Download this free Health Coach Toolkit for new coaches and integrative health practitioners. Includes editable forms, scripts, checklists, and resources to safely launch your business.
Hello friends! I hope you have a wonderful day. We’re back from an incredible trip to NYC – I’ll have a recap soon! – and back into the routine. I tackled the mountain of laundry, prepared for the pilot and P’s birthday celebrations and went on a trip. I’m going to Ft. Lauderdale and LA soon!
I wanted to share something I’ve been working on behind the scenes: helping other IHPs and health coaches start their businesses. I’ve been in the online space for over 15 years now (how?!) and have learned so much along the way to making multiple six figures online.
I loved sharing what I learned and helping others create successful online businesses. I started a paid small group of mentors here – Read more about Revenue RX – but I’m also working on as many free resources as possible. One of my first clients just did a 7 day challenge and 20 people signed up!
The first free resource is a Health Coach Toolkit, which you can download for free here.
Free Health Coach Toolkit
If you are a new health coach or integrative alternative practitioner, You’re probably feeling a mix of excitement and overwhelm. You’ve spent months (or years!) studying functional medicine, learning lab analysis, and helping clients transform their lives…
but now you ask:
“Okay, how do I actually run my business?”
I understand it. When I started coaching, I had no idea what forms I needed, how to set up client onboarding, or how to organize my systems. I wanted to focus on helping people feel better, not chasing spreadsheets and disclaimers.
This is exactly why I created the Free Health Coach Toolkit – to help you skip the messy trial-and-error phase and begin your practice with clarity, confidence, and systems that actually work.
This free toolkit contains everything you need to start or optimize your coaching business, whether you’re just completing IHP2 or have been coaching clients on the side for some time.
What is included in the free Health Coach Toolkit?
This toolkit is designed to give you exactly the resources I wish I had when I started my practice: all editable, customizable, and easy to label as your own.
Here’s what you’ll find in it:
1. Customer intake form
Your first step to understanding your client’s medical history, symptoms and goals.
This editable form helps you collect everything you need to create personalized recommendations – without missing important details.
You can use this with a tool like Google Forms or Typeform so customers can easily fill it out online and you can organize everything in one place.
2. Waiver and Liability Form
This protects you and your business while raising customer expectations.
It includes sections on confidentiality, medical disclaimer, and clear limits on the scope of your coaching. This is NOT legal advice. Simply bring a copy to your attorney and they can help you customize it to suit your individual business and your state’s regulations. This is a starting point that you can adjust as needed.
Tip: Keep a signed copy for each customer (digital copies are fine!). This is one of the easiest ways to protect your business legally and professionally. I also recommend getting health coach insurance. I use Alternative Balance.
3. Toxicity Quiz
One of my favorite tools for Integrative Health 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 diving into advanced protocols.
How to use it:
Send it before your first session to gauge where to start
Check back after 4-6 weeks to track progress
Use it as an educational resource for group programs or challenges
4. Detection call script
If discovery calls make you nervous, this script gives you a confident conversation flow to follow.
It helps you build trust, ask the right questions, and move smoothly into sharing your offer—without feeling spammy or salesy.
Pro tip: Record your first calls (with permission!) to check your tone and pace. With every single note you sound more natural and confident.
5. Website and social presence checklist
Don’t know where to start online? This checklist covers everything you need to look neat and professional, even if you’re building your first website yourself.
It walks you through your must-have pages (Home, About, Services, Contact), brand basics (logo, fonts, colors), and social media bio basics.
Quick Win Tip: Create a simple landing page with your free opt-in before worrying about a full website. You just need a 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 offerings 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
engagement
Financial support
Tips for starting new health coaches
Even with the right tools, the early stages of coaching can feel like a lot. Here are some lessons I learned that will help you find your rhythm faster.
1. Don’t make your offers too complicated
It’s tempting to create multiple programs, but clarity helps. Once you have a solid offer that converts, you can always expand on it 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 slots organically.
3. Use systems that save you time
Don’t be afraid to use tools to make your life easier:
Kajabi or Practice Better for customer management
ConvertKit or Flodesk for email marketing
Canva for branding and marketing materials
This saves you hours of administrative work each week – and allows you to focus on customer results.
4. Prioritize customer experience
Your first customers will be your best teachers.
Ask for feedback, refine your process, and always over-deliver.
A great onboarding experience, consistent communication, and easy check-ins can turn customers into long-term advocates.
5. Keep learning and keep it simple
You don’t need to know everything before you start.
Pick an area you want to master (e.g. hormones, digestion, or detoxification) and go all out.
The best coaches remain curious, open and humble. They are also real people, not robots 😉 Don’t be afraid to look behind the scenes and share the unique things that make you YOU.
Get your free Health Coach Toolkit
Whether you’ve just completed IHP2 or are ready to finally organize your coaching systems, this toolkit has everything you need to get started.
You receive:
Editable forms + customer templates
A professional discovery call script
A checklist created for you for your website + content
Tools to help you feel confident, fit and ready to go
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 good.
I’m here if I can help with any questions! If you have anything else you need help with or something I could create to make your life easier, please let me know.
xo
Gina
