COACHING BUSINESS PLAN
Conscious Coach Hub | https://consciouscoachhub.com/blog/coaching-business-plan/
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Practice name:
Plan date and next review:

CLIENT AND PROBLEM
I help:
They want to change:
My relevant training and experience:
Scope of practice and referral boundaries:

ONE STARTER OFFER
Package name:
Session count and length:
Delivery timeframe:
Between-session support:
Price and payment schedule:
Inclusions, exclusions, cancellation and refund terms:

CAPACITY AND MONEY
Available hours per week:
Preparation/admin hours per client:
Maximum active clients:
Package price:
Package duration in months:
Target new clients per month:
Active clients at steady state = new clients/month x package duration in months:
Average monthly gross sales at steady state = package price x new clients/month:
Actual cash received this month (use the payment schedule):
Monthly operating costs:
Training, insurance, supervision and setup budget:
Tax reserve (use local advice):
Owner pay after costs and reserves:

CLIENT PATH
Primary source of client conversations:
Secondary source:
Invitation and next step:
How I will record enquiries, fit calls, bookings and referrals:

DELIVERY
Agreement and intake:
Scheduling, payments and video calls:
Confidential notes and retention:
Supervision and continued learning:

NEXT 90 DAYS
Days 1-30: offer, client conversations, delivery setup:
Days 31-60: first clients, feedback, delivery changes:
Days 61-90: review demand, capacity and cash; refine offer:
Weekly actions and available time:

MONTHLY REVIEW
Enquiries and fit calls:
New paid clients and active clients:
Cash received and expenses:
Time spent and client feedback:
What I will change:

Separate total package sales, cash collected and income earned over delivery.
Allow for payment fees, insurance, supervision, taxes and unpaid work.
Planning assumptions are not earnings promises.