🌟 Phase 2
📈 Client Targeting Strategy
Attract the right clients by defining who they are, where they are, who can refer them, and how to keep them coming back.
1️⃣ Ideal Client Profile (ICP)
Clarify exactly who you serve best — and who you don’t.
2️⃣ Channel Mapping
Focus your energy on the platforms your ideal clients already use.
3️⃣ Partnership Pitch Templates
Get warm leads through trusted, aligned partnerships.
4️⃣ Client Experience Design
Deliver a standout journey that turns clients into loyal promoters.
🔍 Part 1: Ideal Client Profile (ICP) Development
🧠 What is an Ideal Client Profile?
An Ideal Client Profile (ICP) is a detailed representation of the exact type of client who is most likely to:
- Benefit from your service
- Achieve strong results
- Love the process
- Stick around long-term
- Refer others like them
Your ICP becomes the anchor for:
- Marketing content
- Discovery call language
- Assessment design
- Referral programs
- Partner collaboration
🧱 Building Blocks of a Great ICP
Each layer adds depth and clarity. Here's how to build yours.
1️⃣ Demographics
- Age range
- Gender identity
- Career or job field
- Income level
- Family structure
- Location (if local/regional)
Example: Women ages 35–50, mid-level professionals, earning $75–125k, married with kids
2️⃣ Psychographics
Now dig deeper — what’s happening inside?
- Values: What matters most to them?
- Frustrations: What do they complain about?
- Desires: What do they wish their life felt like?
- Beliefs: What do they think about health/wellness?
“I’m tired of quick fixes and diets.”
“I’m doing everything right but still exhausted.”
3️⃣ Behaviors & Habits
- What apps or platforms do they use?
- Where do they spend their time online?
- Are they already investing in wellness (gym, therapy, supplements)?
- Do they procrastinate or act fast?
This tells you how to reach them and what kind of journey they’ll respond to.
4️⃣ Core Problems You Solve
List out:
- Their top 3 struggles (symptoms)
- Root causes (they may not realize yet)
- Emotional cost of staying stuck
- Tangible benefit of solving it
Bonus Exercise: Fill in the blanks on this sentence:
Example: “I help high-performing moms who are always tired finally reclaim their energy — so they can show up fully at work and at home.”
5️⃣ Red Flags: Who You Don’t Want
Not every client is the right fit. Define:
- People who resist support
- People who want miracles, not coaching
- Price shoppers
- Mindset mismatches
Knowing this lets you filter out time-wasters and feel confident saying no.
📄 ICP Worksheet Prompt
Answer these questions:
- Who gets the best results with you?
- Who drains your energy?
- What do your favorite clients have in common?
- What 3–5 traits would make a dream client feel like an “easy win”?
🧭 Outcome
By the end of this section, you’ll have a crystal-clear profile that becomes your internal compass for:
- ✅ Messaging
- ✅ Platform targeting
- ✅ Offer creation
- ✅ Referral focus
- ✅ Partnerships
🌐 Part 2: Channel Mapping — Where Your Clients Are
🔍 Why Channel Mapping Matters
Knowing who your ideal client is isn’t enough — you must also know where they spend time, how they consume content, and what spaces influence their decisions.
Channel Mapping helps you:
- Save time by ignoring dead platforms
- Get higher engagement with less effort
- Align your energy with your audience’s behavior
- Build natural entry points into consults or referrals
🧩 Step-by-Step: Map Your Channels
1️⃣ Break Down Your ICP’s Daily Digital Life
Ask yourself:
- What platforms do they scroll when they’re bored?
- Where do they go for advice?
- Where do they search for answers?
- What kind of content (video, audio, posts) do they prefer?
| Platform | Common Use Case |
|---|---|
| Inspiration, wellness, reels/stories | |
| B2B, career, leadership | |
| Groups, parenting, lifestyle | |
| Podcasts | Long-form insight, personal dev |
| YouTube | Learning, how-to’s |
| Direct access, private content | |
| Google Search | Active solution-seeking |
| Blogs/Medium | Thought leadership, niche advice |
“Wellness-focused HR reps? LinkedIn, newsletters, webinars.”
