* click on each week for details

Week 1: Own Your Why

Goal: Reconnect with the “Why” behind their new coaching business, tapping into their core values, passions, and purpose.

  • Activities:

    • Values Discovery Exercise: Helping them identify and articulate their most important values through reflective exercises or worksheets. Have them consider how these values align with their coaching.
    • Why Discovery Questions: Use deep, open-ended questions to uncover the original motivation behind starting their business. Focus on questions like: “What made you fall in love with coaching in the first place?” “What is the core impact you want to make?”
    • Passion Mapping: Create a visual map that links their passions to their business activities, seeing where alignment exists and where disconnection has occurred.
    • Purpose Statement Creation: Guide them in crafting a succinct purpose statement that encapsulates their “Why.” This will serve as their North Star throughout the program.

Week 2: Revise the Vision

Goal: Reignite their vision for what they want their business to become, creating a clear and inspiring roadmap for the future.

  • Activities:

    • Visioning Session: Host a guided visualization exercise, helping them imagine their ideal coaching business—what it looks like, how it operates, and how they feel running it.
    • Big-Picture Goal Setting: Use vision boards, digital tools, or journaling to help them map out their long-term goals. Encourage specificity—what would success in their renewed business look like in 1 year, 3 years, 5 years?
    • Vision Alignment Audit: Review current aspects of their business to assess which areas align with their revised vision and which need transformation.
    • Goal Prioritization: Break their big-picture goals into short-term, medium-term, and long-term objectives. This will help clarify their path and create focus.

Weeks 3-4: Define the Offer

Goal: Develop a signature offer that aligns with their passions, values, and the transformation they want to provide.

  • Activities:

    • Client Needs Assessment: Guide them in researching their ideal clients’ pain points, desires, and challenges. Use surveys, interviews, or feedback from existing clients to gather insights.
    • Offer Creation Workshop: Help them craft a new offer based on the intersection of their purpose and client needs. Consider different models like 1:1 coaching, group programs, courses, or retreats. Define the key outcomes their clients will achieve through this offer.
    • Offer Structure Design: Outline the logistics—pricing, duration, format, and delivery method. Make sure it’s something sustainable for them while providing high value to clients.
    • Transformation Mapping: Have them clearly articulate the transformation their offer will provide. Map out the before and after states, helping them visualize the journey their clients will go through.
    • Offer Validation: If possible, test the offer by running it through a beta group or seeking feedback before launching it fully.

Weeks 5-6: Elevate the Brand

Goal: Ensure their brand identity reflects their renewed vision and resonates deeply with their ideal clients.

  • Activities:

    • Brand Audit: Conduct a thorough review of their current branding, including website, logos, colours, messaging, and client-facing materials. What feels aligned with the new vision? What needs refreshing?
    • Ideal Client Avatar: Deep-dive into understanding who their ideal client is after revising their offer. Create detailed client personas that capture demographics, psychographics, challenges, and desires.
    • Brand Messaging Workshop: Refine their core message to ensure it speaks directly to their ideal clients. Work on taglines, brand stories, and messaging that showcase their passion and purpose.
    • Visual Branding Alignment: Collaborate on updating or tweaking their visual brand—colours, fonts, website layout—so it better represents their revised vision and speaks to the hearts of their audience.
    • Consistency Strategy: Develop a strategy for maintaining brand consistency across all platforms, ensuring that the refreshed identity is felt in every client interaction.

Weeks 7-8: Building a STRATEGY for the New Vision & Realign Marketing

Goal: Redesign marketing strategies to align with their new offer and brand, ensuring they are connecting authentically with their audience.

  • Activities:

    • Marketing Message Review: Audit their existing marketing materials (website copy, social media posts, email campaigns) to ensure messaging reflects their new offer and brand voice. Update where necessary.
    • Content Strategy Development: Create a content plan that speaks to their ideal client’s current struggles and desired transformations. Define the key topics they should cover in blog posts, social media, or email newsletters that will educate and attract their audience.
    • Lead Magnet Creation: Develop a valuable lead magnet (e.g., a free guide, mini-course, or webinar) that ties directly into their signature offer. This will help build an engaged audience.
    • Visibility Strategy: Identify marketing channels that align with their energy and audience preferences (social media, podcasts, webinars, etc.). Create a manageable strategy that prioritizes connection over burnout.
    • Marketing Funnel Design: Build or refine a simple marketing funnel, from generating leads to nurturing relationships and converting them into clients for their new offer.

Weeks 9-10: Systems for Success

Goal: Set up systems and processes that support business growth while ensuring efficiency and scalability.

  • Activities:

    • Automation Tools Review: Identify areas where automation could streamline tasks, such as scheduling, email marketing, client onboarding, or payment collection. Choose user-friendly tools that fit their business needs.
    • Client Experience Mapping: Create a seamless client experience from inquiry to completion of their coaching program. Design systems that enhance touchpoints like onboarding, progress tracking, and client support.
    • Time Management Systems: Help them implement time-blocking or project management tools (e.g., Asana, Trello) to manage tasks related to their business efficiently while preserving space for creativity.
    • Standard Operating Procedures (SOPs): Develop SOPs for repetitive tasks like content creation, client communication, or scheduling. This will make their workflow more consistent and scalable, particularly if they bring on a virtual assistant or team in the future.
    • Financial Systems Check: Ensure they have solid financial tracking in place, including accounting software, budgeting, and invoicing processes to support a growing business.

Week 11-12: Taking Action through Execution

Goal: Launch the new offer, brand, and systems while reinforcing accountability and mindset for long-term success.

  • Activities:

    • Launch Plan Development: Work together to create a step-by-step launch plan for introducing their new offer to their audience. Include promotion strategies, timeline, and specific action items for pre-launch, launch, and post-launch phases.
    • Accountability Structures: Set up weekly or daily accountability check-ins during the launch period. Ensure they are staying consistent with marketing, client outreach, and execution.
    • Mindset Check-Ins: Address any mindset challenges that arise during the launch phase (e.g., fear of failure, imposter syndrome). Offer support in maintaining a positive, action-oriented mindset.
    • Launch Execution: Support them in carrying out their launch plan, providing real-time feedback and guidance as they take action.
    • Post-Launch Reflection: Once the launch is complete, guide them in reviewing the results, gathering client feedback, and identifying lessons learned. This will set them up for future iterations and growth.

This detailed structure will provide a comprehensive and actionable journey, allowing my clients to reconnect with their purpose, create a thriving business, and execute with confidence.