Coaching Business Plan Template PDF Free Download
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© Leadership Circle | All Rights Reserved.
Coaching
Business Plan
Template
An Editable Guide for Creating a Coaching
Business Plan
You love people and coaching. Now
it’s time to create a custom plan for
your coaching business.
To use this guide, answer the
prompts provided in each section.
This PDF is editable so type right in it!
Each prompt will guide you through
important questions designed to
pinpoint your specific coaching
business goals.
Take your time to thoughtfully
answer each question. When you’re
done you will have clarified your
vision, identified your target market,
and outlined your unique value
proposition. Yes!
Have a peek at our companion
Coaching Business Sample Plan for
concrete examples and business plan
lingo.
Let’s get
started...
https://leadershipcircle.com
1© Leadership Circle | All Rights ReservedCoaching Business Plan Template
COACHING BUSINESS PLAN TEMPLATE
Leadership Circle
Business Identity
(Provide a clear and concise overview of your coaching business. Summarize your overall vision and
how your business will create value for clients.)
Target Audience
(Clearly define your target audience. Identify the specific individuals or groups you aim to serve,
such as professionals seeking career transitions, business leaders looking to improve performance,
or individuals focused on personal development and wellness. Identify the specific problems or
challenges your target audience is facing that your coaching services will address.)
Audience Description Key Goals
2© Leadership Circle | All Rights ReservedCoaching Business Plan Template
Value proposition
(Develop a clear and compelling statement that highlights the unique value your coaching services
bring to your clients. Focus on how you solve their challenges, help them achieve goals, and improve
their personal or professional lives. What obstacles do they need help overcoming, and how does
your coaching provide solutions that create real impact?)
Products and Services
(Explain how you’ll generate income through your coaching business. Examples include one-on-one
coaching sessions, group coaching sessions, workshops, speaking engagements, online courses,
consulting services, or downloadable coaching resources.)
Product/Service Description
3© Leadership Circle | All Rights ReservedCoaching Business Plan Template
Pricing Structure
(Detail how you will price your coaching services. Will you oer hourly rates, package deals, or
subscription models? Include any considerations for discounts, specials, or value-added options
like group coaching or workshops. Your pricing structure should reflect the value you provide while
remaining competitive.)
Key Activities
(Outline the core activities that will help you stand out as a coach. Focus on strategies such as
oering specialized coaching packages, leveraging technology for virtual sessions, creating online
programs, or providing workshops and group coaching to expand your reach.)
Key Resources
[Key resources are the foundational assets, tools, and capabilities that your coaching business
relies on to operate eectively]
(Detail the resources you’ll use to deliver exceptional value to your clients. These may include your
professional certifications, coaching assessment tools, technologies, marketing resources, and
support networks)
4© Leadership Circle | All Rights ReservedCoaching Business Plan Template
Key Partnerships
(Identify the businesses, services, or professionals you’ll partner with to operate your coaching
business eectively. Include strategic partners to whom you can refer clients to if their needs fall
outside of the scope of coaching.)
Marketing Channels
(List the key methods you’ll use to reach and engage your clients. This could include your website,
social media platforms, networking events, public speaking, partnerships, or referrals from satisfied
clients.)
Customer Relationships
(Describe how you will build and maintain relationships with your clients, considering the client
journey from initial inquiry to achieving their goals. Will you o!er virtual or in-person sessions? Will
contact between coaching sessions be automated, personal, or a mix of both?)
Stage Protocol
Initial Contact
Discovery Call
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Stage Protocol
Scheduling
Sessions
Between Sessions
Post-Coaching
Cost Structure
(Identify the primary costs associated with running your coaching business. These may include
marketing expenses, certification renewals, software subscriptions, professional development, or
renting oce space for in-person sessions).
