Here’s the good news: If you said “yes,” you’re not alone; it is absolutely fixable. Here’s the better news: Once you are clear on your mission statement, you’ll connect much more deeply with potential clients, convert them more easily, and attract new clients who are a good fit for your business. 

All this from a mission statement? YES!  Read on to see how you can craft one that will set you apart effortlessly and position your services as a gotta-have-it-now purchase.

But First, What Is a Mission Statement?

Some of you might have heard of the term “vision” or “vision statement” before. I must warn you: mission and vision statements are not the same.

Your mission statement is all about what you do now to make your future visions come true.  It’s what you are committing to do right now.  On the other hand, a vision statement is focused on the future you hope to create. 

It’s important to have both because they will inspire you, your team, and clients in different ways. The mission statement inspires you to act now, while the vision statement inspires what you become or create later.  

How to Write Your Life Coaching Mission Statement

Here’s a simple formula I follow to write powerful mission statements.

Mission Statement = V+ C + B + W + S + P

V= Vision
C= Commitments
B= Benefit
W= Who
S= Smile
P= Personality

Let’s Break down How to Write Your Mission Statement, Step-by-step.

Make sure your mission statement has the following features:

• It uses the present tense. And is easy to remember.
• It is clear enough so that anyone could understand it. No fancy jargon!
• It should be achievable for your company.
• It should feel inspirational to you.
• It should feel authentic to you and all you stand for internally.  Craft it so that it is true for you and is not written based on what you think you should say or what others might say.

Life Coach Mission Statement Examples

Here are a few examples of coaching mission statements you can draw inspiration from. Notice how they all follow the mission statement formula shared above? 

Let’s say you are a life coach who works with women after divorce. You might say:

I’m committed to…

• Providing women with coaching services that rebuild their confidence after divorce.
• Delivering my services with sincere integrity.
• Ensuring my clients feel welcome and valued, regardless of their gender, ethnic, social, or religious background.

If you’re a life coach for millennials having a quarter-life crisis, you might say:

I’m committed to…

• Guiding millennials through a quarter-life crisis so that they can find balance, success, and personal fulfillment in their careers and relationships.
• Showing compassion to every client and providing resources and tools that give them the clarity they need.
• Helping clients overcome the frustration of a quarter-life crisis and showing them how to turn it into a life-changing opportunity.

If you are a confidence coach, you might say:

I’m committed to…

• Helping middle-aged women remember their worth at work and at home.
• Giving tools for my clients to help them find their voice, and to feel heard and respected.

As you can see, these coaching mission statement examples are 2-3 sentences long and they clearly express whom you serve and how. You could use the first bullet point of each mission statement, but the additional points help create a fuller picture.

Where to Share Your Mission Statement

So, you have a mission statement. Now what? Here are a few places that are perfect spots to begin sharing it:

• Your coaching website
• Your email signature
• Your social media posts
• Your videos (as part of your video introduction or as a standalone video)
• In the onboarding materials you send to clients (for example, your automated emails in Paperbell)
• As a part of your sales conversations

1. Your Coaching Website

Your coaching website is like a digital business card, and it’s the first place you should showcase your mission statement. Include it in your hero section (the top of your home page, your “About Me” page), or create a dedicated section showcasing your mission and philosophy.

This is often the first point of contact for potential clients, and a well-crafted mission statement can immediately resonate with those seeking your services.

2. Your Email Signature

Infuse your professional emails with inspiration by incorporating your mission statement into your email signature. This subtle yet effective placement ensures that every communication with clients, collaborators, or prospects carries the essence of your coaching mission.

3. Your Social Media Posts

Social media platforms like LinkedIn and Instagram are great places to share your mission statement. You can create quote posts with your mission statement, or capture reels where you explain where your mission comes from to your followers.

4. Your Videos

Besides social media reels, you can also film a full-blown introduction video for your website or a longer vlog for YouTube. Video content allows you to convey the passion and sincerity behind your mission, creating a more personal connection with your audience.

5. Onboarding Materials Sent to Clients

Make your mission statement a part of the onboarding process for new clients. Whether integrated into automated emails through platforms like Paperbell or included in welcome packets, reinforcing your mission from the beginning sets the tone for your coaching relationship.

6. Sales Conversations

Weave your mission statement into your sales conversations to give potential clients a deeper understanding of your approach. This helps align expectations and establishes a sense of trust and shared values, crucial elements for a successful coaching relationship.

Over to You

A strong mission statement for your business can help set you apart from other coaching professionals. It can also help you win clients in sales conversations by showing them how your coaching services will benefit them and how what you do is different from other similar services on the market.  

Don’t rush writing your mission statement. If done well, this can become an integral part of your marketing and branding efforts for years to come, so make sure it feels authentic.

