Your first-client and business partnership gameplan.
This plan is designed to help you turn your practice from a strong idea into a working business by building visibility, creating conversations, booking clarity calls, testing workplace wellness, and moving interested people into simple paid support.
Get people in the door.
Over the next 90 days, your focus should be simple: build relationships, create trust, offer low-friction ways to start, and use every conversation to learn what your market responds to.
Target
2–4 paying clients or add-on clients
Target
1–2 business trial partners
Start with two clear paths.
Instead of trying to sell too many things at once, your early growth should focus on one personal wellness offer and one simple workplace wellness offer.
1:1 Wellness Support
Best for: women who want help with energy, digestion, stress, habits, and feeling more connected to their bodies.
- Start with a clarity call.
- Offer a paid strategy session if they are not ready for a full program.
- Recommend the 90-day program when they need deeper support.
Simple offer ladder: Free call → paid strategy session → 90-day program.
Workplace Wellness Pulse Program
Best for: small businesses that want a better read on workforce wellness, burnout, morale, stress, and employee support needs.
- Offer the first month as a trial.
- Run weekly employee pulse checks through Google Forms.
- Send the owner a simple monthly wellness snapshot.
- Offer $500 personalized employee support add-ons when needed.
Target price after trial: $1,500/month retainer + optional $500 employee support packages.
What to focus on each month.
This plan keeps your work simple: build the foundation, create conversations, test offers, and convert the people or businesses that are ready for support.
Build the outreach foundation and start conversations.
Your first month is about creating movement. You are not waiting for people to find you — you are actively introducing yourself, building relationships, and testing which message gets responses.
- Finalize your simple service language and workplace wellness explanation.
- Create your Google Form pulse checks and monthly report template.
- Build a lead list of 75–100 local businesses and referral partners.
- Send outreach every week and follow up consistently.
- Book as many introductory conversations as possible.
Launch trial conversations and begin testing the workplace offer.
Month two is about turning conversations into trial opportunities. Your goal is to get businesses to say yes to a simple first month so they can experience the value with very little risk.
- Pitch the 30-day workplace wellness trial to interested businesses.
- Run weekly pulse checks for any trial business.
- Send a simple weekly summary and one stronger end-of-month report.
- Invite employees who want more help into a personal wellness strategy session.
- Continue 1:1 outreach for women who fit your ideal client profile.
Convert trial partners, sell add-ons, and build proof.
Month three is where you review what worked, present data back to the business owner, recommend next steps, and ask for the monthly retainer if the trial created value.
- Present the 30-day workplace wellness snapshot to business owners.
- Recommend the $1,500/month retainer for ongoing pulse support.
- Offer $500 employee support packages when employees request deeper help.
- Ask for testimonials from early clients or business owners.
- Refine your scripts, offers, and outreach based on what worked.
Your weekly rhythm should be simple and repeatable.
You do not need a complicated marketing plan right now. You need a consistent relationship-building system that creates conversations every week.
| Weekly Action | Target | What To Do |
|---|---|---|
| Business Outreach | 15–20 businesses/week | Email, call, message, or visit local businesses that may care about employee stress, morale, retention, energy, and wellness. |
| Referral Partner Outreach | 8–10 partners/week | Connect with naturopaths, chiropractors, therapists, yoga studios, boutique gyms, salons, med spas, and women-focused wellness brands. |
| LinkedIn Connections | 25–35/week | Connect with business owners, HR/admin leads, practice managers, wellness professionals, and women in your ideal client audience. |
| Follow-Ups | Every 3–5 business days | Follow up until you receive a clear yes, no, or later. Most opportunities come from follow-up, not the first message. |
| Content | 2 posts/week | Post simple education around energy, stress, digestion, workplace burnout, and realistic wellness habits. |
| Conversations | 3–5/week | Your real goal is conversations. Calls, coffee chats, quick intro meetings, and clarity calls are where trust is built. |
Start with warm, relationship-driven businesses.
Your best early-fit businesses are not massive corporations. They are smaller teams where the owner actually cares about people, culture, stress, retention, and team wellbeing.
Small Businesses
Local businesses with 10–50 employees, especially where the owner is still close to the team and cares about morale.
- Real estate offices
- Insurance agencies
- Accounting firms
- Marketing agencies
- Law offices
Wellness-Aligned Teams
Businesses already open to health, lifestyle, or preventative wellness conversations.
- Chiropractors
- Naturopaths
- Med spas
- Yoga studios
- Boutique gyms
Female-Heavy Workplaces
Teams where energy, stress, hormones, burnout, and wellness support may be highly relevant.
