New client onboarding checklist
Checklist for business coaches
For business coaches who want new coaching clients to start well and stay longer.
Case study
How a plumbing firm's owner took a month off
How to use this case study
Send it to owners who feel the business cannot run without them. It shows how you coach a handover, which a discovery call alone cannot.
What is inside
Where the business stoodThe firm had six engineers and steady work.
How the six months ranTwo weeks of noting every task and call.
What made the handover workSmall steps first: The easiest tasks were handed over before the hard ones.
The resultsOwner's hours each week
What any owner can copyList what only you do: For two weeks, write it all down.
Three title ideas for your own version
How a plumbing firm's owner took a month off
From doing every job to running the business: one owner's story
What changed when an owner stopped being the bottleneck
Where to promote it
LinkedIn postslocal business groupsyour website's results pagea follow up email after a discovery call
What goes in a business coaching case study?
One client from start to finish: where the business stood, what tied the owner to it, how the handover ran, the results and what other owners can copy.
Make this case study your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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