Business Coach

Every client onboarded properly, from signed agreement to 90-day win.

For independent business coaches, consultants and mastermind group leaders.

What this fixes

• Clients arrive at kickoff with no clear goals and the engagement stalls → Kickoff calls that produce a written, signed action plan in 24 hours
• Chasing progress updates by hand every single week → A weekly scorecard clients actually read
• No repeatable system, so every new client takes a full week to set up → A 90-day engagement arc with a renewal conversation on autopilot
• Renewals depend on memory instead of a renewal process → Every session, email and follow-up templated and copy-paste ready

The flow it implements

1. Discovery call — SOP, checklist and templates included
2. Proposal — SOP, checklist and templates included
3. Agreement — SOP, checklist and templates included
4. Kickoff — SOP, checklist and templates included
5. Active coaching — SOP, checklist and templates included
6. Review — SOP, checklist and templates included
7. Renewal — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Engagement score	How engaged the client is right now	(sessions attended + homework done + messages replied) / (sessions scheduled + homework expected + messages sent)
Goal attainment %	Progress against the single primary goal	(current value - baseline) / (target - baseline)
Response rate %	Share of client messages you replied to within 48h	replied_within_48h / total_client_messages
Renewal rate %	Engagements that renewed at the end of term	renewals / engagements_ending_in_period

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions