UltraLyfe Phases

The UltraLyfe Phases give you a **clear roadmap** for building, growing, and sustaining your health practice. Each phase is designed to be completed in order so nothing critical gets missed.

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🚀 Phase 1: Foundation & Launch

Get your house in order — legal, financial, systems, positioning, and brand presence.

🟢 Pre-Phase 1Positioning & Clarity (do this first)
1

Clarifying Your Niche & Positioning

Define who you serve and why you’re the best choice.

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2

Defining Your Signature Transformation

Map the clear outcomes clients achieve with you.

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3

Brand Story & Messaging Guide

Craft a clear narrative, voice, and proof.

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✅ Phase 1 — CoreLaunch Essentials (required)
4

Package Setup

Define duration, inclusions, and guarantees for your core offer.

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5

Payment Integration & Scheduling

Connect Stripe, set up Calendly, and remove friction from booking.

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6

Custom Website Setup & Branding

Submit specs and build a trust-building site + brand system.

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7

Setting Up Online Presence

Google, Yelp, LinkedIn, and directories — get found fast.

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8

Coaching Agreement & Policies

Protect both sides with clear scope, policies, and terms.

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Strategic Coaching Call — Phase 1 Midpoint
Review what you’ve completed so far (Steps 1–8), align next moves, and lock in new implementations.
Book Coaching Call
🔧 Phase 1 — Build-OutOptional / Secondary (do next)
9

Business Pre-Launch Checklist

Confirm critical ops, tech, and marketing before launch.

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10

Pricing Psychology & Revenue Math

Confident pricing and simple income planning.

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11

Choosing Your Business Model

1:1, group, hybrid, or memberships — choose smart.

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12

Banking, Taxes, & Entity Setup

Simple, clean financial foundations.

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13

Credibility Assets

Bio, headshots, testimonials, logos — all aligned.

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14

Health Assessment Builder

Intake + consult scoring that converts.

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15

Legal & Compliance Basics

HIPAA, disclaimers, and risk reduction.

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Strategic Coaching Call — Phase 1 Wrap-Up
Debrief Steps 9–15, confirm your launch essentials, and plan your move into Phase 2.
Book Coaching Call

⚡ Early Client Engine

4-part system to generate your first clients with a clean, relationship-driven process.

1

Part 1

Lock your positioning + message so people instantly “get” what you do.

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2

Part 2

Build trust assets + a simple offer angle that makes outreach feel natural.

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3

Part 3

Find warm client sources and start conversations that lead to booked calls.

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4

Part 4

Convert the conversation: consult flow, follow-up, and close without pressure.

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🌟 Phase 2: Marketing & Client Acquisition

Attract the right clients and build lead flow with simple, proven systems.

16

Ideal Client Avatar Deep Dive

Pinpoint pains, goals, and language.

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17

Market Research & Competitor Mapping

Find gaps you can own.

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18

Social Proof & Content 101

Posts, articles, case studies that build trust.

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19

Health Assessment Funnel

Free consult builder that converts.

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20

Creating a Lead Magnet

Guides, challenges, or webinars that attract.

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21

Email Nurture Sequence

Warm up leads with value-driven emails.

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22

Direct-to-Consumer Outreach

Organic DMs + email the right way.

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23

Direct-to-Business Sales Playbook

Corporate wellness & partnerships.

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24

Working With Organizations

Gyms, clinics, nonprofits — contractor model.

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25

Referral Growth Systems

Design word-of-mouth that scales.

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Strategic Coaching Call — Phase 2 Checkpoint
This is your Phase 2 coaching call: review Modules 16–25, align channels, refine messaging, and lock your next outreach actions.
Book Coaching Call
26

Partnerships & Collaborations

Co-marketing, affiliates, and summits.

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27

Paid Ads Starter Guide

Facebook, Google, LinkedIn basics.

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28

Hosting Live Workshops/Webinars

From attendees to clients.

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29

Authority Building

PR, podcasts, and local media wins.

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30

Creating Your First Community

FB/Discord/Slack — keep prospects close.

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Strategic Coaching Call — Phase 2 Wrap-Up
Final Phase 2 coaching call: consolidate wins from Modules 26–30, finalize your lead engine, and prep Phase 3 conversion systems.
Book Coaching Call

💼 Phase 3: Sales & Conversion Systems

Leads are coming in — convert them confidently and craft smooth client journeys.

31

Confident Sales Conversations

Consult frameworks & objection handling.

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32

Scripted Consult Calls

Step-by-step scripts to close with ease.

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33

Value Ladder & Upsell Strategy

From free → low ticket → high ticket.

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34

Client Onboarding Experience

Welcome kits, expectations, and wow.

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Strategic Coaching Call — Phase 3 Midpoint
Tune your consult flow and onboarding to raise close & retention rates.
Book Coaching Call
35

Retention & Renewal Playbook

Keep clients and renew with confidence.

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36

Automating Sales & Nurture

CRM + automations that save hours.

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37

Metrics That Matter

Leads, close rate, LTV, churn — made simple.

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Strategic Coaching Call — Phase 3 Wrap-Up
Lock in your conversion stack and set targets for scaling.
Book Coaching Call

📈 Phase 4: Scale & Operations

Clients & revenue are in — now grow capacity with systems and leverage.

38

Workflow & Time Management

Themed days, batching, energy control.

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39

Scaling Systems & Delegation

VAs, freelancers, and SOPs.

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40

Group Coaching & Memberships

Serve more people, keep quality high.

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41

Adding Digital Products

Courses, guides, and toolkits.

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Strategic Coaching Call — Phase 4 Midpoint
Check capacity, assign SOPs, and select the next leverage play.
Book Coaching Call
42

Hiring & Building a Team

Assistants, contractors, specialists.

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43

Step-by-Step Growth Roadmap

Milestones, KPIs, & planning cadence.

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44

Business Consulting Frameworks

Audit & fix your practice like a pro.

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45

Overcoming Growth Blockers

Unstick capacity & mindset limits.

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Strategic Coaching Call — Phase 4 Wrap-Up
Finalize your scale plan and prep optimization sprints.
Book Coaching Call

🔄 Phase 5: Optimization & Longevity

Future-proof your business — refine, retain, and evolve into an asset.

46

Offer Refinement & Evolution

Premium packaging that stays relevant.

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47

Long-Term Retention & Re-engagement

Build loyalty + repeat business.

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48

Trend Tracking & Adaptation

What’s working now (without chasing).

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49

Brand Positioning Refresh

Evolve visuals and message with growth.

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Strategic Coaching Call — Phase 5 Midpoint
Tune retention engines and plan brand refresh cycles.
Book Coaching Call
50

Advanced Data & Analytics

Profitability & attribution, simplified.

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51

Personal Development & Wellness

Founder habits to avoid burnout.

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52

Future-Proofing Your Practice

Exit strategy, licensing, & selling IP.

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Strategic Coaching Call — Phase 5 Wrap-Up
Consolidate optimizations and map your next 90-day evolution.
Book Coaching Call