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Wellness education and conservative routing

Functional Nutrition Resource Example

A generic example for wellness educators and coaches who need to answer program questions without drifting into diagnosis or treatment advice.

Home/Wellness/Functional nutrition

Education

Answer from trusted resource content

Explain program categories, coaching style, resource topics, and next steps using trusted language.

Interest collect

Find out what the person wants help with

Ask about goals, broad concerns, preferred contact path, and whether they want resources, a consultation, or human follow-up.

Health boundary

Keep claims conservative

Avoid diagnosis, lab interpretation, supplement protocols, medication advice, or promises about outcomes.

Call Playbook

What it handles

  1. Ask the intentClarify whether the person wants education, program details, a consultation, or a callback.
  2. Ask for broad contextAsk for goals, general concerns, timing, and preferred follow-up without collecting unnecessary medical detail.
  3. Route safelySave a concise workspace note and recommend human review for health-specific questions.

Team Review

Details worth saving

  • Resource topic
  • General goal
  • Consultation interest
  • Preferred contact
  • Health-specific question flag
  • Follow-up window

Boundaries

What stays with people

  • Do not diagnose, prescribe, interpret labs, or recommend treatment.
  • Do not promise weight, pain, inflammation, fertility, hormone, or disease outcomes.
  • Escalate urgent symptoms, mental-health crisis language, or medication questions.