🌟 Phase 2
💼 Workplace Wellness

If you purchased the Business Package, your Website Spec Form is located just below.

Use this portal to create, edit, or update your UltraLyfe website or professional profile — this is the foundation of your virtual practice and how future clients will find and trust you.

🔹 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.

  1. 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.”
  2. Each employee fills out your branded Health Assessment
    You collect wellness data across energy, stress, lifestyle, and more.
  3. Meet 1-on-1 to review results
    Offer value, tips, and a path forward for 6–12 month transformation.
  4. Convert those who are ready
    “If you want me in your corner, let’s get started.”
  5. 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.

🚀 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)

📧 Outreach Scripts (Email + DM)
Email to Employer:

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?
📝 Health Assessment Walkthrough Template

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.

📅 Sample 90-Day Roadmap (For Employers or Clients)

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
📊 Employer Value Summary Sheet
  • 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.

📑 Proposal Template (Pitch Deck + Follow-Up Strategy)

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:

  1. Cover Slide: “Wellness Insights for [Company Name]”
  2. Slide 1: Team Trends Summary (stress, energy, etc.)
  3. Slide 2: Impact Areas & Recommendations
  4. Slide 3: Coaching Service Options (individual, group, hybrid)
  5. Slide 4: Pricing Options (monthly or per employee)
  6. Slide 5: Benefits to the Business (retention, morale, productivity)
  7. 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.