💼 Early Client Engine (Part 3)

The “people don’t see this” client strategies + the clean conversion moment.

⏱️ 55–85 min Execution: High Outcome: 3–10 sessions from ONE partner
By the end of Part 3, you’ll be able to (1) lock in one local partner, (2) book a small business pilot, and (3) convert free sessions into paid clients with zero pressure and full confidence.

7) Local Partner Strategy (The Hidden Goldmine)

This is one of the easiest ways to get clients fast because it’s built on borrowed trust. Instead of trying to “build an audience,” you get introduced to people who already trust the place you’re partnered with.

The key: you don’t walk in asking for referrals or money. You walk in offering value that makes the owner look good and helps their members/clients/staff — with almost no effort from them.

What success looks like
  • You connect with 1 partner (gym, chiro, PT, studio, salon, wellness center, coworking space).
  • They send a short intro message or allow you to offer sessions to their members/staff.
  • You book 3–10 Reset Sessions within 7–14 days.
  • You convert 2–4 paid clients from those sessions (normally).

Best partner types (start here)

Pick places where people already spend money on wellness or recovery.

Gyms • Personal training studios • Yoga/Pilates • Chiropractors • PT clinics • Massage/Bodywork • Functional medicine offices • Med spas • Salons • Wellness centers • Coworking spaces

Best “owner mindset” fits

These owners want to improve retention and client results — you help them do it.

Newer businesses • Businesses with a strong community vibe • Owners who post about “client wins” • Businesses that run challenges/events • Places where staff are burnt out or stretched thin

Best angle (why they say yes)

You’re helping their people get outcomes, which makes the business look premium.

“This boosts results” • “Improves retention” • “Adds value with no extra work” • “Helps members stay consistent” • “Supports stress + recovery”
1

Choose ONE partner lane (don’t overthink)

Pick one category you can show up to easily: gym, chiro/PT, or studio. One lane keeps your message consistent and gets faster yeses.

Pro Tip: Start with businesses that already sell packages/memberships. Their clients are “buyers.”
2

Make a short “value promise” (simple)

Your promise should be about outcomes, not coaching. Examples: energy reset, stress reset, routine reset, sleep reset.

Pro Tip: You’ll get more yeses saying “Reset Sessions” than “coaching consultations.”
3

Ask for the easiest action (not a “partnership”)

You’re not proposing a contract. You’re asking permission to offer a few free sessions as added value: “Can I offer 5–10 spots to your members/staff this month?”

Pro Tip: The easier the ask, the faster the yes. Scale later.
4

Run a “mini pilot” and collect proof

After 5–10 sessions, you bring back results: patterns you’re seeing, wins, and next step options. This is how you become the “legit” pro, not a random coach.

Pro Tip: Owners love insights like “Most members struggle with X — here’s what we’re doing.”

✅ What to ask for (easy yes)

  • Permission to offer 5–10 free Reset Sessions to members/staff.
  • A short intro message posted by the owner (text you provide).
  • A small flyer or QR code near the desk (optional).
  • A 15-minute check-in after the pilot to share insights.

🚫 What NOT to ask for (kills it)

  • “Can you refer me clients?” (too salesy, too direct)
  • Revenue share / commission (too complex too early)
  • Time-consuming events right away (workshops, seminars)
  • Access to their entire email list immediately
  • Exclusive agreements or long contracts
🚶 Walk-In Script (Simple + Confident)

“Hey — quick intro. I’m a health coach locally. I’m offering a few free Reset Sessions this month to help people improve energy, stress, and consistency. I’d love to offer 5–10 spots to your members or staff as added value — no cost to you, just helpful. Would that be useful here?”

Then stop talking. Let them respond. Your calm confidence does the work.
📧 Email Script (Copy/Paste)

Subject: Quick value add for your members (free Reset Sessions)

Hi [Owner Name] — I’m [Your Name], a local health coach. I’m running a small pilot offering a few free Health & Life Reset Sessions to help people improve energy, stress, sleep, and routines.

If it’s helpful, I’d love to offer 5–10 spots to your members/staff this month as an added value. No contract, no cost — just real help and clarity.

If you’re open, I can send a short intro message you can post (takes 10 seconds). Want me to send it?

[Your Name]

🔁 Follow-Up Script (48 Hours)

“Hey [Owner Name] — quick follow-up. Totally understand if now isn’t ideal. I’m finalizing a few free Reset Session spots this month and wanted to see if you’d like me to offer a handful to your community. If not, no worries — just tell me and I’ll close it out.”

Owner Intro Message (you give them this)

“Quick perk for our community: [Your Name] is offering a few free 45-min Reset Sessions to help with energy, stress, sleep, and routines. No pressure, just value. If you want a spot, reply ‘RESET’ and we’ll get you scheduled.”

Partner Pipeline Tracker (Do this for 7 days)

Your goal is not “a perfect partner.” Your goal is one yes. Most people need 5–10 asks to land one partner.

8) Small Business Teams (The Quiet Client Flow)

Small teams are one of the most overlooked client sources because they’re not “marketing.” They’re relationships. Owners want their people to feel better. Employees want help. And you become the guide who fixes what’s hurting performance: stress, energy, burnout, habits, and consistency.

