🌟 Phase 2
💼 Direct To Businesses
Learn how to land partnerships directly with local businesses by offering wellness solutions their employees will love. This module walks you through outreach strategies, scripts, and partnership models to help you generate leads, set up consults, and grow your client base by working with companies — not chasing individual clients.
🧭 UltraLyfe Outreach Training
Explore every method and script you need to connect with local businesses, earn client trust, and turn interest into paying partnerships. Use the tabs below to navigate our full outreach system.
🔹 Module: Chamber of Commerce Outreach
“Don’t just join your Chamber — use it as a gateway to partnerships, credibility, and a flood of warm leads in your local market.”
🌟 Module Objective
This module shows you how to strategically use your Chamber of Commerce membership to generate business leads, offer free employee sessions as a door-opener, and create wellness partnerships with fellow members. You’ll learn outreach scripting, directory tactics, and value-first messaging to build instant trust and credibility.
📋 Step 1: Join Your Local Chamber
Find your city or region’s Chamber of Commerce and become a member. Membership typically includes access to their business directory, events, and contact privileges with other members — all powerful tools for warm outreach.
🧭 Step 2: Use the Member Directory
Once inside, use the online member directory to find businesses that match your ideal client profile (10–200 employees, local staff, community-focused).
- Sort by industry: Real estate, law, healthcare, fitness, services
- Filter by size or employee count (if available)
- Build a list of 15–30 businesses to contact
💬 Step 3: Outreach Scripts That Build Trust
Script #1: Wellness Intro as a Fellow Member
Hi [Name],
I’m also a member of the Chamber and wanted to reach out to offer something special for fellow businesses — a free health coaching session for every employee, manager, and executive on your team. It’s my way of supporting our community and offering something valuable with no strings attached.
Each person receives tips tailored to their needs — energy, focus, stress, lifestyle — plus daily habits they can apply immediately.
If it’s a fit, we can also explore a potential partnership to support one another's business. Would love to connect if you’re open to it!
Best,
[Your Name]
Script #2: Business Proposition with Free Coaching as Thank You
Hi [Name],
I’m a fellow Chamber member and I have a simple business proposition I think could benefit both our companies. As a thank-you for your time, I’d love to offer a free health coaching session to your whole team — including you and your management staff.
Let me know a good time to talk. In the meantime, employees can start by completing our free health assessment at myultralyfe.com — that unlocks their free session.
Thanks!
[Your Name]
📊 Step 4: Convert Interest into Action
- Direct them to your health assessment link: “Everyone on your team can complete this — it’s quick and unlocks their free session.”
- Use the UltraLyfe dashboard to view responses and prepare for their consults.
- Deliver high-value 1-on-1 sessions that include helpful insights and small wins.
- Follow up with the business owner to explore paid options or recurring support.
🔁 Step 5: Turn One Intro into Many
- Ask the Chamber to feature you in a member spotlight
- Attend networking mixers with a clear free offer (health snapshot for teams)
- Follow up with warm handoffs: “If you know any other local business owners looking to support their staff, I’d love an intro.”
🎁 Bonus: Build Win-Win Partnerships
In some cases, a Chamber member may want to cross-promote — co-hosting an event, offering employee perks, or bundling services. Be proactive:
- Suggest a wellness day where both your services are featured
- Offer to create a discount or VIP code for their customers
- Support their business publicly (Google reviews, LinkedIn shoutouts, etc.)
Partnerships move fast when you lead with value and collaboration — not competition.
🔹 Module: Workplace Wellness Programs
“Get inside the mind of a business owner and become the most valuable asset their team didn’t know they needed — until you showed them.”
🌟 Module Objective
This module teaches you how to attract business clients by offering free health assessments as a foot in the door, positioning yourself as both a wellness expert and a business value creator. You’ll learn how to sell without being salesy, convert assessments into paying clients, and deliver workplace-wide impact.
📋 Outlook: Ideal Businesses to Target
When prospecting, focus on small to mid-sized businesses that often lack in-house wellness programs but care deeply about their team's performance and retention. These businesses are more flexible, approachable, and eager to stand out with culture-forward perks. Here’s a strong list of examples:
- Marketing & Creative Agencies
- Law Firms
- Chiropractic & Dental Clinics
- Real Estate Offices
- Construction & Contracting Firms
- Gyms & Fitness Studios (staff wellness support)
- Private Schools or Daycares
- Tech Startups
- Nonprofits and NGOs
- Accounting Firms
- Veterinary Clinics
- Insurance Agencies
- Local Banks & Credit Unions
- Architecture & Design Firms
- Retail Chains with Office Staff
- Health Spas & Med Spas
- Car Dealerships (sales & admin teams)
- Warehouse Operations (with office-based leadership)
- Corporate Event Planning Firms
- Franchise Operators (restaurants, gyms, stores)
Targeting these groups allows you to be the first to introduce proactive wellness while also standing out as a business-savvy partner — not just another coach.
