just for us
Engagement kit
This page needs its key. Open the sign-in link you were sent, or ask David for a fresh one.
the exact words
Engagement kit
Every client message, by stage. Tap a title to open it, then Copy, fill the [BRACKETS], change nothing else. If a situation fits no template, that is the signal: send the holding line and forward to David.
Download the terms PDF Attach it to every booking confirmation, no exceptions.
The film (drafts, not to send yet) · 3
First reply to a new enquiry (email) Email DRAFT. The reply to a brand-new enquiry, before any free-session talk. The film does the reassuring here: a nervous enquirer gets a three-minute picture of how we work before anyone has to commit to anything.
Remember: Do not send until Kari approves the film. The link is the unlisted staging copy on the loadmagic channel; it changes when the film moves to Kari’s channel. Tweaks welcome: the words live in src/data/templates.ts.
Subject: Lovely to hear from you, [NAME]
Dear [NAME], Thank you for getting in touch, we are so pleased you did. [ONE LINE PICKING UP SOMETHING FROM THEIR MESSAGE, IN YOUR OWN WORDS.] And if you haven't already seen it, here is our three-minute "what to expect" film, a little picture of how we work: https://youtu.be/4EbpHoQOfo0 The questions people ask us most, from how long things take to why there is no need to tidy up before we come, are answered at healing-spaces-kari.co.uk/what-to-expect The first consultation is always free, so it costs nothing to talk. Would a quick chat on the phone or WhatsApp suit you, or shall we pencil in a time to come and say hello? Whatever feels easiest. Warm regards, Kari & David
First reply to a new enquiry (WhatsApp) WhatsApp DRAFT. The WhatsApp twin, for enquiries that arrive by message.
Remember: Do not send until Kari approves the film. Same link caveat as the email twin.
Hello [NAME]! Thank you for getting in touch, we are so pleased you did. 💚 [ONE LINE PICKING UP SOMETHING FROM THEIR MESSAGE, IN YOUR OWN WORDS.] If you haven't already seen it, here is our three-minute "what to expect" film, a little picture of how we work: https://youtu.be/4EbpHoQOfo0. And our most-asked questions are answered at healing-spaces-kari.co.uk/what-to-expect. The first consultation is always free, so it costs nothing to talk. Would a quick chat suit you, or shall we pencil in a time to come and say hello? Whatever feels easiest. 💚
The "while you decide" line, for the welcome and terms messages Email DRAFT. Not a message on its own: one sentence to drop into the new-client welcome (email or WhatsApp), after the terms paragraph, so the film keeps working on someone who has the one-pager but has not said YES yet.
Remember: When Kari approves, this line gets folded into the two approved welcome templates properly (David’s sign-off on the wording change). Until then it lives here as the candidate sentence.
And while you decide, if you haven't already seen it, our three-minute "what to expect" film is a little picture of how we work: https://youtu.be/4EbpHoQOfo0
Offering a free session · 1
Free session framing WhatsApp When offering a free session, before any booking talk. In the direct-client flow this is the ONE message that matters before a free visit: it puts free-and-capped in writing AND the nothing-is-booked-during-a-visit line, which is what stops a lovely conversation accidentally becoming a contract in the room. Kari can reword the warmth freely; those two ideas should survive any rewording.
We would love to offer you [N] hours in the [ROOM] completely free, no strings attached, as a way to show you how we work. It is capped at [N] hours (we are strict with ourselves about that!) and there is zero obligation afterwards. And just so you know how it works: nothing is ever decided or booked during a visit itself; we always confirm bookings by message or email, and it takes 30 seconds.
Welcome and terms · 5
Same-day upgrade, in the room (WhatsApp) WhatsApp PDF must travel Direct-client flow (Kari’s call, 2026-08-04): free visits carry NO paperwork and no terms are sent beforehand: the free session is part of the process. The one rule in exchange: the deal is never done in the room. "I’d like to hire you" is answered with warmth, never with acceptance; this message closes it. Send it (with the PDF) the moment a client wants to book or keep going today, and paid time starts only after their typed YES lands.
