New client onboarding checklist
Checklist for business coaches
For business coaches who want new coaching clients to start well and stay longer.
Worksheet
What your own time is really worth
How to use this worksheet
Share it with owners doing work someone else could do. A real hourly figure makes handing work over, and your coaching, easier to weigh up.
What is inside
Work out your figureTaken from the business each year
The tasks worth handing overAdmin and paperwork: Invoices, filing and booking.
How to sort your tasksOnly you can do it
Making the first handoverPick one task. The easiest one that takes the most time.
Using your figurePut in your own figures.
Three title ideas for your own version
What your own time is really worth
The owner's hourly worth worksheet
Work out what each hour of your week earns
Where to promote it
LinkedIn postsyour newslettera follow up email after a discovery calllocal business groups
What goes in an owner hourly worth worksheet?
A calculator for hours worked, what each hour earns and the hours that could be freed, then the tasks to hand over, how to sort them and the first handover.
Make this worksheet 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.
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Pick one, change the words, publish.
Free to start. No credit card.