🧠 Section 1: Why Businesses Say Yes to Wellness
UltraLyfe Core Insight: You are not selling “health” — you’re solving a business problem.
- Reducing turnover, which can cost $10K–$30K per lost employee.
- Increasing productivity (well-rested employees = stronger output).
- Improving retention by showing staff they are valued.
- Reducing health-related absences and burnout.
- Creating a more attractive workplace culture to compete for talent.
📊 Harvard Business Review: Every $1 spent on wellness saves $3.27 in health care costs and $2.73 in absenteeism.
Exercise: Write down 3 results your coaching can create that would affect a business owner’s bottom line.
🧰 Section 2: The UltraLyfe Strategy — Health Assessments as a Trojan Horse
This is your best entry strategy. Period.
- Offer a free Health Assessment to the employer’s staff
“We’d love to offer a no-cost health snapshot for your team — no strings attached.” - Each employee fills out your branded Health Assessment
You collect wellness data across energy, stress, lifestyle, and more. - Meet 1-on-1 to review results
Offer value, tips, and a path forward for 6–12 month transformation. - Convert those who are ready
“If you want me in your corner, let’s get started.” - Bonus to the Employer: Provide a team-wide anonymous snapshot with trends, stress levels, morale indicators, etc.
💼 Section 3: What Services Can You Offer Employers?
- ✅ 1-on-1 or Group Coaching
- 📊 Team Wellness Reports
- 🧠 Lunch & Learn Workshops
- 📆 Monthly Wellness Subscriptions
- 🎯 90-Day Health Sprint Programs
Pro Tip: Start small with a free health assessment → then pitch a 3-month engagement with group coaching + team reports.
🧠 Section 4: Sales Conversation Prompts & Objection Handling
Copy/Paste Outreach Email Template:
Subject: Quick question about employee wellbeing at [Company Name]
Hi [First Name] —
I'm a local health coach working with businesses to help improve energy, focus, and retention through simple health insights.
Do you currently offer anything to support your team’s health or stress levels?
If you're open to it, I’d love to offer a free health assessment for your staff. It gives them personalized tips and also provides you with a valuable (anonymous) wellness snapshot of the team overall.
Let me know if you'd be open to exploring.
Thanks!
[Your Name]
Objection Responses:
- 🛑 “We already offer something” → ✅ “This complements it — employees often appreciate fresh, personalized support.”
- 🛑 “No budget” → ✅ “First step is free. Most companies invest only if they see results.”
- 🛑 “Too busy” → ✅ “The assessment takes less than 5 minutes per person, and I manage the entire rollout.”
💵 Section 5: Pricing, Packaging, and Retaining the Business
- Per Employee Plan: $1,500/per package
- Monthly Team Plan: $1,000–$2,500/month
- Annual Contract: $10K–$25K
- Workshop Flat Fees: $250–$750/session
Tip: Always lead with value. Prove results first — then price is easy to justify.
📈 Section 6: How to Keep the Employer Long-Term
- Offer quarterly reporting with visual trends
- Share anonymous testimonials from their staff
- Create a wellness roadmap (Month 1–3 = Energy, 4–6 = Nutrition, etc.)
- Offer seasonal campaigns: Winter Recharge, Fall Reset, etc.
📋 Step-by-Step Guide: Getting Hired as a Wellness Coach by Small Businesses
Step 1: Choose Your Offer
Decide what level of support you're able and willing to offer. Structure your services around time availability, affordability, and value delivery. Tailor your pitch based on these tiers:
- Light Support – 3 hrs/week
➤ Basic staff coaching, one group session/month, access via email
💰 $800–$1,200/month - Standard – 5–6 hrs/week
➤ Weekly 1-on-1s, wellness check-ins, group session bi-weekly
💰 $1,500–$2,200/month - Premium – 8–10 hrs/week
➤ Full team access, leadership wellness support, monthly reports, weekly coaching
💰 $2,500–$3,500/month
💡 Offer flexibility — monthly contracts, 30-day trials, or employer/employee co-sponsorships can ease the “yes.”
Step 2: Identify Businesses to Contact
Focus on companies that are likely to benefit from team wellness but may not have formal HR departments. Examples include:
- Dental and medical practices
- Fitness studios or small gyms
- Real estate agencies and title companies
- Home services or construction companies
- Retail stores with loyal staff
🧠 Build a contact list using LinkedIn, Google, or Chamber of Commerce directories.
Step 3: Write a Simple Outreach Message
Your message should get attention, offer value, and not feel like a cold pitch.
Sample Message:
“Hi [Name], I help small businesses reduce burnout and boost performance with part-time coaching. It’s a flexible way to support your team without adding overhead. Would you be open to a short intro call?”
- Customize for industry (“dental team,” “real estate agents,” etc.)
- Keep tone friendly, not salesy
Step 4: Conduct a Discovery Call
This is where you listen, build trust, and explore fit — not sell aggressively. Use a simple structure:
- Start with: “What do you notice about energy, stress, or focus on your team right now?”
- Explore challenges: low morale, burnout, missed days, disengagement
- Share your role: “I provide 1-on-1 support, team check-ins, and leadership coaching as a part-time partner.”
🎯 End the call with one clear next step — a free trial, proposal, or team survey.
Step 5: Deliver a Team Assessment (Optional)
This builds value before you’ve even been hired. A simple Google Form with 8–10 questions can work.
- Ask about stress levels, work-life balance, energy, and burnout risk
- Allow employees to request a 1-on-1 follow-up call
- Present an anonymized insights summary to the employer
📈 This establishes your role as a health advisor, not just a coach.
Step 6: Propose Your Wellness Coaching Plan
Send a clear, one-page breakdown of what you offer. Include:
- Service overview (coaching, workshops, reports, support)
- Number of hours/week you’ll dedicate
- Session formats (Zoom, in-person, etc.)
- Pricing based on the package tier (see Step 1)
Offer choices like:
- Month-to-month vs. 90-day commitment
- Split cost model: 50% employer, 50% employee
- Optional add-ons: extra sessions, wellness reports, nutrition coaching
Step 7: Deliver Results & Retain the Client
Now that you’re supporting their team, focus on delivering tangible wins and communicating them clearly:
- Track session attendance and engagement
- Highlight feedback from employees (“I feel more focused at work!”)
- Send a short progress summary every 30 days
🎯 After 2 months, suggest renewing or expanding. Ask for referrals if things are going well.
🚀 Outreach-to-Client Walkthrough
STEP 1: Initial Outreach
Your goal is to spark curiosity and offer something helpful — not pitch coaching yet.
- Use email, DM, or warm intros to reach business owners or HR managers.
- Keep it short, friendly, and benefit-focused.
- Offer a no-cost team Health Assessment that gives employees personal value + provides anonymous insights for the company.
Example Message: “Hi [Name], I help businesses support employee energy, focus, and retention through simple wellness insights. Would you be open to a free health assessment for your team?”
STEP 2: Confirm & Schedule the Assessment
Once the employer says yes, respond promptly and professionally to schedule and roll it out.
- Create a branded Google Form for the assessment (use our template)
- Send a short intro email to the team from the employer’s account (if possible)
- Give them a 5–7 day window to complete it
Tip: Offer to handle all logistics so it’s no burden on the employer.
STEP 3: Monitor & Collect Submissions
As responses come in, monitor completions and follow up with reminders if needed.
- Check response quality — flag any blank or inappropriate submissions
- Track which employees request a 1-on-1 follow-up (include opt-in checkbox on the form)
- Prepare thank-you emails to all participants
Tech Tip: Use Google Sheet integrations to keep this organized automatically.
STEP 4: Deliver the Employer Snapshot
This is your chance to demonstrate value without being pushy.
- Create a brief, visual summary of team health insights (use bar graphs, averages, and key quotes — anonymized)
- Email it with a short message:
“Here’s what we saw from your team — some great signs, and a few potential risks.” - Suggest a few simple action ideas — 1 free, 1 medium, 1 full program
Position yourself as a partner, not a vendor.
STEP 5: Hold 1-on-1 Review Calls with Employees
This is where the magic happens — you show each employee what's possible.
- Review their individual answers live on a call (15–20 minutes max)
- Offer 2–3 personalized tips they can use immediately
- Ask about their goals and share what could be possible in 6–12 months with support
Soft Pitch: “If you’d like help making that happen, I’d love to support you. Want to explore next steps together?”
STEP 6: Convert to Paying Clients
Close gently and confidently — they already see your value.
