Select Page

>> Coaching Business Bundle <<

If you’re a coach, or you work with coaches in a service capacity (or even if you’re just thinking about offering coaching packages) – you’ll love this bundle!

Even if you don’t call yourself a coach, but you still get on the phone 1:1 with clients in a consulting capacity, or you run group programs, you’ll get so much value out of the all the templates/emails in all these kits.

You can use these kits in your own personal business and with your virtual assistant. You can’t resell these kits, but you can personally use them yourself to help your own paying clients in their business.

This Exclusive Bundle Offer Includes the Following:

Coaching Business Management

Craft Your Profitable Free Coaching Session

Monthly Membership & Group Coaching Program Management

Here is What is Included in the Coaching Business Management Kit!

Coaching Business Management Marketing Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
    • Business & Lifestyle Goals
  • Section One: Create the Foundation
    • Step 1: Taking an Inventory of Existing Client Funnel & Improving the Process
    • Step 2: Create the Free Call Offer Funnel
    • Step 3: Create the Free Call Follow-Up Funnel
  • Section Two: Follow Up Systems
    • Step 4: After the Call
  • Section Three: Client Management
    • Step 5: Support Desk
    • Step 6: Ongoing Client Care
    • Step 7: Data Collection
  • Section Four: Cross-Sells and Up-Sells
    • Step 8: Business Building
    • Step 9: More Ways to Fill My Funnel

PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

 

Templates + Worksheets + Swipe Files + And More!

  • Coaching Business Client Work Flow Chart (.pdf format)
  • Free Consultation Call Outline Template (.pdf format)
  • 3 Email Templates: (.doc format)
    • Potential Client Followup #1: Reminder about the free call + sharing other lower cost resources (Email to be used when a potential client declines a free consultation call).
    • Potential Client Followup #2: Giving a free trial offer to a group coaching/membershipsite with reminder about free consult call (Email to be used when a potential client declines a free consultation call after the first follow-up).
    • Potential Client Followup #3: Sending free gift as a thank you for interest + reminder about free trial and consult call (Email to be used when a potential client declines a free consultation after the second follow-up).
  • Free Consultation Call Client Intake Form (.doc format)

4 Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Client Funnel Setup Checklist
  • Free Before Coaching Call Checklist
  • Free After Coaching Call Checklist
  • New Client Welcome Checklist

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Here’s a Few Examples of Some of the Items You’ll Get: (not all items are shown)

Step-by-Step Marketing Plan

marketingplan

Task Tracking Calendar

task tracking calendar

Monthly Results Report

monthly results report
4 Checklists

Coaching Business Client Work Flow Chart

flow chart

Free Consultation Call Outline Template

3 Potential Client Followup Email Templates

email templates

Free Consultation Call Client Intake Form

intake form

Don’t Miss Out! This is Your Chance to Get ALL 3 Coaching Business Kits in One Bundle!

YES! I Want the Bundle with ALL 3 Coaching Kits for Only $264 $97!

Here is What is Included in the Craft Your Profitable Free Coaching Session Kit!

Craft Your Profitable Free Coaching Session Step-by-Step Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
    • Business & Lifestyle Goals
  • Section One: Laying the Foundation

    • Step 1: Clearly Identify Your Ideal Client
    • Step 2: Create a Self-Selection Questionnaire
    • Step 3: Decide on Call Format
    • Step 4: Develop a Workable Schedule
    • Step 5: Determine Call Logistics
  • Section Two: Developing An Irresistible Offer

    • Step 6: Determine Coaching Package & Pricing Options
    • Step 7: Create Alternate Offers
    • Step 8: Making Sales Without Felling Icky
    • Step 9: Create a New Client Welcome Kit
  • Section Three: Booking Calls With Ease

    • Step 10: Craft an Enticing Opt-In Offer
    • Step 11: Develop an Automated Funnel
    • Step 12: Track Results

PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

Templates + Worksheets + Swipe Files + And More!

  • Discovery Call Planning Template (.pdf)
  • Discovery Call Tracking Sheet (.xlsx)
  • Appointment Questionnaire Template (.docx)
  • Appointment Cancellation Email Template (.docx)
  • Pre Call Email Reminder Instructions (.docx)
  • After Call Follow-up Objections Email Template (.docx)
  • Objections Template (.docx)
  • Offer Planning Template (.docx)
  • Welcome Offer Acceptance Email Template (.docx)
  • New Client Welcome Pack Coaching Agreement Template (.docx)
  • New Client Welcome Pack Invoice Template (.docx)
  • New Client Welcome Pack Coaching Success Guidelines Template (.docx)
  • New Client Welcome Pack Confidentiality Agreement Template (.docx)

3 Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Discovery Call Foundations Checklist
  • Developing an Irresistible Offer Checklist
  • Booking Calls Checklist

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Book Marketing Campaign Plan

Task Tracking Calendar

Monthly Results Report

Discovery Call Template

Pre-Call Email Template

Appointment Questionnaire Template

Appointment Cancellation Email

After Call Follow Up – Objections

Objections Template

Offer Planning Template

Welcome Offer Acceptance Email

New Client Welcome Pack Coaching Agreement

New Client Welcome Pack Confidentiality Agreement

New Client Welcome Pack Invoice

New Client Welcome Pack Coaching Success Guidelines

3 Checklists

Melissa’s Favorite Business Tools

Don’t Miss Out! This is Your Chance to Get ALL 3 Coaching Kits in One Bundle!

YES! I Want the Bundle with ALL 3 Coaching Kits for Only $264 $97!

Here is What is Included in the Monthly Membership & Group Coaching Management Kit!

Monthly Membership + Group Coaching Programs Step-by-Step Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
    • Business & Lifestyle Goals
  • Section One: Research
    • Step 1: Membership Model Options
    • Step 2: Pricing Considerations
    • Step 3: Membership Platforms
  • Section Two: Planning
    • Step 4: Annual Overview
    • Step 5: Month-by-Month Schedule
    • Step 6: Types of Content
  • Section Three: Assignments & Scheduling
    • Step 7: My To-Dos
    • Step 8: Outsource Management
    • Step 9: Live Call Set Up (optional)
  • Section Four: Monthly Set Up
    • Step 10: Gather and Package
    • Step 11: Upload and Test
    • Step 12: Update Help Desk
    • Step 13: Notify Members
    • Step 14: Repackage Previous Month Content
  • Section Five: New Member Nurturing
    • Step 15: Welcome Email
    • Step 16: New Client Kit (optional for VIP programs)
    • Step 17: Individual Follow Up (optional for VIP programs)

PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

Templates + Worksheets + Swipe Files + And More!

  • Annual Content Plan Template (.pdf)
  • Membership Flow Chart (.pdf)
  • Monthly Topic Plan Template (.doc)
  • New Client Welcome Kit Template (.doc)
  • New Content Notification Email Templates(.doc)
  • Outsourcing Tasks Worksheet (.doc)
  • Resources (.pdf)

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

3 Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Member Content Setup
  • Repackage Content for Sale
  • Webinar/Q&A Call Setup

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.

Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Monthly Marketing Plan

Task Tracking Calendar

Monthly Results Report

Membership & Group Coaching Workflow

Monthly Topic Plan Template

Annual Content Plan Template

3 Membership & Group Coaching Checklists

Content Creation Template

Outsourcing Worksheet Template

New Content Notification Email Templates

New Client Welcome Kit

Melissa’s Favorite Business Tools

Don’t Miss Out! This is Your Chance to Get ALL 3 Coaching Kits in One Bundle!

YES! I Want the Bundle with ALL 3 Coaching Kits for Only $264 $97!

error: