Home Fitness 5 Customer Service Roles You Need to Adopt as a Health and Wellness Coach

5 Customer Service Roles You Need to Adopt as a Health and Wellness Coach

31 min read

Customer service is a enterprise factor we frequently relate to giant corporations. 

What comes to thoughts while you consider customer support?

Do you think about a giant room with dozens of individuals in cubicles answering telephone calls from pissed off and confused prospects?

Do you consider a latest sequence of e-mail exchanges you had with an agent named Patricia after you obtained the incorrect merchandise within the mail?

Or, do you consider going again to the shop the place you purchased that new shirt that doesn’t match to speak to a customer support consultant at her desk?

Customer service is all this stuff, and far more. Many of the go-to concepts about customer support deliver to thoughts experiences with massive corporations with a outstanding gross sales drive. However, customer support is a vital part of any functioning enterprise, each massive and small, that provide merchandise and companies or a mixture of each.  

Have you given a lot thought to the customer support element of your teaching or training enterprise? This article will provide help to critically analyze your present buyer (consumer) service choices, and it will provide you with concepts about how to enhance the customer support expertise your model presents. 

What Is Customer Service?

Customer service is the time period given to the one-on-one interplay between a buyer, client, or consumer who has offered a firm cash in change for a good or service and the corporate promoting it. 

In most teaching and training enterprise fashions, the client is definitely a consumer or a affected person, since they pay common charges for a longer-term interplay with you or your model representatives. 

In some instances, nonetheless, should you provide a product or short-term digital service like a meal plan, a information, or a health plan, you may need prospects as nicely. 

The factor of your enterprise actions the place you work together instantly with the shoppers and shoppers is your enterprise’s customer support. 

The Importance of Customer Service for Your Training and Coaching Business

Customer service has the potential to have a important affect in your shoppers’ notion of your organization and the companies and merchandise you provide. Even when you have a groundbreaking health program or weight-loss program, if most of your teaching shoppers have unfavorable customer support experiences, they may most certainly have a unfavorable view of your health and teaching model. 

Positive customer support experiences, nonetheless, are essential to your enterprise success. When your shoppers and prospects really feel like their wants are met, their questions are answered, and, in the end, in the event that they really feel such as you care about them, they may have a favorable view of your health and teaching model. 

When you’re successful at providing excellent customer service to your teaching shoppers or sufferers, you’re making certain model loyalty, consumer satisfaction, and consumer longevity. 

As your enterprise begins to develop, these parts are important since, on the finish of the day, they may assist safe a regular revenue for your enterprise.  

How Does Customer Service Look in a Training and Coaching Business

If your picture of customer support appears to be like like a few of the situations talked about at first of this text, it may be difficult to think about how customer support suits into your small-but-growing health and teaching model. 

Some customer support actions in health and wellness teaching and health companies embrace:

  • Answering emails from shoppers
  • Talking to shoppers about their considerations and answering questions one-on-one
  • Texting with shoppers (usually a nonstop job)
  • Responding to feedback and questions in your social media posts and social media direct messages. Note: Sometimes, individuals you reply to aren’t prospects but. Still, should you reply equally to shoppers and non-clients in your social media accounts, it’s one instance of how gross sales and customer support can meld together
  • Answering consumer telephone calls and voice mail 
  • Scheduling common consumer conferences (in-person and on the telephone) 

So, while you reply your consumer’s textual content at 10 pm on a Saturday about how a lot wine they’ll drink on their meal plan, that is customer support (after all, we aren’t encouraging this—setting boundaries is healthy and important to maintain your enterprise sustainable). 

In quick, each time you make one-on-one contact along with your consumer, you’re offering customer support. In different phrases, training and teaching may even be considered as a enterprise constructed on customer support. 

Thinking of Outsourcing Customer Service?

If the amount of shoppers turns into too demanding to dedicate the time needed to a few of the extra administrative features of your enterprise, you may want to think about outsourcing a few of the duties of your model. 

This will be a troublesome determination for solopreneur coaches to make, as they’ve realized the ins and outs of each minute element of their enterprise from day one. There may be some stress as you wonder if another person will give the identical time and dedication as you do to totally different administrative, gross sales, and advertising and marketing features of your enterprise. 

However, you may discover that hiring an company or a freelancer to tackle a few of the customer support and gross sales features of your enterprise will provide you with extra time to concentrate on the wellbeing of your shoppers and plan for enterprise development. 

