SlideShare a Scribd company logo
1 of 5
Start your own coaching
business checklist
Confidence
Progress
Results
http://www.fraserhay.co.uk
What IS the next goal
or objective that you
want to achieve?
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 www.fraserhay.co.uk
Mindset True False
I 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 False
I 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 created
What IS the
next goal or
objective that
you want to
achieve?
Financial True False
I 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 costs
Niche True False
I 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 False
I 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 False
I am confident in my coaching skills and my ability to coach clients to achieve
the specific, measurable, attainable, realistic, time bound results they desire.
I have a clearly defined process, that enables clients to quantify their progress
at the end of each session, & conduct an assignment before each new session.
My content, advice, beliefs, principles and values are clear, concise and
aligned to those of my target audience.
Your Marketing True False
I am very much aware that new leads are the lifeblood of my business
I’ve visited www.fraserhay.co.uk and connected with Fraser.
I use a number of proactive marketing tactics in various online channels
I use a number of responsive marketing tactics in various online channels
I have a written marketing plan document incorporating online & offline tactics
I know my current cost per sale and current cost per lead
I am satisfied with the results I get from my social media marketing
I am satisfied with the results I get from my offline marketing
I am satisfied with the current life time value of a customer
I am satisfied with the quality of the referrals I am receiving from my network
I 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 want
I know how many referrals I need to give me the revenue I need or want
I 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 others
I 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 plan
Prospecting True False
I have a clearly defined and effective elevator pitch
I have a clearly defined unique selling proposition & commercial advantage
I have several testimonials and case study examples of my coaching success
I have a value based pricing policy and can demonstrate my value easily
I have a means of pre-qualifying prospects before having to meet them
I have a positive response if clients ask if I am qualified or certified coach
Sales & Selling True False
I have a written sales plan in place
I am trained in, or follow a specific selling system
I always control the agenda on sales appointments
My Closing Ratio is 1:3 or better
I have no problem in discussing money or asking for the order
I am able to articulate a business case for using my services
I have a specific proposal template that I can personalise for each client
I have an automated followup process, and encourage prospects to contact me
I have a list of FAQs that deal with each of the potential objections I could get
http://www.fraserhay.co.uk http://www.fraserhay.com
What IS the next goal or objective
that you want to achieve?

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starting a coaching business checklist

  • 1. Start your own coaching business checklist Confidence Progress Results http://www.fraserhay.co.uk What IS the next goal or objective that you want to achieve?
  • 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 www.fraserhay.co.uk Mindset True False I 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 False I 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 created What IS the next goal or objective that you want to achieve?
  • 3. Financial True False I 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 costs Niche True False I 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 False I 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 False I am confident in my coaching skills and my ability to coach clients to achieve the specific, measurable, attainable, realistic, time bound results they desire. I have a clearly defined process, that enables clients to quantify their progress at the end of each session, & conduct an assignment before each new session. My content, advice, beliefs, principles and values are clear, concise and aligned to those of my target audience.
  • 4. Your Marketing True False I am very much aware that new leads are the lifeblood of my business I’ve visited www.fraserhay.co.uk and connected with Fraser. I use a number of proactive marketing tactics in various online channels I use a number of responsive marketing tactics in various online channels I have a written marketing plan document incorporating online & offline tactics I know my current cost per sale and current cost per lead I am satisfied with the results I get from my social media marketing I am satisfied with the results I get from my offline marketing I am satisfied with the current life time value of a customer I am satisfied with the quality of the referrals I am receiving from my network I 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 want I know how many referrals I need to give me the revenue I need or want I 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 others I 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 plan Prospecting True False I have a clearly defined and effective elevator pitch I have a clearly defined unique selling proposition & commercial advantage I have several testimonials and case study examples of my coaching success I have a value based pricing policy and can demonstrate my value easily I have a means of pre-qualifying prospects before having to meet them I have a positive response if clients ask if I am qualified or certified coach
  • 5. Sales & Selling True False I have a written sales plan in place I am trained in, or follow a specific selling system I always control the agenda on sales appointments My Closing Ratio is 1:3 or better I have no problem in discussing money or asking for the order I am able to articulate a business case for using my services I have a specific proposal template that I can personalise for each client I have an automated followup process, and encourage prospects to contact me I have a list of FAQs that deal with each of the potential objections I could get http://www.fraserhay.co.uk http://www.fraserhay.com What IS the next goal or objective that you want to achieve?