The Foundational Offer
A 6-week, done-with-you experience to build a signature offer and client journey that truly reflects your work—and helps your practice grow with purpose.
Every impactful patient experience begins with an intentional first step.
Not just a consultation or a session, but a thoughtful initial consultation package that reflects the way you guide, support, and help your patients heal.
When your services are pieced together without structure, it’s easy to feel stretched thin, overdelivering, customizing for every patient, and wondering if your process is truly serving the way you intended.
Let’s work together to create an initial offer that you can sell easily, build on, and set as the foundation for a scalable business.
Over six weeks, we’ll craft your signature consultation package and client and patient experience framework… the starting point for deeper healing, stronger relationships, and a practice built to grow with the lives you change.
This is the first thing you sell. And the thing that makes selling (and serving) everything else easier.
Structure the Start So You Can Grow What Comes Next
You didn’t build your practice to hustle for one-off sessions.
You built it to create meaningful change in the lives of your patients and clients, and you need an initial offering that shows it.
Maybe you’re creating your first foundational offer.
Perhaps you’re ditching an offer structure that is no longer working for you, looking to build something more sustainable.
Either way, The Foundational Offer will help you create an initial consultation package that works with your goals and values as a practitioner or coach.
The kind of offer that gives your clients and patients a clear path forward.
The kind of structure that creates space for fundamental transformation.
The kind of package that turns “Let’s book another session” into “It’s working. What’s next?”
You’ll love this if:
You want a partner to walk through the process with you, someone who can help you think bigger, structure smarter, and see around the corners.
You’re attracting clients, but your services still feel more improvised than intentional.
Your current offer is “fine,” but it’s not doing the heavy lifting it could for your patients or your business.
You’re spending too much time customizing everything from scratch, and you're ready for a structure that protects your energy and supports better outcomes.
You want a service process that is approachable for clients, easy to explain, and easy to deliver.
You want to be paid appropriately for your experience and credentials, but need an offer that reflects a higher perceived value.
You’re ready to stop selling single sessions and start leading clients through a transformational process that naturally continues into ongoing care and long-term relationships.
Burnout isn’t a business strategy.
Spinning your wheels on every patient just to keep up can leave you wondering if you're even building the right kind of practice for this version of you as an entrepreneur.
You’re not doing it wrong.
You’re just ready for a better foundation.
One that gives your clients a clearer path to healing, and gives you a business you can grow steadily without burning out.
You’re Not “Starting Over.”
You’re Starting Smarter.
Here is how we will spend the next six weeks crafting a signature, foundational package that aligns with your practice's vision, values, and goals.
Using my curated curriculum, we will meet via Zoom weekly to discuss and strategize goals and plans. And because this is way more than just consultation, we’ll each have implementation homework to keep us accountable and moving forward.
Week One: Clarify Your Core Purpose
We’ll kick things off by figuring out what you’re really building, who it’s for, and how you want it to “feel” for people seeking the solutions you’re selling.
This is about anchoring your offer in your values and making sure it reflects the way you actually work, so everything that comes next fits your vision and goals.
Week Two: Craft the Offer They Can’t Resist
Now we’ll shape your idea into a real, tangible, sellable offer.
We’ll name it, map out what’s included, and highlight what makes it different.
By the end of the week, you’ll have a package that’s clear, compelling, and feels good to sell to potential clients and patients.
Week Three: Chart the Client Journey
Let’s build it block by block.
You’ll get clear on how clients move through it, how long it should last, and what needs to be in place to keep things smooth for both of you. It’s about creating a solid flow that delivers results without draining your energy.
Week Four: Communicate with Purpose
You’ve got the offer, now let’s talk about how to talk about it.
This week is all about the words, from how you describe what you do to how you welcome clients in. We’ll write the things you actually need—like onboarding emails and simple talking points that feel like you.
Week Five: Attention and Attraction
This is your visibility week.
We’ll figure out where you want to show up, what kind of content feels doable, and how to make sure your message connects.
This week is all about choosing the right kind of marketing for you, so your offer gets seen and brings people in.
Week Six: Ready, Set, Go
It’s launch time.
We’ll map out what needs to be ready, how you want to talk about your offer, and the first steps for sharing it with the world.
This is where everything comes together into a clear, doable plan you can run with and feel good about following through.
You’ll walk away with…
A magnetic offer mood board that captures the tone, energy, and visual identity of your signature program
A defined methodology and set of care pillars that clearly express how you help and what sets your work apart
An offer name, messaging, and landing page copy that makes it easier to talk about what you do and who it’s for
A mapped client journey roadmap that outlines the structure, pace, and milestones of your program from start to finish
A service and pricing structure that reflects your values, protects your energy, and supports real outcomes
An onboarding email series and communication strategy that helps clients feel supported, welcomed, and ready to begin
A 30-day content calendar and visibility plan tailored to your strengths, style, and time
Custom resources you can use to educate clients or connect with new leads in a meaningful way
A personalized launch checklist to help you confidently share your offer and start seeing it work in your business
And maybe most important…
A foundational offer that mirrors the depth of your care and sets the stage for the growth you’re ready for.
You’ll Need to Bring…
About 2–3 focused hours per week for working sessions + assignments
Openness to refining what’s working and letting go of what’s not
A commitment to building a practice that's structured for growth, not burnout
This is designed to fit alongside a busy clinical practice while building excitement and momentum you can feel week after week.
Hear from a fellow practice owner:
“Beyond her creative skills, Wendy operates like an experienced project manager. She keeps tasks organized and timelines on track.
Most importantly, Wendy brings a level of reliability and commitment that makes her feel like a true, vested member of our team. Her capability and dedication have been essential in helping us serve our patients with excellence. We are grateful every day to have her as part of our Vital You family.”
-Melissa Trotman, Owner, Vital Your Functional Medicine
The First Step Toward the Practice You’re Meant to Build
This is the offer that will sharpen your services, simplify your sales, and ease the burnout beast with a valuable, practical, sellable package.
An investment now for a foundation that pays off again and again.
Launch Pricing — First 5 Practitioners
The Foundational Offer is launching with exclusive early pricing for the first five practitioners who sign up.
Total Investment: $2,997.00
$997 deposit to reserve your spot &
two monthly payments of $1,000
Six Weeks from Now...
You'll have a signature offer you're proud to sell.
A clear client experience that supports real results.
And a business that feels organized, aligned, and ready for growth.
Your future clients are waiting. Let’s build the offer that brings them in.