Workplace Wellness

Workplace Wellness: A Step-by-Step Guide for Health Professionals

Partnering with local businesses is a strategic way to build your client base and generate consistent referrals. By positioning your services as a benefit for companies looking to improve employee well-being, you’ll create valuable, long-term relationships and a steady stream of clients you and their business. Here’s a comprehensive, step-by-step guide to help you develop and implement an effective approach for partnering with businesses, from identifying target companies to closing the deal.

Table of Contents

  1. Streamlined First Approach

    • Simplified Way to Start Getting Clients

  2. Step 1: Identify Target Businesses

    • Industries That Prioritize Employee Wellness

    • Research and Outreach Strategies

  3. Step 2: Develop a Compelling Proposal

    • Key Components of Your Proposal

    • Crafting a Strong Proposal

    • Workforce Health Data Insights

    • Sample Proposal Template

  4. Step 3: Schedule an Introductory Meeting

    • Initial Email Outreach Templates

    • Best Practices for Securing a Meeting

  5. Step 4: Conduct a Meeting

    • Meeting Structure and Key Discussion Points

    • Presenting the Partnership Value

    • Negotiating a Win-Win Collaboration

  6. Step 5: Create a Customized Wellness Program

    • Aligning Wellness Solutions with Business Needs

    • Structuring an Effective Program

  7. Step 6: Close the Deal and Confirm the Partnership

    • Communicating the Business Value of Employee Wellness

    • Overcoming Objections and Securing Commitment

  8. Step 7: Conducting Consultation Call With Client(Employee)

  9. Step 8: Assist with Payment and Confirmation

    • Processing Employer Contributions

    • Sending Confirmation Emails with Program Details

  10. Step 9: Business Owner Follow-Up

    • Presenting Workforce Health Findings

    • Offering Co-Pay Wellness Programs

    • Structuring Bulk Payment Plans for Employers

  11. Step 10: Health Assessment

  • Employee Health & Wellness Evaluation

  • Data-Driven Insights for Business Improvement

Streamlined First Approach:
Simplified Way To Start Getting Clients

This streamlined approach is the perfect way for health coaches to get started with workplace wellness, offering a simple yet highly effective system to engage businesses, provide value, and convert employees into long-term clients. It’s designed to help you build confidence, refine your outreach, and start growing your client base right away. As you gain experience, you’ll naturally progress to more advanced strategies you’ll see below this one, but this step-by-step method gives you a strong foundation to practice, generate early success, and establish yourself as a trusted expert in workplace wellness.

Step 1: Outreach to the Business
Reach out via email, phone call, or in-person visit. The goal is to offer free health assessments for all employees and provide the business owner with a valuable workforce health analysis that highlights how employee health impacts key areas like productivity, absenteeism, and morale.

Sample Email:

Subject: Complimentary Health Assessments for Your Team

Hi [Business Owner's Name],

I hope you're doing well! I specialize in helping businesses like yours improve workforce performance through better employee health. I’d love to offer your entire team a free health assessment—at no cost to you or them.

Additionally, I’ll provide you with a business health insights report, showing how your team's health may be affecting key areas of your business and how to optimize it for better performance.

Would you be open to a quick call to go over details, or should I send you more information on next steps? Looking forward to hearing your thoughts!

Step 2: Proposal
Once interest is shown, send a proposal template outlining the offer:

  1. For Employees: Free individual health assessments with personal feedback and micro-steps to improve their well-being. Option to continue working together long-term.

  2. For the Business Owner: A workforce health insights report analyzing employee well-being and its impact on business performance, plus strategies to counterbalance any issues—completely free.

  3. Bonus Offer: As a thank-you, I will promote your business to my network, referrals, and on my website as a community health partner.

Step 3: Present the Proposal & Close the Deal

  • Schedule a meeting to go over the proposal.

  • Emphasize the win-win value exchange—employees get free assessments, the business gains insights, and they receive additional exposure.

  • If they agree, move forward with the onboarding process.

Step 4: Onboarding Process

  • Provide the business with your website link, flyers, and business cards with a QR code directing employees to the “Take Free Health Assessment” section on your website.

  • Employees complete the Google Form assessment, which collects their name, phone number, and email (required).

Step 5: Collecting Assessments & Outreach

  • As soon as an assessment is submitted, reach out immediately:

Sample Message:
“Hi [Employee Name], I received your health assessment—thank you for submitting it! I'd love to schedule a call to go over your results. Please use my calendar link here: [Insert Link]. Looking forward to connecting with you!”

Step 6: Health Assessment Consultation Call
This call is where you turn assessments into paying clients. Cover:

  1. Health concerns & solutions tailored to their needs.

  2. Their health goals and the vision for their ideal lifestyle.

  3. Exciting health insights to provide value and intrigue.

  4. Immediate micro-steps they can take now.

  5. Closing the deal by asking:

    • Did you find value in today’s session?

    • Would you like to continue working together?

    • How important is reaching your health goals to you?

    • What’s your monthly budget for investing in your health?

    • If unsure, suggest: “Would $99/month be feasible?”

    • Then provide a special offer: “I can actually get you started at just $75/month!”

    • If they agree, say: “Sounds like you’re ready to take that next step! Let’s get you signed up now so we can start working on your goals.”

Step 7: Get Them Signed Up

  • Walk them through your available package options.

  • Assist with payment and provide a confirmation email with program details.

Step 8: Business Owner Follow-Up

  • Schedule a final call to present the workforce health findings.

  • Discuss how employee health is impacting their business and recommend solutions.

  • Ask: “How important is employee health and well-being to you?”

  • If high priority, offer a co-pay wellness program, where the employer partially covers employee coaching fees.

  • Ask: “What budget per employee per month would you be comfortable contributing?”

  • Apply a discount and create a bulk payment plan for the employer.

  • Secure payment and onboard employees under the Employee Wellness Term Package.

This system provides immense value to both employees and businesses while positioning you as an indispensable health coach, growing your clientele effortlessly.

