Training, Templates, and Resources for Wellness Business Owners

Tools and Resources That I Use and Recommend

This page contains information on tools and resources that I believe would be helpful to coaches and online course creators.  Some of the links are affiliate links, but I only recommend resources that I trust and have personal experience with.  Please feel free to email me at [email protected] if you have questions about any of the tools or programs on this page, or if you are looking for a recommendation in another area.

Lead Magnets/Course Materials
Business Training
Other Business Tools and Resources


Extended Free Trial (30 Days)

Try Kajabi risk-free for 30 days instead of 14.  Plus, if you join using this referral link, you'll receive bonuses worth $297 from me, including a 1:1 support session and free access to my Kajabi Crash Course!  

Try Kajabi Risk Free

Kajabi Crash Course

This mini course will lead you through the process of setting up the systems you need to sell and deliver your course or coaching program, so you don't end up wasting time or getting frustrated trying to figure it out on your own!

Coming Soon!

Free Kajabi Page Template

I partner with Kajabi designer and expert Meg Burrage to offer a free Kajabi Page Template.  These versatile templates can be used for the Home page of a website, or as a sales page for a paid offer.    

Choose Your Free Template


The Copy Bar Templates

This extensive shop by Ashlyn Carter has a copy template for just about anything you could ever need for your online business!  While I haven't used any of these templates, I have taken one of Ashlyn's courses and can vouch for the fact that she's extremely good at what she does. 

Shop the Templates

Email Marketing Resources

One of the biggest struggles that I see my clients face is coming up with regular, fresh content and headlines for their weekly newsletters.  For that reason, I love Liz Wilcox's genius idea of an email marketing membership.  For a very reasonable $9/month, you get email prompts sent to you - all that's left to do is customize and send.   

Learn More

Free Welcome Sequence

I have learned a lot from Elizabeth Goddard, and so I'm excited to share this valuable free resource that she offers:  a plug-and-play welcome email sequence.  Customize it, set up an automation as part of your lead magnet funnel, and you can begin to welcome and nurture new subscribers.  

Get the Sequence

Lead Magnets and Course Materials

DIY Design

I use Canva for everything, from lead magnets to course materials to social media posts to landing pages and sales pages.  There is a free version but the 'Pro' version has features that are well worth the investment.

Canva Pro - Free Trial

Meal Plans/Recipe Books

That Clean Life is a versatile meal planning platform that I highly recommend to anyone who does nutrition coaching.  This platform makes it easy to create customized meal plans, shopping lists, prep guides, and recipe books.  The owners also conduct regular training sessions and free challenges to help you grow your business with their resources.

Learn More - That Clean Life

Done-for-You Wellness Content

Rachel Feldman offers a big range of done-for-you wellness content, including workshops, lead magnets, and course/coaching program materials.  This is something to explore if you are just starting your business and want an easy way of getting both free and paid offers up and running quickly.

Explore Your Health Coach Biz

Business Training

Zach Spuckler

Zach Spuckler is a Facebook ads specialist who recently started a new membership program called "Not Your Average Membership."  A different topic of online business is covered each month.  In addition to live training sessions, there's a very active membership community and Zach himself is very responsive and helpful when anyone has a question about the material.  

Check Out the Membership

Elizabeth Goddard

Elizabeth Goddard has more online business courses than anyone else I know!  I have taken her courses on tripwires and 'profitable live trainings.'  She has an active Facebook group that is open only to her clients, and seeks to support and promote members of her community regularly.

Shop Her Programs

More Coming Soon!

Some of the other business programs that I recommend are not currently open for enrollment.  I will post information here when they launch in 2022.

Other Business Resources and Tools

Legal Templates #1

I love the legal templates from Lisa Fraley, because she herself is a health and life coach, so her offers are specifically designed for entrepreneurs in those industries.  The templates are easy to use and understand and there is a wide variety to choose from so that you can legally protect ANY aspect of your business.

Shop the Templates

Legal Templates #2

The legal templates that I use for my own business are offered by Valerie Del Grosso.  Her "Legal Starter Kit" includes templates for both website policies and coaching agreements.  It also comes with bonuses including a legal checklist and training on how to implement everything.

Shop the Templates

Social Media Assets 

The Pixistock membership includes everything you need to establish a social media presence, including high quality stock photos, a content planner, caption templates, hashtag strategy, and more.  Besides for social media, the membership can also be used to access templates for lead magnets and course/membership materials. 

Explore the Pixistock Membership


I recommend Calendly to anyone who has 1:1 meetings with their clients.  Having an automated calendar saves a ton of time so you don't have to email back-and-forth with your clients to set up meetings.  It helps them to easily see your availability in their time zone, choose a convenient meeting time, receive their Zoom link, and get reminders about the meeting.   

Calendly - Free 14 Day Trial