What Do You Receive?Â
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⨠The Full Referral Ready Course
A complete, self-study program that walks you through every step of building referral partnerships from scratch. You will learn how to define your coaching offer in language providers understand, how to set up your professional presence so medical practices take you seriously, how to identify the best-fit partners in your specific area, how to approach both medical practices and wellness businesses, how to send outreach emails that actually get responses, how to handle every type of reply (yes, maybe, no, silence), how to run a professional partnership meeting with confidence, how to build long-term relationships that keep sending clients month after month, and how to approach wellness partners like yoga studios and spas for workshop opportunities.
Two referral paths are covered: medical partners for ongoing client referrals and wellness partners for workshop opportunities that put you in front of potential clients.
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⨠Every Template and Tool You Could Possibly Need
You are not starting from scratch. Every piece of your outreach system is written and ready to use.
- The Outreach Email Swipe File: The complete email sequence with every email you will ever need to send. Intro email, drop-in script, follow-up email, breakup email, meeting setup email, post-meeting follow-up, and provider update email. All written. All ready to customize with your information and send.
- Response Templates for Every Scenario: The excited yes, the cautious interest, the objection, the redirect, the "not right now," and the ghost. Each one includes the full reply email and coaching notes so you know exactly what to say and why. You will never freeze when a provider responds.
- Professional Intro Packet Template: The document you attach to every outreach email and leave behind at every drop-in visit. Customize it with your photo, bio, credential, and offer. It makes you look like a professional who has been doing this for years.
- Partnership Pricing Menu: A one-page document that shows providers exactly what working with you looks like and what it costs. Bring this to every meeting.
- "Why Partner With a Health Coach" One-Pager: An educational document written for providers that explains the value of health coaching in their language, not yours.
- Rack Card Template: For provider waiting rooms so patients can find you on their own.
- Wellness Partner One-Pager: For yoga studios, gyms, spas, and wellness centers.
- Meeting Prep Checklist: Your opening line, your closing line, three tailored questions to prepare, a materials checklist, and a "what not to do" section so you walk into every meeting prepared and confident.
- Sample Wellness Newsletters: Five ready-to-use newsletters you can show partners as examples of the kind of monthly content you can provide to their practice.
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⨠The Whole Life Wellness Method: Your Complete Coaching Program
This is what you deliver to the clients your referral partnerships send you.
A comprehensive coaching program with 40+ ready-to-use coaching sessions spanning every area of daily wellness.Â
Every session is written in full with a readiness check, coaching call agenda, coaching questions, body literacy moment, goal setting guidance, between-session accountability plan, and journal prompts. You open the book, find the session your client needs, and coach.
The program also includes the complete coaching methodology: a discovery call guide, session structure and timing, coaching strategies and techniques, a language guide, a red flags and referral protocol for knowing when to refer out, and a real-world scenario guide for situations like the client who ghosts, the client who cries on a call, and the client who wants you to just tell them what to do.
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⨠Six Done-for-You Workshop Scripts with Slides and Handouts
Six complete workshops you can offer to wellness partners like yoga studios, gyms, and spas. Each workshop includes a full facilitator script with slide-by-slide talking points so you know exactly what to say, a professional slide deck you can customize with your name and branding, and a printable handout for attendees. When a wellness partner responds to your outreach and asks what the workshop would look like, you have six polished options ready to pitch and ready to deliver. Topics include kitchen and pantry resets, batch cooking, burnout recovery, daily movement, evening wind-down routines, and more.
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How does it work?Â
⨠Step 1: Build Your Foundation
You define your coaching offer in clear, professional language that providers respond to. You set your pricing. You set up your professional presence so that when a medical practice looks you up, they see someone worth partnering with. By the end of Step 1, your offer is clear, your pricing is set, and your Intro Packet is customized and ready to send.
⨠Step 2: Build Your Partner List and Prepare Your Outreach
You have a short video module to show you how to QUICKLYÂ build a customized list of 50+ potential referral partners in your area in about 10 minutes. You review your outreach emails, customize them with your information, and prepare your materials for sending. By the end of Step 2, you know exactly who you're contacting, you have a prioritized list, and every email is ready to go.
⨠Step 3: Start Your Outreach
You send your first outreach emails. The course walks you through the exact sequence: who to email first, what to say, and what to do after you press send. You learn the in-person drop-in strategy for practices in your area. You start following up using the follow-up sequence. By the end of Step 3, you've made contact with your first round of potential partners.
⨠Step 4 and Beyond: Handle Responses, Book Meetings, Build Partnerships
Responses start coming in and you know exactly what to say to every one of them because you have a response template for every scenario. You book your first partnership meeting and walk in fully prepared with your Meeting Prep Checklist, your Intro Packet, your Pricing Menu, and your opening and closing lines rehearsed. You have the conversation, establish the partnership, and your first referred clients start reaching out. When they do, you open The Whole Life Wellness Method, find the session that matches what they need, and coach.
That's the system. Learn the strategy, send the outreach, build the partnerships, coach the clients. Every step has a template, a tool, or a guide already built for you.