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Industries·Health & Wellness

Wellness, sold through the people who recommend it

Scales, supplements, devices and care products, sold through clinics, gyms, pharmacies and the businesses that refer clients, and supported by people who read the label before they answer.

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A coach working with a client in a gym

Charm runs both halves of a wellness product: the outreach that puts it in front of the clinics, gyms and coaches who recommend it, and a desk that answers with the approved wording and routes anything medical to you.

Tackling the referral and the reorder

A physiotherapist treating a patient on a table

Your challenges

  • A scattered referral channel: The people who recommend a wellness product sit across clinics, gyms and studios, pharmacies, physios, nutritionists and coaches.
  • The buyer is a practitioner: Clinics and coaches buy from people who understand the product. Outreach has to read like it was written by one.
  • The category has rules: What can be said about a product is limited. Copy and scripts have to be written inside those limits from day one.
  • A reply is a conversation: A referral partner who answers is a conversation, not a lead. Someone has to answer and book the call while the partner is still interested.
  • Questions get clinical: Wellness questions are specific: dosage, fit, what a number on the scale means. The desk has to know where a product question ends.
  • The answers have rules too: What the desk can say about a product is limited. Every answer has to stay inside the approved wording.
  • Reorders are the business: Most wellness revenue is the second order. The desk has to be built to protect it.
  • Answers can’t be improvised: In a category with rules, nothing off the approved sheet can be improvised, and someone has to check that it isn’t.
Support agents on headsets at their desks

How Charm helps

  • The whole referral list, counted: Every clinic, gym, pharmacy and practitioner who could recommend or carry the product, counted by region, with the owner or office manager verified.
  • Written for the practitioner: Email, LinkedIn and calling on the same list, written for the practitioner, not the patient. Replies land in your CRM.
  • Copy inside the rules: Copy that respects the rules of the category and still gets a reply, written inside those limits from day one.
  • Replies, then meetings: A rep who turns a referral partner’s reply into a meeting for your team, working every reply the day it arrives.
  • A desk that reads the label: The label, the claims that can and cannot be made, and who gets the escalation, learned before go-live.
  • Medical goes to you: Approved answers and escalation rules written with you before go-live. Anything medical is routed to you, in writing, the same day.
  • The second order, protected: Subscriptions, pauses, swaps and refunds handled inside your helpdesk and your store, with the reorder flagged back to your funnel.
  • Scored against your standard: Every conversation is scored weekly against your standard, and nothing off the approved sheet is improvised.

Outreach that fills the shelf, and a desk that keeps the customer. Each runs on its own or together.

Services that follow the product from the practitioner to the desk

Charm shapes both offers around how a wellness product is recommended, bought and supported. Here is how we help:

01.Build demand

The practitioners and referral partners who recommend what their members buy.

Includes:

  • Every clinic, gym, coach and pharmacy, counted by region first
  • Email, LinkedIn and calling on the same list
  • Copy that respects the rules of the category and still gets a reply
  • Written for the practitioner, not the patient
  • A rep who turns a referral partner’s reply into a meeting for your team

Runs on Cold Email, LinkedIn, Cold Calling, Advertising and SDR Staffing.

Clinic staff reviewing a chart at the front desk

02.Drive retention

A desk with the approved answers written before go-live.

Includes:

  • Product questions answered carefully, with the approved wording
  • Anything medical routed to you, in writing, the same day
  • Subscriptions, reorders and refunds inside your helpdesk and your store
  • Your helpdesk, email, chat and phone on one desk
  • Every conversation scored weekly against your standard

Runs on Customer Support, Back Office Support, Technical Support, Desk Implementation and QA.

An unlabelled supplement bottle on a kitchen counter

03.Your first month

Count the practitioners, read the label, go live.

Includes:

  • Week 1: count the partners
  • Week 2: read the label
  • Week 3 to 4: go live
  • Week 4: report

The same build we run for every physical product brand, with your category’s buyers in it.

A clinic waiting room with teal sofas
Why Charm

The right partner for a health and wellness brand

A team working around a table in an open office

Both halves, one partner

A wellness product is recommended before it is bought, so the people who recommend it are the list. We reach them by name, then run a desk that protects the reorder most wellness revenue depends on.

Built on wellness brands

Path’s channel is the gyms, clinics and coaches who recommend what their members track with. We built that list by hand, and every reply is handled the same day and booked for Path’s team. We have also run OrderlyMeds and LSC100 in this category.

The label, read first

Before go-live the desk learns the product, the claims it can and cannot make, and the questions that come in, while the sending domains are warmed in parallel.

Medical goes to you

The desk stays inside the approved wording. When a question turns medical, it is routed to you in writing, the same day, and every conversation is scored weekly against your standard.

Your CRM, your helpdesk

The desk works in your helpdesk, email, chat and phone. Partner replies land in your CRM, and the report puts replies and cost per lead on one page.

Case studies · Path

Sold through the people who recommend it, then worked reply by reply.

One wellness program, two halves: the referral list that produced 185 positive replies in 19 days, and the rep who works every one of them.

Charm×Case study 01 / 02
Body composition scanner→ The businesses that refer clients

185 positive replies in 19 days.

A wellness product sells through the people its users already trust. Path makes a body-composition scanner and a smart measuring tool, and its channel is the gyms, clinics and coaches who recommend what their members track with.

We built the list of referring businesses, set up the infrastructure, and launched. 185 positive replies in the first 19 days, at $25 a lead.

Nykelle SchlofmanCEO & Co-Founder, Path.
185positive replies
19days
$25cost per lead
Charm×Case study 02 / 02
Body composition scanner→ The businesses that refer clients

Every reply from a gym, clinic or coach, worked the same day.

A referral partner who answers is a conversation, not a lead. Someone has to answer the product question and book the call while the partner is still interested.

On Path’s program that is a rep hired for the product, working the replies the day they arrive and booking the meetings for the founders to close.

Same dayevery reply read and answered
$25cost per lead
All case studies →

Questions

Straight answers for health and wellness brands.

Can you write to clinics and referral partners?

Yes. Path’s list was the businesses that refer clients: gyms, clinics and coaches. 185 of them replied positively in the first 19 days.

What did it cost per lead?

$25, on the Path program.

What about compliance in support answers?

Approved answers and escalation rules are written with you before go-live, nothing off the sheet is improvised, and QA scores against them weekly.

Where do replies go?

Into your CRM, with a name and a company on them.

Do you handle subscriptions and reorders?

Yes, inside your helpdesk and your store: pauses, swaps, reorders and refunds, with the reorder flagged back to your funnel.

Who is on a wellness buyer list?

The businesses that recommend or carry the product: clinics, gyms and studios, pharmacies, physios, nutritionists and coaches. We count them by region first, then verify the owner or office manager, not a generic inbox.

Can the desk answer product questions without giving medical advice?

Yes. Agents learn the product, the claims it can make and the ones it cannot, and the playbook says where a question stops being a product question. Anything clinical is routed to you, in writing, the same day.

Brands we have run in this categoryPath, with OrderlyMeds and LSC100 also in the category
path.Body composition scanner and smart measuring tool
  • 185 positive replies in 19 days from gyms, clinics and coaches
  • A rep hired for the product, working every reply the day it arrives
Also in this categoryOrderlyMedsLSC100

Your product in front of the people who recommend it.

Twenty minutes. Bring the product and the practitioners who should carry it. You leave with the partner count, the desk design, and a start date.