Download this free coach Health tool for new coaches and integrated health professionals. Includes processing forms, scenarios, control lists and resources to start your business with confidence.
Hi friends! I hope you have a wonderful day. We are behind an Amaaaazing trip to New York – I will share a review soon! – and returning to the routine. I faced the laundry mountain, I’m getting ready for the pilot’s birthday and the celebrations of P’s BDay, and some other trips. I go to ft. Lauderdale and La Soon!
I wanted to share something I work behind in the scenes: helping Ihps and health coaches to start their businesses. I’ve been to the online area for 15+ years (how?!) And I’ve learned so many things along the way to reach multiple six numbers online.
I really liked to share what I learned and help others start successful businesses online. I started a small group payment here – Read more about RX revenue – But I also work in as much free resources as possible. One of my first customers ran only a 7 -day challenge and 20 people signed!
The first free resource is one The Toolkit Coach Health, which you can download for free here.
Free Health Coach Toolbox
If you are a new health coach or built -in healthcare professional, You probably feel a mixture of excitement and crash. You have spent months (or years!) Studying functional medicine, learning laboratory analysis and helping customers transform their lives …
But now you ask:
“Okay, how do I really run my business?”
I understand it. When I started to go ahead, I had no idea what forms I needed, how to adjust the customer or keep my systems organized. I wanted to focus on helping people feel better, not chasing computing leaves and exemptions.
That is exactly why I created the Free Health Coach Toolkit-to help you skip the dirty test and error phase and start your practice with clarity, trust and systems that really work.
This free tool includes everything you need to start or rationalize the coaching business – whether you finish ihp2 or have trained customers on the side for a while.
What is inside the free health coach tool
This tool is designed to give you the exact resources I would like to have when I started my practice: all editable, customizable and handy to yours.
Here’s what you’ll find inside:
1. Customer hire form
Your first step in understanding your client’s history, symptoms and goals.
This editable form helps you collect everything you need to create personalized recommendations – without missing the basics.
You can use it with a tool such as Google forms or TypeForm so customers can easily complete it online and you can keep everything organized in one place.
2.
This protects you and your business while setting expectations for your customers.
Includes sections for confidentiality, medical responsibility and clear limits on your training field. This is not a legal advice. Just take a copy to your lawyer and can help you modify it to work with your unique business and state regulations. This is a starting point that you can customize according to the needs.
Tip: Keep a signed copy in the file for each customer (digital copies are good!). It is one of the simplest ways to protect your business legally and professionally. I also recommend getting some kind of insurance for health coaches. I use an alternative balance.
3. Toxicity Quiz
One of my favorite tools for embedded health professionals and health coaches.
This quiz helps your customers evaluate their toxic load so you can guide them to safe, physical detox practices before jumping on advanced protocols.
How to use it:
Send before your first session to count where they start
Review after 4-6 weeks to watch the progress
Use it as an educational resource for group programs or challenges
4. Discovery Call Scenario
If Discovery calls make you nervous, this scenario gives you a sure, interlocutial flow to follow.
It helps you create confidence, ask the right questions and go smoothly to your offer sharing – without feeling spammy or sales.
Pro Tip: Record your first calls (permission!) To review your tone and pace. It will sound more natural and certain with everyone.
5. Website and Social presence List
Not sure where to start online? This checklist covers everything you need for a polished, professional presence, even if you complain about your first site.
It walks you through your pages you need to have (home, relatives, services, contact), basic brand elements (logo, fonts, colors) and basic elements of social media.
Quick Win Tip: Create a simple destination page with Freebie Opt-in before worrying about a full website. You just need a clear way for people to find you and participate in your email list.
6. Weekly Content Calendar
Because consistency creates confidence and is one of the most important things you can do to share your offers and your unique style/method with others.
This calendar helps you plan your posts for the week by focusing on five basic pillars:
Education and value
Inspiration and stories
Behind the scenes
Engagement
Promotion
Tips for new health coaches starting
Even with the right tools, the early stages of training can feel like many. Here are some lessons that I have learned to help you find your rhythm faster.
1. Do not exaggerate your offers
It is tempting to create multiple programs, but clarity sells. Once you have a fixed offer that is converted, you can always expand later.
2. Create your email list early
Even if you do not yet have a full website, start cultivating your list with a simple lead magnet (like this tool!).
Email is the best way to stay connected, create confidence and fill your client’s spots organically.
3. Use systems that save you time
Don’t be afraid to use tools that make your life easier:
Kajabi or practice better for customer management
Convertkit or Flodeesk for Email Marketing
Canva for Branding + Marketing Material
These save you administrator hours every week – and allow you to focus on customer results.
4. Priority in customer experience
Your first customers will be your best teachers.
Request feedback, improve your process and always hypertensives.
A great boarding experience, consistent communication and simple check-ins can turn customers into long-term supporters.
5. Continue to learn and keep it simple
You don’t have to know everything before you start.
Choose an area to dominate (such as hormones, digestion or detox) and go all in.
The best coaches remain curious, open and humble. They are also real people, not robots 😉 Don’t be afraid to share behind the scenes and the unique things they do to you.
Grab the Free Coach Health tool
Whether you are fresh from ihp2 or you are ready to finally organize your coaching systems, this tool gives you everything you need to get started.
You will get:
Edited forms + Customer Standards
A professional discovery call scenario
A checklist for your site + content
Tools to help you feel confident, polished and ready to start
Click here to download free Coach Health tool
Start building your business with confidence and spend more time doing what you love: helping others feel their best.
I’m here if I can help with any questions! If you have anything else you need help or something I could create to make your life easier, please let me know.
xo
Tiger