Module description: In the inaugural module, "Business Building Foundations and Adopting a Business Growth Mindset,"

participants embark on a transformative journey into the core elements of establishing a thriving private health coaching

practice. This module unfolds with a comprehensive exploration of the nuances of a private health coaching practice,

providing in-depth education, actionable steps, and practical workbook exercises. Participants will delve into the

significance of cultivating a business growth mindset and understand why it is paramount for sustained success in the 

competitive health coaching landscape. The module then extends its focus to the practicalities of setting up a business, 

offering step-by-step guidance on the legal intricacies of business registration and the procurement of essential liability I

nsurance. By the end of Module 1, participants will not only possess a solid understanding of the foundations of a private 

health coaching practice but will also have taken tangible steps towards establishing their business with confidence and a 

forward-focused mindset. 

MILESTONE REACHED: Coach has legally set up and registered their business and obtained appropriate liability insurance

to ensure personal protection.

Module description: Module 2, "Defining Your Niche and Crafting Your Initial Program Offer," delves into the pivotal 

aspects of honing the coach’s unique identity in the health coaching sphere. This module offers a comprehensive 

educational experience enriched with discovery exercises, video resources, insightful articles, and practical action steps. 

Coaches will understand the vital significance of niching down, gaining a profound understanding of why it is the linchpin 

for success in the diverse landscape of health coaching. They will also uncover the intricacies of effective niche definition, 

learning how to carve out space in the market with precision and authenticity. Through targeted guidance, participants will 

navigate the process of defining a target client, ensuring that their services resonate with a specific audience. Building on 

this foundation, the module empowers health coaches to articulate their value proposition with clarity through the crafting 

of an Initial Program Offer statement. By the conclusion of Module 2, participants will not only have honed their niche but 

will have a compelling program offer ready to captivate their ideal clients, setting the stage for a purposeful and resonant 

health coaching practice. 

MILESTONE REACHED: Coach has a clearly defined niche that meets Flowell’s recommended structure and specificity.

Coach has a well-defined and specific initial 90-day program offer statement.

Module description: In "Setting Up Your Client Management Platforms & Payment Site," Module 3 equips health coaches 

with practical insights and trusted platform options recommended by Flowell. This hands-on guide includes actionable 

steps for swiftly selecting and configuring client management tools, payment processing sites, and calendars. Flowell Plus 

and Platinum subscribers enjoy bonus perks, with complimentary subscriptions to HubSpot, Stripe, and advanced 

scheduling tools, enhancing efficiency and cost-effectiveness for a focused health coaching journey. 

MILESTONE REACHED: Coach has completed the set-up of their selected CRM program and payment processor. 

They are now equipped to take payments and keep their clients organized.

Module description: In Module 4, "Scoping and Building out Your 90-Day Program," we guide health coaches through the 

crucial steps of designing a transformative coaching experience. This module is a comprehensive blend of educational 

resources, client progress tracker templates, and content-building toolkits and program content examples. They will learn 

the art of scoping a compelling 90-day program, from defining clear objectives to creating a roadmap for client success. 

Customizable client progress tracker templates have been designed to keep coaches and their clients on target, ensuring 

a collaborative and goal-oriented coaching journey. Additionally, this module provides insights into effective content 

creation and delivery. By the end of Module 4, coaches will not only be equipped with the skills and resources to deliver a 

structured and results-driven 90-day program, they will be guided to take strategic action steps to have their program 

completed and ready for delivery. 

MILESTONE REACHED: Coach has created their 90-Day Coaching Program, complete with resources, content, 

delivery systems, and customized client success tracking systems. The program is officially ready to be launched!

Module description: In Module 1, health coaches will learn the art of establishing a compelling online presence. This

module offers a wealth of educational resources, including videos and articles, guiding coaches in selecting the most

suitable social platforms for their niche and business. They will discover the nuances of crafting a personal bio that

resonates with your audience and showcases their unique expertise. They will also uncover the importance of cultivating a

distinctive personal brand, ensuring their online presence reflects their values and attracts their ideal clients. By the end of

Module 1, health coaches will have applied their knowledge and resources to successfully set up their social profiles and

establish their unique personal brand. 

