Setting up Yesoma for a wellness coach business

Yesoma is built for the business layer of a wellness coaching practice — managing inquiries, communicating your packages and scope clearly, keeping session relationships organized, and nudging committed clients to renew before momentum stalls. This guide walks through what the wellness coach playbook seeds into your workspace and how each piece is calibrated for a 1:1 recurring coaching business.

1. Applying the wellness coach playbook during onboarding

When you reach the industry picker in onboarding, select Wellness coach. Yesoma will pre-load your workspace with eight services, six policies, eight FAQs, eight reply templates, and a follow-up cadence designed for a nutrition, life, or habits coaching practice.

Everything the playbook seeds is a starting point. After onboarding, every price, policy line, template body, and FAQ answer is editable from Settings. The playbook covers the common ground — the structure and language that applies to most solo wellness coaches — so you are not writing from scratch. You bring the specifics: your niche, your modality, your pricing, and the nuances of how you actually run your practice.

If you completed onboarding with a different industry selection, go to Settings → Business Brain → Reapply playbook to switch. This does not delete data you have already added, but it overwrites services and templates with the playbook content.

The wellness coach playbook is distinct from two sibling playbooks in Yesoma:

• Therapy / counseling — a licensed clinical practice. If you hold a clinical license (LCSW, LPC, psychologist), that playbook handles HIPAA framing, insurance workflows, and clinical intake constraints that do not apply here.
• Fitness coach / personal trainer — a physical training practice. If your work is primarily movement and exercise programming, that playbook has the right service and policy shape.

If your practice combines elements of more than one of these, start with the one that best matches your primary offering and edit from there.

2. The free discovery call as an activation funnel

The playbook seeds a free 20–30 minute discovery call as the first service in your list and as the top of your follow-up cadence. This is deliberate.

Wellness coaching is a considered purchase. Prospective clients often arrive uncertain about whether they need a coach, a therapist, a nutritionist, or simply a better routine. The discovery call resolves that ambiguity before any money changes hands. It also gives you a chance to assess fit — coaching works best when client and coach are genuinely aligned on scope and expectations.

The discovery call template in the playbook is brief and low-friction. It offers a calendar link and asks only for a one-line goal. The intent is to remove every possible barrier between inquiry and a live conversation. If a prospective client is comparing you to two other coaches, the one who books the call first usually wins the engagement.

After onboarding, review the discovery call service in Settings → Services and confirm the duration and calendar link. The template body contains a [calendar link] placeholder — replace it in Settings → Templates → Free discovery call scheduling with your actual scheduling link.

3. Scope-of-practice messaging — not a therapist, not a registered dietitian

The most distinctive feature of this playbook is how consistently it names what you are not. This is intentional and matters more in wellness coaching than in most other service categories.

Wellness coaching is an unlicensed field. That is not a weakness — it means you can work flexibly with a wide range of people on goals that clinical services do not cover well. But it also means that without clear boundaries, prospective clients may arrive expecting clinical therapy, medical nutrition advice, or treatment for conditions that require a licensed provider. Mismatched expectations lead to disappointment, scope creep, and in serious cases real harm to the client.

The playbook handles this in three places:

Policies. Two policies in the playbook address scope directly. The "Scope of practice" policy states clearly that coaching is accountability and goal-based, that you are not a therapist, registered dietitian, or physician, and that you refer out when clinical needs are outside your scope. The "No medical claims" policy covers the nutrition and lifestyle guidance specifically — any suggestions are general education, not clinical advice, and clients with conditions should confirm changes with their doctor.

Review both in Settings → Policies and adjust the language to match your specific training, certifications, and referral relationships. If you are a certified health coach (NBHWC, ACE, IIN, or similar), you may want to name your certification to establish credibility while maintaining the scope boundary.

FAQs. Two FAQs address the scope question from the client's point of view. "Are you a therapist?" and "Are you a nutritionist or registered dietitian?" each give a clear, grounded answer that explains the distinction, names what coaching does well, and tells the prospective client what to do if they need something clinical. These FAQs are seeded directly into your Business Brain and appear on your customer-facing profile.

Do not shorten these answers. The length is intentional — clients arriving with this question are often genuinely uncertain, and a two-sentence dismissal leaves them more confused than they arrived. The fuller answer builds trust and makes a clear referral when appropriate.

Templates. The first reply template includes a question about previous coaching or therapy experience. This is a light qualifying question: it helps you understand the client's frame of reference, surface any clinical history you should know about early, and avoid the situation where a client is mid-package before you realize they are expecting therapeutic processing rather than habit coaching.

4. The session summary template as a retention tool

The playbook includes a session summary template designed to be sent after every session. The structure is consistent: what we worked on, wins and momentum, blockers and focus areas, and one or two specific actions before the next session.

This template is a retention mechanism as much as a communication tool. Clients who receive a written summary after each session have a tangible record of progress. When they hit a plateau at session 7 or 8 — which almost every client does — having that record gives them evidence that they have moved. Without it, plateau moments feel like the coaching has stopped working; with it, they feel like a natural phase in a longer arc.