Remember: The message must CARRY the PDF, and the typed "YES please start" must land BEFORE any paid minute begins; a verbal yes on the sofa is not enough, however lovely the session. Kari’s pocket phrase for the moment: "Wonderful! Nothing gets booked during a visit, that is just how we work. I will message you the details now and one YES makes it official." No signal in the home? Paid work waits; book by message afterwards instead.
So pleased you would like to keep going! 💚 To make it official: attached is our one-page guide to how we work together (also at healing-spaces-kari.co.uk/terms), and we charge for time at our published rates (healing-spaces-kari.co.uk/pricing). Just reply "YES please start" and the moment it lands, we are official. 💚
New client welcome + terms (email) Email PDF must travel Anyone new Kari will be working with, whatever the route in (referral, enquiry, a chat with Kari) and whether or not anything is booked yet; the wording assumes nothing about who contacted whom or about dates (David, 2026-08-20, the Katy case). Direct clients with a free consultation arranged get NO terms before the visit (Kari’s call, 2026-08-04); their first terms touch is the booking confirmation or the same-day upgrade card. One-button rail: Simone pre-fills this from the client record into a Gmail draft, PDF attached.
Remember: ATTACH THE TERMS PDF, always. This message giving the one-pager is the legal act; the website link is a bonus, never a substitute. Trimmed 2026-08-04 (David): the 14-day detail and the meaning-of-YES explainer live in the PDF, not the body. 2026-08-20 (David): the typed-reply fallback is gone, the welcome page is the one rail; if someone replies in words anyway, stamp their YES by hand on the client page. A twin of this template lives in David's Gmail settings (with a Drive-linked PDF chip); Gmail is a COPY, this file is canon, so any wording change here needs a manual re-paste into Gmail. [WELCOME LINK] = the client's minted /welcome/ page (GET /api/welcome-link/): Simone's draft rail fills it; in Gmail, mint it from the client page and paste.
Subject: Welcome to Healing Spaces, [NAME]
Dear [NAME], I'm David, it's lovely to meet you. I look after the admin side of Healing Spaces so Kari can give her whole attention to the people she works with. This is the one-page guide we share with everyone Kari works with: how we work together, in plain words. It's attached, and also at https://healing-spaces-kari.co.uk/terms. It's there to protect you. If you'd like a picture of what sessions are like, the questions we're most often asked are answered at https://healing-spaces-kari.co.uk/what-to-expect When you're happy with everything, one tap on your welcome page lets us know: [WELCOME LINK] And if anything raises a question, just ask; there's no hurry. Warmest regards, David
Existing client, terms catch-up (email) Email PDF must travel A current client who never received the one-pager. Zero commercial ask; nothing about their sessions changes. One-button rail: Simone pre-fills from the client record into a Gmail draft, PDF attached.
Remember: This is housekeeping, not a booking gate. No payment lines, no pressure; a YES simply puts the terms on record for work already flowing.
Subject: How we work together, in one page
Dear [NAME], It is such a pleasure working with you. 💚 We are putting our paperwork in order, so attached is our simple one-page guide to how we work together. Nothing changes about your sessions or anything we have agreed; it just writes down what we already do, your rights included. If you are happy with it, could you reply "YES" so I know it reached you safely? And if anything raises a question, just ask, always. Warm regards, Kari & David
Existing client, terms catch-up (WhatsApp) WhatsApp PDF must travel The WhatsApp twin for current clients who live on WhatsApp. Forward with the PDF attached (the starred PDF or the download button here).
Remember: The message must CARRY the PDF; a link alone is not giving the terms.
Hello [NAME]! 💚 A little housekeeping from us: as Healing Spaces grows we are putting our paperwork in order, so attached is our simple one-pager on how we work together. Nothing changes about your sessions or anything we have agreed, it just writes down what we already do, including our published rates and your rights. If you are happy with it, could you reply "YES" so I know it reached you safely? Any questions, just ask, always. 💚
New client welcome + terms (WhatsApp) WhatsApp PDF must travel The WhatsApp twin of the welcome, for new clients who live on WhatsApp (no date fixed yet; once a date exists, use the booking confirmation).