Step 1: Identify Target Businesses

The first step in building workplace wellness partnerships is identifying businesses that align with your expertise and have a vested interest in employee wellness. Here are some industries that are particularly receptive to workplace wellness initiatives: Begin by selecting and creating a list of businesses that align with your practice values and are likely to prioritize employee wellness. These might include:

  • Fitness Facilities

    • Gyms and yoga studios

    • Martial arts schools

    • Pilates and barre studios

    • CrossFit gyms

    • Personal training centers

  • Corporate and Office Environments

    • Tech companies

    • Law firms

    • Financial institutions

    • Advertising and marketing agencies

    • Call centers and customer service hubs

  • Community-Oriented Organizations

    • Community centers

    • Churches and faith-based organizations

    • Recreational clubs and sports leagues

    • Non-profit organizations

  • Healthcare and Medical Settings

    • Primary care clinics

    • Physical therapy and rehabilitation centers

    • Chiropractors and acupuncture practices

    • Dental offices

  • Retail and Service-Oriented Businesses

    • Beauty salons and spas

    • Health food stores and co-ops

    • Specialty retailers (e.g., outdoor gear shops, athletic stores)

  • Educational Institutions

    • Universities and colleges

    • High schools and vocational training centers

    • Early childhood development centers

  • Hospitality and Tourism

    • Hotels and resorts

    • Tour companies and travel agencies

    • Event planning firms

  • Manufacturing and Labor-Intensive Industries

    • Factories and warehouses

    • Construction companies

    • Transportation and logistics firms

  • Government and Public Services

    • Local government offices

    • Public safety organizations (fire departments, police departments)

    • Public libraries

  • Other Specialized Businesses

    • Co-working spaces

    • Wellness retreats and workshops

    • Real estate agencies

    • Art and creative studios

Research Tips:

  • Look up local businesses on LinkedIn or Google Maps and prioritize those with a wellness or community focus.

  • Use local networking events to connect with business owners in person and build relationships.

Step 2: Develop a Compelling Proposal

Once you have identified potential businesses, the next step is crafting a clear and persuasive proposal. A well-structured proposal should answer the following questions:

Key Components of Your Proposal

  1. Introduction to Your Services – Briefly introduce yourself, your qualifications, and your approach to wellness.

  2. Benefits to Employees – Highlight how your wellness services will enhance employee well-being, reduce stress, and improve workplace morale.

  3. Benefits to the Business – Emphasize improved productivity, reduced absenteeism, and potential cost savings on healthcare.

  4. Service Offerings – Clearly outline what you provide, such as:

    • On-Site or Virtual Consultations

    • Group Workshops & Wellness Seminars

    • 24/7 Text Support

    • Employee Health Assessments

  5. Pricing & Packages – Offer tiered pricing options to accommodate different budgets. Recommendation

Presentation Tip: Keep the proposal visually appealing and concise (2-3 pages). Tailor it to each business by incorporating their specific needs and goals.

Craft a Strong Proposal

  • Start with Value: Highlight that you are looking to send them more customers first if they are interested.

  • Trade Value: Propose a mutually beneficial arrangement where:

    • You provide free health assessments to all employees.

    • You assess the overall health of their workforce and provide valuable business insights to the employer for free.

    • You promote their business to leads/customers you gain from other business partnerships.

    • You offer a promotional deal (if applicable) to the clients you work with to further promote their business.

    • You promote their business on your website, which receives 50,000 impressions per month.

      Sample Phrasing: I’d love to offer free health assessments for your staff, along with complimentary feedback on their overall well-being and insights on how it may impact your business—completely free to you. As a bonus, I’d also promote and refer your business to my network of business owners and employees if it’s a good fit, as well as feature you on my website to help drive potential leads your way.

  • Workforce Health Data Insights:

    • Provide the business with a workforce health assessment covering:

      • Employee burnout rate.

      • Workplace satisfaction.

      • Stress levels.

      • Workload balance.

      • Energy levels and daily engagement.

      • General well-being and common ailments.

      • Potential sick days and turnover risks.

    • Why This Matters:

      • Example 1: If stress levels and burnout are high, the company can implement strategies to improve work-life balance, leading to better productivity and retention.

      • Example 2: If a high number of employees report low energy and frequent ailments, the company may consider workplace wellness programs to reduce absenteeism and improve overall efficiency.

  • Offer a Partnership Model:

    • In return for promoting and supporting their business, ask if they would allow you to offer free health assessments to their employees.

    • If interested, discuss a term-length wellness service where the employer contributes a percentage of the health coaching service cost for employees who want to enroll.

Sample Proposal Template:

[Insert Health Pro Name & Business Name] [Your Contact Information] [Date]

Proposal for Partnership with [Business Name]

Dear [Business Owner/Manager],

I am excited about the opportunity to support [Business Name] by sending new customers your way through our extensive health network. In addition, I’d love to collaborate in ways that benefit your business and employees.

Here’s how we can work together:

  1. Promoting Your Business

    • Promoted to leads and customers gained through our existing partnerships with other business owners and their employees and customers.

    • Offered as a recommended business to my client base, with potential exclusive promotions if applicable.

    • Featured on our website, attracting online traffic and potential leads.

  2. Enhancing Your Workforce Health

    • Providing free health assessments for all employees.

    • Delivering a workforce health assessment with insights on employee stress, energy levels, workload balance, and turnover risk, completely free.

    • Helping you make informed decisions based on data to improve productivity, retention, and overall workplace satisfaction.

  3. Mutual Growth Opportunity

    • In exchange, I’d love the opportunity to offer ongoing health coaching services to interested employees.

    • If feasible, we can explore an employer-sponsored wellness initiative where you contribute a percentage of the cost for employees who opt in.

I’d love to discuss this in more detail and explore how we can support each other. Let’s set up a call or meeting at your convenience.

Looking forward to working together!

Best regards,
[Your Name]
[Your Business Name]
[Your Contact Information]

Step 3: Schedule an Introductory Meeting

Contact the business owner or HR manager via phone or email to request a meeting where you can present your services in more detail. Be clear and respectful of their time, and make sure the meeting focuses on understanding their needs.

Initial Email Outreach

Option 1:
Subject: Supporting Your Team’s Well-Being – Complimentary Health Assessments

Hi [Business Owner's Name],

I hope you're doing well! I wanted to reach out because I specialize in helping businesses support their employees’ well-being, and I’d love to offer something that could benefit both your team and your business.

I’m providing complimentary health assessments to help employees gain insight into their well-being—covering areas like stress, energy levels, and overall health. In return, I’ll share a summary of workforce health trends (without individual details) so you can better understand how well-being may be impacting productivity, morale, and engagement in the workplace. This is all complimentary to you and your employees.

