Online Coaching / Consulting Business System Checklist
🎓 Online Coaching / Consulting Business System
🎯 Business Foundation
Define niche and ideal client avatar
Clarify transformation and outcomes offered
Choose coaching model (1:1, group, hybrid)
Legal structure and contracts in place
🧠 Offer Development
Design signature offer or program
Structure modules or session plan
Decide pricing and payment terms
Create coaching materials & templates
🌐 Online Presence
Launch personal brand website or landing page
Build scheduling system (Calendly, TidyCal)
Setup testimonials / case studies section
Create lead magnet to grow email list
📩 Client Acquisition
Setup email automation (welcome + nurture)
Run organic content marketing (YouTube, IG, LinkedIn)
Create client application or onboarding form
Engage in outbound outreach (DMs, emails)
📈 Delivery & Results
Use Zoom or coaching platform for sessions
Track client progress and feedback
Offer group coaching or office hours
Collect and share success stories
📊 Growth & Optimization
Evaluate client outcomes & improve offer
Build team or VA support system
Launch affiliate or referral program
Systemize operations (Notion, Trello, ClickUp)
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