Remember: The message must CARRY the PDF; a link alone is not giving the terms.
Hello [NAME]! I'm David, I look after the admin for Healing Spaces so Kari can give her whole attention to helping you. We are so pleased you have been in touch, and we are really looking forward to it. 💚 How we work together is on the attached one-pager (also at healing-spaces-kari.co.uk/terms). It is genuinely one page, and it is there to protect you. Curious what sessions are like? Our most-asked questions are answered at healing-spaces-kari.co.uk/what-to-expect 💚 When you are ready, just reply "YES please start" and we will take it from there. 💚
Confirming a booking · 3
Booking confirmation (WhatsApp) WhatsApp PDF must travel Before any first PAID session. No YES, no paid session; no payment (where due), no booking. Free visits are the exception (Kari’s call, 2026-08-04): they carry no paperwork; the terms moment comes when the client books, here or via the same-day upgrade card.
Remember: ATTACH THE TERMS PDF, always. The message carrying the PDF is the legal act of giving the cancellation information; the website link is a bonus, never a substitute. The client’s “YES please start” timestamp in WhatsApp is the record.
We are so pleased to be helping! 💚 To confirm your booking for [DAY, DATE, TIME]: we charge for time at our published rates (healing-spaces-kari.co.uk/pricing), and the attached one-pager covers how we work together. It is there to protect you. Two quick taps and we are all set: 1. Reply "YES please start" 2. [PAYMENT LINE from the table below — omit for free visits] Your booking is confirmed the moment both land. 💚
Booking confirmation (email) Email PDF must travel The email twin of the WhatsApp confirmation, for clients who prefer email.
Remember: Gmail templates do NOT save attachments — download the PDF fresh with the button here (the client sees the filename, so it stays how-we-work-together.pdf) and attach before sending.
Subject: Your booking with Healing Spaces, [DAY DATE TIME]
Dear [NAME], Lovely to speak with you! This confirms your booking for [DAY, DATE, TIME] at [ADDRESS]. We charge for time, per person on site, at our published rates (healing-spaces-kari.co.uk/pricing), two-hour minimum. Any sense we have given of how long things might take is a good-faith guess, not a fixed price; you can set a budget ceiling any time and we will plan inside it. How we work together is on the attached one-pager (also at healing-spaces-kari.co.uk/terms). It is genuinely one page, and it is there to protect you. When you are ready, just reply "YES please start". [PAYMENT LINE from the table — omit for free visits] Warm regards, Kari & David
The payment line, by booking type Pick the matching line for step 2 of the confirmation
Payment is by bank transfer (no card links yet). Transfers go to our business account, HelpMagic.ai — David’s side of things, collecting on Kari’s behalf. If the client asks about the name, the words are: “HelpMagic.ai is David, he looks after all our bookings and payments.” One habit that stops confusion: suggest the first name plus the booking date(s) as the payment reference (like “Ana 18 Aug”), so every transfer matches its session at a glance. If accepting cash on the day feels right for a client, that is your call in person; we just never offer it in writing.
| Free initial consultation | None — YES only (the free-session framing has already been sent). |
| Single session (2–3h), incl. short-notice | “To confirm, the session by bank transfer to [ACCOUNT NAME · SORT · ACCOUNT], reference [YOUR NAME + BOOKING DATE]. The payee name shows HelpMagic.ai, that’s us.” |
| Half day / full day | “To confirm, a 50% deposit by bank transfer to [ACCOUNT NAME · SORT · ACCOUNT], reference [YOUR NAME + BOOKING DATE]. The payee name shows HelpMagic.ai, that’s us. The balance settles on the day.” |
| Ongoing support (monthly / fortnightly / weekly) | “To confirm, the deposit by bank transfer to [ACCOUNT NAME · SORT · ACCOUNT], reference [YOUR NAME + BOOKING DATE/S]. The payee name shows HelpMagic.ai, that’s us. Then monthly in advance.” |
| Org-funded / social-worker referral | NO payment request to the client. STOP: written funding confirmation (email or PO) from the ORG lands before any booking is confirmed. Verbal promises are not funding. |
Money questions mid-conversation · 3
The holding line WhatsApp ANY money proposal from a client: a total, a discount, a restructure, “can you do it for X”. Never decide in the moment — send this, then forward to David.
