The Ultimate Starting a Coaching Business Checklist (Super In-Depth!)

You’ve gotten certified, you are ready to launch your coaching business but how do you do that? How do you avoid busy work and focus on tasks that increase your brand awareness, efficiency, and profitability? What if you had a starting a coaching business checklist that helped you do it all? 

If you’ve asked yourself those questions, you are in the right place! 

We’re Cass and Tee, the Co-Founders of Lovely Impact and we created The Impact List to solve that exact problem. It’s The Ultimate Starting a Coaching Business Checklist! This free checklist list is was created to help coaches boost their businesses to success in twelve easy steps. It’s a fifteen-page checklist packed with the information to take your coaching to a seven-figure business.

We’ve been working on websites and launches for a combined twenty years, and these are real steps that real businesses have used to skyrocket themselves to success. The checklist is designed to give you a step-by-step approach to getting your business off the ground.

It’s easy to read, easy to follow, and great fun! It’s also well organized so that you walk through from start to finish as you build your business, and it’s comprehensive. It covers every step of coaching in just one place.

Essentially, this is your go-to guide for setting up and running a coaching business!

What’s Inside The Ultimate Starting a Coaching Business Checklist

Section 1 – The Big Six

The first area of our starting a coaching business checklist walks you through the first six things you need to do when you decide to set up a coaching business. These include creating a timeline for your business, legally registering it, tips on how to create pricing and information on making a logo.

We’ll also cover how to get yourself into the mindset for doing these things, and how to discover what your coaching niche is so you can stand out from the crowd.

Without these six steps, you’ll be floundering before you’ve even started.

Section 2 – Get Productive

It’s no secret that you have to be self-disciplined if you want to run your own business. We talk you through boosting your productivity to the max and how to build routines into your life that will let you succeed.

We discuss task categorization, scheduling, and goal completion, as well as how to cut out some of the noise of things you don’t need to be focusing on right now.

This will help you hit the ground running, giving you the confidence and the setup to keep going successfully once your business takes off.

Section 3 – Take Care Of The Basics

Before you start taking on clients, there are a few areas you need to cover.

You need to come up with a business plan and work out your income goals. Spend some time looking into what you earn now and how much you need to earn and decide whether this is realistic.

You also need to put bookkeeping systems into place, create a booking system, and learn the basics of taxes.

Connect with a trusted insurance professional at StartSure to explore tailored options for your coaching business. Invest in peace of mind, so you can focus on what you do best – coaching!

Next, you’ll be looking at your “ideal customer” and building your sense of your target audience, so you can move into SEO.

Section 4 – Develop Your Brand Values + Messaging

This section of our starting a coaching business checklist will get you thinking about how you want to present.

What are your client’s pain points and how are you going to help them overcome these? Who are you and how are you going to convey this to your clients?

We’ll help you work out what voice you want to build for yourself and your business, and make sure that your language falls into line with that. Are you all professional business, or are you approachable and friendly?

Develop your brand’s tagline, your story, and pinpoint exactly what you offer to your clients.

Section 5 – Change Your Brand Look & Feel

Next, you need to begin creating an atmosphere for your brand, usually starting with a mood board. You can start working on your logo only once you have built an aesthetic that you feel comfortable with.

You can then build your website accordingly, and start testing this out on various browsers. In this section, you’ll get access to templates for logos and themes to make all of this a breeze. 

Your brand needs to feel cohesive, and we’ll show you how to achieve this in your online presence – the first thing potential clients will see.

Section 6 – Create Epic Website Content

Once you have the basics, our starting a coaching business checklist will help you understand more about the actual content and what pages your site should have. You will learn about how to write copy well, what formulas are effective, and how to use SEO subtly and powerfully.

The checklist will also explore the use of stock photos and branded photos, renaming photos, and how to measure and correct your page speed so you can rank well on Google. Next, it will look at a link-building strategy.

Section 7 – Get To Blogging

You won’t get far without content, so the checklist will walk you through how to blog effectively and make your content powerful. With information on how to write headlines and how to work with blogging software, you will soon have plenty to draw people to the site.

We’ll also cover commenting, fitting images into posts, calls-to-action, blog topics, social sharing, and a whole lot more.

Section 8 – Get Prospects In Your Funnel

It’s then time to move on to how you get your audience engaged and funnel marketing. This section covers setting up newsletters and a landing page that collects emails, as well as how to grab the attention of potential customers.

It will look at Facebook ads and how to link them to your landing page, as well as creating graphics for social media, and which pages you should follow yourself to start building connections online.

Section 9 – Get Consistent With Email Marketing

Email marketing is a powerful tool, but only if you use it well. This section of our starting a coaching business checklist will cover how to set monthly goals, how to make sure your emails work on mobile devices, email sign-up forms as popups, and holiday promotion marketing strategies.

It also looks at using emails to get survey results and customer feedback, and auto-responder emails. You will get access to mobile-friendly email templates, and advice for creating a newsletter campaign schedule.

Section 10 – Perfect Your Sales & Customer Journey

Once you’ve got the basics in place, it’s time to do some work on mental preparation for the journey you are about to undertake. 

In this area, The Impact List will cover things like getting customers to move from the free offer to your premium products, setting up your booking system so it can take calls and payments, and thinking about what your customers experience once they have purchased your services.

You will also get help with creating the contracts and paperwork you’ll need, managing your customers, sending follow-up emails, and plenty more.

Section 11 – Get Social

This section is all about the use of social media platforms. We’ll talk you through every aspect of building a Facebook Business Page, and how you are going to use that to promote yourself. Having a presence on Facebook is key, but it must be a good presence.

Likewise, utilizing Instagram and Pinterest is important, and The Impact List will show you how to create business accounts, customize them, and make them work for your brand.

Section 12 – Track All The Things

All your work finally comes down to tracking. Tracking tells you what is and is not effective in your business so you can make changes. This section of the checklist may sound boring, but it will help you set up all the tools to make tracking a breeze.

This will put you in a strong position to keep tweaking your business approach, adjusting your tactics, and pulling in more customers. Tools like Google Webmaster and Pinterest Conversion Pixel are crucial aspects of success.

Without tracking and modifying your approach based on it, you can’t catapult your business to success.

Final Thoughts – The Ultimate Starting a Coaching Business Checklist

Ready to get the list and get started? Head to our free resource library to get our starting a coaching business checklist! It’s completely free and ready to use. 

Once you sign up HERE you’ll see The Impact List as the very first download. 

And let us know if you do! We’d love to hear from you in the comments.