- Salons
- Dental offices
- Healthcare offices
- Childcare centers
- Women-owned companies
What to say to get the conversation started.
The goal of outreach is not to explain everything. The goal is to get a simple reply or short conversation.
Email to Business Owner
Subject: Simple employee wellness support for your team
Hi [Name],
I’m Kathleen Peterson, a Nutritional Therapy Practitioner focused on helping people feel more supported through realistic nutrition, lifestyle, energy, and stress support.
I’m currently opening a few trial spots for a simple workplace wellness pulse program where I help small businesses check in on employee wellbeing, stress, burnout risk, and overall team wellness through short weekly pulse checks.
The goal is to give owners a clearer picture of how their team is doing so they can address small issues before they become bigger morale, retention, or productivity problems.
Would you be open to a quick 15-minute conversation to see if this could be helpful for your team?
Warmly,
Kathleen
Follow-Up Email
Subject: Re: employee wellness support
Hi [Name],
I wanted to follow up in case this got buried.
The first month is designed to be very simple: short weekly employee wellness pulse checks, a light summary of trends, and a clearer view of where your team may be feeling stress, burnout, low energy, or support gaps.
There is no pressure to commit long-term right away — the first step would simply be a quick conversation to see if this fits your team.
Would this be worth a quick discussion this week or next?
In-Person / Phone Script
Hi, my name is Kathleen Peterson. I work in nutrition and wellness support, and I’m currently connecting with local businesses about a simple employee wellness pulse program.
It’s not a big complicated wellness program. It’s more of a simple way for owners to get a better read on how their team is doing — stress, energy, morale, burnout, and whether people need more support.
I’m opening a few first-month trial spots and wanted to see who would be the best person to speak with about that.
LinkedIn Connection Message
Hi [Name], I’m building relationships with local business owners and wellness-focused professionals. I work in nutrition and lifestyle support, and I’m also starting to help small businesses keep a better pulse on employee wellbeing. I’d love to connect.
Follow up until you get clarity.
Most people will not respond to the first message. That does not mean they are not interested. It usually means they are busy.
Initial outreach
Send the first email, LinkedIn message, call, or stop in. Keep it short and focused on a quick conversation.
First follow-up
Remind them that the first month is simple, low-pressure, and designed to help them understand employee wellness trends.
Value follow-up
Send one specific reason this may matter: stress, retention, morale, burnout, employee energy, or support gaps.
Soft close follow-up
Ask if this is worth revisiting later or if there is someone else who handles employee wellness or team support.
Relationship check-in
Send a warm check-in with a useful wellness idea, short article, or simple team wellness tip. Stay visible without being annoying.
The first month should feel simple for the business.
The trial should not feel like a massive project. It should feel like a helpful wellness check-in system that gives the owner better visibility.
Week 1
Send the first Google Form pulse check. Focus on basic wellness, energy, stress, and support needs. Introduce yourself to employees in a warm, simple message.
Weeks 2–3
Send different pulse questions each week. Look for patterns in stress, workload, morale, energy, and whether employees want extra support.
Week 4
Create a simple owner summary showing key trends, possible concerns, wellness opportunities, and recommended next steps.
After the trial, recommend the monthly retainer.
If the owner sees value in the insights, recommend continuing with the $1,500/month Wellness Pulse Program. This gives them ongoing visibility into workforce wellbeing and gives you a consistent recurring revenue path.
Use four simple Google Forms and rotate them monthly.
Each weekly pulse check should be short enough for employees to complete quickly, but useful enough to reveal patterns for the owner.
Week 1 Pulse: Energy + Stress Baseline
- How would you rate your energy at work this week? 1–5
- How would you rate your stress level this week? 1–5
- What has felt most draining this week?
- What has helped you feel more supported this week?
- Do you feel your current workload is manageable?
- Would you like optional personal wellness support from Kathleen? Yes / No / Maybe
Week 2 Pulse: Morale + Workload
- How would you describe your overall mood at work this week?
- Do you feel your workload has been realistic this week?
- Where did you feel the most pressure or friction?
- What is one small thing that would make next week easier?
- Do you feel comfortable asking for support when needed?
- Would you like optional personal wellness support from Kathleen? Yes / No / Maybe
Week 3 Pulse: Habits + Wellbeing
- How supported did you feel in your personal wellbeing this week?
- Which area felt most challenging: energy, food, stress, sleep, movement, or digestion?
- Did you feel like you had enough time to take care of yourself this week?