Additionally, I’d love to feature your business on my website and refer potential customers your way, as I regularly connect with other business owners and professionals in the area.

If this sounds like something that could be valuable to you and your team, I’d be happy to set up a quick chat or send over more details. Let me know what works best for you!

Looking forward to your thoughts.

Best,
[Your Name]
[Your Business Name]
[Your Contact Information]


Option 2:

Subject: Potential Collaboration – Let’s Work Together!

Hi [Business Owner's Name],

I hope you're doing well! I wanted to reach out because I’d love to send more customers your way if you’re interested.

I run [Your Business Name], and I work closely with individuals looking for businesses like yours. I’d love to explore how we can collaborate in a way that benefits both of us. Beyond sending customers your way, I also provide workforce wellness services, which could offer valuable insights for your business and employees.

Would you be open to a quick call to discuss how this could work, or would you prefer I send over a proposal with details?

Looking forward to hearing your thoughts!

Best,
[Your Name]
[Your Business Name]
[Your Contact Information]

Step 4: Conduct a Meeting

In the meeting, cover these key areas:

  1. Understand Their Business Goals: Ask about their yearly objectives and any pain points.

  2. Identify Workforce Challenges: Discuss any employee-related challenges such as burnout, productivity, retention, or overall well-being.

  3. Present the Partnership Value:

    • How they will be promoted on the your website.

    • How they will receive new customer referrals from other business owners and employees you’ll be working with.

    • How they can improve employee well-being through free health assessments and workforce insights.

  4. Provide a Data-Driven Approach: Explain how workforce assessments can reveal trends in employee satisfaction, workload balance, stress levels, and potential sick days—helping them make better decisions.

  5. Negotiate a Win-Win Collaboration: Offer free health assessments to employees, and to provide insights of the workforce as a whole to the employer/owner, on how it affects the business and operations.

  6. Confirm Next Steps: Ensure alignment and set up follow-ups to finalize the partnership.

The Meeting Structure

During the meeting, the health pro should follow this structured approach:

  1. Build Rapport & Introduction:

    • Thank them for their time and reaffirm that your goal is to send them more customers.

    • Give a quick background on what you do and why you reached out.

  2. Understand Their Business Goals & Pain Points:

    • Ask about their goals for the year.

    • Ask about current business challenges.

    • Ask if they have any challenges related to employees (e.g., productivity, engagement, turnover, burnout).

  3. Present the Partnership Benefits:

    • Promotion & Lead Generation:

      • Highlight how their business will be promoted on your website (50,000+ impressions monthly) and to customers you bring in through partnerships.

      • Emphasize how you working with other businesses can drive more traffic to them. You will be working with more business owners and their employees, which you can refer over to their business.

    • Employee Well-Being Support:

      • Offer free health assessments to all employees.

      • Provide insights into workforce health (burnout, engagement, stress, workload balance, etc.).

      • Explain how this data can help them make better business decisions.

    • Workforce Improvement Solutions:

      • Show how improved employee well-being leads to:

        • Increased productivity.

        • Reduced burnout and turnover.

        • A happier work environment.

        • Fewer sick days and improved morale.

  4. Present the Proposal:

    • Highlight the mutual benefits.

    • Discuss a potential agreement where employees can opt into ongoing coaching, with the employer potentially contributing a portion of the cost.

  5. Next Steps & Closing:

    • Ask about their thoughts and if they’d like to move forward.

    • Offer to send a summary of the meeting and next steps.

    • Set a follow-up date.

Step 5: Create a Customized Wellness Program

Once you’ve had the meeting and gathered insights about the business’s needs, it's time to craft a tailored wellness program that directly addresses their pain points and aligns with their goals. A well-structured plan increases the likelihood of securing the partnership by demonstrating tangible value and flexibility.

Analyze Business Needs

Use the information gathered in the meeting to identify key focus areas for their wellness program:

  • Employee Challenges – Are they experiencing burnout, high stress, or low energy?

  • Productivity Concerns – Do they want to improve focus, engagement, or efficiency?

  • Workplace Culture – Is there a need for better morale, teamwork, or reduced absenteeism?

  • Company Goals – Are they looking to reduce turnover, improve employee well-being, or attract top talent?

Develop a Structured Wellness Package

Offer customized program options that provide varying levels of engagement and investment. This helps businesses select a plan that fits their needs and budget.

Example Workplace Wellness Package:

  1. Workplace Wellness Package (Entry-level for companies new to wellness programs)

    • Monthly health assessments for employees

    • One group wellness seminar per month/quarter (e.g., stress management, fitness, nutrition)

    • Digital wellness guide tailored to each employee with applicable micro-steps and monthly benchmarks

    • 24/7 text support for employee wellness inquiries

    • Workforce health analytics report (identifying trends like stress levels, energy dips, or burnout risks)

    • Weekly or bi-weekly check-ins with employees (one-on-one coaching sessions)(Additional purchase)

Make the Program Easy to Implement

Businesses will be more likely to say "yes" if the wellness program is simple to integrate into their operations.

✅ Flexible Scheduling: Align workshops or assessments with the company’s work schedule (e.g., morning check-ins, lunch-and-learns, quarterly reviews).

✅ Employee Incentives: Encourage participation through rewards (discounts, recognition, small prizes for wellness challenges).

✅ Data-Driven Insights: Provide reports on employee well-being trends, helping leadership make informed HR and productivity decisions.

✅ Low-Risk Trial: Offer a pilot program (e.g., free month trial, limited group participation) so they can experience the benefits before committing long-term.

Present the Final Proposal & Close the Deal

Once the wellness program is outlined, present it to the business owner in a clear and compelling way. Emphasize the ROI (Return on Investment) and how it will positively impact their business.

Key Talking Points:

  • “Your employees’ well-being is directly linked to productivity, retention, and company success.”

  • “This program will help reduce stress, increase energy, and boost workplace morale.”

  • “We can tailor the structure and pricing to meet your business’s needs and budget.”

  • “We’d love to start with a free health assessment for all employees to gauge their current well-being.”

💡 Final Step: Once they agree, finalize details like pricing, contract terms, and launch date. Set up an onboarding process for employees to start benefiting immediately.

