent at appointment. Parent calls or books online. Intake questionnaire auto-captures referral source. You are NOT the first contact — office handles booking. Your job: review intake, prepare for pediatric protocols, know that this family has been pre-educated on the health concern.
→ See intake checklist
🏠
From Real Estate Agent
Agent offers wellness assessment as a value-add at closing or pre-purchase. Client may arrive skeptical but curious. Lead with the data — they are in homeowner mindset and receptive to home-improvement framing. Builder consult tier is a frequent upsell from this source.
→ See real estate script
🔧
From General Contractor / Builder
Most valuable referral. GC is already in the home doing work. Introduces us at the renovation planning stage. Builder consult and new construction specifications are the natural service match. Loop in PM dashboard for any renovation-phase assessments — coordinate with the PM on fixture specs.
→ Open PM Dashboard
🤝
From Existing PW Client
Highest close rate. They come in already believing in the model because they saw results in a friend's or family member's home. Treat them like a warm lead not a cold one. Mention the referring client's outcome if they bring it up — reinforce the social proof. Referral request at verification visit is your job, not the office's.
→ Referral request script
🎤
From Workshop / Event
Workshop attendees have already seen a demo. They signed up on the list. Office follows up via email sequence — if they book directly, intake shows "workshop" as source. Know your conversion rate from workshops so you can prioritize what types of events to attend or co-host.
→ Post-event follow-up SOP
📱
From Online / SEO
Coldest lead, most research-oriented. Usually searching for a specific symptom or element. Review intake carefully to match them to the right entry-point assessment. Don't over-scope on the first visit — let the data expand the engagement naturally.
→ Online lead qualification
Referral Handoff Protocol — What You Handle vs. What Office Handles
Pre-visit intake review — flag pediatric, mold history, renovation
Equipment prep and calibration
On-site assessment — all measurement and communication
Data submission to app within 24 hours
Report narrative and recommendations section
20-min report review call (you lead)
Uplift product demos and recommendations at visit
Referral request at the verification visit
Escalation of any health or safety findings immediately
Referral Request Script — Use at Verification Visit
"You mentioned before your assessment that your neighbor was dealing with similar sleep issues. If you feel like what we did here has been useful, I'd love an introduction — or even just if you forward them our info. A lot of the families we work with came from people just like you sharing their experience."
On-Site Field Reference
Benchmarks, protocols, and scripts by element. Use as quick reference during or before a visit.
Select Element
💨
Air
💧
Water
💡
Light
📶
EMF
🌡
Thermal
🔊
Acoustic
🪑
Ergonomic
💨 Air Quality — Field Benchmarks
WHO + EPA Standards
Parameter
Instrument
Good
Concern
Flag
PM2.5 (24h avg)
IQAir / Airvisual
≤12 µg/m³
12–35 µg/m³
>35 µg/m³
CO2
AirVisual
400–800 ppm
800–1200 ppm
>1200 ppm
TVOC
IQ Air monitor
<220 µg/m³
220–660 µg/m³
>660 µg/m³
Relative Humidity
Any RH sensor
40–60%
30–40% or 60–70%
<30% or >70%
📡 Measurement Protocol
Let monitor warm up 10–15 min before taking settled readings
Measure every occupied room separately. Note vent proximity
Kitchen: measure before and after cooking if client reports sensitivity
Note any visible mold, condensation, water staining — photograph
If VOC elevated: identify new furniture, paint, flooring as likely source
Record outdoor PM2.5 from nearest monitor (PurpleAir app) for comparison
💬 How to Explain to Client
Explaining CO2 reading of 1,400 ppm
"The air in your bedroom has been recycled enough times that the CO2 concentration is about 1,400 parts per million. Outdoor air is around 420. At these levels, your brain is getting less oxygen per breath all night, which is part of why you wake up feeling less rested even after eight hours. The fix is straightforward — ventilation."
