On-Demand - Grow Your Coaching Business

Building Your Client Base Through Successful Referral Meetings


Jen Wright, NBC-HWC

Elevate your expertise and gain the tools needed to build lasting referral relationships in the health and wellness coaching field. Led by the knowledgeable Jen Wright, this class equips you with the skills to confidently approach potential collaborators and cultivate mutually beneficial partnerships. Learn to reframe the sales narrative, with a focus on genuine connection and collaboration, to set the stage for successful referral meetings.

Approved for 1 CEU through NBHWC.

Upon Completing This Course, You Will:

  • Identify strategies for initiating successful referral meetings with health professionals.

  • Implement techniques for establishing collaborative relationships with referring providers.

  • Examine ethical considerations in approaching potential collaborators in the health and wellness industry.

  • Construct a plan for developing personalized introduction materials to approach potential collaborators.

About the Facilitator

Jen Wright, NBC-HWC

Jen is a Nationally Board Certified Health & Wellness Coach, a Mayo Clinic Certified Wellness Coach, and a Certified Master Marketer.

In 2017, she left her 13-year promising corporate career in digital marketing to pursue her passion as an Integrative Wellness Coach. It's been an absolute joy for her to bring both her experience and passion together through Wellspired Co., helping Wellness Professionals grow their business through authentic strategies and methods that fit their personalities and lifestyle. In addition to being a Business & Marketing Strategist, Jen also owns a group integrative wellness coaching practice helping busy, high-achieving moms who have big career and life goals, but aren’t willing to sacrifice their health and wellbeing along the way.

What's Included

  • 90-minute On-Demand Business & Marketing Workshop - Building Your Client Base Through Successful Referral Meetings

  • Certificate of Completion & 1 CEU (NBHWC)

    after completing & receiving a passing score for the class quiz.

  • BONUS - Reflection Worksheet

  • BONUS - Lifetime class access to the training & resources

Frequently Asked Questions


Yes! This class is approved for 1 CEU through NBHWC, which gives you access to our student learning portal with the class recording, class resources, and the quiz to complete to receive your CEU certificate.


Once you complete the checkout, you will receive an email with access to our student Learning Portal.  Watch the recording inside the Learning Portal and complete the quiz. You will be emailed a certificate of completion upon passing the quiz.


No problem! Simply email us at support@wellspired.co and we’ll get back to you shortly!


Yes! You can update the quantity of class licenses in the checkout process below, up to 100.

If you need more than 100 licenses, email us at Support@wellspired.co.

Each class license is good for 1 CEU and Certificate of Completion after they complete the class and receive a passing score on the CEU quiz. This class is limited to one license per person.

Our team will reach out to you once your order is compete to collect your user information so we can set your users up with learning portal and quiz access to complete their CEU and certificate of completion.

What Others Have Said

Great Information

"All great information. It took away the pressure because it's about finding a good fit, and not us having to promote ourselves."

Confidence Boost

"Having structure to the process of having a Referral Meeting is a huge boost to my confidence! Thank you!!"

Mind Opening

"I thought that I had already contacted all the providers that were nearby me, but realized that I hadn't!"

Get Instant Access to This On-Demand Class.

Business & Marketing Workshop:

Building Your Client Base Through Successful Referral Meetings

(1 CEU)

Class Includes:

  • (1) 90-Minute ON DEMAND Interactive Class

  • Lifetime Access to Class Recording

  • Lifetime Access to All Class Materials & Resources

  • Certificate of Completion & 1 CEU (NBHWC) after completing & receiving a passing score for the class quiz.

Ordering for a team? Update the quantity of class licenses below. Each license receives 1 CEU & Certificate of Completion per person .

Complete Checkout Below to Register
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(Located in your Membership Learning Portal.)

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