Local Business Partnerships
Local Business Partnerships: A Step-by-Step Guide for Health Professionals
Why Partner with Local Businesses?
Partnering with local businesses allows you to create a mutually beneficial health network that generates new leads, strengthens your credibility, and expands your reach. Through UltraLyfe, you can leverage these partnerships to drive business growth while helping your partners do the same.
Next Steps: How to Implement
Create a List of Local Businesses – Identify businesses that align with your health practice.
Reach Out & Introduce the Opportunity – Use the script provided and explain the trade value deal.
Seal the Deal with a Clear Agreement – Ensure they commit to the minimum of 5 consultations per month.
Promote Their Business – Add their promotion to your website and begin referring leads.
Follow Up & Maintain the Partnership – Keep track of referrals and adjust the agreement if necessary.
Step 1: Identify Ideal Business Partners
Look for businesses that align with your mission and target audience. These can include:
Health Professionals: Chiropractors, nutritionists, acupuncturists, massage therapists, mental health counselors, physical therapists, and fitness trainers.
Fitness Centers: Gyms, yoga studios, pilates studios, and sports facilities.
Wellness Centers and Spas: Ideal for joint wellness offerings.
Retailers: Health food stores, eco-friendly product retailers, and supplement shops.
Community and Corporate Organizations: Groups prioritizing health and wellness initiatives.
Here are examples of businesses that are great for partnerships:
Chiropractors
Nutritionists
Physical Therapists
Mental Health Counselors
Fitness Trainers
Acupuncturists
Massage Therapists
Alternative Medicine Practitioners
Wellness Centers
Spas
Life Coaches
Sports Facilities
Food & Beverage Stores
Step 2: Approach and Establish Business Partnerships
Crafting Your Pitch
When reaching out to a local business, the key is to position the partnership as a valuable opportunity for them to gain more customers while creating a strong referral network that benefits both parties.
Example Script:
“Hi [Business Owner’s Name], I’m [Your Name], and I specialize in [Your Health Service]. I’m building a local health network to help businesses gain more customers by cross-promoting each other. Would you be open to a partnership that helps drive more customers to your business while introducing more people to my services?”
If they’re interested, explain the Trade Value Deal clearly.
1. Initial Outreach – Presenting the Opportunity
Your first interaction should clearly convey how this partnership will drive new customers to their business.
Example Introduction (In-Person or Phone Call):
"Hi [Business Owner’s Name], my name is [Your Name], and I run [Your Health Business], and I’m building a network of local businesses to cross-promote and share customers. My website also generates around 50k impressions per month. I’d love to feature your business on my site and send new leads your way. Not only will I be promoting your business to my clients, but I’ll also be bringing in new customers through partnerships with other businesses in the area. Would you be interested in a partnership where I help bring you more customers?"
If they express interest, explain how the partnership works in more detail.
2. Structuring the Trade Value Agreement
Once they show interest, it’s important to explain the specific role they play in the partnership and how they can contribute.
What You Offer:
Website Promotion: Feature their business on your own website/ UltraLyfe profile, which receives 50,000 impressions per month.
Referral Network: Promote their services to leads you generate from partnerships with other local businesses.
Exclusive Deal for Their Customers: Encourage them to offer a special discount or promotion (e.g., “50% off your first visit” for customers who sign up through your network).
What You Request in Return:
A commitment to send a minimum of 5 customer consultations or free health assessments completed per month (and 80 upfront customer contacts in exchange for a year-long promotion).
Example Conversation Flow:
Step 1: Reinforce the Benefit to Their Business
"Through my partnerships, I receive leads from other businesses in the area and refer those customers to my network. I want to send more of those leads to you by featuring your business on my website and recommending you directly to my customers. This will help bring more foot traffic to your location and introduce more people to your services."Step 2: Explain How They Can Participate
"All I ask in return is that you help introduce my health services to your customers. If a customer comes into your business and they’re interested in a free health assessment, you can direct them to schedule one through a simple QR code. I can provide a flyer or business cards that make it easy for your staff to introduce the offer and let customers sign up on the spot. I only ask that at least five customers per month schedule a free consultation, which helps keep the partnership valuable for both of us."Step 3: Make It Simple and Hassle-Free
"I’ll take care of all the setup—you’ll get promotional materials like flyers or business cards with the QR code, and once a customer scans it, they can schedule their consultation on their own. You don’t need to sell anything; just let your customers know about the offer, and I’ll take care of the rest."Step 4: Set Up a Time to Discuss Further
"Does this sound like something that could work for your business? I’d love to set up a quick chat to go over the details and make sure it’s a good fit."
3. Email Outreach Strategy
If you’re reaching out by email, it’s important to frame the partnership as an opportunity for them to gain more customers rather than just a general business network.
Example Email Template:
Subject: Let’s Bring More Customers to [Their Business Name]
Hi [Business Owner’s Name],
I hope you’re doing well! My name is [Your Name], and I run [Your Health Business]. I’m reaching out because I’m looking to send more customers to [Their Business Name] through a local business partnership opportunity.
I have a website that receives up to 50,000 impressions per month, and I’m creating a network of trusted local businesses that I can promote directly to my audience and my customers. Since my business focuses on health and wellness, I believe our customer bases align, and I’d love to recommend your services to the clients and leads I generate.
Would you be open to a quick call to go over how I can help bring you more business? Let me know a time that works for you, or feel free to book a time directly on my calendar here: [Insert Scheduling Link].
Looking forward to connecting!
Best,
[Your Name]
[Your Business Name]
[Your Contact Information]
4. Follow-Up Email – Explaining the Free Health Assessment Offer
If the business owner responds and asks for more details, your follow-up email should briefly explain what you do and how their customers can benefit.
Subject: More Details on the Partnership
Hi [Business Owner’s Name],
Thanks for your response! To give you a little more background, I specialize in [Your Health Service], helping people improve their [Health Focus—nutrition, weight loss, stress, etc.].
As part of this partnership, I’d like to offer your customers a free health assessment, where they can get personalized insights into their wellness and actionable recommendations to improve their health. I’ll provide a flyer or business cards with a QR code, so all your staff has to do is mention the offer and let customers scan it if they’re interested.
This partnership is designed to help both of our businesses grow by introducing more people to your services while giving your customers an added benefit.
Would you be open to a quick chat to discuss how we can make this work? Let me know a time that’s convenient for you.
Looking forward to connecting!
Best,
[Your Name]
[Your Business Name]
[Your Contact Information]
Step 3: Build and Promote Your Business Partnership Network
Once a partnership is established, the next crucial step is to equip the business with the right tools to generate consultations and ensure that your website and profile reflect the new partnership. This will help maintain visibility, promote credibility, and maximize the success of the collaboration.
1. Provide a Flyer or Business Cards for the Partner
To make it easy for your partner business to refer clients, provide them with a flyer or business cards featuring:
✅ Their business name and logo (showcasing them as a trusted partner)
✅ 1 QR code one that links directly to your website, where they can find your health assessment page.
✅ A brief message explaining the free health assessment offer
🔹 Creating the QR Code: Tell them to simply Google "create a QR code"—there are plenty of free generators available. If they need assistance, they can always reach out to UltraLyfe for guidance.
🔹 How the Business Should Use It:
Display the flyer at their front desk, waiting area, or checkout counter so customers can easily see it.
When interacting with customers, staff can mention:
“We’ve partnered with [Your Business Name] to offer free health assessments. If you’re interested, just scan this QR code to schedule your session!”Place business cards near the register or include them in shopping bags, receipts, or appointment handouts.
2. Update Your UltraLyfe Profile and Website
Once you’ve secured a new partnership, you should immediately update your profile and website to reflect this relationship.
✅ Submit a Partnership Update Form through UltraLyfe to:
Add your partner’s business name, logo, and a description of their services to your website/profile.
Ensure your website’s “Partner Network” section includes them.
🔹 Why This Matters: This gives your partner public recognition while reinforcing your credibility with potential clients and website visitors.
3. Monthly Follow-Ups to Ensure Compliance & Engagement
Consistency is key in keeping the partnership effective. Every month, follow up with your business partners to:
✅ Check their progress – Are they setting up at least five consultations per month?