- What wellness habit felt hardest to maintain?
- What kind of support would feel most helpful right now?
- Would you like optional personal wellness support from Kathleen? Yes / No / Maybe
Week 4 Pulse: Reflection + Support Needs
- Compared to the start of the month, how are you feeling overall?
- What was the biggest wellness challenge this month?
- What helped you feel more balanced or supported?
- What should leadership be more aware of?
- What is one realistic improvement that would help the team next month?
- Would you like optional personal wellness support from Kathleen? Yes / No / Maybe
Turn pulse check answers into owner-ready insights.
You do not need advanced software at the beginning. Google Forms and Sheets are enough to collect responses. Then use UltraLyfe’s Task Manager AI to help organize the insights into a clean summary.
Step 1: Collect responses
Send the Google Form every Monday or Tuesday morning. Keep it short and remind employees that the goal is to understand trends, not judge anyone.
Step 2: Use UltraLyfe AI
Paste the response data into the Task Manager AI and ask it to identify patterns, risks, repeated themes, and owner-ready recommendations.
Prompt To Use In UltraLyfe Task Manager AI
Review the following employee wellness pulse responses. Identify the top patterns, repeated concerns, wellness risks, burnout signals, morale trends, energy issues, workload concerns, and support opportunities. Then create a simple owner-facing summary with: 1) key findings, 2) what this may mean for the business, 3) recommended next steps, 4) employee support opportunities, and 5) whether any employees appear interested in optional 1:1 wellness support.
How employees move from pulse check to personalized support.
The add-on should feel supportive and optional. Employees should never feel forced. The goal is to create a warm path for the people who ask for more help.
Employee selects “Yes” or “Maybe.”
When an employee says they may want additional support, reach out privately with a warm message.
Send a supportive note.
Hi [Name], I saw that you may be open to some additional wellness support. No pressure at all — I just wanted to offer a simple 15-minute check-in where we can talk through what you’re feeling and whether personalized support would be helpful.
Run a short strategy session.
Ask what they are struggling with most: energy, stress, digestion, sleep, food habits, overwhelm, or consistency.
Recommend the $500 support package if appropriate.
Position it as a simple personalized support option, not a hard sell.
Based on what you shared, I think a short personalized support package could help you create a clearer plan around your energy, stress, and daily habits. It would give you more direct guidance and accountability beyond the general workplace check-ins.
How to run clarity calls without feeling salesy.
The consult should feel like a guided conversation. You are helping the person understand where they are, what they need, and whether your support is the right next step.
Connect
Start warm. Ask what made them book the call and what they have been feeling lately.
- “What made you feel like now was the right time to reach out?”
- “What has felt most frustrating with your health lately?”
Clarify
Understand the real pain and how long it has been affecting them.
- “How is this showing up in your everyday life?”
- “What have you already tried?”
- “What feels hardest to stay consistent with?”
Guide
Explain what support could look like and recommend the next step clearly.
- “Based on what you shared, I think the best next step would be…”
- “Would you like me to walk you through what that would look like?”
Simple Close For 1:1 Program
Based on what you shared, it sounds like you do not need more random wellness advice — you need a clearer plan and support that is actually built around your body and routine. I think the 90-day program would be the best fit because it gives us enough time to understand your patterns, create a personalized roadmap, and adjust as we go. Would you like me to explain what starting would look like?
The 90 days broken into simple weekly action.
This is the repeatable work. If you stay consistent with this rhythm, you will create more conversations, more confidence, and more opportunities.
| Weeks | Primary Focus | Actions |
|---|---|---|
| Weeks 1–2 | Foundation + Lead List | Finalize service wording, create Google Forms, build 75–100 lead list, send first outreach batch, connect on LinkedIn. |
| Weeks 3–4 | Conversations | Follow up with all early leads, call businesses, visit 2–3 local businesses/week, book intro calls, post educational content. |
| Weeks 5–6 | Trial Offers | Offer the first-month workplace wellness trial, run test pulse checks, keep outreach going, invite interested employees to check-ins. |
| Weeks 7–8 | Data + Refinement | Summarize pulse check results, use UltraLyfe AI for insights, improve forms, identify employees interested in support. |
| Weeks 9–10 | Conversion | Present trial results to owners, recommend $1,500/month retainer, offer $500 employee add-ons, ask for feedback. |
| Weeks 11–12 | Proof + Expansion | Collect testimonials, refine scripts, build next lead list, ask for referrals, repeat outreach with improved message. |
Your job over the next 90 days is to create momentum, not perfection.
