How to use this guide: These are fully editable templates. Customize the [bracketed fields] with your practice name, contact details, and personal touches. Save each section as a separate PDF or combine into one onboarding packet.
Follow these 5 steps to create a consistent, premium experience for every new client.
Send within 24 hours of booking. Confirm the details, set expectations, and make them feel valued. Use Template A below.
Send the Client Intake Form (see Intake Form toolkit asset) at least 48 hours before the first session. Ask them to complete it thoughtfully.
Reduces anxiety and pre-session questions. Sets scope, logistics, and tone. Use Template C below.
Use the First Session Agenda template to guide the conversation. Leave time for Q&A. Take notes on their goals and history.
Share curated resources from WellSourced relevant to their goals. Send the Resource Packet Template (Template D).
Hi [First Name],
I'm so glad you're here. Your [session type — e.g., "Peptide Education Deep Dive"] is confirmed for [Date] at [Time].
Here's what to expect before we connect:
📋 Complete your intake form — I'll send this separately. It takes about 10 minutes and helps me tailor our time together to your goals.
📖 Do a little light reading (optional) — If you're new to peptides, WellSourced has a great resource library at wellsourced.polsia.app/peptides. No prep required, though — we'll cover everything together.
💬 Come with questions — The best sessions happen when you show up curious. Write them down beforehand.
We'll connect via [Zoom / Google Meet / Phone — add link]. I'll send a reminder 24 hours before.
If anything comes up or you need to reschedule, just reply to this email or reach me at [Your Email / Phone].
Looking forward to it.
Warmly,
[Your Name]
WellSourced Certified Peptide Educator
[Your Practice Name] · [Website] · [Phone]
Hi [First Name],
Just a quick reminder that we're connecting tomorrow, [Day] at [Time].
Join link: [Zoom/Meet link]
If you haven't yet completed the intake form, I'd love if you could get to it tonight: [Link or attachment]
Looking forward to our conversation. See you tomorrow.
[Your Name]
[Practice] · [Email]
What this is (and what it isn't)
Your consultation with [Your Name] is an educational session — not a medical appointment. You'll learn what the current science says about specific peptides, how they work, what the research shows, and how to have an informed conversation with your physician about whether any are relevant for you.
What we cover
What we don't cover
We don't provide diagnoses, prescriptions, or medical treatment recommendations. Everything shared is educational. Your educator will always encourage you to consult a licensed physician before making changes to your health regimen.
Session length & format
Sessions are [60 / 90] minutes via video call. You'll receive a brief summary and resource links within 24 hours. Recordings are available upon request.
Preparation
Complete the intake form before the session. Come with your top 3 questions written down. No prior knowledge required.
Hi [First Name],
It was great connecting today. Here are the resources we discussed, curated from WellSourced's research library:
📌 Peptides relevant to your goals:
📖 Articles we referenced:
🧪 Tools:
Questions to bring to your physician:
If you'd like to continue — either to go deeper on today's topics or explore new areas — I'd love to work with you further. You can book your next session here: [Booking Link]
Warm regards,
[Your Name]
WellSourced Certified Peptide Educator
[Practice] · [Email]