Step 6: Close the Deal and Confirm the Partnership

Once you’ve presented the customized wellness program, it’s time to guide the business toward making a final decision. Use confident, clear language and ensure the process is seamless and low-risk for them.

Reinforce the Value & Address Final Concerns

Before asking for the commitment, reiterate key benefits to reassure the business that this partnership is the right move.

✅ Recap the Main Benefits:

  • Increased employee productivity and engagement

  • Reduced burnout, absenteeism, and turnover

  • Enhanced workplace morale and overall well-being

  • Data-driven insights to make informed workforce decisions

  • New customers sent their way through the health pro’s network

✅ Handle Objections Smoothly:

  • Budget Concerns: Offer flexible pricing options, employer contribution strategies, or a tiered package that fits their budget.

  • Skepticism About Impact: Propose a trial period so they can see the value before committing long-term.

  • Uncertainty About Employee Participation: Highlight incentives, engagement strategies, and the potential ROI.

Ask for the Commitment & Close the Deal

Use direct yet conversational language to guide them toward a decision.

💡 Example Closing Script:
"I truly believe this program is a great fit for your team, and I’m excited about the opportunity to support [Business Name] in building a healthier, more productive workplace. If everything looks good to you, I’d love to set up a start date and finalize the details. I can send over a simple agreement today so we can get the process started."

💡 Alternative Approach for a Trial Offer:
"I understand making a big decision can take time. How about we start with a trial period? We can do a one-month pilot, and if you see positive results, we can discuss a long-term plan. Does that sound like a good approach for you?"

✅ Be Prepared for a Response:

  • If they say yes, confirm the start date, send over an agreement, and begin onboarding.

  • If they are hesitant, ask what concerns they have and address them directly.

  • If they need more time, set a follow-up date to reconnect.

Confirm & Follow Up Professionally

Once they agree, follow up with a thank-you email to confirm the next steps and maintain engagement.

📧 Example Follow-Up Email:

Subject: Excited to Move Forward – Next Steps for Wellness Partnership

Dear [Business Owner's Name],

Thank you for taking the time to discuss our wellness program. I’m excited about the opportunity to support [Business Name] and your team in creating a healthier, more engaged workplace.

Attached is the finalized agreement and program details. Please review and let me know if you have any questions. Once signed, we can move forward with scheduling the first assessments and wellness initiatives.

Looking forward to working together and making a positive impact!

Best regards,
[Your Name]
[Your Contact Information]

Ensure a Smooth Onboarding Process

To make the transition effortless, guide the business through a structured onboarding process:

1️⃣ Sign Agreement: Finalize paperwork and confirm terms.
2️⃣ Schedule First Sessions: Set up employee health assessments, wellness workshops, or coaching calls.
3️⃣ Announce the Program: Help the business introduce the wellness program to employees through emails, flyers, business cards, or a kickoff event. Create a health assessment (we recommend using Google Forms) and generate a QR code for easy access. Download the QR code and place it on your flyer or business card to direct people straight to your site. Alternatively, you can include your website or profile URL on your marketing materials with simple steps guiding them to complete the health assessment. UltraLyfe will also add your health assessment link to your website or profile, making it easy for employees to access and complete it directly from your homepage.

4️⃣ Monitor & Adjust: Check in regularly to ensure smooth implementation and make improvements as needed.

Step 7: Conducting the Call To Potential Client(Employee) & Providing Value

Structure of the Call:

  1. Review their health assessment results.

  2. Discuss key insights and predictions.

  3. Provide personalized tips and solutions.

  4. Introduce how you can help long-term.

  5. Present your service package and invite them to work with you.

Call Script:

Opening:
"Hi [Name], great to connect! Before we dive in, I’d love to hear a bit more about your wellness journey. What inspired you to reach out?"

Health Assessment Review:
"I reviewed your responses and noticed [specific challenge]. Many of my clients face the same thing, and we’ve had great success addressing it through [solution]. How has this been impacting your daily life?"

Value & Tips:
"One thing that could help immediately is [simple tip]. Have you tried this before? I have a structured plan that takes this even further to get lasting results."

Offering the Program:
"Based on everything we’ve discussed, I believe my program can really help. It includes [key benefits]. Does this sound like something that could work for you?"

Closing:
"I’d love to support you in this journey. We can start with [initial package]. Shall we go ahead and set up your first session?"Example Closing: "Based on what we discussed, I believe my program can really make a difference in helping you reach [specific goal]. Would you like to get started with an initial session to experience what it’s like?"

Securing the Client & Handling Objections:

Addressing Concerns

  • Time: "I completely understand. My program is designed to fit into busy schedules with flexible sessions. Would a customized approach help?"

  • Budget: "Investing in health now saves money long-term by preventing bigger health issues. I offer flexible payment plans to make this work for you."

  • 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.)

Finalizing the Commitment

  • Send an agreement or invoice immediately after the call.

  • Provide a clear next step (e.g., onboarding questionnaire, first session booking).

Step 8: Final Sales Cycle Recap & Key Takeaways

🔹 Identify Target Businesses: Focus on companies that value employee well-being and community engagement.

🔹 Develop a Compelling Proposal: Customize it to their goals and workforce challenges.

🔹 Schedule & Prepare for the Meeting: Have talking points ready and present with confidence.

🔹 Discuss Mutual Benefits: Show how the partnership benefits both sides (new customers, workforce wellness, and business success).

🔹 Present a Tailored Wellness Program: Offer tiered options and flexible packages.

🔹 Close the Deal Confidently: Address concerns, offer trial options, and ask for the commitment.

🔹 Follow Up & Onboard Smoothly: Keep communication clear, professional, and supportive.

Step 9: How to Present Employee Wellness Services as Valuable Business Investments

In this section, we’ll guide you through the process of effectively communicating the value of your health services to employers, helping them see how investing in their employees’ wellness can drive positive outcomes for the business. You’ll learn how to position your services as not just a benefit for employees but as a strategic investment that improves productivity, reduces healthcare costs, and boosts overall company success.

By understanding the needs of employers and demonstrating how wellness programs contribute to employee satisfaction, retention, and performance, you can confidently encourage employers to fund these programs and even contribute a percentage towards the cost. This section will provide you with the tools to craft a compelling value proposition that resonates with business owners and helps them see the long-term value of supporting employee health.

You’ll discover how to:

  • Highlight the Business Benefits: Show employers the tangible financial and operational benefits of investing in wellness services for their team.