Lovely, thank you for thinking it through! Let me look at the diary and our numbers properly and come back to you tomorrow morning. 🙏
Standard terms, warmly restated WhatsApp The default answer if David has not replied within 24h of a forwarded money proposal.
Thank you for waiting! We have had a proper look and the fairest we can do is our normal way of working: our published hourly rates, keeping you posted on where the time goes as we work, and if it helps we can agree a budget ceiling so you stay in complete control of the total. 💚
Money questions deflection WhatsApp Kari’s one line when cornered about money in person or in chat.
David looks after all our bookings and payments, so I will ask him to sort that out with you. He is much better at the numbers than me! 😄
Help with the cost · 2
Funding enquiry reply (email) Email Anyone asking "is there any help with the cost?" — by email, or as the written follow-up to the question in person.
Remember: Attach the one-pager fresh from /help-with-paying.pdf (Gmail templates do not save attachments).
Subject: Help paying — some routes worth checking
Dear [NAME], Thank you for asking about the cost side. It is the most common worry people bring to us, and there is more help out there than most people realise. We have gathered everything we know in one place: healing-spaces-kari.co.uk/help-with-paying — and the same page is attached as a one-page PDF, in case that is easier to keep or pass on. The short version: Attendance Allowance (over State Pension age, not means-tested, worth checking for almost everyone), a free occupational therapy home assessment from the council, Pension Credit, Access to Work if work is part of the picture, and personal budgets or direct payments if there is a care plan. Age UK’s free advice line (0800 678 1602, 8am to 7pm, every day) will talk you through any of the forms, and Nexus Community UK, a lovely local charity, helps with benefits and money questions in person. One plain line: we are organisers, not benefits advisers, so none of this is advice — but everyone on that page genuinely knows their stuff, and we will gladly help you find the right door. And from our side: the first consultation is always free, so it costs nothing to talk to us. If money is the thing standing between you and asking, please ask anyway, and we will work out together what is possible. Warm regards, Kari & David
Funding enquiry reply (WhatsApp) WhatsApp The WhatsApp twin: the same answer as one warm message with the link.
There is more help with the cost out there than most people realise! We have gathered everything we know here: healing-spaces-kari.co.uk/help-with-paying — routes like Attendance Allowance and free OT assessments, plus the lovely local people who help with the forms for free. And our first consultation is always free, so it costs nothing to talk. If money is the worry, please ask anyway and we will work out together what is possible. 💚
During the session · 2
Session start (to the log chat) Log chat To the HS Log chat on arrival, before touching anything.
🟢 [CLIENT] — in at [HH:MM], [both of us / just Kari]. Arrival walk-through video attached. [Anything changed since last session / all as we left it.]
Session end (to the log chat) Log chat To the HS Log chat on leaving or from the car. Paper first is fine: a photo of the finished visit card IS this message.
🔴 [CLIENT] — out at [HH:MM]. Leaving walk-through attached. Bags out: [N] rubbish, [N] recycling, [N] donation, [N] food, approved by [NAME], photo attached. Box: [+items / nothing new]. Notes: [decisions pending / condition notes / none].
After the session · 1
End-of-session invoice message WhatsApp Same evening, every worked day.
Thank you for today! Here is where we are: [X] hours today, [TOTAL] hours so far, which comes to £[AMOUNT] at our rates (timesheet attached or on request). Bank transfer to [ACCOUNT NAME · SORT · ACCOUNT], reference [YOUR NAME + SESSION DATE] (the payee name shows HelpMagic.ai, that’s us). Within 3 days keeps everything flowing smoothly. See you [NEXT SESSION]! 💚
If payment is late · 1
Gentle payment reminder WhatsApp Day 3 unpaid; pause new bookings until settled.
