1

Online Coaching & Consulting Blueprint

Step-by-step checklist to build and launch your coaching or consulting business

🧠 Foundation & Positioning

Define your niche and ideal client avatar Clarify your unique selling proposition (USP) Develop your brand identity (name, logo, colors) Validate market demand with surveys/interviews

📦 Offer Creation

Choose your coaching/consulting model (1:1, group, hybrid) Design your signature program framework Set pricing and delivery structure Prepare onboarding and client welcome materials

🌐 Online Presence

Create a simple website or landing page Set up scheduling software (e.g., Calendly, Acuity) Add client testimonials or social proof Optimize for mobile and conversions

📣 Marketing & Lead Generation

Define your marketing channels (IG, YouTube, blog) Create lead magnet and email opt-in funnel Set up email marketing automation Plan weekly content strategy

💬 Sales & Enrollment

Create discovery call script or application form Practice objection handling & follow-up Integrate payment system (Stripe, PayPal, etc.) Deliver a client agreement or contract

🚀 Launch & Delivery

Run a soft launch with beta clients Gather feedback and improve delivery Deliver program/coaching through Zoom or LMS Track results and collect testimonials

📈 Growth & Optimization

Analyze metrics (sales, conversions, retention) Build team or outsource admin tasks Launch scalable version (membership, course) Set long-term goals and vision