  • Speak the Language of Employers: Learn how to align your wellness services with the business’s goals, demonstrating how your expertise can reduce costs and improve their bottom line.

  • Create Sustainable Partnerships: Develop strategies for working with employers to make wellness services an ongoing part of their employee benefits package.

By the end of this section, you’ll have the knowledge and confidence to pitch your wellness services as a valuable investment that benefits both the employees and the company as a whole.

Step 1: Collecting Health Data from Employees

Work-Life Balance

  • Purpose: Assess how well employees balance personal and professional life.

  • Action: Use a questionnaire (like the one you’ve outlined) to assess employees' feelings about their work schedule, stress from work, and self-care practices.

  • Key Areas to Observe:

    • Time for personal activities

    • Work schedule and hours

    • Stress and guilt around time off

    • Regular breaks during the day

    • Energy levels and work-life satisfaction

Current Health Status

  • Purpose: Gather data on physical and mental well-being.

  • Action: Ask questions regarding fatigue, common ailments (headaches, digestive issues), sleep habits, and energy levels.

  • Key Areas to Observe:

    • Frequency of illness (headaches, digestive issues, etc.)

    • Sleep duration and quality

    • Medication or supplement use

    • Exercise frequency and energy levels

      Stress Levels

    • Purpose: Understand the sources and effects of stress.

    • Action: Use a stress questionnaire to identify major stressors, physical manifestations of stress (headaches, anxiety), and current coping strategies.

    • Key Areas to Observe:

      • Major sources of stress (work, finances, health, family)

      • Coping strategies and their effectiveness

      • Impact on productivity and well-being

    Job Satisfaction

    • Purpose: Measure employee engagement and satisfaction with their role.

    • Action: Use the questions to assess how employees feel about their job, relationships with coworkers, and career progression.

    • Key Areas to Observe:

      • Level of motivation and enthusiasm for work

      • Feelings of being valued and appreciated

      • Alignment with career goals

    Nutritional Health

    • Purpose: Understand employees' eating habits and any related issues.

    • Action: Have employees answer questions about meal balance, food-related issues (like bloating or sugar cravings), and hydration levels.

    • Key Areas to Observe:

      • Frequency of balanced meals and hydration

      • Emotional or binge eating patterns

      • Nutritional deficiencies

    Physical Health

    • Purpose: Assess fitness levels and mobility.

    • Action: Ask employees about their physical activity, pain levels, and mobility.

    • Key Areas to Observe:

      • Frequency of physical activity

      • Any chronic pain or mobility issues

      • Cardiovascular fitness and stamina

    Mental Health

    • Purpose: Gauge mental and emotional well-being.

    • Action: Use the mental health questionnaire to evaluate feelings of overwhelm, anxiety, depression, and social connectedness.

    • Key Areas to Observe:

      • Anxiety, depression, and emotional exhaustion

      • Sleep patterns and stress levels

      • Coping mechanisms for mental well-being

    Life Satisfaction

    • Purpose: Understand overall happiness and alignment with personal goals.

    • Action: Assess employee satisfaction with life, relationships, and financial stability.

    • Key Areas to Observe:

      • General life satisfaction

      • Alignment with values and career goals

      • Financial security and relationships

Step 2: Presenting Findings to the Business Owner

Focus Areas to Address:

  • Work-Life Balance

    • Present the general level of work-life balance among employees, identifying areas where employees feel overwhelmed or burned out. Show how poor work-life balance leads to reduced productivity, increased absenteeism, and higher turnover rates.

    • Example: "70% of employees report struggling to disconnect from work, leading to burnout. This impacts their performance and overall morale, which can contribute to higher turnover rates and lower engagement."

  • Health Status

    • Present trends in health concerns like fatigue, joint pain, or mental health struggles. Highlight how these can impact work performance and lead to increased healthcare costs.

    • Example: "40% of employees report experiencing fatigue or low energy regularly, leading to reduced focus and productivity, which can affect business outcomes."

  • Stress Levels

    • Summarize the main stress sources within the workforce (workload, financial stress, etc.) and discuss their impact on employees’ productivity, creativity, and general well-being.

    • Example: "Stress from tight deadlines and workload is the main issue, with 60% of employees reporting it affects their productivity. This stress can also contribute to health problems, leading to higher absenteeism."

  • Job Satisfaction

    • Present the percentage of employees satisfied or dissatisfied with their roles. Discuss how dissatisfaction impacts retention and engagement, affecting overall business performance.

    • Example: "Over 40% of employees are not fully satisfied with their jobs, which correlates with increased turnover risk. Employees who feel valued are more likely to be engaged and productive."

  • Nutritional Health

    • Share insights on eating habits and nutrition-related challenges. Link these to energy levels, focus, and productivity.

    • Example: "A lack of balanced meals and hydration is common, leading to low energy levels and difficulty maintaining focus during the workday."

  • Physical Health

    • Identify areas where employees face physical discomfort or mobility issues, which could be causing absenteeism or decreased productivity.

    • Example: "Chronic pain and mobility issues are affecting 30% of employees, leading to increased sick days and difficulty completing physical tasks."

  • Mental Health

    • Present the overall mental health of the workforce, highlighting anxiety, stress, and emotional exhaustion. Stress the importance of supporting mental health to reduce burnout and improve productivity.

    • Example: "Mental health concerns, such as anxiety and emotional exhaustion, are affecting 50% of employees. Addressing these issues could significantly improve productivity and overall morale."

  • Life Satisfaction

    • Assess whether employees feel they are living in alignment with their personal goals and if they feel secure in their financial or personal lives.

    • Example: "Employees who feel disconnected from their values or uncertain about their future are more likely to feel disengaged at work. This could impact overall morale and

Step 10: Health Assessment:
How To Design Your Own

Our Health Assessment includes 8 customizable sections designed to gather the most relevant information from your clients. Each section includes a mix of multiple-choice, scale-based, and open-ended questions that you can tailor to your needs. We recommend using Google Forms for easy creation and management of your health assessments. For optimal results, aim for about 85-90% multiple-choice questions, 10-20% scale-based questions, and only 5-10% open-ended questions.

