New client onboarding checklist
Checklist for business coaches
For business coaches who want new coaching clients to start well and stay longer.
Scorecard
Could your business run without you for a month?
How to use this scorecard
Share it with owners who are stuck in the work. Their answers show where they are the bottleneck, which gives you a useful first conversation.
What is inside
Score your business
Why each question mattersWritten jobs
Fix these this monthList what only you do: For two weeks, note every task.
Worth doing this yearTrain someone to price work. Small jobs first.
Your plan to step backList every task and call.
Three title ideas for your own version
Could your business run without you for a month
The owner dependence scorecard
Score how much your business needs you
Where to promote it
LinkedIn postslocal business groupsyour newslettera link in your email signature
What goes in an owner dependence scorecard?
Ten quick questions on written jobs, pricing, calls, decisions, figures and breaks, a score out of twenty, what the score means, the quickest fix for each point and a plan to step back.
Make this scorecard 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.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
More for business coaches
The same audience, 12 other formats.
Coaching questions cheat sheet
Cheat sheet for business coaches
For business coaches who want sharper sessions and clients who leave with a clear next step.
Email templates for business coaches, from enquiry to signed client
Email scripts for business coaches
For business coaches who get enquiries but lose people between the first call and the signed agreement.
From feast and famine to a full diary: a guide
Guide for business coaches
For business coaches whose client numbers swing between busy months and empty ones.
Coaching session template pack
Template pack for business coaches
For business coaches who want sessions to feel structured without feeling scripted.
Discovery call swipe file
Swipe file for business coaches
For business coaches who get the call but lose the sale at the price or the pause.
Buyer's guide to choosing a business coach
Buyer's guide for business coaches
For business coaches who want to be chosen on evidence and fit rather than on the lowest fee.
Group or one to one coaching decision guide
Decision guide for business coaches
For business coaches who offer both formats and want owners to choose the right one without a sales push.
Coaching mistakes list
Mistakes list for business coaches
For business coaches who want owners to get results and renew, instead of leaving quietly after three months.
Six month engagement roadmap
Roadmap for business coaches
For business coaches whose clients start well and then fade somewhere around month three.
Owner handover case study
Case study for business coaches
For business coaches who want to reach owners who feel the business cannot run without them.
Owner hourly worth worksheet
Worksheet for business coaches
For business coaches who want to help owners see what their time is worth before they decide what to hand over.
More scorecards
The same format, written for 21 other niches.
Buyer appeal scorecard
Scorecard for real estate agents
For agents who want to meet homeowners months before they list, while they are still getting the home ready.
Year end readiness scorecard
Scorecard for accountants
For accountants who want to reach owners in the months before year end, while there is still time to get the books in order.
Retirement readiness scorecard for financial advisers
Scorecard for financial advisors
For advisers who want to meet people in the ten years before they retire, while there is still time to change the outcome.
Operations health scorecard
Scorecard for consultants
For consultants who want to meet owners of growing businesses before the problems turn into a crisis.
Hiring health scorecard
Scorecard for recruiters
For recruiters who want to reach small employers before their next hire goes wrong.
Brand scorecard for freelance designers
Scorecard for freelancers
For freelance designers who want to meet small business owners who suspect their look is holding them back.
Course idea scorecard
Scorecard for course creators
For course coaches who want to meet experts at the moment they are deciding whether to build a course.
Training habit scorecard for fitness coaches
Scorecard for fitness and nutrition coaches
For fitness coaches who want to reach people who keep starting and stopping their training.
Marketing readiness scorecard
Scorecard for marketing agencies
For marketing agencies who want to reach owners before they spend more on marketing that is not set up to work.
Fractional readiness scorecard
Scorecard for fractional executives
For fractional leaders who want to reach founders who are unsure whether part time senior help would work for them.
Manuscript readiness scorecard
Scorecard for authors
For authors, editors and writing coaches who want to help writers judge when a manuscript is ready for paid help.
Business photo scorecard for photographers
Scorecard for photographers and videographers
For commercial photographers who want to reach owners who are not sure whether their photos are holding them back.
LinkedIn results scorecard for LinkedIn creators
Scorecard for linkedIn creators and ghostwriters
For LinkedIn ghostwriters and creators who want to reach founders and consultants whose posts are not bringing in work.
Money habits scorecard for finance educators
Scorecard for finance and money educators
For money educators who want to help people see where their money habits stand without judgement.
Search basics scorecard for SEO consultants
Scorecard for SEO and content consultants
For SEO consultants who want to reach owners who are not sure why their website brings in so few visitors.
CV readiness scorecard for career coaches
Scorecard for career and executive coaches
For career coaches who want to reach job seekers who send applications and hear nothing back.
Daily habits scorecard
Scorecard for health and wellness coaches
For wellness coaches who want to help people see where their habits stand without judgement.
Team clarity scorecard
Scorecard for leadership coaches
For leadership coaches who want to reach managers who feel their team is busy but not moving forward.
Sales pipeline scorecard
Scorecard for sales coaches
For sales coaches who want to reach founders and sales leads whose numbers swing from month to month.
HR basics scorecard
Scorecard for HR consultants
For HR consultants who want to reach owners of small firms without an HR person.
Cyber readiness scorecard
Scorecard for IT consultants
For IT consultants who want to reach owners of small offices without an IT person.
Pick one, change the words, publish.
Free to start. No credit card.