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Free Well being Coach Toolkit

Wellness Explorer by Wellness Explorer
January 30, 2026
in Wellness
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Free Well being Coach Toolkit
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Obtain this free Well being Coach Toolkit for brand spanking new coaches and integrative well being practitioners. Contains editable varieties, scripts, checklists, and sources to launch your small business with confidence.

Hello associates! I hope that you just’re having an exquisite day. We’re again from an amaaaazing journey to NYC – I’ll share a recap quickly! – and getting again into the routine. I’ve been tackling the laundry mountain, preparing for the Pilot’s birthday and P’s bday celebrations, and a few extra journey. I’m headed to Ft. Lauderdale and LA quickly!

I wished to share one thing that I’ve been engaged on behind the scenes: serving to fellow IHPs and well being coaches launch their companies. I’ve been within the on-line area for 15+ years now (how?!) and have realized so many issues alongside the way in which of reaching a number of six figures on-line.

I’ve beloved sharing what I’ve realized and serving to others begin profitable on-line companies. I began a small group paid mentorship right here – learn extra about Income RX – however am additionally engaged on as many free sources as doable. Certainly one of my first purchasers simply ran a 7-day problem and 20 individuals signed up!

The primary free useful resource is a Well being Coach Toolkit, which you’ll obtain without spending a dime right here.

Free Well being Coach Toolkit

When you’re a brand new well being coach or integrative well being practitioner, you in all probability really feel a mixture of pleasure and overwhelm. You’ve spent months (or years!) finding out useful medication, studying lab evaluation, and serving to purchasers rework their lives…

however now you’re asking:

“Okay, how do I really run my enterprise?”

I get it. Once I began teaching, I had no thought what varieties I wanted, easy methods to arrange shopper onboarding, or easy methods to preserve my methods organized. I wished to deal with serving to individuals really feel higher, not chase down spreadsheets and waivers.

That’s precisely why I created the Free Well being Coach Toolkit – that will help you skip the messy trial-and-error part and begin your follow with readability, confidence, and methods that really work.

This free toolkit contains every part it is advisable to launch or streamline your teaching enterprise – whether or not you’re simply ending IHP2 or have been teaching purchasers on the aspect for some time.

What’s Contained in the Free Well being Coach Toolkit

This toolkit is designed to provide the precise sources I want I’d had once I began my follow: all editable, customizable, and straightforward to model as your individual.

Right here’s what you’ll discover inside:

1. Consumer Consumption Kind

Your first step in understanding your shopper’s well being historical past, signs, and objectives.

This editable type helps you accumulate every part it is advisable to create personalised suggestions – with out lacking key particulars.

You should utilize this with a software like Google Types or Typeform so purchasers can fill it out simply on-line and you’ll preserve every part organized in a single place.

2. Waiver & Legal responsibility Kind

This protects you and your small business whereas setting expectations on your purchasers.

It contains sections for confidentiality, medical disclaimers, and clear boundaries in regards to the scope of your teaching. That is NOT authorized recommendation. Simply take a replica to your lawyer they usually might help you modify it to work together with your distinctive enterprise and the rules of your state. It is a start line you can customise as wanted.

Tip: Maintain a signed copy on file for every shopper (digital copies are superb!). It’s one of many easiest methods to guard your small business legally and professionally. I additionally suggest getting some kind of insurance coverage for well being coaches. I exploit Various Stability.

3. Toxicity Quiz

Certainly one of my favourite instruments for integrative well being practitioners and well being coaches.

This quiz helps your purchasers assess their poisonous load so you may information them towards secure, pure detox practices earlier than leaping into superior protocols.

Learn how to use it:

Ship earlier than your first session to gauge the place they’re beginning

Revisit after 4–6 weeks to trace progress

Use it as an academic useful resource for group applications or challenges

4. Discovery Name Script

If discovery calls make you nervous, this script provides you a assured, conversational circulate to comply with.

It helps you construct belief, ask the suitable questions, and easily transition into sharing your supply – with out feeling spammy or salesy.

Professional Tip: File your first few calls (with permission!) to evaluate your tone and pacing. You’ll sound extra pure and assured with each one.

5. Web site & Social Presence Guidelines

Undecided the place to start out on-line? This guidelines covers every part you want for a sophisticated, skilled presence, even should you’re DIYing your first web site.

It walks you thru your must-have pages (House, About, Companies, Contact), model fundamentals (brand, fonts, colours), and social media bio necessities.

Fast Win Tip: Create a easy touchdown web page together with your freebie opt-in earlier than worrying a few full web site. You simply want one clear method for individuals to search out you and be a part of your e-mail record.

6. Weekly Content material Calendar

As a result of consistency builds belief and is without doubt one of the most essential issues you are able to do to share your choices and your distinctive model/technique with others.

This calendar helps you intend your posts for the week, specializing in 5 key pillars:

Schooling & worth

Inspiration & tales

Behind-the-scenes

Engagement

Promotion

Obtain your toolkit right here.

Suggestions for New Well being Coaches Getting Began

Even with the suitable instruments, the early phases of teaching can really feel like loads. Listed here are a number of classes I’ve realized  that can enable you discover your rhythm quicker.

1. Don’t Overcomplicate Your Gives

It’s tempting to create a number of applications, however readability sells. After getting one strong supply that converts, you may all the time develop later.

2. Construct Your E-mail Listing Early

Even should you don’t have a full web site but, begin rising your record with a easy lead magnet (like this toolkit!).

E-mail is one of the best ways to remain related, construct belief, and fill your shopper spots organically.

3. Use Techniques That Save You Time

Don’t be afraid to make use of instruments that make your life simpler:

Kajabi or Observe Higher for shopper administration

ConvertKit or Flodesk for e-mail advertising and marketing

Canva for branding + advertising and marketing supplies

These prevent hours of admin work each week – and let you deal with shopper outcomes.

4. Prioritize Consumer Expertise

Your first few purchasers might be your finest lecturers.

Ask for suggestions, refine your course of, and all the time overdeliver.

An ideal onboarding expertise, constant communication, and easy check-ins can flip purchasers into long-term advocates.

5. Maintain Studying and Maintain It Easy

You don’t must know every part earlier than you begin.

Decide one space to grasp (like hormones, digestion, or detox) and go all in.

The very best coaches keep curious, open, and humble. They’re additionally actual individuals, not robots 😉 Don’t be afraid to share behind the scenes and the distinctive issues that make you YOU.

Seize Your Free Well being Coach Toolkit

Whether or not you’re recent out of IHP2 or able to lastly manage your teaching methods, this toolkit provides you every part it is advisable to get began.

You’ll get:

Editable varieties + shopper templates

An expert discovery name script

A done-for-you guidelines on your web site + content material

Instruments that will help you really feel assured, polished, and able to launch

Click on right here to obtain the Free Well being Coach Toolkit

Begin constructing your small business with confidence and spend extra time doing what you’re keen on: serving to others really feel their finest.

I’m right here if I might help with any questions! You probably have the rest you need assistance with or something I may create to make your life simpler, please let me know.

xo

Gina

Success! Examine your e-mail for a free 30-day meal and health cheat sheet



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