✅ Remind them of the agreement – If they’re falling behind, politely reinforce that you can only continue promoting them if they maintain their commitment.
✅ Offer support – If they need new materials, QR code updates, or strategies to increase participation, be proactive in providing solutions.
🔹 How to Address Non-Compliance: If a business partner consistently fails to send consultations, let them know:
"I want to make sure we’re keeping this partnership mutually beneficial. If consultations aren’t coming through, I’ll have to prioritize sending leads to other businesses that are actively participating."
This keeps accountability in place while ensuring your network remains strong and active.
4. Promote the Partnership for Maximum Visibility
Once everything is set up, actively promote your partnership to generate more awareness and leads for both businesses.
✅ Leverage UltraLyfe’s Platform:
Feature your partners on your profile and website.
Integrate their branding into your Partner Network section.
✅ Social Media Promotion:
Tag and highlight your partner in posts, Instagram stories, and LinkedIn updates.
Share testimonials or success stories from customers referred through the partnership.
✅ Email Marketing:
Send an announcement to your mailing list introducing your new partner.
Include their services in your newsletters as a recommended provider.
✅ In-Person Referrals:
Actively recommend your partner’s business to your own clients.
Provide direct referrals to help build goodwill and increase their engagement.
Step 4: Converting Leads into Clients
Once you start receiving leads from your business partnerships, it’s crucial to have a structured process for converting them into paying clients.
1. Contacting New Leads from a Business Partnership
These are leads provided directly by your partners.
Text or Call Introduction Script:
“Hi [Lead’s Name], this is [Your Name] from [Your Business]. I received your contact through our partnership with [Partner Business Name]. They thought you might be interested in a free health assessment as part of our collaboration. Would you like to take advantage of this opportunity?”If they respond positively, schedule the health assessment call immediately.
If they’re hesitant, reinforce the value of the assessment (it’s free and personalized to their health goals).
2. Contacting Leads Who Submitted a Consultation Form
These leads have already shown interest by filling out a form.
Call or Email Follow-Up:
“Hi [Lead’s Name], thank you for submitting your request for a consultation! I’d love to schedule your free health assessment, where we’ll go over your health goals, any challenges you’re facing, and how I can help. Are you available [Offer Two Time Options]?”If they confirm, send them a calendar invite and reminder before the call.
3. Conducting the Health Assessment Call
Start by learning about their health goals and any struggles they have.
Provide personalized insights and recommendations based on their responses.
Explain how your services can help them achieve their goals.
4. Transitioning to the Offer
If they express interest in working with you, introduce your coaching packages.
Example transition:
“Based on what we discussed, I recommend my [Coaching Package Name] program, which will provide you with [Key Benefits]. Would you like me to walk you through the details?”If they’re interested, go over pricing, next steps, and onboarding.
Asking Closing Questions:
1) Did you find value in what we spoke about today?
2) How important is achieving your goals?
3) Do you wish to continue working with me, to reach your goals?
4) What is your monthly investment budget, to attain your goals? Is under $99-150 per month feasible for you?
(If they answer “yes” to all, proceed to walk them through purchasing.)
5. Closing the Sale
If they’re ready to sign up, process payment and schedule their first session.
If they need time to decide, follow up within 48 hours with a reminder and any additional resources.
Step 5: Converting Leads into Clients
Once you start receiving leads from your business partnerships, it’s crucial to have a structured process for converting them into paying clients.
1. Contacting New Leads from a Business Partnership
These are leads provided directly by your partners.
Text or Call Introduction Script:
“Hi [Lead’s Name], this is [Your Name] from [Your Business]. I received your contact through our partnership with [Partner Business Name]. They thought you might be interested in a free health assessment as part of our collaboration. Would you like to take advantage of this opportunity?”If they respond positively, schedule the health assessment call immediately.
If they’re hesitant, reinforce the value of the assessment (it’s free and personalized to their health goals).
2. Contacting Leads Who Submitted a Consultation Form
These leads have already shown interest by filling out a form.
