๐ŸŒŸ Phase 2
๐Ÿค Working With Organizations

This module teaches health professionals how to partner with organizations as independent contractorsโ€”unlocking a powerful revenue stream through corporate wellness, clinic collaboration, and community partnerships without becoming an employee.

๐Ÿค Working With Organizations

๐Ÿ” Step 1: Understand Why Organizations Hire Contractors

Businesses, clinics, gyms, and nonprofits often need wellness expertsโ€”but they don't always want the overhead of hiring someone full-time. Thatโ€™s where you come in as a health contractor. You get the benefits of partnership while maintaining your independence.

  • Lower cost and risk for the company
  • High-value and flexible support from you
  • Ideal for project-based work, group sessions, or specialized programs
Key Insight:
Being a contractor allows you to work with multiple partners, grow your reputation, and keep your own client list active.

๐Ÿ“‹ Step 2: Identify the Right Types of Organizations

Not every business will be a fit. Focus on organizations where wellness or coaching services naturally add value:

  • ๐Ÿข Corporate HR & Wellness Teams
  • ๐Ÿ’ช Gyms & Fitness Studios
  • ๐Ÿฉบ Functional Medicine or Chiropractic Clinics
  • ๐Ÿซ Schools & Universities
  • ๐Ÿ’ผ Local Nonprofits or Government Agencies

Start local. Then build upward through networks, referrals, or targeted outreach on platforms like LinkedIn.

๐Ÿง  Step 3: Prepare Your Offer

Your offer must be clear, tangible, and tied to outcomes. Avoid vague proposals. Define what you deliver:

  • ๐ŸŽค Monthly workshops or webinars
  • ๐Ÿง 1:1 or group coaching for staff or clients
  • ๐Ÿ“Š Wellness assessments with reports
  • ๐Ÿ“ฆ Customized programs (nutrition, fitness, burnout prevention)
Include in Your Proposal:
Program structure, duration, pricing model, success metrics, and a short paragraph on how this supports their mission or goals.

๐Ÿ“ž Step 4: Outreach & Pitching

Use a combination of warm intros, cold email/DM, and local networking. Hereโ€™s a cold email template to get started:

Email Example:
โ€œHi [Name], Iโ€™m a local wellness coach who supports [audience] with [solution]. Iโ€™d love to explore offering your employees a simple, effective wellness program that includes [benefit]. Would you be open to a 15-minute chat to see if itโ€™s a fit?โ€

Be proactive but respectful. Always lead with whatโ€™s in it for them and their peopleโ€”not just what you want.

๐Ÿ“ Step 5: Structure the Agreement

Once a partner is interested, use a contractor agreement to outline:

  • ๐Ÿ•’ Hours/days per week or project schedule
  • ๐Ÿ’ต Payment terms (flat fee, hourly, per participant)
  • ๐Ÿ” Confidentiality & liability clauses
  • ๐Ÿ›‘ Cancellation and termination policy
Tip:
Use a tool like HelloSign or Docusign to send agreements digitally. Always make sure terms are clear and fair.

๐Ÿ“ˆ Step 6: Deliver Value & Upsell

This is your time to shine. Show up professionally, provide excellent service, and go beyond expectations.

  • ๐Ÿ“… Be punctual and prepared
  • ๐Ÿ’ฌ Check in regularly with the organization
  • ๐Ÿ“ฃ Ask for feedback and testimonials
  • ๐Ÿ”„ Offer renewals or upsells once youโ€™ve delivered value

This could turn into long-term recurring income or multiple referrals if you do it right.

๐Ÿš€ Bonus: Types of Revenue Models You Can Offer

  • ๐Ÿ“ Per-session rate ($75โ€“$150 typical range)
  • ๐Ÿ“ฆ Flat monthly retainer (e.g., $1,000/month for 4 sessions + access)
  • ๐Ÿ‘ฅ Per-employee fee (e.g., $10โ€“$30 per person/month)
  • ๐Ÿ’ผ Program package (e.g., $2,000 for 6-week challenge)

You can also negotiate hybrid models depending on company size, outcomes, or retention goals.