🌟 Phase 2
🤝 Working With Organizations

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

🤝 Working With Organizations

🔍 Step 1: Understand Why Organizations Hire Contractors

Businesses, clinics, gyms, and nonprofits often need wellness experts—but they don't always want the overhead of hiring someone full-time. That’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.

📋 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:

  • 🏢 Corporate HR & Wellness Teams
  • 💪 Gyms & Fitness Studios
  • 🩺 Functional Medicine or Chiropractic Clinics
  • 🏫 Schools & Universities
  • 💼 Local Nonprofits or Government Agencies

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

🧠 Step 3: Prepare Your Offer

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

  • 🎤 Monthly workshops or webinars
  • 🧍 1:1 or group coaching for staff or clients
  • 📊 Wellness assessments with reports
  • 📦 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.

📞 Step 4: Outreach & Pitching

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

Email Example:
“Hi [Name], I’m a local wellness coach who supports [audience] with [solution]. I’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 it’s a fit?”

Be proactive but respectful. Always lead with what’s in it for them and their people—not just what you want.

📝 Step 5: Structure the Agreement

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

  • 🕒 Hours/days per week or project schedule
  • 💵 Payment terms (flat fee, hourly, per participant)
  • 🔐 Confidentiality & liability clauses
  • 🛑 Cancellation and termination policy
Tip:
Use a tool like HelloSign or Docusign to send agreements digitally. Always make sure terms are clear and fair.

📈 Step 6: Deliver Value & Upsell

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

  • 📅 Be punctual and prepared
  • 💬 Check in regularly with the organization
  • 📣 Ask for feedback and testimonials
  • 🔄 Offer renewals or upsells once you’ve delivered value

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

🚀 Bonus: Types of Revenue Models You Can Offer

  • 📍 Per-session rate ($75–$150 typical range)
  • 📦 Flat monthly retainer (e.g., $1,000/month for 4 sessions + access)
  • 👥 Per-employee fee (e.g., $10–$30 per person/month)
  • 💼 Program package (e.g., $2,000 for 6-week challenge)

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