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I recently completed an expensive integrative health and wellness training protocol. While the quality of care was exceptional, it became clear that the real value customers perceive depends not only on the expertise of the trainers, but on the entire service delivery experience. How you deliver care—seamless, optimized, and digital—can significantly impact how customers perceive their return on investment (ROI). Customers are more likely to see their high price justified when they know their training and care vendors have invested in their education (a massive undertaking) and their digital infrastructure.
However, reflecting on my experience, it is clear that many health and wellness coaches overlook essential elements in customer experience — or, as I like to call it, the service delivery experience — that can make or break the overall impression.
It breaks my heart to see so many talented, dedicated, and hardworking service professionals (coaches, consultants, coaches, and therapists) who pour their energy into building their businesses, but miss the mark of what makes them great. to excellent and ultimately outstanding.
If you're not using a modern, centralized and optimized operating system to run your business, you could be missing out on what your customers are thinking but not saying. Let's dive into what's going through your customers' minds and how you can address these unspoken concerns elevate your practice.
Related: What training clients need most – and how to meet those needs
The high stakes of customer experience
Your top priority is to help clients achieve their goals, guide them to their dreams, and provide exceptional care. I applaud you for dedicating your life to helping others, but the manner in which care is provided can be just as important as the care itself.
Imagine this: A unified portal where clients can schedule sessions, fill out forms, track historical payments and engagement data, and easily navigate to the next steps in their engagement. A place where all the necessary information is at their fingertips. This makes a significant difference in how customers perceive the value of your services. We are all overloaded with information and tools these days. Finding out where to get the full picture of the current and next steps of a training program can be frustrating, even blocking busy professionals from fully engaging.
When the entire process – from first contact to onboarding, coaching experience, care navigation, follow-up and post-engagement materials – is smooth, intuitive and modern, customers are more likely to feel that their investment in services YOUR exceeded expectations. Unfortunately, this is where many coaches stumble. Back-and-forth emails, multiple threads, unclear introductions and next steps can frustrate clients, reducing their perception of value, no matter how great your actual training may be.
Unspoken customer concerns
Let's talk about the elephant in the room – what your customers are thinking but won't say out loud. These thoughts remain in the background, shaping their experience, whether they express them or not.
Fear of being oversold:
“I hate it when my trainer or therapist sells me on something during a session.”
Clients often feel concerned about the financial aspect of your services. The initial price may be obvious, but what about additional sessions, add-ons, overtime or additional resources during the program? A lack of tRANSPARENCY and sales talk during and after unguarded sessions can lead to frustration and doubt, even if they never express it. To build trust and ensure customer comfort, be accountable for all potential costs and clearly communicate what your packages include. Better yet, use technology to handle it seamlessly.
While most start-up costs are usually covered in the coaching contract, clients don't want money discussions to get in the way of their progress if unexpected needs arise. They are looking for you to be their guide, not a salesperson.
Confusion about the purpose of the program:
“I don't understand the whole point of the program and its ROI.”
Customers want to know exactly what they are signing up for and how they will benefit from it. If the purpose of your program is unclear, the description lacks concrete steps and specifics, or clients are left wondering about the results they can expect, they are likely to feel uneasy about continuing. A clear roadmap that outlines goals, steps, timelines and expected results can ease these concerns and keep clients engaged.
Overloaded with inputs and communications:
“I don't have time for that, especially considering all the entries, content, and subject lines of the e-mails you've sent me.”
In today's digital world, instant and optimized access to your service is critical. If your customers have to juggle multiple platforms, logins and a barrage of emails, they will feel overwhelmed. A centralized system where all communications and content are accessible in one place isn't just nice – it's essential for maintenance customer satisfactionactivation rates, renewals and referrals. Service businesses rely heavily on word of mouth, and a frustrated customer is unlikely to sing your praises.
Let me share a real-life story: My husband, a tech executive with health-related goals, was eager to work with a well-referred naturopathic doctor. She sent him numerous inbound emails filled with long, unintuitive forms. As a busy professional, he was too overwhelmed to commit to her for three years, despite his willingness to pay a price for her training. This practitioner lost a perfect client due to a cumbersome onboarding process.
Unfortunately, this scenario is all too common. Many practitioners overlook the impact of plain and simple usage boardingwhich can make a critical first impression on new customers.
Lack of clarity in the customer journey:
“I'm confused about the whole experience. What are the steps, why and who is engaged by the coaching staff and why?”
Navigating any coaching journey can be daunting, especially when clients don't fully understand the process. They need to know who is involved in their care, why specific steps are needed and what to expect at each stage. A clear, step-by-step guide that explains the journey in simple terms can go a long way in easing customer anxiety and improving their experience.
Imagine walking into a new city without a map. This is how clients can feel when the training journey is not clearly defined. They are looking for you to lead them with confidence and clarity.
Related: Good Business: How to Create an Exceptional Customer Experience
The impact of ignoring these concerns
So what happens if these non-obvious concerns are not addressed? The consequences may be more important than you think. When customers feel unsure, confused or overwhelmed, they are more likely to abandon your program or stop engaging. This affects your bottom line and can damage your reputation in the long run.
It's not just about losing a client—it's about the ripple effect that client dissatisfaction can have on your practice. At the age of online reviews and social mediaa single frustrated customer can affect countless potential customers.
Solutions for trainers
Now that we've uncovered these blind spots, let's talk about how you can address them.
Adoption of a modern, centralized operating system:
The first step is to simplify your operations. A modern, centralized operating system that manages all customer interactions in one place is a game changer. This not only improves the customer experience, but also makes your life easier. Imagine having all your planning, communications, forms and content housed in a single portal – no more scattered logins or endless email threads. This simple change can significantly increase customer satisfaction and retention.
Investing in such a system may seem daunting, but the long-term benefits far outweigh the initial cost. Customers will appreciate the professionalism, efficiency and smooth experience it provides, which directly translates into satisfaction and more referrals.
Improving the customer experience:
Finally, simplify the customer journey. Create clear, step-by-step guides that outline the process, explain who is involved and why each step is essential. Provide them with a modern and secure customer portal to track engagement-related information.
Consider the customer journey as a well-orchestrated experience. Every interaction and step should be purposeful and meaningful, leading the customer smoothly from one stage to the next. When the journey is clear and straightforward, customers are more likely to stay engaged and see their journey through.
Related: Do you want your business to succeed? Use these tips to understand your customer
In coaching, therapy, consulting and other types of services, giving extraordinary care it's only half the battle. How you deliver that care—the entire customer experience—matters just as much, if not more. By addressing the concerns your clients won't say out loud, you can create a more satisfying, effective, and successful coaching practice.
Today, with AI evolving rapidly and delivering immediate results, customer expectations are higher than ever. Efforts to improve and personalize their experience are no longer optional – they are essential.
By embracing modern tools and refining your customer experience, you're not just providing a service—you're building a relationship, nurturing trust, and creating an environment where customers feel valued and understood. And this is the key to transforming a good coaching practice into an outstanding one.