Running your own health coaching business can get very complicated, especially when you don't have a clear process outlined. If planning your sessions with new clients is taking up most of your time, you might not be doing it the right way.
Of course you want to provide a personalized and unique experience through a signature program for each of your health coaching clients, after all, that's why they chose your services over someone else's, right?
However, this doesn't mean you have to sit down for hours to create your coaching programs from scratch. You can save a ton of time by creating a health coaching program template and modifying it as necessary on an individual basis.
This will not only make your life easier and help you stay organized. In the long run, it can also help you scale your business by making your onboarding process a breeze and maybe even allowing you to structure group coaching sessions.
Let's go over the essential elements you should include in order to create an efficient and comprehensive coaching program template.
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Not all clients are the same, and as an independent health coach, your goal is to create tailored programs that target their unique challenges and exceed their expectations.
However, regardless of the coaching services you provide, and even if you have a specific niche (such as business-building, balancing hormones, or fitness coach), you can incorporate the following elements into your coaching program template.
By the time you start structuring a tailored health coaching program, you should have already had an intake session or at least have a client health coach intake form filled out (which is also a great way to identify your ideal client if you're a new coach). You must learn about a client's background and the needs they hope to have met through your coaching services. if you haven't, use our coaching intake session checklist to make one.
Once you have gathered this information through powerful coaching questions, include a brief outline of it in your coaching program, going over your client's current situation, frustrations, high-level objectives and expectations.
This is the crucial point for realizing significant behavior change. You have an understanding of what would likely be individually attainable and motivationally relevant for your clients through their sharing of their ultimate visions, deeply personal and motivating worries, and honest willingness.
SMART (Specific, Measurable, Attainable, Relevant and Time-Specific) goal setting will help transition your client from a general purpose such as to lose weight, exercise more or eat healthier, to a doable step toward their vision that calls for new effort and adaptation.
For example, if your client's ultimate goal is losing weight, you can start with a more immediate objective of dropping 3 inches at the waist, which is both Specific and Measurable. Then, based on what you think is realistic for your client, you'd attach a Time-Specific context to the goal. These SMART goals are a core component of health coaching programs as they will determine how your sessions are structured. Which leads us to the next vital component.
Now that you've established your client's challenges and goals to achieve during the coaching program, it's time to lay out the main topics and key learning points that will be covered during the sessions. Now, you don't have to develop a new session structure every time you create a program for a new client.
You probably already have identified the issues that most people struggle with, so you can put together a set of topics to cover (along with content to deliver for each of them).
These topics may include exercise strategies, how to boost energy, meal planning, understanding cravings, food labels, stress management, mindful eating, etc. So for instance, if one of your client's challenges is eating too much, you'd want to cover the topics of meal planning, and mindful eating which you have already prepared material for. Consider the length of the coaching program when determining the amount of topics you should cover as you don't want to overwhelm your clients.
A good rule of thumb is to have your client focus on a maximum of two topics at a time. Additionally, ensure your client understands these session topics are not set in stone, and you will remain flexible if they'd like to change or add topics they're struggling with. Remember your clients may have similar issues, but they will have different priorities and timing.
Next, it's time to list all the resources you might utilize for your health coaching program. You can include them in your template and simply select the ones that best meet each of your client's needs.
This list may consist of useful materials, including your own proprietary resources such as worksheets, checklists, exercises for group coaching, roleplay scenarios, templates, journals, and other reading material.
If you include resources you didn't create yourself, remember to give credit to the other coaches or authors. You'll also want to specify how the sessions will be delivered. Whether this will be a 1-on-1 program, if there will be virtual sessions via video calls, or if there will be in-person meetings (and where these will be held).
When you have decided on your objectives and gathered your strategies and materials, you are prepared to lay out the detailed steps necessary for your client's success. You can start by defining milestones you want to reach during each session, such as establishing a daily 10-minute meditation practice, increasing protein intake from two to five servings, and include a morning walk or yoga session each day.
These objectives of course will extend throughout various sessions within the same program, so you would outline the unique mix of topics, resources and delivery tactics each weekly session will require. This will provide your client with a clear path to follow, increase your client's confidence through small wins and encourage progress by setting specific milestones.
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You can get the best done-for-you coaching templates, business proposals, contracts, intake questionnaires and feedback forms. Plus, our project management software features a time tracking tool which generates automatic timesheets to help you bill your clients accurately and get you paid faster.
Bonsai also offers invoicing, accounting and tax software to help you estimate your quarterly/yearly tax payments as well as monitor your profit so you can make the necessary adjustments as you go. As if that wasn't enough, you can also apply to get your own dedicated fuss-free checking account so you can keep all of your business finances under control.
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A verbal contract (formally called an oral contract) refers to an agreement between two parties that's made —you guessed it— verbally.
Formal contracts, like those between an employee and an employer, are typically written down. However, some professional transactions take place based on verbally agreed terms.
