Free marketing tools for wellness practitioners and brands
I made these for you! Checklists, worksheets and guides for wellness practitioners, independent practices and wellness brands. They’re free, they’re practical, and they’re the same frameworks I use with my own clients. Not sure where to start? Scroll down and I’ll point you to the right one.
Which free marketing tool should you start with?
Every tool here answers a question I hear from wellness practitioners all the time. Find yours below, grab the download, and work through it at your own pace.
"I don't even know what's working."
Start with the Wellness Marketing Self-Audit. It walks you through your website, search, social, email and reviews so you can see what’s working and what needs some love. If you only grab one thing, make it this one.
"Am I allowed to say that?"
Health and wellness claims are where good practices get in trouble. The Wellness Marketing Claims Guide shows which phrases cross the line for your kind of work and what to say instead. Pair it with the Wellness Marketing Compliance Checklist, a five-minute check of your claims, reviews, privacy and tracking.
"Someone left a review. How do I reply?"
If you're a therapist, medical provider or anyone covered by HIPAA, a friendly reply can accidentally confirm someone is your client. The HIPAA-Safe Review Responses give you copy-and-paste replies that say thank you without saying too much.
"Why can't anyone find me on Google?"
The SEO Checklist for Wellness Brands covers how every kind of wellness business gets found online: in-person practices, online services, and brands selling products, courses and books. It's the boring but important stuff, in order.
"Do I have to be on TikTok?"
Nope! The Social Media Platform Guide breaks down every platform for wellness businesses, plus where to put your limited energy. Most of my clients don't need to be everywhere.
"I know what I do. I can't explain it."
You describe modalities. Your clients want outcomes. The Messaging Worksheet helps you turn "here's what I do" into "here's what you get," which makes every page, bio and post easier to write.
Want me to just do it for you?
If you’d rather hand your marketing to someone who already gets your work, see my monthly plans and fixed-scope projects, or find your corner: functional and integrative medicine, therapists and counselors, energy healers and Reiki practitioners, med spas, yoga studios and bodyworkers, and wellness brands and retreats. For more free reading, there's always the blog.