Online Coaching Checklist

On one hand, is a community of people coaching each other.

On the other hand, it’s a full stack of support anyone who wants to do coaching online.

This checklist is for you, the person who wants to be an online coach.

The Stack in a Nutshell

Full stack is just Silicon Valley terminology for end-to-end.

For example, Budweiser is a single purpose company and Cheers, the bar, is a full stack company. Budweiser is just beer. Cheers offers you a beer, plus a cup to drink out of, a place to sit, and friends to talk to (who know your name).

Our full stack goes from advertising your services to finding you clients to giving you tools for a coaching interface to handling your billing and payments. There are

  • A beautiful profile:
  • An online coaching platform with three types of coaching products: phone/video consultation, 1:1 text chat coaching, courses/plans.
  • Cross promotion to our community.

Read on for the basics and if you need help, jump in the Chat Room or email

Get Help (3 Steps)

Two really easy things everyone should know.

  1. You are not in charge of tech support. If you or a client needs help, send email to
  2. The coaches all congregate in a Slack Chat Room. Email if you need an invitation.
  3. Be a user. Set your goals, answer questions, prop people in the same goals as you. All of these raise your visibility as a coach. Plus, geez, you should know what your clients experience.

Create a Great Profile (5 Steps)

A good profile is clear and compelling. We say it tells a story that takes the viewer from (A) wanting to achieve something to (B) believing they can achieve it to (C) seeing the value of your coaching as the means to that end.

Here’s an example of a profile that does just that:

Here are things you should have to complete your profile:

  1. Add a high quality cover image. Recommended dimensions are 1200x675px.
  2. Link to your Twitter & Facebook accounts.
  3. Have a focused pitch that specifically states who you are and what people will accomplish by following your advice. Focus is better than breadth. Don’t fall into the trap of trying to cast a wide net: coaches who do so fail to tell the story of how they take someone from A to B to C.
  4. Add goals. A good number is 1–3. Coaches often want to add every possible goal, but focus is better.
  5. Make sure every goal has a personal description about your approach to that goal. We rank coaches with descriptions higher in our listings.

Set Up Consultations Options (3 Steps)

Coaching consultations are a way to talk through a problem in depth on the phone or in a video chat. Some coaches use these in order to do an assessment before starting 1:1 coaching. Some coaches do ad-hoc sessions with their 1:1 chat clients whenever a tough problem crops up. Some coaches intend to do these weekly or monthly, in the same way that in-person coaches meet regularly with their clients.

  1. Choose your purpose: to onboard new clients, to troubleshoot tough problems, to be your main coaching product.
  2. Explain why and when someone should hire you for a phone consultation; do this in your bio or in your goal descriptions.
  3. Set a price from your coaching profile. If you want all your clients to have at least one session, set a low price. If you want sessions to be rare, set a high price.

Set Up One-on-one Coaching (3 Steps)

  1. Turn on your coaching one-on-one coaching. There’s a checkbox for “Available for coach chat” in the “Coach Chat” tab when you edit your profile.
  2. 1:1 coaching is tightly specialized around coaching one goal at a time (because text messages don’t give you much time to meander). You can list goals that are added to your own dashboard.
  3. Make sure that your goals make sense as a group. A coach who claims to handle several disparate habits appears to be someone who is just looking for any client. Remember: focus on an area of expertise and tell the story of why you’re the right coach for that.

Set Up a Paid Plan/Course

We call them plans inside our app. And they can be very helpful. Here are three example plans: 28 Days to Better Confidence (paid), 30 Days to Mindfulness (free), 20 Day Mindful Pause Meditations (paid).

  1. Create a plan here: Here’s more help on how to create a plan.
  2. Write each step as a sequential exercise to be done one step per day.
  3. Is each step achievable by every person who might take this? Biggest cause of plan drop off is giving an assignment that the person doesn’t agree with. An example was a plan to help people sleep better that recommended that you take a hot shower at night. Turns out many people consider the morning shower to be a key part of their morning routine and refused to change.
  4. Pick a price. A free plan will get more users, but we’ve seen paid plans generate more than $6,000 in earnings. We’ve tested $5 and $10 plans. One coach sells $97 plans, but only to her existing clients.
  5. Get your plan reviewed. You can post it to the #coaching-critique channel in Slack, but you should also have some friends take the plan. You won’t know where people get tripped up without testing on real people.

Promote Your Service (4 Steps)

Your profile will be promoted to users, but that shouldn’t be the basis of your marketing efforts. We rank and feature coaches based on measurable performance (clients, answers, personal success). So the more successful you are on your own, the more likely we’ll try to feature you. The following is advice for self-promotion.

  1. Add links to your coaching profile to your Facebook and Twitter profiles.
  2. Add the widget to your website.
  3. If you write, consider writing for our Better Humans blog on Medium. To get started you need to fill out this form so that we can give you access.
  4. Tell people you’re coaching. Our marketing expert friends say the place to start is simply to be top of mind for your friends. They are your first referral network. Post your profile to Facebook. Then post your plans, answers, and experiences.

Human potential busy body. Founded @coachdotme, @bttrHumans, @bttrMarketing. Helped @medium @calm. Current work focus: Habit Coach Certification.

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