- Offer 2–3 coaching options (monthly, 90-day, or full transformation plan)
- Explain that they can start as an individual, or that the employer may co-sponsor if interested
- Use pay-over-time options to reduce financial resistance
Example Close: “We could do 3 months to start at $299/month — or break that into smaller monthly payments if you prefer. Want me to send the setup link?”
STEP 7: Offer Employer the Option to Sponsor Packages
Now that they’ve seen the value, employers may want to contribute or cover coaching for some or all employees.
- Email them a team package option (with group rates)
- Suggest a partial-match model: employer covers 50%, employee pays 50%
- Frame it as a retention/performance booster, not an expense
Position: “Several team members are excited to continue. If you're open to it, I can send over a proposal to offer this as a wellness benefit — we can structure it however works best for you.”
STEP 8: Deliver Coaching & Report Back
Whether it’s 1 client or 12, deliver high-value coaching and close the loop with the employer.
- Provide clients with a clear starting roadmap + next steps
- Set up weekly or bi-weekly sessions depending on package
- Send a brief report to the employer (if they are involved) at 30- or 90-day mark showing wins and engagement
UltraLyfe Tip: Even a short progress email like “5/6 employees are active and engaged in coaching” helps keep employers involved and leads to long-term contracts.
📥 Resources (Click Each Dropdown)
Subject: Quick question about employee wellbeing at [Company Name] Hi [First Name] — I'm a local health coach working with businesses to help improve energy, focus, and retention through simple health insights. Do you currently offer anything to support your team’s health or stress levels? If you're open to it, I’d love to offer a free health assessment for your staff. It gives them personalized tips and also provides you with a valuable (anonymous) wellness snapshot of the team overall. Let me know if you'd be open to exploring. Thanks! [Your Name]LinkedIn DM:
Hi [First Name] — Curious if your team has anything in place to support employee energy, stress, or wellness right now? I’m offering a no-cost health assessment service that gives employees quick insights — and provides you with a private, anonymous team snapshot to support retention and culture. Open to chatting?
Suggested Sections in Google Form:
- Work-Life Balance
- Current Health Status
- Stress & Energy
- Sleep & Focus
- Nutrition & Movement
- Mental Wellbeing
- Employee Motivation & Morale
- Open Comments
Setup Tip: Use Likert-scale (1–5) for most questions, short answers for comments. Embed your logo and privacy notice.
Phase 1 (Days 1–30): Energy Reset
- Kickoff + Staff-Wide Health Assessment
- 1-on-1 Employee Review Calls
- Lunch & Learn: “Sleep, Stress & Stamina”
Phase 2 (Days 31–60): Wellness Habits
- Weekly Health Challenges (hydration, walking, mindfulness)
- Midpoint Report to Employer
- Group Coaching Check-In
Phase 3 (Days 61–90): Long-Term Wins
- Lunch & Learn: “Mental Clarity & Focus”
- Final Wellness Snapshot
- Proposal for Retainer-Based Coaching Plan
- Employee Burnout Risk: 42% rated stress levels 4/5 or higher
- Focus & Productivity: 36% report low focus throughout the day
- Turnover Indicator: 28% feel disconnected from workplace mission
- Opportunity: Coaching support could improve morale, retention, and energy by 20–40% over 3 months
Use this summary in your follow-up call or proposal to show insight and value to the business.
How to Deliver Insights Back to the Employer:
- Start with appreciation and transparency: “Thank you again for allowing us to serve your team — here’s a quick snapshot of what we learned.”
- Present anonymous wellness trends (stress, energy, engagement)
- Offer 2–3 suggestions the company could act on, even without hiring you
- Then bridge to your offer: “If you’re open to improving these areas more directly, here’s how we can help…”
How to Invite Employer to Sponsor Coaching:
- “We had several employees express strong interest in long-term coaching.”
- “Many would benefit from support — and we’ve created flexible team pricing if you’d like to offer this as a benefit.”
- “You could choose to cover it entirely or partially — or simply allow us to serve those who opt-in directly.”
- Offer them group rates and light reporting if they fund even part of it.
Proposal Layout:
- Cover Slide: “Wellness Insights for [Company Name]”
- Slide 1: Team Trends Summary (stress, energy, etc.)
- Slide 2: Impact Areas & Recommendations
- Slide 3: Coaching Service Options (individual, group, hybrid)
- Slide 4: Pricing Options (monthly or per employee)
- Slide 5: Benefits to the Business (retention, morale, productivity)
- Slide 6: Action Steps + Call to Book Setup
Delivery Tip: Use Google Slides or Canva with simple visuals, use charts/snapshots from the health assessment if possible, and end with a soft ask to move forward.