MILESTONE REACHED: Coach has an account on their preferred social mediachannel(s) and a personalized brand and

plans to reinforce their offers.

Module description: In Module 2, health coaches will master the art of crafting a compelling sales/landing page. This 

module illuminates the importance of a robust sales page with strong copy. Coaches are provided with resources in the 

form of articles and videos on how to build a sales page effectively, how to write compelling copy, and Flowell's trusted 

picks for user-friendly web page builders and layouts. Coaches will also become well-versed in choosing strong graphic 

and video assets for their sales page, including best practices for filming a personal introduction video. After completing 

the advised action steps in this module, coaches will have a completed 90-Day Program sales page ready to be published 

and marketed. 

BONUS: Flowell Plus members receive one complimentary sales page, meticulously designed to increase sales conversion.

Flowell Platinum members receive an unparalleled advantage with unlimited sales pages, tailored to their 

unique personal brand, ensuring a seamless and professional client acquisition experience. 

MILESTONE REACHED: Coach has built and published their sales/web page for their 90-Day Program offer and is ready

to market and receive payments.

Module description: In Module 3, health coaches gain invaluable insights into the three foundational marketing plans 

employed by the industry's most successful professionals. This module offers a comprehensive exploration of Social 

Media Marketing, Referral Partnership Marketing, and Local Community Marketing, providing coaches with the resources 

needed to make informed decisions aligning with their business, niche, and offers. They will dive into the nuances of each 

marketing plan, understand their unique advantages, and gain the knowledge to tailor your approach for optimal results. 

By the end of this module, coaches will be equipped to strategically select and implement the marketing plan that best 

resonates with their vision, ensuring a targeted and effective outreach strategy. 

MILESTONE REACHED: Coach selected the marketing plan most effective for their business, and has begun implementation.

Module description: In Module 4, health coaches delve into the crucial realm of lead generation, gaining insights into the 

pivotal role lead magnets play in building a thriving coaching practice. This module explores the significance of lead 

magnets, offering an array of options and guiding coaches to select the magnet that aligns with their unique business 

goals. Structured around the three distinct marketing plans introduced in the previous module, coaches receive tailored 

guidance on the most effective lead magnets for Social Media Marketing, Referral Partnership Marketing, and Local 

Community Marketing. Practical action steps empower coaches to create and deliver compelling lead magnets, ensuring a 

strategic and impactful approach to audience engagement. By the conclusion of Module 4, coaches will be well-versed in 

the art of lead magnet creation, a skill set paramount to cultivating a dedicated and responsive audience and client base. 

BONUS: Flowell Plus members receive a fully built 21-day challenge lead magnet, which includes sales pages, email 

automations, and client trackers. 

MILESTONE REACHED: Coach has developed and completed their initial lead magnet.

Module description: Building upon the foundational knowledge from Level 2, Module 2, this refresher module guides 

health coaches through the art of designing an attention-grabbing landing page for their lead magnet. They will refine 

their skills in creating visually appealing and persuasive landing pages that effectively convert leads into clients. 

BONUS: Platinum members enjoy the exclusive benefit of receiving unlimited customized lead magnet landing pages,

ensuring a consistent and professional online presence. Plus members, opting for the pre-built 21-Day Challenge, receive 

a Flowell-branded landing page. 

MILESTONE REACHED: Coach designed and completed their lead magnet landing page and is ready to promote.

Module description: In Module 2, health coaches will explore the power of email marketing and the pivotal role it plays in 

building lasting connections with their audience. This module provides essential educational materials and resources on 

the significance of email marketing, emphasizing the necessity of cultivating and nurturing an engaged email list. Flowell's 

trusted picks for email marketing platforms are provided and supported by a video tutorial showcasing our top 

recommendations. The second half of the module equips coaches with a diverse array of promotional options, guiding 

them to effectively market their lead magnet. They will elevate their outreach strategy by mastering the art of email 

marketing and strategic lead magnet promotion with this comprehensive module. 

