Download this free Health Coach Toolkit for new coaches and integrative health professionals. Includes editable forms, scripts, checklists and resources to start your business with confidence.
Hello friends! I hope you have a great day. We’re back from an amazing trip to NYC – I’ll share a recap soon! – and get back into the routine. I tackled the laundry pile, got ready for the pilot’s birthday and P’s birthday, and traveled some more. I’m going to Ft. Lauderdale and LA soon!
I wanted to share something I’ve been working on behind the scenes: helping fellow IHPs and health coaches start their businesses. I’ve been in the online space for over 15 years now (how?!) and have learned so many things while reaching multi-six figures online.
I enjoyed sharing what I learned and helping others build successful online businesses. I started a paid small group mentorship here – read more about Revenue RX – but I’m also working on as many free resources as possible. One of my first clients just completed a seven-day challenge and 20 people signed up!
The first free resource is a Health Coach Toolkit, which you can download for free here.
Free toolkit for health coaches
If you are a new health coach or integrative healthcare practitioner, you’re probably feeling a mix of excitement and overwhelm. You’ve spent months (or years!) studying functional medicine, learning laboratory analysis, and helping clients transform their lives…
but now you ask:
“Okay, how do I actually run my business?”
I get it. When I started coaching, I had no idea what forms I needed, how to set up client onboarding, or how to keep my systems organized. I wanted to focus on helping people feel better, not looking for spreadsheets and waivers.
That’s exactly why I created the Free Health Coach Toolkit – to help you skip the messy trial and error phase and start your practice with clarity, confidence, and systems that actually work.
This free toolkit contains everything you need to start or streamline your coaching business – whether you’ve just completed IHP2 or have been coaching clients for a while.
What’s in the free Health Coach Toolkit?
This toolkit is designed to give you exactly the tools I wish I’d had when I started my practice: all editable, customizable, and easy to personalize as your own brand.
This is what you’ll find inside:
1. Customer intake form
Your first step in understanding your client’s health history, symptoms, and goals.
This editable form lets you gather everything you need to create personalized recommendations without missing important details.
You can use this with a tool like Google Forms or Typeform so that customers can easily fill it out online and you can keep everything organized in one place.
2. Waiver and liability form
This protects you and your business while setting expectations for your customers.
It includes sections on confidentiality, medical disclaimers, and clear boundaries on the scope of your coaching. This is NOT legal advice. Simply bring a copy to your attorney and they can help you tailor it to your unique business and your state’s regulations. This is a starting point that you can adjust as necessary.
Tip: Keep a signed copy for each customer (digital copies are fine!). It is one of the easiest ways to protect your business legally and professionally. I also recommend getting some sort of insurance for health coaches. I use Alternative Balance.
3. Toxicity quiz
One of my favorite tools for integrative healthcare practitioners and health coaches.
This quiz will help your clients assess their toxic load so you can guide them toward safe, natural detoxification practices before moving on to advanced protocols.
How to use it:
Send before your first session to gauge where they start
Visit again after 4-6 weeks to monitor progress
Use it as an educational tool for group programs or challenges
4. Discovery Call Script
If discovery conversations make you nervous, this script gives you a confident conversation flow to follow.
It helps you build trust, ask the right questions, and transition smoothly to sharing your offer – without feeling spammy or salesy.
Pro tip: Record your first few conversations (with permission!) to review your tone and pace. You will sound more natural and confident with everyone.
5. Website and Social Presence Checklist
Not sure where to start online? This checklist includes everything you need for a polished, professional presence, even if you’re creating your first website.
It walks you through your must-have pages (Home, About, Services, Contact), brand basics (logo, fonts, colors), and social media bio-essentials.
Quick Win Tip: Create a simple landing page with your free signup before worrying about a full website. You just need one clear way for people to find you and join your email list.
6. Weekly content calendar
Because consistency builds trust and is one of the most important things you can do to share your offering and your unique style/method with others.
This calendar will help you plan your posts for the week, focusing on five key pillars:
Education and value
Inspiration & stories
Behind the scenes
Commitment
Promotion
Download your toolkit here.
Tips for new health coaches getting started
Even with the right tools, the beginning stages of coaching can feel like a lot. Here are a few lessons I learned that will help you find your rhythm faster.
1. Don’t overcomplicate your offers
It is tempting to create multiple programs, but clarity sells. Once you have one solid offer that converts, you can always expand later.
2. Build your email list early
Even if you don’t have a full website yet, you can grow your list with a simple lead magnet (like this toolkit!).
Email is the best way to stay connected, build trust, and fill your customer spots organically.
3. Use systems that save you time
Don’t be afraid to use tools that make your life easier:
Kajabi or Practice Better for customer management
ConvertKit or Flodesk for email marketing
Canva for branding + marketing materials
These will save you hours of administrative work every week – and allow you to focus on customer results.
4. Prioritize customer experience
Your first few clients will be your best teachers.
Ask for feedback, refine your process, and always overdeliver.
A great onboarding experience, consistent communication, and easy check-ins can turn customers into long-term ambassadors.
5. Keep learning and keep it simple
You don’t need to know everything before you start.
Choose one area you want to master (such as hormones, digestion or detoxification) and go all in.
The best coaches remain curious, open and modest. They are also real people, not robots. 😉 Don’t be afraid to go behind the scenes and share the unique things that make you YOU.
Grab your free Health Coach Toolkit
Whether you’re just finishing up with IHP2 or are ready to finally organize your coaching systems, this toolkit gives you everything you need to get started.
You get:
Editable forms + customer templates
A professional discovery call script
A tailor-made checklist for your website + content
Tools to help you feel confident, polished, and ready to launch
Click here to download the free Health Coach Toolkit
Start building your business with confidence and spend more time doing what you love: helping others feel their best.
I’m here if I can help with any questions! If you have anything else you need help with or if there is anything I can create to make your life easier, please let me know.
xo
Gina
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