Consistent session summaries also make renewal conversations easier. When you raise the question of continuing at session 10 or 11, a client with 10 session summaries in their inbox has a clear picture of what they have built and what is still in progress. The renewal nudge template in the playbook is written to reference that arc explicitly.

After onboarding, the session summary is in Settings → Templates → Session summary. The body uses bracketed placeholders for the session-specific content. You will complete these before sending each summary — they are not auto-filled by Yesoma. If you want a version that sends automatically after each completed appointment, go to Settings → Follow-up cadence and confirm the "completed" trigger is mapped to this template.

5. The package renewal nudge at session 10 of 12

The playbook includes a renewal nudge template specifically timed for session 10 of a 12-session package. This is the most tactically important template in the wellness coach playbook and the one most likely to be overlooked.

The logic: session 12 is too late to raise renewal. By then the client is mentally wrapping up, and asking them to extend in the final session feels like a sales conversation at the wrong moment. Session 10 is the right moment — the client still has active momentum, two sessions remain in which to re-establish the goal horizon, and there is enough runway to have an unhurried conversation about what comes next.

The template is written to acknowledge the client's progress concretely, present three continuation options (another 12-session pack, a lighter 4-session maintenance block, or monthly single sessions), and explicitly not pressure them to decide in the moment. The goal is to plant the question, not close the deal in the message.

To use this template, go to Settings → Follow-up cadence and set a trigger for "session 10 of 12" or use a 75-day delay from the package start date as a proxy (10 sessions at weekly cadence). Edit the [1–2 sentences on their progress] section before sending — the body is a template, not a fill-in-the-blank form, and the most effective renewal nudges include something specific to the client's actual work.

6. The group accountability cohort — template patterns and what to customize

The playbook includes a group cohort service (6 weeks, small group of 4–8) and the booking confirmation template handles the individual registration flow. Group programs create different communication needs from 1:1 coaching:

• Onboarding email — the playbook's booking confirmation template mentions an onboarding email arriving one week before kick-off. Create this email in Settings → Templates as a new template named "Group cohort onboarding" and send it manually once the group fills.
• Session reminders — the weekly session reminder template works for group clients with minor edits (remove session-number references, add the group call link).
• Session summaries — group sessions benefit from a lighter version of the session summary: topic covered, key insight from the discussion, and the shared focus for the week. The individual session summary template in the playbook can be adapted into a "Group cohort summary" in Settings → Templates.
• Minimum fill policy — the service notes that a 4-person minimum is required to run the cohort. If you are launching a cohort, do not confirm seats until you have reached that minimum. The no-availability reply template can be adapted for "cohort is not yet confirmed — want to be on the launch list?" if you are in pre-fill mode.

7. What your reply templates look like in action

Here is how the main template sequence runs for a typical 12-session client:

1. Inquiry arrives. The first reply template fires (or is sent manually). It asks four questions: goal in their own words, previous coaching or therapy experience, preferred schedule, and online or in-person preference.

2. Discovery call. The discovery call scheduling template books the call. No forms, no payment, no friction.

3. Post-call follow-up. The post-discovery follow-up template presents the recommended package, explains why it fits the client's stated goal, and includes a payment link. This template is email-only by default — it includes pricing and a link, which is easier to act on over email than WhatsApp.

4. Booking confirmation. Once the client pays, the package booking confirmation goes out with the full session schedule, expiry date, and format details.

5. Weekly touchpoints. The session reminder arrives the day before each session with a focused prep prompt. The session summary goes out after each session.

6. Renewal nudge. The package renewal nudge fires around session 10 with progress context and continuation options.

All templates use {{customer_first_name}} for the client's name and [bracket] placeholders for session-specific content. Review every template in Settings → Templates before your first client arrives and fill in any placeholders that should be consistent across all clients — your calendar link, your session location, your payment link. Leave the session-specific brackets as-is; those you complete manually before each send.

Common questions

I specialize in one area — do I need all eight services? No. After onboarding, go to Settings → Services and hide or delete any services that do not fit your practice. If you only do 1:1 sessions and packages, hide the cohort and corporate workshop. If you do not offer nutrition intensives, remove the add-on. The playbook gives you options to trim from, not requirements to fulfill.

My single session is 90 minutes, not 60. How do I update this? Edit the single coaching session service in Settings → Services — update the duration, description, and price to match your actual session format. Also update the session reminder template in Settings → Templates so the prep prompt references the right length.

I hold an NBHWC or other credential. Should I mention it in the policies? Yes. Edit the "Scope of practice" policy in Settings → Policies to name your specific certification alongside the clear statement that you are not a licensed clinician. The combination of credential + honest boundary actually builds more trust than either alone.

I want to offer a monthly retainer instead of packages. Can I add that? Yes — add a new service in Settings → Services with a fixed price type, monthly cadence, and whatever deliverables your retainer includes. Consider also creating a matching booking confirmation template and a monthly renewal reminder in Settings → Templates and Follow-up cadence.

Can I turn the session summary into an automated message? The session summary template is designed for manual send because the bracketed content — wins, blockers, next-week focus — requires your specific input for each session. You can set up the follow-up cadence trigger for "completed" to remind you to send it, but automated delivery without your edits would produce a blank-bracket message. Fill the template body, then send.