We might be going into additional element concerning the dynamic of outsourcing sure companies as a coach in a later article, so keep tuned. 


Coaching Yourself as a Customer Service Agent

If you Google “coaching + customer service,” you gained’t discover many articles on how to present customer support as a health and wellness coach. Instead, you’ll discover dozens of articles about how to coach or prepare individuals to be energetic customer support brokers. 

This isn’t any coincidence. The artwork of teaching and customer support are intimately associated. 


Let us take a look at these one after the other within the context of customer support:


As quickly as you get a message from a consumer that asks you a direct query or remark, you need to have a clear aim in thoughts directed at consumer satisfaction. For instance, if a consumer asks you why you’ve elevated their exercise reps this week, a detailed however easy-to-understand reply about constructing power and resistance will depart them glad. If they ask concerning the various nutrition teaching plans you provide, offering these plans will maintain them glad, and your aim could have been achieved. 


Paying shut consideration to your consumer’s particular person considerations will assist you choose and ship the knowledge that’s most related to them. If a consumer receives a generic response, they won’t really feel like you’re listening to them and may lose curiosity. 


Always strive to put your self in your consumer’s sneakers. If they’ve had a unfavorable expertise with one of many companies or merchandise you provide, allow them to know you’re genuinely sorry. Then, ask your self, should you had been in the identical place, what would you want to be ok with the service once more?

Behavior and Attitude Change

This will be utilized in two contexts. If a consumer communicates with you as a result of they aren’t glad with the service they’ve acquired from you, then you definately need to present them with the knowledge and perception they want to change their opinion and unfavorable perspective. 


Regularly, you verify along with your consumer to be certain that they perceive the plan for the week, have any questions, and whether or not the aim has been reached. Similarly, you need to check-in with them from a customer support perspective to be certain that their questions are answered and be certain that they’re glad with the service you’ve offered. 

While e-mail and messaging is a good spot to do that, verbal in-person discussions or video calls are equally necessary. When you see the particular person, you’ll be able to choose up nonverbal cues like physique language and facial expressions to get a higher sense of what your consumer is feeling. If they aren’t glad, it permits you to act instantly and proceed to work to clear up any considerations or points they could have.  

Customer Service Roles You Can Take On for Great Client Experience 

In many instances, health and wellness coaches tackle a number of roles all through the week. When you aren’t a marketer, content material author, salesperson, CEO, and (lastly) coach, you discover the time to have a tendency to your shoppers’ and prospects’ worries, considerations, strategies, feedback, and, sure, even complaints *gulp*

You may even tackle a number of customer support actions with out realizing that’s what you’re doing. 

As you learn by way of this record, you’ll discover that there’s a lot of overlap between the customer support roles we point out right here and a number of expertise which might be central as a coach. This isn’t a coincidence. Coaching is 100 % people-centered. Even after they have automated companies, virtually all coaches have a one-on-one side to their teaching enterprise as a part of the usual companies they provide. While you consider it as “just doing your job,” you’re concurrently taking up some customer support roles.

Here, we describe totally different customer support roles you could tackle to enhance your shoppers’ expertise along with your model. You might discover that you have already got a few of the roles well-established inside your model, whereas others you may need to construct from the bottom up inside your enterprise.

The Teacher

One of the pillars of teaching success is instructing your shoppers new expertise, helpful information that can contribute to their health, how to exercise at dwelling, how to deal with the psychological stressors of on a regular basis life whereas staying on monitor, and far more. 

However, there’s a vital distinction between telling your consumer how to do one thing and instructing them how to do it. From a customer support perspective, educating your shoppers implies that they may doubtless solely attain out to you as soon as for a difficulty they maintain stumbling on. That’s a time funding value making. 

The essential distinction is focusing the reason on the logic behind problem-solving and decision-making. 

For instance, in case your consumer studies again ache after a explicit exercise set you’ve given them to do on their very own time at dwelling, you’ll ask them about their historical past of accidents (they are saying they don’t have any). Then you ask them to present you ways they carry out the totally different exercises. As you observe attentively, you discover the issue. You see that after they elevate weights, they’ve poor posture. 

