7-Figure Coaching & Consulting Checklist
📘 7-Figure Coaching & Consulting Business Checklist
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🔍 Niche & Offer Clarity
Define your niche and core transformation
Identify dream clients and pain points
Craft a high-ticket offer with outcomes
Validate offer with 5-10 discovery calls
📦 Program Design
Outline the step-by-step client roadmap
Create coaching templates and tools
Decide delivery: 1:1, group, hybrid, self-paced
Set up onboarding, tracking, feedback loop
💻 Website, Funnel & Tech
Build landing/sales page (Kajabi, Systeme.io, ClickFunnels)
Create application or booking funnel
Integrate payment (Stripe, PayPal, etc.)
Set up members portal or delivery platform
📣 Organic Marketing
Pick 1 platform for consistent content (e.g. FB, IG, LinkedIn)
Post authority content 3–5x/week
Host free lead magnets (webinar, challenge)
Start a client results & testimonials vault
💰 Paid Ads & Lead Gen
Test Facebook/YouTube/Google ads
Track leads from ads to application
Retarget video viewers and website visitors
Optimize ad creatives and audiences weekly
📞 Sales Process
Use discovery/application form to filter
Book calls using Calendly or similar
Use consultative sales script
Close using Stripe links or invoice
📈 Delivery, Results & Scaling
Deliver transformation + track progress
Collect feedback & improve curriculum
Automate client onboarding
Build team: assistant, setter, closer, coach
Launch group coaching or productize service