This assessment serves as a valuable tool to help you gather crucial data from potential leads. Not only does it provide you with insights into your prospects' needs, but it also positions you as a trusted resource when you present this data to businesses and partners. The health assessment is a powerful entry point into building relationships and securing new clients, allowing you to tailor your offerings based on the detailed insights you've gathered. Choose the questions that best fit your practice and let this tool work for you!

1) Work-Life Balance

These questions assess how well the individual manages professional and personal responsibilities.

1. How often do you feel like you have enough time for personal activities outside of work?

🔘 Almost always – I can easily balance work and personal life without feeling rushed.
🔘 Often – I usually have enough time but occasionally feel overwhelmed.
🔘 Sometimes – I have difficulty maintaining a balance and often sacrifice personal time.
🔘 Rarely – I struggle to find time for myself due to work demands.
🔘 Never – My work completely consumes my time, leaving little to no room for personal activities.

2. On a typical workday, how many hours do you spend on work-related tasks, including emails and calls?

🔘 Less than 6 hours
🔘 6-8 hours
🔘 8-10 hours
🔘 10-12 hours
🔘 More than 12 hours

3. Do you often feel guilty when taking time off or resting?

🔘 Never – I fully disconnect when I take time off.
🔘 Rarely – I occasionally feel guilty but manage to enjoy my time off.
🔘 Sometimes – I feel guilty and check emails or messages when off.
🔘 Often – I struggle to disconnect and frequently think about work.
🔘 Always – I feel like I can’t take time off without consequences.

4. How often do you have to work outside of regular work hours (evenings, weekends, holidays)?

🔘 Never – I strictly maintain work boundaries.
🔘 Occasionally – Only during peak work periods.
🔘 Sometimes – At least once a week.
🔘 Frequently – Almost every day.
🔘 Always – My job demands I’m available at all times.

5. How do you feel about your current work schedule?

🔘 Perfect – It gives me flexibility and balance.
🔘 Acceptable – I have a routine that mostly works for me.
🔘 Challenging – I often struggle to balance work and life.
🔘 Overwhelming – I feel like I have no control over my time.

6. Do you take regular breaks during the workday?

🔘 Yes, I take breaks every hour.
🔘 Yes, but only once or twice during the day.
🔘 Rarely – I usually work through without stopping.
🔘 Never – I can’t afford to take breaks.

7. How would you describe your energy levels at the end of a typical workday?

🔘 Energized – I feel good and have energy left for personal activities.
🔘 Neutral – I feel okay but not particularly energized.
🔘 Drained – I feel tired but can still manage personal tasks.
🔘 Exhausted – I have no energy left for anything else.

8. On a scale from 1-10, how satisfied are you with your current work-life balance?

(1 = Completely Unsatisfied, 10 = Perfect Balance)

9. How do you prioritize self-care (exercise, relaxation, hobbies) during the workweek?

🔘 Always – I schedule and prioritize these activities.
🔘 Often – I make time for them regularly.
🔘 Sometimes – I try, but work often gets in the way.
🔘 Rarely – I struggle to find time.
🔘 Never – I don’t prioritize self-care.

10. Open-Ended: What is one change you wish you could make to improve your work-life balance?

2) Current Health Status

These questions gather information on physical and mental well-being, common ailments, and energy levels.

1. How would you describe your overall health?

🔘 Excellent – No health issues, high energy, and feel great.
🔘 Good – Some minor health concerns but generally feel well.
🔘 Fair – I have a few ongoing health issues that impact daily life.
🔘 Poor – I struggle with multiple health problems that affect my daily activities.

2. Do you experience any of the following common ailments regularly? (Select all that apply)

⬜ Fatigue or low energy
⬜ Headaches or migraines
⬜ Digestive issues (bloating, constipation, acid reflux, IBS)
⬜ Joint pain or stiffness
⬜ Sleep disturbances or insomnia
⬜ Anxiety or depressive symptoms
⬜ Frequent colds or low immunity
⬜ High blood pressure or heart-related concerns
⬜ None of the above

3. How many hours of sleep do you get on an average night?

🔘 7-9 hours (optimal)
🔘 5-6 hours (somewhat inadequate)
🔘 Less than 5 hours (very inadequate)
🔘 More than 9 hours (potentially excessive)

4. How often do you experience low energy during the day?

🔘 Never – I feel energized throughout the day.
🔘 Occasionally – I have some dips in energy.
🔘 Regularly – I feel sluggish most afternoons.
🔘 Constantly – I struggle to stay awake and alert.

5. How often do you experience unexplained body aches, pain, or tension?

🔘 Never
🔘 Occasionally
🔘 Weekly
🔘 Daily

6. Do you take any medications or supplements regularly?

🔘 No, I don’t take any.
🔘 Yes, for general health (vitamins, supplements).
🔘 Yes, for a specific medical condition.
🔘 Yes, a mix of both.

7. How often do you engage in physical activity?

🔘 Daily
🔘 A few times per week
🔘 Occasionally
🔘 Rarely or never

8. On a scale of 1-10, how would you rate your daily energy levels?

(1 = Always exhausted, 10 = Highly energized)

9. Have you experienced significant weight changes in the last 6 months?

🔘 No change
🔘 Gained weight unintentionally
🔘 Lost weight unintentionally
🔘 I have actively worked on weight management

10. Open-Ended: What is your biggest current health concern?

3) Stress Levels

These questions assess both the causes and effects of stress on daily life.

1. How often do you feel stressed?

🔘 Rarely – I manage stress well.
🔘 Occasionally – I feel stressed but can handle it.
🔘 Frequently – Stress impacts me regularly.
🔘 Constantly – I feel overwhelmed daily.

2. What are your main sources of stress? (Select all that apply)

⬜ Work-related pressure
⬜ Financial concerns
⬜ Family responsibilities
⬜ Health concerns
⬜ Relationships or social pressures
⬜ Personal expectations/perfectionism
⬜ None of the above

3. How does stress usually manifest for you?

🔘 Headaches, muscle tension, or body aches
🔘 Anxiety, nervousness, or difficulty relaxing
🔘 Irritability or mood swings
🔘 Trouble sleeping or fatigue
🔘 Digestive issues (bloating, upset stomach)
🔘 I don’t experience physical effects from stress

4. How well do you manage stress?

🔘 Very well – I have strong coping strategies.
🔘 Somewhat well – I manage stress but have bad days.
🔘 Poorly – I struggle to cope effectively.
🔘 Not at all – I feel completely overwhelmed.

