RESOURCES
Professional Tools to Build a World-Class Wellness Business
The Wellness Makers Resources Library offers templates, toolkits and practical guides that follow the same processes we use as professional consultants to help you plan, design and launch a successful spa or wellness business.
These resources are suitable for all types of wellness project, ranging from day spas to full health resorts. Each resource is designed to be used independently - or alongside the WellBusiness Builders™ programs for guided support.
Built for real projects — not theory
Every resource in this library has been developed from real-world consulting engagements across spas, wellness centres, retreats and resorts worldwide.
Use these tools to:
Clarify your concept and positioning
Build a professional business plan
Model your financials with confidence
Plan in detail your services, spaces, staffing and systems
Avoid common (and costly) early-stage mistakes
Some resources are currently marked as free / coming soon.
You can add these to your basket to register your interest, and we’ll notify you as soon as they’re released.
START HERE — NEW FOUNDERS
New to the wellness industry? Begin with these essentials
If you’re planning your first spa or wellness business, we recommend starting with the following three resources before moving into detailed planning.
Types of Wellness Business
Explore the different types of spa, wellness and health business models — and understand which formats align best with your goals, budget and experience.
WellBusiness Pre-Opening Workbook
A high-level, structured overview of everything required to plan, build and launch a wellness business — from concept to opening.
Market Study Pack
A practical toolkit to assess demand, competitors, trends and positioning before you commit to a concept or location.
These three resources provide clarity before complexity.
BROWSE BY CATEGORY
Explore the full resource library
Our resources are organised by key stages and disciplines of wellness business development.
Choose the area you’re working on, or browse the full library below.
Strategy & Planning
Foundational tools to define your wellness concept, business model, positioning and market opportunity — and to translate these decisions into a professional business plan and financial model.
Includes resources for market analysis, feasibility, start-up cost planning, pricing, staffing assumptions and profitability modelling — so you can make informed decisions before investing further time or money.
Services & Menu Design
Tools to design your services, programs and menus with clarity, consistency and commercial logic.
Includes frameworks to define service concepts, structure and design menus, price treatments appropriately, and ensure offerings align with your brand positioning, operational capacity and financial goals.
Spaces & Design
Planning tools to translate your concept into physical space — ensuring your layout supports guest experience, operational flow and commercial performance.
Includes professional templates to brief architects and designers, define spatial requirements, plan adjacencies, and avoid costly design misalignment during development.
(Includes the Design Brief Template — a core professional planning tool.)
Suppliers & Equipment
Resources to identify, organise and cost the equipment, products and suppliers required to operate your wellness business.
Designed to help you plan procurement logically, understand operational requirements, and align supplier decisions with your concept, services and budget.
Staffing & Training
Tools to plan staffing structures, job roles, training requirements and workforce costs — before you recruit.
Includes frameworks to determine the right mix of roles, staffing levels, skills and training needs, as well as key HR document templates, ensuring your team model is operationally realistic and financially sustainable.
Systems & Operations
Frameworks to document and structure the systems that keep your business running smoothly.
Includes SOP templates, operational checklists and workflow tools to support consistency, quality control, training and scalability — without overcomplicating early-stage operations.
Sales & Marketing
Practical planning tools to clarify your target market, value proposition, channels and launch strategy.
Designed to help you make informed decisions about how you attract, convert and retain guests — without relying on guesswork or generic marketing tactics.
FEATURED TOOLS
Most Popular Professional Tools
Business Plan Spreadsheet
This template is our most precious tool. It integrates all of your project assumptions, including: target market, menu of services, facilities, inventory, staffing plan, training plan and pre-opening budget to model start-up costs and Profit & Loss forecast (up to 10 years) — helping you test viability and make informed decisions before you invest.
These resources are frequently used in professional consulting engagements and represent significant value on their own
Market Study Pack
Design a business that stands out. This practical toolkit guides you in creating a concept that is both unique and resilient. Includes key strategic tools to guide you in: competitor review, trend analysis, PESTEL analysis, SWOT analysis and positioning mapping.
Complete Pre-Opening Checklist
A concise summary of all key actions from our Pre-Opening Workbook - this structured Excel checklist covers the full pre-opening process, following our 9P methodology. Ideal if you already have a working knowledge of Wellness operations and want a succinct step-by-step checklist without the lengthy descriptions.
Design Brief Template
Reduce design fees with a well-written brief. This professional template covers all of the key information that designers need to know, including: concept description, area program, adjacencies, principles for front-of-house and back-of-house flow, and key operational requirements for typical areas. It helps reduce misalignment, revisions and costly redesign.
SOP Framework & Guidance Pack
Documented systems are critical for quality, consistency and smooth day-to-day operation. This practical framework outlines the core processes and standard-operating procedures typically required in wellness operations, and guides you in tailoring and creating policies and procedures for your own unique business.
Prefer structure and expert guidance?
These tools can be purchased and used independently. Feel free to cherry-pick as you need.
If you’d like a complete roadmap, expert guidance and accountability, explore the WellBusiness Builders™ Academy:
Foundations — self-paced, independent learning
Guided — group coaching, expert support & templates
Bespoke — consulting-lite, built with you
WHO THESE RESOURCES ARE FOR
Designed for serious wellness founders
These tools are ideal if you:
Are planning a spa, wellness centre, retreat or clinic
Want to build professionally from the start
Prefer structured tools over generic advice
Need clarity (which helps reduce fees) before engaging consultants or designers
Are upgrading or refining an existing business
No prior business or wellness industry experience is required.
Not sure which resource you need?
If you’re unsure where to begin, the WellBusiness Builders™ Academy provides a clear, step-by-step pathway — with expert support available when you need it.