MILESTONE REACHED: Coach is actively marketing/promoting their lead magnet, collecting contact information and

building their engaged audience.

Module description: In Module 3, health coaches embark on a transformative journey, acquiring sales techniques and 

motivation to confidently convert hot leads into paying clients. With a significant emphasis on selling authentically, and 

overcoming imposter syndrome and fear associated with sales, this module guides coaches to cultivate a unique selling 

proposition and navigate the sales process seamlessly. Coaches will learn how to approach sales without feeling overly 

“salesy”, gaining actionable insights into creating a compelling narrative that resonates with potential clients. The module 

provides comprehensive steps for a successful sales process and offers unwavering support from the Flowell team and 

community, ensuring coaches can confidently navigate this pivotal milestone in their health coaching journey. 

MILESTONE REACHED: Coach converts their first client (or clients!!) from the warm lead generation brought in by their

lead magnet and marketing efforts.

Module description: In Module 4, health coaches enter the critical phase of setting the tone for a successful working 

relationship. This module emphasizes the significance of initial client onboarding and equips coaches with resources, 

including ready-to-use and customizable trackers for onboarding and program fulfillment. Coaches will gain insights into 

the art of conducting effective onboarding calls, client check-ins, and initial plan reviews, ensuring a seamless and 

impactful client experience from the outset. With practical education and user-friendly tools, this module empowers 

coaches to master the art of client onboarding and program fulfillment, setting the stage for a transformative and 

successful coaching journey.

Module description: In Module 1, health coaches dive into the strategic use of client check-ins and data analysis to inform 

program enhancements. They will learn how to leverage regular client check-ins as a valuable source of feedback and 

data, gaining insights into areas of improvement and opportunities for additional content refinement. Coaches will not only 

analyze the feedback but also actively implement program improvements and create new critical content based on the 

insights gained, ensuring a dynamic and responsive coaching approach tailored to the evolving needs of their clients.

Module description: In Module 2, health coaches explore the art of capturing compelling client testimonials and 

constructing impactful case studies and transformation stories. They will gain practical insights on how to effectively 

collect authentic client testimony that resonates with their audience and builds credibility. Resources also provide unique 

ways to obtain client testimony throughout their entire program journey. This module goes beyond the basics, providing a 

step-by-step guide on developing high-quality case studies and transformation stories that not only showcase client 

successes but also serve as powerful tools for marketing and program promotion. Strong case study and transformation 

story examples are provided in order for the coach to experience the power of such testimonials. 

MILESTONE REACHED: Coach has at least 1 completed testimonial (case study or transformation story).

Module description: In Module 3, health coaches explore the innovative strategies for sharing client testimonials that 

captivate and resonate with their audience while remaining authentic to their brand. There is also a strong focus on the 

unique delivery methods not commonly used in the industry. They will also discover unique approaches to leverage the 

power of client testimonials across various platforms, from social media to their website and email marketing campaigns. 

This module goes beyond showcasing success stories, providing actionable insights on how to strategically integrate 

client testimonials into the sales process, amplifying their impact and enhancing the ability to convert potential leads into 

committed clients. 

MILESTONE REACHED: Coach is actively sharing client testimonials to increase trust and social proof amongst their

engaged audience.

Module description: In this module, health coaches navigate the nuanced process of developing a second program offer 

for client renewals while strategically expanding their business with fresh program offerings. Emphasizing the distinction 

between a tailored renewal offer, designed to guide clients in achieving continued success, and entirely new program 

offerings with distinct structural components and outcomes. Coaches will leverage their foundational knowledge gained 

earlier in the course (Level 1, Module 4). Drawing on their initial program creation experience, coaches will confidently and 

successfully diversify their offerings, creating a dynamic and comprehensive approach to meeting the unique needs of 

their clientele. 

MILESTONE REACHED: Coach has created and launched a renewal offer and/or new program offering. Business

expansion has officially begun! 

MILESTONE REACHED: Coach creates and publishes new lead magnet and landing page to convert clients into new

program offering(s).