If you stay consistent with outreach, follow-up, conversations, trial offers, and simple wellness support, you will start learning what the market responds to — and that is how the business becomes real.
Home Page
Rebuild your energy and feel like yourself again.
Personalized nutrition and lifestyle support for women who feel exhausted, overwhelmed by health advice, or disconnected from their bodies — without restriction, extremes, or one-size-fits-all plans.
If you’re exhausted, there is usually a reason.
You may be eating “healthy,” sleeping enough, and trying to do everything right — but still crashing, feeling bloated, stressed, moody, or unsure what your body actually needs.
Energy crashes
You rely on caffeine, push through the afternoon, or feel drained even when your schedule looks manageable.
Digestive confusion
You feel bloated, uncomfortable, or unsure which foods are helping versus making things worse.
Stress + body disconnect
You feel like your body is giving you signals, but you don’t know how to interpret them or where to start.
Support that feels personal, practical, and calming.
My approach is not about restrictive rules or overwhelming plans. Together, we look at your food, digestion, stress, sleep, habits, and daily rhythms to better understand what your body needs to feel more steady and supported.
This support is designed for women who want wellness to feel simpler again.
You do not need to have everything figured out before asking for support. This space is for women who are tired of extremes, confusion, and trying to force wellness to fit into an unrealistic lifestyle.
Small shifts can create a stronger foundation.
Instead of chasing every wellness trend, we focus on the core areas that influence how you feel every day.
Nourishing Food
Simple, nutrient-dense meals that support energy, satisfaction, and consistency.
Blood Sugar Balance
Supporting fewer crashes, more stable energy, and better daily resilience.
Digestion + Stress
Understanding how your gut, nervous system, sleep, and habits work together.
A wellness experience that feels calming, personalized, and supportive.
Many women already know they “should” eat healthier or take better care of themselves. What they are often missing is guidance that feels realistic, personalized, and emotionally supportive.
Personalized guidance, not generic plans.
No rigid meal plans or one-size-fits-all wellness rules. Support is built around your body, your habits, your lifestyle, and what actually feels doable.
A calmer approach to long-term change.
The goal is not perfection. It is helping wellness feel less overwhelming, more grounded, and easier to maintain in real life.
Whole-picture support.
Energy, digestion, stress, sleep, food, and lifestyle all work together — and deserve to be explored together instead of treated as separate problems.
A clear 90-day path to feeling more supported.
Deep Wellness Assessment
We begin by learning your history, symptoms, habits, stress, digestion, and goals.
Personalized Roadmap
You receive realistic nutrition and lifestyle steps based on your body and routine.
Guided Support
We meet regularly to adjust, simplify, and keep you moving forward with confidence.
Long-Term Habits
You leave with more clarity, better routines, and a calmer approach to wellness.
Wellness starts feeling less confusing and more supportive.
Every wellness journey is different, but many women begin noticing meaningful shifts in how they feel, how they care for themselves, and how connected they feel to their body.
⚡Steadier Energy
Fewer crashes, improved daily consistency, and feeling more capable throughout the day.
🌸Less Wellness Overwhelm
A calmer relationship with food, routines, and health decisions without feeling pressured to be perfect.
🤍Feeling More Connected
Understanding your body better and building habits that feel more supportive and sustainable long-term.
The Energy Rebuild Method™
A 90-day personalized nutrition and lifestyle experience designed to help women rebuild steady energy, understand their bodies, and create sustainable habits without restriction or overwhelm.
A calm, supportive guide for women who want wellness to feel realistic again.
I became interested in nutrition through my own health journey and learned firsthand how powerful food, lifestyle, and personalized support can be. My goal is to help women feel understood, supported, and empowered — not overwhelmed by more rules.
Read My Story
Supporting wellness beyond individual coaching.
As the practice grows, Kathleen also plans to expand into workplace wellness partnerships, educational wellness support, and wellness pulse programs that help businesses better understand employee wellbeing, energy, and burnout trends.
You don’t have to figure this out alone.
If you are tired of guessing, overwhelmed by health advice, or ready for support that actually feels realistic, a free clarity call is a simple place to start.
Book a Free Clarity Call
A calmer, more personal path to feeling well again.
I help women feel more connected to their bodies through realistic nutrition, lifestyle support, and a compassionate approach to sustainable wellness.
My path to nutritional therapy started with my own health journey.
My interest in nutrition became personal when I experienced my own health challenges and began learning how deeply food, lifestyle, stress, and daily habits can affect the way we feel.