💡 Light Environment — Field Benchmarks
WELL Building + Circadian Science
Parameter
Instrument
Target
Concern
Flag
Sleep environment lux
Lux meter
<0.5 lux
0.5–3 lux
>3 lux
Evening blue peak (CCT)
UPRtek MK350S
<2700K post-sunset
2700–4000K
>4000K evenings
Screen-to-eye distance
Tape measure
>20 inches
12–20 inches
<12 inches
Screen cervical angle
Inclinometer/visual
0–10° flex
10–25° flex
>25° flex (phone at lap)
⚠ For infants: crystalline lens transmits ~95% blue light vs ~50–60% in adults. Any LED nightlight in nursery above 0.3 lux is a flagged finding. Document and include in verbal summary without alarming parents — frame as "easy to fix."
📶 EMF Exposure — Field Benchmarks
Building Biology SBM-2015 Guidelines
Parameter
Instrument
No Concern
Slight Concern
Flag for Sleep Zone
RF (WiFi/Cell)
Safe and Sound Pro II
<0.1 V/m
0.1–0.6 V/m
>0.6 V/m in bedroom
ELF Magnetic Field
TriField TF2
<1 mG
1–2 mG
>2 mG
Electric Field (AC)
TriField TF2
<10 V/m
10–50 V/m
>50 V/m near bed
ℹ Measure with all devices in their normal operating state. Do not ask the client to turn anything off before measurement — you need a real baseline. The before/after comparison after implementing wired solutions is where the proof lives.
🪑 Ergonomic Design — Cervical Load Reference
Clinical Data · Dr. Glass, DC
Head Angle
Effective Cervical Load
Typical Device
Uplift Recommendation
0° (neutral)
10–12 lbs
Screen at eye level
✓ Target position
15° flexion
~27 lbs
Laptop at low desk
Laptop Riser
30° flexion
~40 lbs
Tablet on lap
Tablet Stand
45° flexion
~49 lbs
Phone at waist
Phone Cradle
60° flexion
~60 lbs
Child on floor, tablet flat
Tablet Stand (Kid)
⛔ Do not present cervical load numbers as a diagnosis. Present them as measurements the way you present lux or RF. "At this angle, the effective load on the cervical spine is about 49 pounds. That's mechanical — it has nothing to do with how healthy or strong the person is."
💧 Water Quality — Field Benchmarks
EPA MCLs + WELL Standard
Parameter
Instrument
Good
Concern
Flag
TDS
TDS Meter
<150 ppm
150–300 ppm
>500 ppm
pH
Test strip
6.5–7.5
6.0–6.5 or 7.5–8.0
<6.0 or >8.5
Free Chlorine
Test strip
0–0.5 ppm
0.5–1.0 ppm
>1.0 ppm
Chloramine
Test strip (specific)
Not detectable
Any detectable
Any detectable
🌡 Thermal Comfort — ASHRAE 55 Reference
ASHRAE 55-2023
Parameter
Instrument
Target
Concern
Flag
Bedroom Temp (sleep)
Temp logger
65–68°F
68–72°F
>72°F at night
Room-to-room variance
Two loggers
<3°F
3–6°F
>6°F
Relative Humidity
RH sensor
40–60%
35–40% or 60–65%
<30% or >70%
🔊 Acoustic Environment — Sleep & Cognition
WHO Night Noise Guidelines
Parameter
Instrument
Good
Concern
Flag
Bedroom noise (night)
dB Meter
<30 dB(A)
30–40 dB(A)
>45 dB(A)
Office background
dB Meter
<45 dB(A)
45–55 dB(A)
>60 dB(A)
Peak noise events
dB Meter
No events >50 dB
Occasional events
Frequent >65 dB peaks
Product Quick-Add
Add products to a client's proposal during or after the visit. All items are from the vetted catalog. Do not recommend anything not listed here.
Uplift Proprietary Line
Uplift TV Mount System
$129 – $189
For TVs mounted too low. Brings screen center to seated eye level. 42–75". Includes angle guide for self-install.
+ Add to Client Proposal
Uplift Laptop Riser
$59 – $79
Raises laptop to eye level. Foldable, portable. Pairs with external keyboard for full ergonomic setup.
+ Add to Client Proposal
Uplift Phone Cradle
$39 – $49
Weighted desk/nightstand cradle. Holds phone at eye level. Doubles as charging dock.
+ Add to Client Proposal
Uplift Tablet Stand (Adult)
$49 – $69
Multi-angle positions all above 45° sightline. Sturdy base. For desk, kitchen counter, couch-side use.