2️⃣ Find Your Top 2–3 “Primary Channels”
Primary channels are platforms where you’ll show up regularly, build visibility, and drive your audience toward assessment funnels or consults.
Ask:
- Where is your audience already looking for help?
- Where do you enjoy creating content?
- Which channel can you stay consistent on for 3+ months?
Pick 1–2 organic channels and (optionally) 1 amplifier (e.g., paid ads, email blasts).
3️⃣ Choose 1 “Private Conversion Channel”
Once someone is interested, where do you close the loop?
- 📅 Calendly or TidyCal for calls
- 📬 Email thread
- 💬 DMs or LinkedIn messages
- 📲 Text/SMS consults
- 💻 Zoom sessions
Best Practice: Have one clear “next step” in every funnel, post, or lead magnet — ideally linked to your health assessment or booking calendar.
4️⃣ Build a Visibility Map
Sketch a simple layout of:
| Channel Type | Platform | Purpose |
|---|---|---|
| Primary | Attract & educate via reels/posts | |
| Primary | Email list | Nurture with weekly wellness tips |
| Conversion | Calendly | Convert via consults |
Keep this updated quarterly to stay focused.
5️⃣ Stack and Sequence for Simplicity
Example flow:
- 🎯 IG post → 🔗 Quiz link in bio
- 📝 They complete quiz → 📬 Email nurture
- 📅 Call booked → 💬 Personal consult
- ❤️ Onboarded → 🎁 Referred others
The magic isn’t in doing more. It’s in doing the right things, repeatedly.
🚫 Common Mistakes to Avoid
- Trying to show up everywhere
- Copying where other coaches hang out instead of your clients
- Skipping your own email list
- Ignoring LinkedIn if you serve working professionals
- Avoiding video due to fear, even if your audience prefers it
✅ Channel Mapping Outcome
By the end of this section, you’ll know:
- Where to spend your content energy
- What channel leads to the most consults
- How to track where leads are coming from
- How to stay visible without burnout
🤝 Part 3: Partnership Pitch Templates
📣 Why Partnerships Work
Partnerships are one of the fastest ways to grow because they allow you to:
- Get warm introductions instead of cold traffic
- Tap into pre-built trust and shared values
- Gain access to audiences who already match your ICP
- Increase credibility by association
- Create win-win collaborations that feel natural, not salesy
🛠️ Step-by-Step: Create Your Pitch Toolkit
1️⃣ Pick 3–5 Target Partner Types
Your ideal partners should share your audience but not compete with your services.
| If You Serve... | Partner With... |
|---|---|
| Busy professionals | Life coaches, therapists, gyms |
| Moms or families | Pediatricians, yoga studios, parenting groups |
| Corporate teams | HR leaders, wellness vendors, EAPs |
| Burned-out executives | Executive coaches, therapists |
| Women in wellness | Functional medicine clinics, acupuncturists |
| Local health-conscious people | Juice bars, salons, boutique gyms |
Ask:
- Who is already serving your dream client?
- Who wants to offer more wellness solutions but doesn’t have the time or resources?
2️⃣ Structure Your Pitch (Short & Impactful)
Use this formula:
Subject/Hook:
- 🔹 “Quick idea to support your clients”
- 🔹 “Possible win-win for your practice”
- 🔹 “Wellness collab idea — quick chat?”
Message Body:
I'm [Your Name], a [Your Role] who works with [Your ICP]. I noticed that your [practice/studio/business] supports the same type of people I help — and I think there might be a fun way to collaborate.
Here’s a quick idea: I run free wellness assessments to help people [core benefit], and I’d love to offer it as a bonus resource for your community. It’s zero cost to you, and you’d be positioned as the one who made it happen.
Happy to handle everything and credit you for the intro — even send updates if you'd like.
Let me know if this sounds interesting and I’ll send you the quick overview.
Warmly,
[Your Name]
[Website or Link to Quiz]
[Social or Contact]
3️⃣ Follow-Up Gracefully
Always assume people are busy, not uninterested. Use these polite check-in prompts:
- “Just checking in — is this something you’d be open to exploring?”
- “No pressure at all — I know timing can be tricky. Let me know if you’d like me to circle back later.”