Freelancers are a good example of this. Often, freelancers will take on projects having agreed on the terms and payment via the phone, or an email. Unfortunately, sometimes clients don't pull through on their agreements, and hardworking freelancers can find themselves out of pocket and wondering whether a legal battle is worth all the hassle.
The main differences between written and oral contracts are that the former is signed and documented, whereas the latter is solely attributed to verbal communication.
Verbal contracts are a bit of a gray area for most people unfamiliar with contract law —which is most of us, right?— due to the fact that there's no physical evidence to support the claims made by the implemented parties.
For any contract (written or verbal) to be binding, there are four major elements which need to be in place. The crucial elements of a contract are as follows:
Therefore, an oral agreement has legal validity if all of these elements are present. However, verbal contracts can be difficult to enforce in a court of law. In the next section, we take a look at how oral agreements hold up in court.
Most business professionals are wary of entering into contracts orally because they can difficult to enforce in the face of the law.
If an oral contract is brought in front of a court of law, there is increased risk of one party (or both!) lying about the initial terms of the agreement. This is problematic for the court, as there's no unbiased way to conclude the case; often, this will result in the case being disregarded. Moreover, it can be difficult to outline contract defects if it's not in writing.
That being said, there are plenty of situations where enforceable contracts do not need to be written or spoken, they're simply implied. For instance, when you buy milk from a store, you give something in exchange for something else and enter into an implied contract, in this case - money is exchanged for goods.
There are some types of contracts which must be in writing.
The Statute of Frauds is a legal statute which states that certain kinds of contracts must be executed in writing and signed by the parties involved. The Statute of Frauds has been adopted in almost all U.S states, and requires a written contract for the following purposes:
Typically, a court of law won't enforce an oral agreement in any of these circumstances under the statute. Instead, a written document is required to make the contract enforceable.
Contract law is generally doesn't favor contracts agreed upon verbally. A verbal agreement is difficult to prove, and can be used by those intent on committing fraud. For that reason, it's always best to put any agreements in writing and ensure all parties have fully understood and consented to signing.
Verbal agreements can be proven with actions in the absence of physical documentation. Any oral promise to provide the sale of goods or perform a service that you agreed to counts as a valid contract. So, when facing a court of law, what evidence can you provide to enforce a verbal agreement?
Unfortunately, without solid proof, it may be difficult to convince a court of the legality of an oral contract. Without witnesses to testify to the oral agreement taking place or other forms of evidence, oral contracts won't stand up in court. Instead, it becomes a matter of "he-said-she-said" - which legal professionals definitely don't have time for!
If you were to enter into a verbal contract, it's recommended to follow up with an email or a letter confirming the offer, the terms of the agreement , and payment conditions. The more you can document the elements of a contract, the better your chances of legally enforcing a oral contract.
Another option is to make a recording of the conversation where the agreement is verbalized. This can be used to support your claims in the absence of a written agreement. However, it's always best to gain the permission of the other involved parties before hitting record.
Fundamentally, most verbal agreements are legally valid as long as they meet all the requirements for a contract. However, if you were to go to court over one party not fulfilling the terms of the contract, proving that the interaction took place can be extremely taxing.
So, ultimately, the question is: written or verbal agreements?
Any good lawyer, contract law firm, or legal professional would advise you to make sure you formalize any professional agreement with a written agreement. Written contracts provide a secure testament to the conditions that were agreed and signed by the two parties involved. If it comes to it, a physical contract is much easier to eviden in legal circumstances.
Freelancers, in particular, should be aware of the extra security that digital contracts may provide. Many people choose to stick to executing contracts verbally because they're not sure how to write a contract, or they think writing out the contract terms is too complicated or requires expensive legal advice. However, this is no longer the case.
Today, we have a world of resources available at our fingertips. The internet is a treasure trove of invaluable information, platforms, and software that simplifies our lives. Creating, signing, and sending contracts has never been easier. What's more, you don't have to rely on a hiring a lawyer to explain all that legal jargon anymore.
There are plenty of tools available online for freelancers to use for guidance when drafting digital contracts. Tools like Bonsai provide a range of customizable, vetted contract templates for all kinds of freelance professionals. No matter what industry you're operating in, Bonsai has a professional template to offer.
A written contract makes the agreement much easier to prove the terms of the agreement in case something were to go awry. The two parties involved can rest assured that they're legal rights are protected, and the terms of the contract are sufficiently documented. Plus, it provides both parties with peace of mind to focus on the tasks at hand.
Bonsai's product suite for freelancers allows users to make contracts from scratch, or using professional templates, and sign them using an online signature maker.
With Bonsai, you can streamline and automate all of the boring back-office tasks that come with being a freelancer. From creating proposals that clients can't say no to, to sealing the deal with a professional contract - Bonsai will revolutionize the way you do business as a freelancer.
Why not secure your business today and sign up for a free trial?