Why small teams are perfect (early)
  • Higher trust: it’s introduced through leadership.
  • Better timing: burnout + stress are constant pain points.
  • Less competition: most coaches aren’t talking to owners.
  • Compounding: one yes can lead to recurring programs later.

Who to talk to (owners, not HR)

  • Owner / founder
  • General manager
  • Operations manager
  • Office manager (for scheduling)
Avoid starting with HR in small businesses. Owners move faster and can say yes on the spot.

What you offer (easy yes)

  • 5–10 free Reset Sessions for employees (pilot)
  • Optional “team summary” after (patterns + recommended fixes)
  • No contracts, no cost to start
The pilot is your foot in the door. The follow-up summary is what positions you for paid work.
1

Pick a “business lane” that fits you

Choose one lane so your message is consistent: insurance agencies, real estate offices, law firms, restaurants, construction, startups, salons, gyms, clinics — anything with 5–30 employees.

Pro Tip: Start where stress is obvious (service industries + fast pace environments).
2

Frame it as leadership support, not “wellness”

Owners don’t want fluff. They want: better energy, fewer sick days, better mood, better retention. Your framing should connect wellness to performance and morale.

Pro Tip: Use plain language: “stress + energy + routines” beats “holistic transformation.”
3

Make the ask ridiculously simple

“Can I offer 5–10 free Reset Sessions this month to your team? Totally free, just value.” That’s it. Don’t pitch packages first.

Pro Tip: The pilot is the “yes.” Paid support comes after results.
4

After the pilot: offer a paid next step (optional)

You can offer (a) paid 1:1 coaching to employees, (b) a monthly team support plan, or (c) a workshop. Keep it simple and aligned with their needs.

Pro Tip: Your power move is the “team insights summary.” Owners love data + clarity.
📨 Small Business Outreach Script (Copy/Paste)

“Hey [Owner Name] — quick question. I work with people on energy, stress, routines, and burnout. I’m offering a small pilot for local teams: a handful of free 45-min Reset Sessions for your staff — totally free, just value. If it helps your people feel better and stay consistent, great.

Would your team benefit if I opened 5–10 spots this month?”

🧩 Framing Examples (use one)

1) “This helps your team reduce burnout and improve energy.”
2) “This improves consistency — fewer Monday crashes.”
3) “This supports retention by showing employees you care.”
4) “This helps people build routines they can actually stick to.”
5) “This helps reduce stress spillover into work performance.”

Pick ONE framing and stick with it. Consistency sells.
Bridge to paid support (simple transition)

After the pilot, you say: “I can share what patterns I’m seeing across the team and what would fix it. If you want ongoing support, I can offer either 1:1 coaching spots or a simple monthly team plan.”

Optional bridge into Brava (later)

Once you’ve helped a team and built trust, Brava becomes a natural next layer: “If you ever want to measure blind spots and team stress at scale, we can run an employee pulse + report.” Don’t lead with this. Earn it first.

Small Business Target List (10 minutes)

List 10 local businesses. Your goal is one yes. Most will say “sure” if it’s truly free and easy.

9) The Conversion Moment (No Sales Pressure)

This is the part that makes coaches nervous — and it shouldn’t. You’re not “closing.” You’re offering implementation support after you’ve created clarity. The close is just a question that respects the person’s autonomy.

The ethical conversion formula
  • Clarity (what’s really happening)
  • Simple plan (3 moves max)
  • Choice (solo vs guided implementation)
1

Transition naturally (no vibe shift)

“Based on everything you shared, the path is pretty clear. I can summarize the 3 moves, and then you can decide if you want to try it solo or want support implementing it.”

Pro Tip: Don’t suddenly change your tone at the end. Same calm energy.
2

The soft close (exact line)

“Do you want to try this on your own, or do you want weekly guidance so it actually sticks?”

Pro Tip: Ask the question — then stop. Silence is confidence.
3

If they hesitate (keep it simple)

“Totally fair. Most people who get real change work with me for 6–8 weeks. If you want, I can explain the simplest option — and you can decide.”

Pro Tip: “Simplest option” feels safer than “my package.”
4

If they say NO (you still win)

“No worries at all — I’m glad you got clarity. Want me to send a quick recap of the 3 steps so you can try it? If you want help later, just message me.”

Pro Tip: A respectful no today often becomes a yes later after they try and struggle.
✅ Soft Close Script (Word-for-Word)

“Here are the 3 moves I’d recommend: [Move 1], [Move 2], [Move 3]. You can absolutely try this on your own — or if you want, I can help you implement it weekly so it actually sticks. Which would you prefer?”

🧱 Boundary Language (when they want free coaching forever)

“I’m happy to give clarity today — that’s what this Reset Session is for. The ongoing support part is where I work with people weekly so we can make it real and consistent. If you want that, I can share the simplest option.”

💬 Confidence Positioning (without bragging)

“The reason this works is not motivation — it’s structure. Most people don’t need more information. They need a simple plan and accountability so it becomes their routine.”

Why “no” still builds momentum
  • It proves your offer is clear (they understood the choice).
  • It creates a future pipeline (follow-up later is normal).
  • It strengthens your confidence (you led a real conversation).
  • It builds word-of-mouth (“they helped me a lot”).

Post-Session Follow-Up (Do this within 3 hours)

Your follow-up is leadership. Keep it short. Keep it clean. Keep it confident.