Just a gentle nudge that £[AMOUNT] from [DATE] is still open. Bank details: [ACCOUNT NAME · SORT · ACCOUNT], ref [YOUR NAME + SESSION DATE] (the payee name shows HelpMagic.ai, that’s us). We will pencil [NEXT SESSION] in and confirm it as soon as this lands, small business rules, we hope you understand! 🙏
Asking for a review · 4
The review ask (WhatsApp) WhatsApp Same day or next day after mentioning it in person, from session 2 or 3 onwards. Every client gets the same ask, worded the same way; the only reason to hold off is someone in genuine distress, and then it waits, it does not disappear. Mention it lightly in person first ("I will pop the link in a message so it is there if you want it"), then send this.
Remember: The rules that keep us safe (consumer law + Google policy): never offer anything in return for a review, never ask only the clients we expect to be glowing, and honest feedback means honest, whatever they write. Log every ask with the ⭐ log line so we can show the asks were uniform.
Hi [NAME], it was lovely working with you today. [ONE WARM LINE ABOUT THE SESSION, IN YOUR OWN WORDS.] If you would like to, a few honest words on Google would mean a lot; it helps other people who are feeling stuck decide whether to reach out. Here is the link: https://g.page/r/CYkN99qUQFsdEBM/review. If it helps, the things people find most useful to read are what made you feel comfortable and what feels different now, but anything honest is welcome. Only if it feels right, no pressure at all. Either way, thank you. 💚
The one gentle nudge WhatsApp Day 5 to 7 after the ask, once, and only if it still feels right. After this, let it go completely; a happy client who never reviews is still a future referrer.
Remember: ONE nudge is the line. Two reminders is where helpful becomes pushy. Log it on the same ⭐ line.
Hi [NAME], no worries at all if you have not had a chance, life is busy! Just popping the Google link here once more in case it is useful: https://g.page/r/CYkN99qUQFsdEBM/review. And if you would rather not, that is completely fine too, I am just glad the work helped. 💚
The everywhere line (email signatures) Email Not a message to send: this line lives at the bottom of both Gmail signatures (David's and Kari's), under the terms line, so every email we write carries the same quiet invitation. It is the ambient version of the ask, uniform by nature, and it never replaces the proper ask after a good session.
Remember: QR twins for print or WhatsApp live at healing-spaces-kari.co.uk/img/review-qr.png (and .svg for print). They point at our own /review page, not straight at Google, so they keep working even if Google ever changes its link. Signatures are edited by hand in Gmail settings; this card is the canon wording.
We're a young, small business, and your honest feedback genuinely means a lot to us: healing-spaces-kari.co.uk/review
Review ask log (to the log chat) Log chat To the HS Log chat every time an ask or nudge goes out. This log is a legal requirement of running the review push (it proves the asks were uniform and unincentivised), not admin fuss.
⭐ [CLIENT] — review ask sent [DATE] via [WhatsApp / email / in person]. [Nudge due [DATE+5-7] / nudge sent, done / declined or not right, closed.]
Replying to reviews · 2
Replying to a review (the frame) Google reply Every review gets a personal reply within a day or two, no exceptions; the reply is marketing the next nervous reader sees. Never a bare "Thanks!": name something specific they said. Vary it each time; this is the frame, not a script.
Remember: Confidentiality line: never name what the work involved or anything about their home, even warmly, even if they did. Their words can say it; ours cannot add to it.
Thank you so much, [NAME]. [ONE SPECIFIC LINE PICKING UP SOMETHING THEY WROTE: the feeling, the moment, their kindness.] You did the hard part, I just sat beside you. Thank you for trusting me with it.
If a critical review ever lands Google reply Within a day. Short, warm, zero defensiveness, straight to a private channel. Send David the review before replying if there is any doubt at all.
Remember: Never argue, never explain what the work involved, never imply the client is at fault. A calm kind reply to a hard review builds more trust with future readers than a wall of perfect ones.
Thank you for taking the time to share this, and I am genuinely sorry your experience did not feel right. That matters to me a great deal. I would really like to understand what happened and put it right where I can. Could you contact me at info@healing-spaces-kari.co.uk or 07752 212213 so we can talk it through privately? Thank you again for letting me know.