- “Still happy to send over a 1-page overview if you’re curious!”
Set reminders in your calendar to follow up 3–5 days later, and again 2 weeks after that.
4️⃣ Create a 1-Page Collaboration Guide
Make it easy for a potential partner to say yes. Include:
- ✅ Who you help
- ✅ What the client gets (quiz, consult, outcome)
- ✅ What’s in it for the partner (goodwill, optional affiliate reward, co-branded offer)
- ✅ How it works step-by-step
- ✅ Link to book a 10-min intro call
Use Canva or a styled PDF template to make it clean and easy to skim.
5️⃣ Deliver a Great Partner Experience
Once they say yes:
- 💬 Keep communication clean and clear
- 📎 Give them a trackable link or easy share tools
- 📊 Offer optional updates on outcomes (leads, consults booked, feedback received)
- 💌 Send a handwritten thank-you or small gift if referrals result in paying clients
✅ Outcome of This Section
By the end of this section, you’ll have:
- 3–5 partner types to pursue
- Multiple email/message templates
- A 1-pager that makes you look pro
- A gentle follow-up script
- A scalable way to get warm, trusted introductions
✨ Part 4: Client Experience Design Guide
💡 Why Experience Design Matters
A smooth, thoughtful client experience does more than create satisfaction — it builds trust, increases results, fuels referrals, and raises perceived value.
🛠️ Step-by-Step: Design a Client Journey That Converts & Retains
1️⃣ Map the Emotional Journey
Before building systems, think like your client. What do they feel at each stage?
| Phase | What They’re Thinking | What They Need from You |
|---|---|---|
| Discovery | “Will this actually work for me?” | Clarity, trust, examples |
| Onboarding | “Did I make the right decision?” | Fast wins, clear direction, excitement |
| Mid-program | “Am I really making progress?” | Reinforcement, celebration, coaching |
| Completion | “What happens now?” | Options, next steps, recognition |
Design your experience to guide, affirm, and inspire at every step.
2️⃣ Build a Memorable Onboarding Flow
Your first impression isn’t the consult — it’s what happens right after.
Checklist:
- ✅ Welcome email or video with next steps
- ✅ Link to any assessments or resources
- ✅ Clear timeline of what to expect
- ✅ Any tech tools or logins needed
- ✅ Short intake form or kickoff call
- ✅ Bonus: gift, ebook, or small surprise
3️⃣ Create Milestone Moments
Break your program into natural progress checkpoints. These can be:
- ✅ Biweekly reviews
- ✅ Re-scoring their Thrive Score
- ✅ “What I’ve learned” reflections
- ✅ Progress badges or mini-certificates
- ✅ Personal check-in messages or videos
Why it works:
Clients often don’t notice their own growth until you name it. Milestones make the invisible… visible.
4️⃣ Add Personal Touchpoints
People stay when they feel seen and supported. Include:
- 🎉 Unexpected voice notes or texts
- 🙌 Birthday or life event shoutouts
- 📦 Handwritten thank-you cards
- 💬 Check-ins even if no appointment is scheduled
- 📊 Personalized data reflections: “You’ve reduced your stress score by 40%!”
5️⃣ Plan Your Exit & Retention Offers
The end of a program should feel like a graduation, not a goodbye. Offer options like:
- 🔁 Ongoing monthly support
- 🧠 Mastermind or peer group
- 📅 Quarterly reset sessions
- 🎯 New goal track (e.g. Gut Health → Longevity)
- 🎁 Referral bonus or affiliate code
Bonus: Send a personalized wrap-up summary with wins, growth, and next recommendations.
6️⃣ Create a Simple Feedback & Referral Loop
Use surveys or quick calls to ask:
- “What was your favorite part of working together?”
- “What would you change?”
- “Who else comes to mind that could use this support?”
Then guide them to:
- 📩 Refer a friend
- ⭐ Leave a testimonial
- ✅ Re-enroll or upgrade
- 🧲 Join your community or email list
🎯 Outcome of This Section
By the end of this section, you’ll have:
- A mapped client journey from consult to completion
- Built-in support points and delight moments
- Clear upgrade or continuation paths
- A system that turns clients into your top promoters