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Using Cloverleaf To Develop Your Practice
Using Cloverleaf To Develop Your Practice

Learn how to leverage the use of Cloverleaf in your business AND your practice using creative strategies to maximize the platform.

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Written by Team
Updated over a week ago

When you first start using Cloverleaf, its potential to impact your business and the clients you serve can be overwhelming AND exciting!

The purpose of this resource is to help you leverage the use of Cloverleaf in your business AND your practice using creative strategies to maximize the potential of the platform. This resource is designed to help you:

  • Integrate Cloverleaf into your overall business development and marketing strategy

  • Incorporate Cloverleaf insights into 1:1 coaching engagements

  • Incorporate Cloverleaf insights into team coaching and organizational development engagements

Each article contains sections that you can use on their own. Feel free to jump around to use only what is useful for you!


  • Discover how to leverage Cloverleaf to enhance the value of your services

  • Explore different ways to incorporate Cloverleaf into client contracts and proposals

  • Leverage the leads functionality to connect with prospects

  • Incorporate Cloverleaf into your marketing strategy


Whether you are a coach or consultant working with individuals or teams, Cloverleaf can enhance your existing services by creating an ongoing visual and “home base” for those you are working with.

Verbiage to Support The VALUE of Cloverleaf

  • Cloverleaf gives you access to a discovery tool when working with individuals, teams and organizations. Some companies spend thousands of dollars on assessments and what do employees do? They take a look at a report for a few minutes and then forget about them with very little ROI.

  • Highlight the cost of “one and done” assessments on their own vs. Cloverleaf. Even just Enneagram, 16 types and DiSC can be over $250. This is just for the static report, not an interactive dashboard with coaching tips and all of the other features Cloverleaf provides.

  • Cloverleaf coaching tips provide the “coach in your pocket” effect by providing coaching IN-BETWEEN sessions.

  1. The real work of coaching or consulting happens AFTER a conversation or session. Now the person or group must act, put goals in motion and take the necessary steps that were agreed upon.

  2. Cloverleaf takes the data from assessments and makes it ACTIONABLE. This is something that a “one and done” assessment will not do for you, and your services can provide this dynamic relationship with behavior.

  3. People come to coaches and consultants to facilitate positive change. At the root of ANY change in individuals, groups and systems is behavioral change. However, behavioral change is only possible with awareness and taking conscious action.

  4. The insights gleaned help to identify strengths and challenges that can enhance or impede strategy, goal completion, performance and beyond.


PRO TIP: Embed Cloverleaf into your rates and speak about getting Cloverleaf at no additional cost or as additional services that you include to increase the value of your services.

The following is a sample from a contract that was successful in being accepted and executed. It was for a 6-month training program that developed leaders to learn and apply coaching skills with their employees. This is an excerpt from a much larger proposal that explained the purpose of the program and an outline of how it would be implemented. A screen shot of the Cloverleaf dashboard was also provided.


Investment Quote

All deliverables are all inclusive for up to 25 participants at the reduced rate of $995/person This rate is based on the volume of 25 participants. Additional participants above 25 would be billed at $795/person.

Each Individual will Receive:

  • Coaching Skill Assessment

  • Coaching Workbook

  • Comprehensive Live Virtual Training Program: Live Kickoff + 10 live virtual modules

  • Certificate of Completion

  • ONE 1:1 30 minute coaching session per participant to be used at anytime over the course of the program

  • Email Support from Stephanie Licata, M.A., A.C.C.

Additional Service Provided to (CLIENT NAME) at no additional charge

  • DISC, 16 Types & Enneagram assessment ($250 value per person)

  • [Add other assessments if you choose]

  • Access to Cloverleaf Personal Development Dashboard (See screenshot attached)

  • Digital Coaching Tips from Cloverleaf’s Assessment platform

  • Total investment for 25 Program Participants: $24,875


  • Sample view of the Cloverleaf assessment platform that each participant would have access to

  • Sample view of Teachable, the system that the on-demand program would run through for future trainings

  • Testimonials from other organizations who have experienced this program


Below is a link to a sample proposal for a team coaching agreement for you to make a copy of. You can amend this for 1:1 coaching agreements accordingly, but it’s a great way to build rapport with an organization you might be engaging with about working together.

During a team coaching agreement, you can easily identify other areas that a team or organization might need support with and you can propose these toward the end of the program.

It is MUCH easier to sell big products and services when you already have a client relationship and a group of people who have experience working with you. Cloverleaf can really support you in enhancing your client relationships and widening the scope of your services.


Leveraging Leads Functionality

Learn about the technical aspect of Leads on Cloverleaf HERE:

Using Cloverleaf’s Leads Functionality to Reach Out to Former Clients

With the leads feature on Cloverleaf, you have a concrete reason to reach out to former clients about something new going on in your business.

In this template, I would make the task at the completion of the assessment to be scheduling a call with you via your calendar link when you set up your leads link. After setting up unique links for whatever assessments you’d like to offer, your email might look something like this:


Dear ______________,

I hope this message finds you well! [Insert personal statement here that is unique to them]. I wanted to reach out to you to share some additional functionality I’ve incorporated into my coaching practice with Cloverleaf.

In the past you may have taken a personality assessment and then just filed the results away. With Cloverleaf, results from various assessments are curated into an interactive dashboard that provides ongoing insight, learning and development for individuals and teams. Its innovative team dashboard can be leveraged to boost productivity, improve communication and impact performance.

