Business & Life Coaching 101

CHECKLISTS,
CHEAT SHEETS &
LIST GUIDES

YOUR
NAME|
YOUR
WEBSITEADDRESS.COM
Checklist
INSERT YOUR COACHING
LEAD MAGNET TITLE HERE
To help build your email list, get leads, educate &
inspire your audience, establish your expertise as a
coach & grow your community.

YOUR NAME | YOUR WEBSITEADDRESS.COM
Guide
COACHING PACKAGE INVESTMENT
GUIDE

READY TO POST TWEETS &
CAPTIONS FOR LIFE &
BUSINESS COACHING
50
YOUR NAME | YOUR WEBSITEADDRESS.COM
C
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E
A
T
S
H
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EVERYTHING YOU WANT TO
CONVEY TO YOUR CLIENT
COACHING CLIENT
Welcome Packet
YOUR
NAME
|
YOUR
WEBSITEADDRESS.COM

COACHING RESOURCE GUIDE
THE ESSENTIAL RESOURCE GUIDE FOR
BUSINESS & LIFE COACHING
YOUR NAME | YOURWEBSITEADDRESS.COM

50
TOOLS & RESOURCES &
LINKS TO TUTORIALS

PROCESS OVERVIEW
timelines
LIST OF IMPORTANT DATES,
DEADLINES

C
H
E
C
K
L
I
S
T
WEBSITE GOALS, KEYWORD
RESEARCH, SITE
OPTIMIZATION
SEO CHECKLIST

Welcome!
Hi <Client Name>
It is a great pleasure to start working
together. I am looking forward to growth &
progress during these sessions.
The process is simple & I am there every
step of the way. In case you need to
connect, I am available.
Let's do this!
Your Name

HI I'M <COACH>
I am a Management Consultant with 13+ years of experience,
working on C-suite issues at large enterprises, mid-market firms,
not-for-profits and startups. Extensive experience in Strategy
development & Implementation, Digital Transformation and
Operations Excellence.

I started my career with McKinsey & Company, and led projects in
USA, Germany, Switzerland, Belgium, Abu Dhabi, Singapore, Zambia,
China and India. He was also a Leader of the highly complex India
operations, of one of the UN offices in public health space, for about
2 years, resulting in the launch of one of the largest Public-Private
Programs in Maternal & Child Health.

I founded PurpleCrest, a boutique advisory firm that provides
management consulting to mid-market firms.
And <Coach> Says
Your Name
© YOURWEBSITEADDRESS.COM PAGE #

LEAD
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Ebook
COLUMN TITLE
Workbook
Worksheet
Checklist
Calendar
Process Roadmap
Case Study
Sneak Peak
Sample Chapter
Resource Guide

30
DA
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TO
GET
NEW
CLIENTS
Community Events Day 9
Profile Customers Day 1
Elevator Speech Day 2
SEO Website Audit Day 3
Website Content Audit Day 4
Created Printed Flyers Day 5
Updated Facebook Page Day 6
Friends & Family Day 7
Networking Events Day 8
Local Directories Day 10
COLUMN TITLE COLUMN TITLE

10
B
O
O
K
S
TO
READ
IF
YOU
WANT
TO
S
T
A
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T
A
B
U
S
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S
S
BOOK NAME AUTHOR TAKEAWAY
The Art of the Start 2.0 Guy Kawasaki
Business
Classic
The Founder's Dilemmas
Noam
Wasserman
Start-up Bible
Become Your Own Boss in 12
Months
Melinda F.
Emerson
Business Guide
The Lean Startup Eric Ries
Continuous
Innovation
Will It Fly?
Thomas K.
McKnight
Business Idea
Jab, Jab, Jab, Right Hook
Gary
Vaynerchuk
Tell Your Story
Entrepreneurial You Dorie Clark Monetize
32 Ways to Be a Champion in
Business
Earvin 'Magic'
Johnson
Business
Champion
Setting The Table Danny Meyer Hospitality
Simple Numbers, Straight Talk, Big
Profits!
Greg Crabtree Profit

20
Create your business
plan binder
Choose a name for
your business
Research your target
market
Write you Mission
Statement
Estimate start-up costs
Choose what products
to sell
Choose your legal
structure
Register your business
name
Apply for permits/
licenses
Open a business
checking account
Register domain for your
website
Setup business email
organize work space
Setup accounting
software
Create a system to
manage orders
Order necessary supplies
Create content or product
Create marketing plan
Join networking groups
Create & build email list
BUSINESS PLANNING
CHECKLIST

COACHING IMPORTANT
POINTS
10
Key points to address before starting on the coaching session
Plan the approach before
the coaching session
Identify and agree the
learning needs
Determine the learning
objectives
Agree success criteria
Review the options and
make a detailed plan
Identify the learners
learning style
Give a clear and easy-to-
follow demonstration
Watch for signs that the
learner has missed something
Build in summaries and
reviews at appropriate points
Let the learner try out the
task for themselves

You can delete the ticks to make them a checkbox.
Checklist Or Essential Items For Coaching Session
Whietboard or Flipchart
Video Projector/ Large
Screen
Projction Screen
Good Internet Connection
Computer or Tablet
Electrical Outlets
Coffee Machine & Water
Fountain
Your list item or point

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First Session Checklist
Review Well-being Assessment
Practice Mindfulness
Welcome and Thank you
`Review Session Agenda
Introduction of Coach
Expectation Setting
Create a Wellness Vision
Desgn three-month Goals
Design First Week's Goals
Session Close

1 | Check email
For any changes client may have
communicated
2 | Review Client Homework
Go over any HW submitted by
client
3 | Check Your Equipment
Make sure everything is working as
it should be
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Prepare for Coaching Session
Checklist

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make them a checkbox.
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© YOURWEBSITEADDRESS.COM

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Dos & Don'ts Of Niche Related Topic
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Pros Cons
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Pros & Cons Of Your Niche Topic
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YourWebsiteAddress.com
Your Name
Hello@YourEmailAddress.com
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THANK YOU!

THANK YOU!
YourWebsiteAddress.com
Your Name
Hello@YourEmailAddress.com
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do next and where to best connect with you.
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Business & Life Coaching 101

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