+ Add to Client Proposal
Uplift Tablet Stand (Kid)
$49 – $69
Kid-proof construction. Gets children off the floor and into neutral cervical position. Flagship pediatric product.
+ Add to Client Proposal
Uplifted Home Kit
$249 – $349
One of each product + setup guide. Best upsell at assessment close. 50%+ margin. Natural buy for any assessment family.
+ Add to Client Proposal
Air Quality Products (Vetted Catalog)
Austin Air HealthMate
$595 – $715
HEPA + activated carbon. 360° intake. 1500 sq ft. Real 5-year filter life. Our go-to for primary bedroom units.
+ Add to Client Proposal
Coway Airmega 400 (Budget)
$249 – $299
Passes Gate 3 (simpler alternative). 360 sq ft. Good for secondary rooms where full-unit overkill. Always offer when budget is <$300.
What to do when you find something during an assessment that requires immediate action, when an installed product fails, and how to handle client complaints.
During-Assessment Escalations
Critical Findings — Immediate Actions Required
!
Visible mold — active growth, water intrusion evidence
Photograph. Do not disturb. Tell the client you found evidence of moisture intrusion and recommend they contact a licensed mold inspector before proceeding. You are not a mold inspector. Do not diagnose. Do not recommend remediation products. Note in the report as: "Suspected active moisture source identified. Professional inspection recommended before air quality optimization."
→ Call lead consultant before leaving the home
!
CO levels (not CO2) — if detectable on any monitor
If you detect CO above 1–2 ppm indoors with no open windows: stop the assessment, recommend the client open all windows immediately, ask if they have a CO detector (most do not), and advise they contact their gas utility company. You do not diagnose. You do not continue the assessment. You leave and call the lead consultant within the hour.
→ Immediate call to lead consultant · Do not continue assessment
⚠
TVOC reading above 2,000 µg/m³ in a newly renovated space
This is a significant off-gassing event, likely from new paint, flooring, or cabinetry. Document the source and advise that ventilation (open windows, exhaust fans) is the immediate priority. Recommend they avoid spending extended time in that space until levels drop. A follow-up air quality assessment in 6–8 weeks is appropriate.
→ Log in report as Priority 1 finding
⚠
RF reading above 1.0 V/m sustained in a sleeping area
This warrants same-visit conversation. Ask about router location relative to bedroom wall, smart meter proximity, neighbor's router. The bedroom target is below 0.1 V/m. At 1.0+ V/m sustained, this is the lead finding for the verbal summary. Wired solutions are the primary recommendation. Note exact location and source of highest reading.
→ Verbal summary + priority proposal item
i
Client seems medically fragile or describes symptoms beyond our scope
We are not diagnosing medical conditions. If a client describes symptoms that sound like they need a physician — not a wellness consultant — acknowledge that what they're experiencing sounds significant and recommend they also speak with their doctor, in addition to the environmental optimization work. Document this in the visit notes.
→ Note in client file · Do not diagnose · Recommend physician consult
Installed Product Issues — What You Handle vs. Escalate
✅ You Handle
Client confused on how to operate a product — walk them through it over phone
Uplift product arrived wrong size — initiate swap via product issue form
Smart bulb not syncing — check hub firmware first, then app troubleshoot guide
Air filter indicator light on early — verify with client that filter replacement schedule was set correctly
Minor client satisfaction issues — address personally within 48 hours
⬆️ Escalate to PM Dashboard
Any installed electrical component showing fault — do NOT advise client to troubleshoot themselves
Sauna not heating to spec after setup
Water filtration system showing performance below spec — needs re-verification measurement
Trade contractor work quality complaint from client
Any re-measurement showing findings WORSE than pre-installation baseline
Client requests full refund for any product or service
⛔ If a recommended product fails to perform, we replace it at our cost — no questions asked with the client. Log the failure in the Product Issue Tracker on the PM Dashboard. Do not wait. Do not ask the client to use the manufacturer warranty. We own the recommendation, we own the outcome.
Earnings & Revenue Share
Your 1099 contractor compensation breakdown. Updated in real time as jobs complete.