Call or Email Follow-Up:
“Hi [Lead’s Name], thank you for submitting your request for a consultation! I’d love to schedule your free health assessment, where we’ll go over your health goals, any challenges you’re facing, and how I can help. Are you available [Offer Two Time Options]?”If they confirm, send them a calendar invite and reminder before the call.
3. Conducting the Health Assessment Call
Start by learning about their health goals and any struggles they have.
Provide personalized insights and recommendations based on their responses.
Explain how your services can help them achieve their goals.
4. Transitioning to the Offer
If they express interest in working with you, introduce your coaching packages.
Example transition:
“Based on what we discussed, I recommend my [Coaching Package Name] program, which will provide you with [Key Benefits]. Would you like me to walk you through the details?”If they’re interested, go over pricing, next steps, and onboarding.
5. Closing the Sale
If they’re ready to sign up, process payment and schedule their first session.
If they need time to decide, follow up within 48 hours with a reminder and any additional resources.
Step 6: Maintain, Grow, and Expand Your Network
Establishing a partnership is just the beginning—continuously expanding and nurturing your network is what drives long-term growth and sustainable success. This step outlines how to increase your client base exponentially, maintain engagement with leads, and keep your partnerships strong.
1. Expanding Your Clientele Through Strategic Referrals
Once you've started getting new clients through your partnerships, you can accelerate growth by leveraging those clients to bring in even more potential customers.
Offer Referral-Based Discounts to Compound Growth
To create a cycle of continuous new leads, offer exclusive incentives for clients who help grow your network. Here’s how:
✅ Half-Off Discount: Existing clients receive 50% off a session if they complete a free health assessment themselves.
✅ Full Free Session Discount: If they refer a friend who completes a free health assessment, they get one full session free or a package discount if they sign up.
🔹 How This Creates Rapid Expansion:
Start with just 5 clients in the first 3 months.
If each client refers just one new person, that’s 5 new leads instantly.
Repeat this process every quarter, and soon you’ll have a compounding effect of continuously growing clientele.
By implementing this referral system, you’ll turn each client into a source of new business, creating an exponential growth loop with minimal marketing effort.
2. Nurturing Leads & Maximizing Conversions
Not every lead will convert immediately, so it’s critical to stay engaged and follow up strategically.
How to Track and Follow Up with Leads Effectively
✅ Keep a Lead Database – Use a simple spreadsheet or CRM (like HubSpot, Google Sheets, or UltraLyfe’s built-in tracking tool) to log:
Name & contact details
Date of first contact
What they were interested in
Follow-up dates and reminders
✅ Set Follow-Up Intervals
48 Hours After Initial Contact: Quick check-in via text or email.
1 Week Later: Another follow-up with a new offer or resource.
30-Day Follow-Up: A re-engagement message if they haven’t taken action.
✅ Personalized Follow-Ups: Reference their specific health goals in your follow-ups to make the conversation more relevant and engaging.
🔹 Example Follow-Up Message:
"Hey [Lead’s Name], just checking in! Last time we spoke, you were interested in improving [their goal—e.g., weight loss, stress reduction]. I’d love to revisit how we can make that happen for you! Let me know if you'd like to chat again soon!"
By nurturing leads consistently, you increase the likelihood of conversions, keeping them engaged until they’re ready to commit.
3. Ongoing Partner Management & Growth
To keep your business partnerships strong and effective, make sure to:
✅ Regularly Update Your Partner List
Seek out and establish new partnerships every few months.
Maintain an active list of engaged businesses that consistently send referrals.
✅ Keep Communication Open
Check in with partners every month to discuss collaborations, promotions, and results.
Co-host events or offer joint promotions to keep engagement high.
✅ Evaluate and Adapt the Strategy
Track referral numbers and client conversions from each partner.
If a partner isn’t keeping up their side of the deal, have a conversation and adjust as needed.
Optimize referral incentives based on what’s driving the most success.
Why This Approach Works
🔹 By integrating a referral program, you create an automated client acquisition loop.
🔹 By nurturing leads, you maximize conversions and increase revenue.
🔹 By maintaining partnerships, you ensure a steady stream of new clients.
This compounded strategy will help you consistently expand your network, drive business growth, and establish long-term success.