5. How often do you practice stress-management techniques (exercise, meditation, therapy)?

🔘 Daily
🔘 Weekly
🔘 Occasionally
🔘 Never

6. On a scale of 1-10, how would you rate your current stress levels?

(1 = No stress, 10 = Overwhelmed daily)

7. Do you find it difficult to relax and unwind?

🔘 Never
🔘 Occasionally
🔘 Often
🔘 Always

8. How does stress impact your productivity at work?

🔘 No impact
🔘 Slight impact
🔘 Moderate impact
🔘 Major impact

9. How do you usually cope with stress?

🔘 Healthy outlets (exercise, therapy, hobbies)
🔘 Distracting activities (TV, social media, gaming)
🔘 Unhealthy coping (overeating, alcohol, avoiding problems)
🔘 I don’t have a coping strategy

10. Open-Ended: What is one thing that would help lower your stress?

4) Job Satisfaction

(Understanding if they associate happiness with their job, look forward to it, want to find a new job, etc.)

1. How do you feel about going to work each day?

🔘 Excited – I love my job and look forward to it.
🔘 Content – I enjoy my work but have some challenges.
🔘 Neutral – It’s just a job; I don’t love or hate it.
🔘 Unhappy – I feel drained and unmotivated most days.
🔘 Miserable – I dread going to work.

2. Do you feel valued and appreciated at your job?

🔘 Always – My contributions are recognized and appreciated.
🔘 Often – I receive some recognition but could use more.
🔘 Sometimes – Occasionally, but not consistently.
🔘 Rarely – I don’t feel appreciated for my work.
🔘 Never – I feel completely undervalued.

3. How often do you experience job-related stress?

🔘 Never – My job is low-stress and well-balanced.
🔘 Occasionally – Some stressful moments, but manageable.
🔘 Frequently – Stress is a regular part of my work.
🔘 Constantly – My job feels overwhelming.

4. Do you feel your current job aligns with your long-term career goals?

🔘 Yes – This is exactly what I want to be doing.
🔘 Somewhat – I’m learning skills that will help me in the future.
🔘 Not really – I don’t see a clear path forward.
🔘 No – I want to change careers soon.

5. Have you considered looking for a new job in the last six months?

🔘 No, I’m happy where I am.
🔘 Yes, but I haven’t actively searched.
🔘 Yes, I’ve started looking for new opportunities.
🔘 Yes, I am actively applying and interviewing.

6. How much control do you feel you have over your workload?

🔘 Full control – I manage my tasks well.
🔘 Some control – I have input, but deadlines can be demanding.
🔘 Little control – I’m often overwhelmed with assignments.
🔘 No control – My workload feels unmanageable.

7. Do you feel like your job contributes to your overall happiness?

🔘 Yes – My job brings me joy and fulfillment.
🔘 Somewhat – I enjoy some parts, but it’s not my passion.
🔘 No – My job feels like a source of stress and unhappiness.

8. On a scale of 1-10, how satisfied are you with your job?

(1 = Completely dissatisfied, 10 = Extremely satisfied)

9. How well do you get along with coworkers and management?

🔘 Very well – I have great relationships with my team.
🔘 Okay – I get along, but I keep it professional.
🔘 Poorly – There’s tension or lack of connection.
🔘 Not at all – I have workplace conflicts.

10. Open-Ended: If you could change one thing about your job to improve satisfaction, what would it be?

5) Nutritional Health

(Understanding eating habits, deficiencies, hydration, and meal balance.)

1. How often do you eat balanced meals (protein, healthy fats, fiber, and vegetables)?

🔘 Always – Every meal is well-balanced.
🔘 Often – I try, but sometimes I fall short.
🔘 Occasionally – I have some healthy meals, but not regularly.
🔘 Rarely – My diet is often unbalanced.

2. Do you experience any of the following food-related issues? (Select all that apply)

⬜ Bloating, gas, or stomach discomfort
⬜ Acid reflux or heartburn
⬜ Blood sugar crashes (fatigue, dizziness after eating)
⬜ Sugar cravings or dependency
⬜ Difficulty maintaining a healthy weight
⬜ No issues

3. How many servings of fruits and vegetables do you eat daily?

🔘 5+ servings (great intake)
🔘 3-4 servings (moderate intake)
🔘 1-2 servings (low intake)
🔘 None or very rarely

4. How often do you consume processed or fast foods?

🔘 Never or rarely
🔘 A few times per month
🔘 A few times per week
🔘 Daily

5. How much water do you drink daily?

🔘 8+ cups (fully hydrated)
🔘 5-7 cups (moderate hydration)
🔘 3-4 cups (low hydration)
🔘 Less than 3 cups (dehydrated)

6. How often do you eat meals mindfully (without distractions like TV, phone, or work)?

🔘 Always – I focus on my meals and eat without distractions.
🔘 Often – I try to be mindful but sometimes multitask.
🔘 Occasionally – I eat while watching TV or scrolling on my phone.
🔘 Rarely – I almost always eat distracted.

7. Do you struggle with emotional or binge eating?

🔘 Never – I have a healthy relationship with food.
🔘 Occasionally – I sometimes eat emotionally.
🔘 Frequently – Emotional eating is a pattern for me.
🔘 Constantly – I feel like I have little control over my eating habits.

8. On a scale of 1-10, how would you rate your overall nutrition?

(1 = Very poor, 10 = Excellent)

9. Do you take any vitamins or supplements?

🔘 No
🔘 Yes, occasionally
🔘 Yes, daily

10. Open-Ended: What is your biggest nutritional challenge?

6) Physical Health

(Understanding fitness levels, movement habits, and bodily function.)

1. How often do you engage in physical activity?

🔘 Daily (30+ minutes of movement)
🔘 A few times per week
🔘 Occasionally (once per week or less)
🔘 Rarely or never

2. Do you experience any chronic pain or physical discomfort?

🔘 No, I feel great.
🔘 Occasionally – Minor aches, but nothing serious.
🔘 Regularly – I have pain that impacts my activities.
🔘 Constantly – Pain significantly affects my daily life.

