🌟 Module 23: Direct-to-Business Sales Playbook
Corporate wellness & partnerships — clear scripts, repeatable systems, and fast paths to paid engagements.
2. Why It Matters
Businesses pay for outcomes: retention, productivity, reduced burnout, and culture. When you sell B2B, a few great clients can replace dozens of consumer sales — with steadier cash flow and larger contracts.
This playbook turns your coaching into a business solution. You’ll lead with value (free health assessments), convert interest into 1-on-1 sessions, then package ongoing support the owner can say yes to quickly.
3. Step-by-Step Guide
Pick Your Entry Path
Choose one path to start: Chamber Outreach, Workplace Wellness Offer, or Part-time Coach-for-Hire. Focus beats dabbling.
Build a 25-Business Prospect List
Use your Chamber directory + LinkedIn to find 10–200-employee companies (agencies, clinics, real estate, trades, finance, non-profits).
Send Value-First Outreach (Copy/Paste)
Open with a no-cost Team Health Assessment that helps employees personally and gives the owner an anonymized snapshot.
Roll Out the Assessment
Share your branded Google Form, 5–7 day completion window, and employer-approved intro email. Offer to handle reminders.
Deliver the Employer Snapshot
Send a short visual summary (trends, risks, 3 recommendations: free, moderate, full program). Position yourself as a partner, not a vendor.
Host 1-on-1 Reviews & Convert
Give each employee 2–3 actionable tips, then offer support: monthly, 90-day, or premium plan. Invite employer co-sponsorship.
Propose Ongoing Support
Offer 3 tiers (Light/Standard/Premium) with hours/week, deliverables, and reporting. Make renewal the default at 90 days.
4. Examples & Options
Chamber of Commerce Outreach (Email)
Subject: Fellow Chamber member — free health snapshot for your team
Hi [Name], I’m a Chamber member offering a no-cost health assessment for employees — they get personalized tips, and you receive an anonymous snapshot of team wellbeing. Zero strings. Open to a quick chat?
Workplace Wellness Intro (Owner DM)
“I help small teams reduce burnout & improve focus with simple coaching. Want a free 5-minute assessment for your staff? I’ll handle it end-to-end and send you a short insight report.”
Getting Hired: 3 Package Tiers
Light (3 hrs/wk): Group + email support ($800–$1,200/mo)
Standard (5–6 hrs/wk): Weekly 1-on-1s + check-ins ($1,500–$2,200/mo)
Premium (8–10 hrs/wk): Leadership + reports ($2,500–$3,500/mo)
DIY (Free/Low-Cost)
Google Forms assessment, Sheet tracker, Gmail templates, Zoom consults. Great for first 3–5 clients.
Mid-Level (Affordable)
Calendly for scheduling, Canva for visuals, simple landing page, Mailtrack for follow-up reminders.
Advanced (Premium/Scale)
Automations (Zapier to Sheets), proposal software, analytics dashboards, VA support for outreach.
5. Common Mistakes to Avoid
- Pitching “health” only. Instead of features, tie to retention, productivity, burnout reduction.
- Asking the owner to do rollout. Do it for them: write the email, provide the link, schedule reminders.
- One-and-done workshops. Offer a 90-day plan with check-ins and reporting.
- Long assessments. Keep it 5–10 questions; add an optional deep-dive later.
- No follow-up rhythm. Use a 3-touch sequence: Day 0, Day 3, Day 7 with a new angle each time.
6. Quick Win Highlight
In 10 minutes: Message 3 Chamber members with a no-cost team assessment offer and a Calendly link for a 15-minute intro. Use the prompt at right; copy, paste, send.
Then create a Sheet with columns: Company • Contact • Sent • Reply • Assessment Sent • Calls • Closed.
I’d love to run a free 5-minute team health assessment for your staff (I handle everything) and send you a short, anonymous insight snapshot. Interested in a quick 15-minute intro?
[Calendly link]
7. Mini-Implementation Exercise
Fill-in: Define your offer + outreach.
Offer One-Liner
“We help [industry/team size] reduce burnout and improve performance with a 90-day plan: assessments, 1-on-1 coaching, and simple team reports.”
Assessment CTA
“Team completes a 5-minute health snapshot; we send you an anonymous summary + 3 action items.”
Pricing Anchor
Light $800–$1,200 • Standard $1,500–$2,200 • Premium $2,500–$3,500 (monthly; 90-day commitment).
8. Tools & Resources
Create a branded 8–10 question assessment in minutes.
Track outreach, completions, and pipeline at a glance.
Frictionless scheduling for intros and 1-on-1 reviews.
Generate clean employer snapshots and report visuals fast.
Lightweight tracking to nudge timely follow-ups.
Short proposal videos that increase close rates.
9. Checkpoint / Success Criteria
10. Summary & Next Step
- Businesses buy outcomes — speak retention, productivity, and culture.
- Lead with a no-cost team assessment to deliver instant value.
- Convert via 1-on-1 reviews; then propose a 90-day plan with clear tiers.
- Report wins monthly to retain and expand your footprint.