🌟 Module 24: Working With Organizations

Partner with gyms, clinics, nonprofits, and companies as an independent contractor—without becoming an employee.

⏱️ 45–60 minutes Difficulty: Intermediate
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By the end of this module, you will have a contractor-ready offer, outreach scripts, a simple agreement template, and a clear pricing model to pitch and deliver wellness services to organizations (gyms, clinics, nonprofits, schools, and local businesses).

2. Why It Matters

Organizations often need wellness expertise but avoid full-time hires due to cost and flexibility. As a contractor, you fill that gap—earning steady revenue, expanding your network, and keeping ownership of your client base.

This model compounds your brand credibility, creates recurring income opportunities, and opens doors to referrals and larger contracts.

3. Step-by-Step Guide

1

Map Your Targets

List 15–25 local organizations where your expertise is a natural fit: corporate HR/wellness teams, gyms/studios, functional medicine/chiro clinics, schools/universities, nonprofits, and municipalities.

Pro Tip: Use LinkedIn + Chamber directories to find decision-makers (HR, Clinic Director, GM, Program Coordinator).
2

Define a Tangible Offer

Create 1–2 clear packages with outcomes: e.g., “6-week Burnout Reset” (weekly workshop + office hours) or “Onsite Habit Coaching” (drop-in coaching + resources) with metrics you’ll track.

Pro Tip: Tie outcomes to their goals (absenteeism, morale, productivity, member retention, patient outcomes).
3

Price With Simple Models

Choose from per-session ($75–$150), monthly retainer (e.g., $1,000 for 4 sessions + support), per-employee ($10–$30 pmpm), or a fixed program fee (e.g., $2,000 for a 6-week challenge).

Pro Tip: Offer 2 tiers (Core / Plus). Keep add-ons (extra sessions, assessments) as paid upgrades.
4

Pitch With Value-First Outreach

Lead with what their people gain. Use a short intro + relevant benefit + 15-min discovery CTA. Follow up at 3, 7, and 14 days with a new angle each time.

Pro Tip: Warm up cold leads by engaging with their posts for a week before messaging.
5

Lock Terms In a Simple Agreement

Clarify schedule, scope, deliverables, payment terms, cancellation, and basic confidentiality/liability. Use e-sign to reduce friction.

Pro Tip: Include a renewal clause and a short “pilot” option that can convert to a 3–6 month agreement.
6

Deliver, Report, Upsell

Be punctual, communicate weekly, share a one-page progress note with metrics, and propose a renewal or add-on after the first win.

Pro Tip: Collect testimonials and a logo-use permission for your site—this accelerates the next deal.

4. Examples & Options

Cold Email (Clinic Director)

“Hi [Name], I’m a local wellness coach who helps [patient/client type] improve [result]. I run a simple 6-week program that includes [deliverables] and outcome tracking. Could we schedule a 15-minute chat to see if it supports your clinic’s goals this quarter?”

LinkedIn DM (Gym Owner)

“Love what you’re doing at [Gym]. I’m piloting a member-retention series (weekly mini-workshops + Q&A). It boosts check-ins and referrals. Open to a quick call to explore a 30-day trial?”

Pitch Angle (Nonprofit)

Frame impact as community outcomes: “Reduce caregiver burnout by 20% in 8 weeks via group coaching + resource kits.” Include simple tracking and a sponsor option.

DIY (Free/Low-Cost)

Google Docs proposal, Canva one-pager, Gmail/LinkedIn outreach, Calendly booking, Stripe payment link.

Mid-Level

Notion CRM board, branded proposal in Canva Pro, Zoom webinars, MailerLite nurture sequence, DocuSign.

Advanced

HubSpot starter CRM, LinkedIn Sales Navigator, webinar automation, client portal, formal outcomes dashboard.

5. Common Mistakes to Avoid

  • Vague offers. Instead of “wellness support,” say “6-week burnout reset with weekly workshops + office hours + progress report.”
  • Pricing confusion. Instead of custom quotes every time, present 2 tiers with add-ons.
  • No metrics. Instead of “we’ll help,” track attendance, satisfaction, or simple outcome proxies.
  • One-and-done sessions. Instead of a single workshop, bundle follow-ups and office hours.
  • Slow follow-up. Instead of waiting weeks, follow up at 3/7/14 days with new value.

6. Quick Win Highlight

💡 Quick Win: Make a list of 10 local targets (2 clinics, 2 gyms, 2 nonprofits, 2 schools, 2 small businesses). Send two short outreach messages today and open your Calendly for a 15-minute discovery chat.

Attach a one-page PDF (offer + outcomes + 2 pricing tiers) to increase reply rate.

💬 DM/Email Prompt
Hi [Name] — I help [your audience] achieve [primary outcome] with a simple program that includes [deliverables].
It’s designed to improve [their metric: retention, morale, attendance]. Open to a 15-minute chat to see if a 30-day pilot makes sense?
Mark Complete ✅

7. Mini-Implementation Exercise

Fill this in and copy to your proposal:

Target Org & Decision-Maker[Org] — [Name, Title]
Problem We Solve[e.g., burnout, low engagement, retention]
Offer & Deliverables[workshops, office hours, assessments, reports]
Duration & Schedule[e.g., 6 weeks • weekly Wed 12–1pm]
Pricing (2 Tiers)Core: $____ • Plus: $____ (+ add-ons)
Metrics[attendance %, satisfaction score, simple outcome]

8. Tools & Resources

Calendly

Frictionless booking links for discovery calls and sessions.

DocuSign / HelloSign

Fast e-signing for contractor agreements and renewals.

Canva

Create a one-page proposal and simple program PDF.

Google Workspace

Slides for workshops, Sheets for tracking metrics, Drive for sharing.

Loom

Short video intros or progress updates that boost trust.

MailerLite

Set up a 3-email nurture sequence for interested orgs.

9. Checkpoint / Success Criteria

✅ 15+ target orgs identified with decision-makers listed.
✅ 1–2 packaged offers with outcomes and 2 pricing tiers.
✅ Contractor agreement template set up for e-sign.
✅ At least 10 outreaches sent; 2 responses; 1 meeting booked.
✅ Simple metrics sheet prepared for reporting.

10. Summary & Next Step

  • Contractor model = flexible income + brand credibility + referrals.
  • Package outcomes, price simply, and make renewals easy.
  • Value-first outreach wins attention; consistent follow-up books calls.
  • Deliver visibly: report progress and propose renewals/upgrades.
Next → Module 25 Referral Growth Systems