The best way to experience to experience Cloverleaf! I’m extending an invitation to take a free 16 Types, DISC or Enneagram assessment. [Hyperlink the mention of each of these with your leads links - you can also customize and pick ONE assessment to offer them]. Once you are complete with the assessment, you’ll receive an option to set up a complimentary debrief call on my calendar. Click on any of the assessments mentioned above to get started.

I look forward to reconnecting with you.

Thank you,

[Your Name]

While this email was general, you’ll want to customize this depending on what type of work you are doing. For example:

  • If your practice focuses on leadership or career coaching, tie in specifically how the insights might enhance previous work you’ve done in the past.

    1. Cloverleaf insights + coaching tips can support leaders in bringing authentic leadership behavior to the forefront of their day by inviting them to leverage their strengths in how they communicate, strategize and motivate their teams.

    2. Cloverleaf insights are GREAT for supporting career changers in not only prepping for interview questions, but the insights themselves are great for cover letter fodder to speak to one’s strengths.

  • If your practice is focused more on working consultatively with teams and implementing organizational strategy, accentuate the capability for Cloverleaf to support high performance teams. If you know that an organization has many teams working remotely, share its ability to powerfully connect team members at a human level.

Conducting a Follow-Up Call

When inviting people to take complimentary assessments, it’s critical to understand WHY the person was driven to take the assessment in the first place! If you know this, GREAT! Come to the call ready to focus on how you can connect the results to their concerns or goals.

If you don’t know this, it will be critical to ask probing questions to understand what value or insight they were hoping to gain from taking the assessment. These calls should be complementary and a good length is 30-45 minutes. Make sure prior to the call that you review their results.

Here are some key areas you should cover in this call:

1. Uncover their motivation for taking the assessment.

2. Review aspects of the assessment using probing questions. Examples:

  • A. What are you noticing about how these insights impact __________[Use info gathered from #1]

  • B. What are the implications for change/growth in these insights?

  • C. How can you leverage these insights NOW?

3. Connect their insights and motivation to your services. This one is all you! How does what you learned about the individual connect to your own value proposition? How can you support them in designing goals and actions from their insight?

If they took the assessment and did NOT schedule a follow up call, here is a follow up email:

Hi ______________,

I was happy to see you took me up on my invitation to get a free _______________ assessment. I wanted to touch base with you to discuss your insights. [Mention here anything you know about their motivation to take the assessment: “Assessments like this help you identify key areas for leadership growth.]”

It would be great to schedule a time for us to talk about your results and see how they can support you with _______________. Feel free to schedule that call with me here: [insert your calendar link or share times you are available].

I look forward to connecting with you.

[Your Name]

Introducing Existing Clients to Cloverleaf

Maybe you have existing clients that are not yet on the Cloverleaf platform. If you are currently working with a client, here are a few approaches:

If your practice is made up of mostly 1:1 coaching relationships, you can modify the above email to speak to a current client accordingly. You might also consider sharing about Cloverleaf in an existing session.

  1. BONUS TIP: Find a connection to a current challenge or goal that they have, and suggest the assessment that might be best to assist them.

  2. It is up to you if you want to begin charging 1:1 clients for this, but consider grandfathering in existing clients and updating your pricing to account for Cloverleaf usage going forward.

If you work with teams and organizations, prior to an on-site or virtual meeting with a client, add 20 minutes to the agenda to show them Cloverleaf yourself. You can also give them a heads up about this via email.

  1. Before we model what to do, make sure you are clear how Cloverleaf being integrated into your current agreement would impact pricing. This is ONE example:

  • A. Let’s say you have a monthly retainer with a client. Be prepared to offer them
    one or two complimentary assessments for a small group of test users (4 or 5). It’s ideal if these people are also a team.

  • B. Decide on how much and when you will increase their retainer based on usage. You can do this in a few ways depending upon how you will facilitate leveraging the data.

    • i. Do a sliding scale based on the number of users. Remember, if these organizations were to purchase DISC, 16 Types and Enneagram for each person, they would be spending over $250 a head.

    • ii. If you don’t want to do a monthly user fee, do a one time fee for putting everyone on the platform, still using the sliding scale, and outline how you will leverage the data in a way that speaks to the client’s needs.

Consider setting up an informational virtual meeting showing people the individual and team dashboard from the demo team setup in Cloverleaf, or use your own profile if applicable.

  1. Spend time BEFORE you speak with them finding connections between their current needs and the benefits of Cloverleaf.

  2. Highlight the various assessments and their reports, the team mapping, curated content, calendar integration and the daily coaching tips.

  3. Show clients what it looks like to view others’ profiles and the valuable insights it can provide teams through the relationship map.

No matter what you do, the strength of your business relationship will dictate how all of these communications land. Clients with whom you have created high trust will be your best audience.

Prospects who you seek to engage with will respond to you by just being authentic about the value of Cloverleaf and speaking to their needs. When you share what you are passionate about while also speaking to client’s needs, it should feel organic. Take some of these tips and make them your own!


We hope this resource was valuable for you as you leverage Cloverleaf in your business!
We are committed to provide you with helpful content to maximize the limitless possibilities that Cloverleaf can unlock for you and your clients.

Cloverleaf has a lot to offer, so check out our blog or other articles about the TEAM Dashboard.

For more help with Cloverleaf, view related help articles:

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