5 Steps to Health Coach Sales with Joanna Sapir


Written by Joanna Sapir

I recently was featured on Cathy Sykora’s Health Coach Conversations podcast and discussed understanding sales and what a sales system can do for a Health Coach or wellness business.

The 5 Steps of a Predictable Sales System:

  1. Invitation for a discovery call, consultation, or assessment
  2. Automated Scheduler for an initial pre-qualifying filtering process
  3. Prime and prep your prospect—let them know what to expect and share your own values and why behind your work
  4. Consultation—interview the prospective client and ask deeper questions about why this is important to them
  5. Onboarding—have a clear process to get client started and let them know they made the right decision

Memorable Quotes From the Podcast Interview:

  • “So many health coaches simply think if I just get out there more, somehow I’ll have more clients. But what they’re missing is some process, and that is a sales process.”
  • “What I generally encourage people to do is design their programs so that they’re not based on if they’re doing one on one services with people. So they’re not based on a single session or session by session or month by month, but instead to map out what the journey is for that person.”
  • “Really get to the heart of the matter because that’s going to help you. Number one—serve that point better to really understand what this is about. Number two—it’s going to help them find clarity and what this is really about for them, and number three—it also just really gives you insight into who your clients are and your ideal clients in the future and use a lot of that same language in your own marketing…”

Resources for Health Coaches Mentioned in the Interview:

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Joanna Sapir is a business strategist and coach helping innovative wellness practitioners and coaches build more profitable and sustainable businesses. She's on a mission to build a movement of people creating a new vision and reality for our future as humans on earth.

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