One to one meeting checklist
Checklist for leadership coaches
For leadership coaches who want new and middle managers on their list.
Roadmap
Ninety days as a new manager
Share this with newly promoted managers, or send it with your congratulations note. It reaches them when they feel least sure and shows how you work.
Many managers are promoted for doing the job well and given little help with managing. A dated plan reaches them at the moment they need it and brings them to you.
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The same audience, 9 other formats.
Checklist for leadership coaches
For leadership coaches who want new and middle managers on their list.
Cheat sheet for leadership coaches
For leadership coaches who want managers who put off difficult conversations on their list.
Guide for leadership coaches
For leadership coaches who want managers stretched by doing their team's work on their list.
Email scripts for leadership coaches
For leadership coaches who want newer coaches and internal coaches on their list.
Template pack for leadership coaches
For leadership coaches who want leaders who have just had a review, a 360 or a promotion on their list.
Swipe file for leadership coaches
For leadership coaches who want managers who say yes to everything, and are close to burnout, on their list.
Buyer's guide for leadership coaches
For leadership coaches who want to be chosen on fit and evidence by people who have never hired a coach.
Decision guide for leadership coaches
For leadership coaches who want to speak to leaders and HR teams who know something is missing but have not decided what to buy.
Mistakes list for leadership coaches
For leadership coaches who want managers of hybrid teams to fix the habits that quietly split a team.
The same format, written for 51 other niches.
Roadmap for real estate agents
For agents who want sellers to trust them with the part of the sale where most deals fall apart.
Roadmap for accountants
For accountants who want sole traders and landlords to ask for help before the new rules reach them.
Roadmap for financial advisors
For financial advisers who want people approaching retirement to book a conversation while there is still time to plan.
Roadmap for consultants
For consultants who want buyers to know what a good project looks like before they sign anything.
Roadmap for recruiters
For recruiters who want employers to keep the people they have just paid to find.
Roadmap for freelancers
For freelancers who want a calm, fair routine for chasing late payments without losing the client.
Roadmap for course creators
For course creators who are about to run a first live cohort and want a plan for every week.
Roadmap for fitness and nutrition coaches
For fitness coaches who want new clients to see a realistic path from one session a week to a steady routine.
Roadmap for marketing agencies
For agencies that want new clients to see a clear start, and to know what they must supply and when.
Roadmap for business coaches
For business coaches whose clients start well and then fade somewhere around month three.
Roadmap for fractional executives
For fractional executives who want founders to trust them with the end of an engagement as well as the start.
Roadmap for authors
For authors who have typed the end and do not know what to do with the draft next.
Roadmap for photographers and videographers
For photographers and filmmakers who want other freelancers to see them as someone who plans ahead.
Roadmap for linkedIn creators and ghostwriters
For LinkedIn creators and ghostwriters who want new writers and founders to start with a plan they can keep.
Roadmap for finance and money educators
For money educators whose readers have savings and have heard that the ISA rules are changing.
Roadmap for SEO and content consultants
For SEO consultants who want marketing managers to call them before a redesign is signed off, not after traffic falls.
Roadmap for career and executive coaches
For career and executive coaches who want people facing redundancy to find them in the first week, before they start applying in a panic.
Roadmap for health and wellness coaches
For health and wellness coaches who want new clients to stay beyond the first month.
Roadmap for sales coaches
For sales coaches and trainers who want sales managers and founders on their list.
Roadmap for HR consultants
For HR consultants who want small employers to ask for help before the new rules reach them.
Roadmap for IT consultants
For IT consultants who want small business owners to trust them with the awkward part of the job, which is taking over from someone else.
Roadmap for mortgage and insurance brokers
For mortgage and insurance brokers who want homeowners to get in touch months before a fixed rate runs out.
Roadmap for home improvement and solar installers
For installers who want homeowners to know what the months ahead look like before they sign.
Roadmap for architects and interior designers
For architects and interior designers who want homeowners to plan an extension or remodel with them before they speak to a builder.
Roadmap for small law firms
For small law firms with a probate practice who want executors to get in touch early, not after a deadline has passed.
Roadmap for speakers and trainers
For speakers and trainers who want newer speakers and subject experts to follow them on the way to paid work.
Roadmap for life coaches
For life coaches who want people facing a big change to ask for support early, not after months of drifting.
Roadmap for property investors and landlord educators
For property investor and landlord educators who want new landlords to plan the year ahead before a tenant moves in.
Roadmap for therapists and counsellors
For therapists and counsellors who want people on a waiting list to find them while they wait.
Roadmap for tutors and education consultants
For tutors who want parents of Year 4 and Year 5 children to plan early and without panic.
Roadmap for wedding planners
For wedding planners who want engaged couples to trust them with the money side of the day.
Roadmap for pension advisers
For pension advisers who want people to start planning years before they stop work.
Roadmap for expat and international tax advisers
For expat tax advisers who want people planning a move to start early.
Roadmap for company formation and international business setup advisers
For company formation advisers who want founders to keep their company in good standing after it is formed.
Roadmap for business brokers and M&A advisers
For business brokers who want owners to know what comes next in a sale.
Roadmap for franchise consultants and franchisors
For franchise consultants who want new franchisees to open well and stay with the brand.
Roadmap for immigration and visa consultants
For immigration advisers who want applicants to know what happens next and when.
Roadmap for software companies
For anyone who sells to software companies and wants founders and customer teams who want to keep the customers they have won.
Roadmap for letting agents and property managers
For letting agents who want landlords to feel that someone is keeping up with the rule changes.
Roadmap for buyer's agents and property sourcers
For buyer's agents and property sourcers who want buyers to know what to expect and when.
Roadmap for real estate flippers
For property flippers who want first time flippers to understand the order of a renovation.
Roadmap for home builders and renovators
For builders and renovators who want homeowners to understand the order of a build.
Roadmap for landscapers and garden designers
For garden designers and landscapers who want clients to know what to expect after they say yes.
Roadmap for AI automation agencies
For automation agencies that want first time clients who know the plan and stay for the review.
Roadmap for cosmetic and aesthetic clinics
For clinics who want patients to feel looked after from the day of treatment onwards.
Roadmap for physical therapists
For physiotherapists who want patients to understand the shape of a course of treatment.
Roadmap for nutritionists and dietitians
For nutritionists and dietitians who want new clients to stay beyond the first few sessions.
Roadmap for parenting, sleep and family coaches
For coaches who want families to know what the first month looks like.
Roadmap for gym owners
For gym and studio owners who want new members to be coming in two months from now.
Roadmap for cold email agencies
For agency owners who want new clients to know what to expect from the first three months.
Roadmap for kitchen and bathroom remodellers
For bathroom fitters who want clients to know what happens each week and plan around it.
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