At that second, you’ll be able to educate your consumer how to take advantage of out of the exercise with out experiencing ache. To do that, you’ll need to clarify the importance of posture throughout weight lifting and describe how their weight lifting is placing a pressure on their again. Ask them to really feel the distinction and repeat the exercise the proper approach. By being a instructor, your consumer will doubtless solely ask you about this concern as soon as. 


Optimization is a course of that makes your service choices extra streamlined, simpler to use, and “bugless.” If you’ve a digital element to your enterprise (on-line exercise or recipe channel, an app, a web site), optimization turns into much more essential. 

First, take a look at digital information. Depending on the platforms you employ, digital information might have the opportunity to inform you a extensive number of consumer conduct, together with at what level throughout their go to do they exit your web site, after they sign off after placing issues of their on-line cart with out buying them, and which pages obtain probably the most and least site visitors. By inspecting this information and mimicking consumer conduct, it’s possible you’ll have the opportunity to discover web site bugs individuals aren’t reporting. 

Second, take a look at direct messages from shoppers who’re reporting bugs, points, typos, damaged hyperlinks, and even complicated directions. This enter takes much less detective work within the sense that they’re telling you about their expertise. You (and your staff) simply want to return and discover out why the problem occurred. 


“The helper” is arguably probably the most acquainted customer support function; most individuals who attain out to a enterprise’s customer support and help channels need assistance overcoming a explicit hurdle. 

If you’re rapidly in a position to present a resolution to the issue they’re having or present them with the help they want, you’re gaining their belief. 

Note that persistence and self-control are a few of the most crucial smooth expertise for you to have when offering assist to your shoppers. Some individuals have extra points with expertise, don’t learn directions fastidiously, or don’t have a lot persistence themselves. You might discover this annoying. However, you should maintain your cool, communicate to them respectfully, and be as useful as attainable when offering them with a resolution. Every alternative for one-on-one interplay along with your shoppers is a chance to guarantee buyer loyalty. 

Do you are feeling such as you want a reminder for the proper perspective to deliver to the desk if you end up speaking with shoppers? Set the infographic under as a desktop background or print it out and put it in a place that’s seen to you while you reply to shoppers. 

8 Soft Skills_V2


As by now, there’s a sturdy psychological element to training and teaching. Understanding consumer frustrations and feelings that maintain them from making choices that put them on the highway to wellness, and, in the end, attaining conduct change is a central element of profitable teaching. 

That talent is equally relevant to offering efficient customer support. You will get calls and messages from indignant and pissed off shoppers. Their perspective might have one thing to do with a mistake you’ve made, however usually, it has to do with a sequence of different frustrations they’re experiencing, and a small concern with logging into your website may need simply been the final straw. 

Empathy and accepting duty are essential smooth expertise wanted to turn out to be a higher therapist in your customer support technique. Understanding the place the consumer is coming from and how their expertise with your enterprise factored into their frustrations, and accepting duty are simply a few of the expertise you want to put into observe.  


As a coach, you doubtless provide several types of companies and even perhaps merchandise. When shoppers get in contact with you, you may have the opportunity to spot the shoppers that would profit from totally different tiers of your service or product choices. 

Different gross sales ways embrace upselling, downselling, and cross-selling, and there’s an artwork to every technique. Some health and wellness coaches, who naturally need to assist individuals, don’t just like the side of promoting their companies as a result of they really feel like they’re being ingenuine in some way. 

Here, you’ll find a nice article on how to upsell to improve buyer happiness, retention, and improve your income. 

Main Takeaways

Customer service isn’t only for giant companies with hundreds of shoppers who want product exchanges and technical troubleshooting. 

By nature, most health and health and wellness teaching companies have one-on-one relationships with their shoppers at their core. This makes customer support carefully entwined with the on a regular basis actions of health and wellness coaches. As you’re answering questions on a new exercise routine or meal plan, you aren’t solely being a coach, you’re being a customer support agent. 

When you talk along with your shoppers to acknowledge feedback or strategies, clear up points, or educate them how to use considered one of your service choices, there are a number of customer support roles and smooth expertise that may improve consumer satisfaction. In this text, we’ve talked about 5 key customer support roles to your training or teaching enterprise, together with that of the instructor, the helper, the optimization detective, the salesperson, and the therapist. 

Take a second this week to establish which roles you’re strongest at and which you’ll be able to enhance. When your shoppers are glad, not solely do you lock of their loyalty, you additionally improve consumer happiness, retention, and, in the end, improve your income. 



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