starting a coaching business checklist


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starting a coaching business checklist is a basic checklist to get you thinking about all the things you need to think about when starting your own coaching business.

You may wish to find out more about the marketing programme for coaches available at

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starting a coaching business checklist

  1. 1. Starting a Coaching Business?ConfidenceProgressResults IS the next goalor objective that youwant to achieve?
  2. 2. Want to start your own coaching business?Need help, guidance and support?Want to generate leads & sales?Want to build up your practice?Are You Ready to Start Your New Coaching Business?Complete the following checklist then get in touch via True FalseI am very clear of the reservations I have in wanting to start my business.I am very clear to the reasons why I want to start my coaching business.I have written vision for my business and life that I refer to on a regular basis.I have specific talents, skills and experience I can share with others.I am currently investing in my own personal development.Operations True FalseI have a name for my business, and have registered it.I have selected my business start-up coach and other advisers.I have my ideal client profile, ethos & guidelines, client accountability created.I have my phone number, mobile number & linkedin profile on my biz cards.I have a logo, tagline and business stationery, website and email address.I have chosen my business structure (Ltd, Plc, Partnership, Sole Pop etc.).I have all the appropriate insurances in place.I have a CRM and client database in place.I have my terms of business, proposal format, course programme createdWhat IS thenext goal orobjective thatyou want toachieve?
  3. 3. Financial True FalseI have my business bank account set up.I have a paypal account or merchant account to process credit cards.I have an accounting/bookkeeping system in place.I have determined all my revenue streams and pricing strategy.I have a personal net worth statement, budget & know my start-up costsNiche True FalseI have identified my area of expertise and my target audience.I am qualified in my area of expertise or have over 5 years, experience.I have a thorough understanding of my marketplace & the players within it.I offer specific solutions for specific problems at specific price points.Prospective Clients True FalseI understand the pains, needs, problems & frustrations of my target audience.I know where my target audience “hang out” and how to find them.I have a completed prospect profile containing criteria I want them to meet.Your Process True FalseI am confident in my coaching skills and my ability to coach clients to achievethe specific, measurable, attainable, realistic, time bound results they desire.I have a clearly defined process, that enables clients to quantify their progressat the end of each session, & conduct an assignment before each new session.My content, advice, beliefs, principles and values are clear, concise andaligned to those of my target audience.
  4. 4. Your Marketing True FalseI am very much aware that new leads are the lifeblood of my businessI’ve visited and am now a member.I use a number of proactive marketing tactics in various online channelsI use a number of reactive marketing tactics in various online channelsI have a written marketing plan document incorporating online & offline tacticsI know my current cost per sale and current cost per leadI am satisfied with the results I get from my social media marketingI am satisfied with the results I get from my offline marketingI am satisfied with the current life time value of a customerI am satisfied with the quality of the referrals I am receiving from my networkI believe in my clients holding me accountable, and me – them.I have created a number of digital assets to help build my list.I know how many leads I need to give me the revenue I need or wantI know how many referrals I need to give me the revenue I need or wantI have written a book, ebook and/or whitepaper to position me as an expert.I know which interactive engagement tactics to use online to embrace othersI regularly get asked to speak at events on my topic of expertise.I have an autoresponder set up on my website and blog regularly.I am currently meeting or exceeding the targets I set in my current planProspecting True FalseI have a clearly defined and effective elevator pitchI have a clearly defined unique selling proposition & commercial advantageI have several testimonials and case study examples of my coaching successI have a value based pricing policy and can demonstrate my value easilyI have a means of pre-qualifying prospects before having to meet themI have a positive response if clients ask if I am qualified or certified coach
  5. 5. Sales & Selling True FalseI have a written sales plan in placeI am trained in, or follow a specific selling systemI always control the agenda on sales appointmentsMy Closing Ratio is 1:3 or betterI have no problem in discussing money or asking for the orderI am able to articulate a business case for using my servicesI have a specific proposal template that I can personalise for each clientI have an automated followup process, and encourage prospects to contact meI have a list of FAQs that deal with each of the potential objections I could gethttp:/