3. Do you have any of the following mobility issues? (Select all that apply)

⬜ Limited flexibility
⬜ Difficulty walking long distances
⬜ Joint pain or stiffness
⬜ Poor posture or back pain
⬜ None of the above

4. How often do you stretch or practice mobility exercises?

🔘 Daily
🔘 A few times per week
🔘 Occasionally
🔘 Rarely or never

5. How would you describe your cardiovascular fitness (stamina and endurance)?

🔘 Excellent – I can exercise for long periods without fatigue.
🔘 Good – I have decent endurance but could improve.
🔘 Fair – I get tired easily.
🔘 Poor – I struggle with even light activity.

6. How often do you experience shortness of breath with basic activity?

🔘 Never
🔘 Occasionally
🔘 Frequently
🔘 Always

7. On a scale of 1-10, how strong and capable do you feel in your body?

(1 = Very weak, 10 = Strong and capable)

8. How do you feel about your current fitness level?

🔘 Very satisfied
🔘 Somewhat satisfied
🔘 Neutral
🔘 Dissatisfied

9. How many hours per day do you spend sitting?

🔘 Less than 3 hours
🔘 3-6 hours
🔘 7-9 hours
🔘 10+ hours

10. Open-Ended: What is one fitness goal you’d like to achieve?

7) Mental Health

(Understanding emotional well-being, coping mechanisms, and mental resilience.)

1. How often do you feel overwhelmed or emotionally exhausted?

🔘 Never – I manage stress well.
🔘 Occasionally – I have some tough days but generally cope well.
🔘 Frequently – I often feel emotionally drained.
🔘 Constantly – I feel overwhelmed nearly every day.

2. How well do you sleep at night?

🔘 Excellent – I wake up refreshed and well-rested.
🔘 Good – I sleep well most nights but occasionally wake up tired.
🔘 Fair – I have trouble falling or staying asleep some nights.
🔘 Poor – I rarely feel rested, and my sleep is inconsistent.

3. How often do you experience feelings of anxiety or excessive worry?

🔘 Never – I feel calm and in control.
🔘 Occasionally – I worry sometimes, but it doesn’t interfere with my life.
🔘 Frequently – Anxiety affects me on a regular basis.
🔘 Constantly – I struggle with severe or chronic anxiety.

4. How do you usually cope with stress? (Select all that apply)

⬜ Exercise or physical activity
⬜ Meditation or mindfulness practices
⬜ Talking to friends or family
⬜ Engaging in hobbies or creative activities
⬜ Unhealthy habits (overeating, drinking, smoking, etc.)
⬜ Avoiding or ignoring stress

5. Do you ever struggle with feelings of sadness, hopelessness, or depression?

🔘 Never – I feel emotionally stable.
🔘 Occasionally – I experience occasional low moods but can manage them.
🔘 Frequently – I have persistent sadness or lack of motivation.
🔘 Constantly – I struggle with deep feelings of depression.

6. How often do you engage in activities that bring you joy?

🔘 Daily – I regularly make time for enjoyable activities.
🔘 A few times per week – I try to prioritize things I enjoy.
🔘 Occasionally – I get busy and don’t always make time.
🔘 Rarely or never – I struggle to find joy in activities.

7. On a scale of 1-10, how would you rate your overall mental health?

(1 = Very poor, 10 = Excellent)

8. How often do you feel socially connected and supported?

🔘 Always – I have strong, supportive relationships.
🔘 Often – I have a solid support system but could use more connection.
🔘 Sometimes – I feel lonely or disconnected at times.
🔘 Rarely – I often feel isolated and unsupported.

9. Do you have any professional mental health support?

🔘 Yes – I see a therapist, counselor, or coach regularly.
🔘 Occasionally – I have seen a professional but not consistently.
🔘 No – I have never sought professional mental health support.

10. Open-Ended: What is one thing that improves your mental well-being when you're struggling?

8) Life Satisfaction

(Understanding overall happiness, fulfillment, and personal alignment with goals.)

1. How satisfied are you with your overall quality of life?

🔘 Very satisfied – I love my life and feel fulfilled.
🔘 Somewhat satisfied – I have a good life but see areas for improvement.
🔘 Neutral – I don’t love or hate my life, it’s just okay.
🔘 Dissatisfied – I often feel unfulfilled and unhappy.
🔘 Very dissatisfied – I feel like my life needs a major change.

2. Do you feel like you are living in alignment with your values and passions?

🔘 Yes – I’m pursuing what truly matters to me.
🔘 Somewhat – I’m working towards it, but I could be doing more.
🔘 Not really – I often feel like I’m stuck or off track.
🔘 No – I feel disconnected from what I truly want in life.

3. How often do you feel a sense of purpose in your daily life?

🔘 Daily – I have a strong sense of meaning and direction.
🔘 Often – I feel purpose but sometimes lose sight of it.
🔘 Occasionally – I struggle to find meaning in my day-to-day life.
🔘 Rarely or never – I feel like I lack direction.

4. Do you feel financially secure and in control of your future?

🔘 Yes – I’m in a great financial position and feel secure.
🔘 Mostly – I manage well but sometimes feel stressed.
🔘 Not really – Finances cause me significant stress.
🔘 No – I constantly worry about money and financial stability.

5. How do you feel about your personal relationships (friends, family, partner)?

🔘 Very satisfied – I have deep and meaningful connections.
🔘 Somewhat satisfied – I have good relationships but want to improve them.
🔘 Neutral – My relationships feel okay but could be stronger.
🔘 Dissatisfied – I feel disconnected from my relationships.

6. How often do you take time for personal growth (reading, learning, self-improvement)?

🔘 Daily – I make it a priority.
🔘 Often – I try to focus on growth when I can.
🔘 Occasionally – I’d like to do more but struggle with consistency.
🔘 Rarely – I don’t focus on personal development much.

7. On a scale of 1-10, how happy are you with your life overall?

(1 = Completely unhappy, 10 = Extremely happy)

8. How well do you balance work, relationships, and personal time?

🔘 Very well – I prioritize all areas of my life effectively.
🔘 Moderately well – I balance things, but some areas need more attention.
🔘 Poorly – I struggle to maintain a good balance.
🔘 Very poorly – My life feels chaotic and unbalanced.

9. If you could change one area of your life right now, which would it be?

🔘 Career & Work
🔘 Relationships
🔘 Health & Well-being
🔘 Finances
🔘 Personal Growth
🔘 Nothing – I’m happy with my life as it is.

10. Open-Ended: What is one thing that would make your life significantly better right now?