Session with Cate about Hubs today · WELLNESS PRO ACADEMY

Jul 17 • SALES

Session with Cate about Hubs today

Thank you

for a really powerful session on focusing our attention on hubs. This was soooo helpful. Here is a contract proposal that I got from ChatGpt.

Here’s a formal proposal version of your Hub Contract—professionally structured and suitable to send as a PDF or attachment. You can copy this into a document editor with your logo or branding to personalize it further.

Wellness Partnership Proposal

Prepared for:[Financial Planner's Name][Financial Planning Firm Name][Contact Email][Date]

Prepared by:[Your Full Name]Certified Health & Wellness Coach & Yoga & Meditation Instructor [Your Business Name][Your Contact Info – Phone | Email | Website]

Proposal: Strategic Wellness Support for Clients Transitioning Into Retirement

Introduction

As individuals approach retirement, they often focus heavily on financial preparedness. However, this life transition also requires thoughtful attention to physical health, emotional well-being, and daily structure. This proposal outlines a partnership between [Your Business Name] and [Financial Planning Firm Name] to provide your clients with a free wellness training resource that supports a smoother, healthier transition into retirement.

Objective

To complement your financial guidance with a holistic health and wellness offering, designed to help clients feel confident, capable, and healthy as they navigate retirement.

Proposed Offering

Title:“Thriving in Retirement: A Wellness Roadmap”A Complimentary Video Training for Your Clients

What’s Included:

A 30-minute, pre-recorded video covering:
Downloadable worksheet or wellness planner (optional)
Invitation for an optional follow-up wellness session (discounted for your clients)

Client Benefits

Reduces stress and anxiety around lifestyle changes
Encourages proactive health planning in retirement
Builds confidence and purpose in their daily life
Provides access to trusted health and wellness resources

Partner Benefits

Adds unique, non-financial value to your retirement planning services
Positions your firm as a holistic resource and trusted life-stage advisor
Strengthens relationships and client retention
No additional workload or obligations—fully managed and branded by [Your Business Name]

Implementation Plan

Step Description Timeline 1. Introduction You introduce the video to selected clients or email list Week 1 2. Resource Access I provide a private link to the video & materials Immediate 3. Follow-up Clients can opt in for a free discovery call or discounted session Ongoing 4. Reporting (Optional) I can provide basic feedback on engagement (no personal data) Monthly or upon request

No-Cost Partnership

This offering is 100% free for both your firm and your clients. It’s designed to build trust and deliver real value without any pressure or obligation.

If your clients wish to continue working with me one-on-one, they’ll receive a special partner referral rate, and I’ll ensure full transparency and professionalism throughout.

Next Steps

Let’s set up a brief call to discuss the partnership and walk through how it would look for your practice. I’m happy to tailor the messaging and experience to suit your brand and client base.

With gratitude,

[Your Full Name]Certified Health & Wellness CoachYoga & Meditation Instructor[Your Website][Email Address][Phone Number][Social Media – Optional]

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