Through that experience, I discovered that wellness does not have to feel overwhelming or out of reach. Small, thoughtful changes can create meaningful shifts when they are personalized, realistic, and supported.
That journey led me to study food systems, nutrition, and health, and to become a Certified Nutritional Therapy Practitioner. Today, I use that background to help women feel more energized, balanced, and connected to their bodies.
Health should feel supportive, not restrictive.
My work is built around the belief that your body is always communicating with you. The goal is not to force perfection, but to understand what your body needs and build a way of caring for yourself that can actually last.
Wellness should fit your real life.
Instead of creating unrealistic plans, we focus on small changes that make sense for your schedule, preferences, and current season of life.
Your symptoms deserve curiosity.
Low energy, digestive issues, stress, and feeling “off” are not things to ignore. They are signals worth exploring with care.
Food is powerful, but it is not the whole picture.
Nutrition matters deeply, but so do sleep, stress, digestion, habits, emotional wellbeing, and daily rhythms.
You should feel empowered, not overwhelmed.
My goal is to help you understand your body better so wellness feels less confusing and more supportive over time.
A personalized approach rooted in curiosity, education, and support.
My role is to help you slow down, understand the patterns behind how you feel, and create realistic steps that support your body over time.
Investigative
We look for patterns across food, digestion, stress, sleep, energy, lifestyle, and daily habits instead of guessing or relying on generic advice.
Personalized
Your wellness plan should match your body, your goals, your schedule, and what actually feels realistic for you.
Supportive
This is not about shame, pressure, or perfection. It is about feeling guided, understood, and encouraged throughout the process.
Grounded in education, guided by real-life support.
Credentials matter, but they should support the trust-building story — not dominate the page.
Certified Nutritional Therapy Practitioner
Certified through the Nutritional Therapy Association with training in foundational nutrition, digestion, blood sugar regulation, stress, sleep, and holistic wellness support.
B.A. in Food Systems, Nutrition, and Health
Graduated from the University of Washington with a background connecting nutrition, food systems, sustainability, public health, and individual wellness.
Relationship-Based Wellness Support
Experience in customer service and wellness education, with a natural focus on helping clients feel supported, understood, and empowered.
A little more human, a little less clinical.
When I’m not working, you can usually find me experimenting with new recipes, spending time outside, learning more about holistic health, or finding small ways to bring more balance into everyday life.
Wellness is not just what I teach — it is something I continue to practice with curiosity, flexibility, and compassion.
If you’re ready for wellness to feel simpler, this is a good place to start.
You do not have to have all the answers before reaching out. A free clarity call is simply a chance to talk through where you are, what you’re feeling, and what kind of support may help.
Book a Free Clarity Call
Support options designed for different levels of care.
Not everyone needs the same level of support. These offerings give clients flexibility while still keeping the experience personalized and relationship-focused.
The Energy Rebuild Method™
A personalized 90-day wellness experience focused on rebuilding energy, improving daily habits, supporting digestion and stress balance, and helping women feel more connected to their bodies.
Depending on support level and structure
Monthly Wellness Pulse Program
A simple employee wellness oversight program designed to help businesses better understand workforce wellness, stress trends, morale, and burnout risk while giving leadership clearer insight into how employees are doing overall.
Monthly business wellness retainer
Personalized support for employees who need deeper guidance.
Some employees may benefit from more individualized wellness support beyond the monthly business wellness program. Kathleen can offer optional personalized wellness guidance for employees looking for deeper lifestyle and nutrition support.
Optional employee-level personalized support package
A personalized and supportive wellness experience.
Nutrition Guidance
Support around food choices, nutrient-dense eating, digestion, blood sugar balance, and sustainable wellness habits.
Stress + Lifestyle Support
Exploring how stress, sleep, nervous system health, routines, and lifestyle patterns may be impacting overall wellbeing.
Personalized Wellness Strategy
Creating practical, realistic wellness steps designed specifically around each person’s life, goals, and current challenges.
Not every wellness journey should look the same.
Every person’s body, stress levels, routines, and goals are different. That is why support is designed to feel flexible, personalized, and collaborative instead of rigid or overwhelming.
Realistic Wellness
Support designed around real life instead of perfection or extremes.
Long-Term Habit Building
Focusing on sustainable wellness changes that clients can actually maintain.
Supportive Guidance
A calm and compassionate environment where clients feel understood and encouraged.
Support that helps wellness feel simpler again.
Whether you are looking for personalized wellness guidance or exploring wellness support for your business team, this is a supportive place to start.
Book a Free Clarity Call