Download this free Health Coach Toolkit for new coaches and integrative health practitioners. Includes editable forms, scripts, checklists, and resources to launch your business with confidence.
Hi friends! I hope that you’re having a wonderful day. We’re back from an amaaaazing trip to NYC – I’ll share a recap soon! – and getting back into the routine. I’ve been tackling the laundry mountain, getting ready for the Pilot’s birthday and P’s bday celebrations, and some more travel. I’m headed to Ft. Lauderdale and LA soon!
I wanted to share something that I’ve been working on behind the scenes: helping fellow IHPs and health coaches launch their businesses. I’ve been in the online space for 15+ years now (how?!) and have learned so many things along the way of reaching multiple six figures online.
I’ve loved sharing what I’ve learned and helping others start successful online businesses. I started a small group paid mentorship here – read more about Revenue RX – but am also working on as many free resources as possible. One of my first clients just ran a 7-day challenge and 20 people signed up!
If you’re a new health coach or integrative health practitioner, you probably feel 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’re asking:
“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 chase down 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 includes everything you need to launch or streamline your coaching business – whether you’re just finishing IHP2 or have been coaching clients on the side for a while.
What’s Inside the Free Health Coach Toolkit
This toolkit is designed to give you the exact resources I wish I’d had when I started my practice: all editable, customizable, and easy to brand as your own.
Here’s what you’ll find inside:
1. Client Intake Form
Your first step in understanding your client’s health history, symptoms, and goals.
This editable form helps you collect everything you need to create personalized recommendations – without missing key details.
You can use this with a tool like Google Forms or Typeform so clients can fill it out easily online and you can keep everything organized in one place.
2. Waiver & Liability Form
This protects you and your business while setting expectations for your clients.
It includes sections for confidentiality, medical disclaimers, and clear boundaries about the scope of your coaching. This is NOT legal advice. Just take a copy to your lawyer and they can help you modify it to work with your unique business and the regulations of your state. This is a starting point that you can customize as needed.
Tip: Keep a signed copy on file for each client (digital copies are fine!). It’s one of the simplest ways to protect your business legally and professionally. I also recommend getting some type of insurance for health coaches. I use Alternative Balance.
This quiz helps your clients assess their toxic load so you can guide them toward safe, natural detox practices before jumping into advanced protocols.
How to use it:
Send before your first session to gauge where they’re starting
Revisit after 4–6 weeks to track progress
Use it as an educational resource for group programs or challenges
4. Discovery Call Script
If discovery calls make you nervous, this script gives you a confident, conversational flow to follow.
It helps you build trust, ask the right questions, and smoothly transition into sharing your offer – without feeling spammy or salesy.
Pro Tip: Record your first few calls (with permission!) to review your tone and pacing. You’ll sound more natural and confident with every one.
5. Website & Social Presence Checklist
Not sure where to start online? This checklist covers everything you need for a polished, professional presence, even if you’re DIYing 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 freebie opt-in 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 offerings and your unique style/method with others.
This calendar helps you plan your posts for the week, focusing on five key pillars:
Even with the right tools, the early stages of coaching can feel like a lot. Here are a few lessons I’ve learned that will help you find your rhythm faster.
1. Don’t Overcomplicate Your Offers
It’s 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, start growing your list with a simple lead magnet (like this toolkit!).
Email is the best way to stay connected, build trust, and fill your client 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 client management
ConvertKit or Flodesk for email marketing
Canva for branding + marketing materials
These save you hours of admin work every week – and allow you to focus on client results.
4. Prioritize Client 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 simple check-ins can turn clients into long-term advocates.
5. Keep Learning and Keep It Simple
You don’t need to know everything before you start.
Pick one area to master (like hormones, digestion, or detox) and go all in.
The best coaches stay curious, open, and humble. They’re also real people, not robots 😉 Don’t be afraid to share behind the scenes and the unique things that make you YOU.
Grab Your Free Health Coach Toolkit
Whether you’re fresh out of IHP2 or ready to finally organize your coaching systems, this toolkit gives you everything you need to get started.
You’ll get:
Editable forms + client templates
A professional discovery call script
A done-for-you checklist for your website + content
Tools to help you feel confident, polished, and ready to launch
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 anything I could create to make your life easier, please let me know.
xo
Gina
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