Module description: In Module 2, health coaches engage in a strategic exploration of client relationship management, 

aiming to elevate retention rates and seamlessly prepare for client renewals. The module is equipped with targeted 

resources that guide coaches through the process of introducing existing clients to additional offers, strategically aligning 

these opportunities with crucial touchpoints in the customer journey. Emphasizing the significance of client retention in 

fostering business growth and success, this module highlights the inherent advantages—retaining clients proves more 

cost effective than acquiring new ones and establishes a foundation for high-quality, trusted client referrals, contributing 

to sustained and flourishing coaching practices. 

MILESTONE REACHED: Coach has their first (or several) client renewals coming from their initial 90-Day Coaching

Program. 

MILESTONE REACHED: Coach launches a new lead magnet (or existing) and has begun promoting/marketing their new

program offering.

Module description: In Module 3, coaches learn how to design a client referral program that best fits their business. They 

are armed with educational resources that offer specific techniques, strategies, and illustrative examples of successful 

client referral programs. Coaches will gain insights into various ways to introduce the referral program to current clients 

and effectively promote it through their marketing channels. Additionally, the module provides a wealth of resources, 

including examples of incentives, discounts, perks, and more, empowering coaches to tailor their referral programs for 

maximum impact and engagement. 

MILESTONE REACHED: Coach developed and completed a unique client referral program and has begun promoting it to

current clients and engaged audiences.

This optional module introduces health coaches to the dynamics of group coaching, offering foundational knowledge for 

initiating their group sessions. They will explore the benefits and challenges of group coaching, covering the delicate 

balance between community building and individual attention. They will also gain insights into structuring engaging 

sessions, addressing commonalities while respecting unique participant journeys. Coaches will have the opportunity to 

discover essential tools and platforms to effectively deliver successful and engaging group coaching. This module 

provides coaches with the expertise and confidence to navigate the complexities of group coaching, setting the stage for 

their journey towards coaching mastery.

Module description: In Module 1, coaches will complete a comprehensive journey to refine time management skills, 

prioritize tasks effectively, and understand project management for heightened productivity. Resources abound, offering 

engaging workbook exercises, self-reflections, and practical schedule templates to empower coaches in optimizing their 

workflow with ease. Through motivational and inspirational videos, the module underscores not only the importance of 

effective time management but also focuses on project and task prioritization, emphasizing how enhanced productivity is 

integral for coaches to maximize their impact, serve clients more efficiently, and ultimately build a sustainable and thriving 

coaching practice.

Module description: Module 2 provides a solution to one of the biggest pain points new solo coach-preneurs feel when 

starting out: business finances. Coaches are exposed to the vital exploration of the financial landscape of their coaching 

practice. They will gain foundational knowledge on business finances, demystify tax considerations, and learn the art of 

organized bookkeeping. This module equips coaches with essential skills for maintaining financial clarity, ensuring 

compliance, and laying a solid foundation for the financial health and sustainability of their coaching business. 

MILESTONE REACHED: Coach has selected a competent accountant and bookkeeping software to conduct their

business administration ethically and confidently.

Module description: In Module 3, health coaches immerse themselves in the valuable realms of mentorship and peer 

support, guided not only by Flowell's vibrant community and events but also by the dedicated success coach, network of 

industry leader mentors, and teams of peers at their disposal. They will discover the transformative power of one-on-one 

mentorship, benefitting from the insights and guidance of seasoned coaches, as well as the collaborative strength found 

within peer communities. With access to a wealth of resources, including industry leaders and dedicated success 

coaches, coaches foster growth and resilience, creating an environment essential for cultivating a thriving and successful 

health coaching practice. Coaches will complete this module with a strong understanding of how vital it is to engage in 

community and mentorship. The most successful private health coaches surround themselves with continuous 

knowledge, support, and opportunities for connection and growth. 

MILESTONE REACHED: Coach is connected and engaged with the Flowell community of peer coaches, the internal

Flowell team, and the robust network of health coach mentors.