Worksheet

Coaching Onboarding

1.

Preferred Coaching Types

2.

Your Big Why

Why did you decide to invest in yourself and enroll in coaching?

3.

Expectations

What are your desired outcomes from participating in this program?

4.

Business and life goals

Where do you see your business in 1 Year, 5 Years, 10 years?

5.

Niche

Tell me about your directory niche.  Be as specific as possible.

6.

About Your Business

Tell me about your business.  What do you do?  Be specific.

7.

Your Reach

What is the background of your expereince in the industry you are building your directory in?  What is your expereince, background, linkages into this industry.  Do you have existing connections, social media accounts, or other traffic resources?  List any linkages and background information related to your niche.

8.

Ideal Client Profile

Who is your ideal client?  What are the PAINS your ideal client faces?  What problems does your directory solve for them?  Be specific.

9.

The Big Outcome

What are the results you help your clients achieve?  List out the outcome/results below on what they can achieve by using your directory or services.  Be specific.

  1. ×
Add item
10.

Your Offerings

Are you offering just the directory or do you have other products or services that you are pairing or integrating into the directory?  Include anything you are offering now or pland to offer or could offer but do not plan to include.  Include any external links, sites or any supporting information for reference as needed.

11.

Credibility

Have you helped others in the past?  Do you have any example case studies or testimonials on what you were able to provide?  How does the directory add to or complement this?

12.

Marketing

What are you current or planned marketing channels or methods to gain exposure?

  1. ×
Add item
13.

Anything Else?

Please feel free to share with me anything else that you feel I should know about your business or directory to frame our initial sessions.