Your life coaching mission statement will help you connect with the right clients and make the change in the world you have always wanted to make. And when you’re ready to upgrade your entire coaching business, check out Paperbell. It’s an all-in-one client management software that handles your payments, scheduling, contracts, packages, landing pages, and more. You can sign up and claim your free account here.

Editor’s Note: This post was originally published in March 2021 and has since been updated for accuracy.

As an alternative to paper planners, digital versions have become increasingly popular as they are more convenient and customizable.

To help you create a digital planner to sell, I’ll guide you through making one from scratch. 

Not only that, but we’ll also discuss how you can turn your passion for planning into a profitable online business by selling these digital products.

Here’s what you’ll learn in this comprehensive guide on how to create a digital planner to sell:

• What is a digital planner?
• How to create a digital planner step-by-step
• How to sell digital planners 
• Tips for marketing and selling your finished product

What is a Digital Planner?

A digital planner is an electronic version of a traditional paper planner designed to help users organize their lives and achieve their goals. 

How can it help you as a life coach?

Creating digital planners can enhance your coaching practice by offering extra benefits to your clients and generating additional income for your business.

In the next sections, we’ll discuss the key elements of a digital planner and ways to integrate it into your coaching practice seamlessly.

Benefits of Using Digital Planners

Though the good old paper and pen might still have an appeal for certain journaling and reflection exercises, most coaching tools are moving digital.

Here are some of the several advantages that digital planners offer:

• Eco-friendly: By going paperless, you’re contributing to reducing waste and helping protect the environment.
• Accessibility: Digital planners can be accessed from any device with internet access, making it easy for clients to stay organized and share their notes with you.
• Customization: Online tools like Adobe InDesign and Canva make it much easier to create custom designs from simple templates. You can create different layouts and content tailored to each client’s needs.
• Integration with other tools: Many digital planning apps allow users to sync their calendars or task lists with popular productivity tools such as Google Calendar or Trello, keeping everything in one place for better organization.

Examples of Digital Planners for Life Coaches

Need some digital planner ideas? Check out these popular examples:

• The best planners by the GoodNotes blog: Here’s a list of various planner styles and formats that you can use as inspiration for designing your own.
• Passion Planner Digital Edition: It’s a versatile digital planning system offering many features. It includes yearly overviews, monthly spreads, and weekly spreads, allowing for customization according to individual needs.
• Amanda Rach Lee Doodle Planner: This unique and creative planner seamlessly integrates productivity and mindfulness. Besides the usual task organization framework, it offers doodling exercises for stress management and self-care.
• Year Compass: This is a popular yearly reflection booklet used by journaling fans worldwide. You can download it for free to flip through the pages and get inspiration for your planner.

Now that you have a better understanding of what digital planners look like and how they can benefit your coaching practice, let’s dive into creating one to sell.

How to Make Your Own Planner to Sell Step by Step

Creating a digital planner as an additional revenue stream for your coaching business is easier than you might think. 

With the right tools and some creativity, you’ll have a valuable resource that clients will love! Here are the steps on how to make a planner to sell.

Step 1: Choose your platform

The first step is to decide which platform you’ll want to sell your planner on. Each of them offers some unique features, so consider which one you prefer to work with and where your design skill level is at. 

Here are a few popular design tools you can choose from:

• Canva: Canva is super easy to navigate even if you’ve never designed anything. It has thousands of templates and free design elements that you can drag and drop to put together your new planner.
• Adobe InDesign: Adobe has way more features than Canva and it’s generally preferred by professional designers. It might take some learning to use if this is your first time. Their plans start at $22.99 per month.
• Affinity Publisher: Affinity offers a great balance between functionality and ease. It costs a one-time fee of $69.99 for either the Windows or macOS version, you can get the entire suite on all platforms for $164.99 with the Universal Licence.
• Procreate: If you really want to get creative and start from scratch (or rather, sketch), you can use a digital sketch program like Procreate for a one-time fee of $12.99.
• GoodNotes: This is another digital sketch program with a free trial that lets you create three notebooks.

Another option is to purchase pre-made digital planner templates from creative marketplaces like Creative Market or Etsy. You can then create a custom planner with your brand elements and structure in the design app they were created in.

Our suggestion? Start with Canva! They have several digital planner templates you can use instead of starting your design entirely from scratch.

A lot of their templates are free and pretty decent, but if you really fall in love with one of their Pro designs, you can also sign up for Canva Pro for $14.99.

Step 2: Plan Your content

As with all creative work, it’s best to create an outline for your planner before you jump into writing and designing it. 

Here are a few elements that make great planners for coaching clients:

• Goal-Setting Pages: Include some exercises that help your clients define clear and measurable goals for themselves.
• Progress Tracker: Besides setting new goals, planners are also great for checking in on objectives already set. This could be a chart that visually represents new milestones achieved or a simple weekly check in.
• Habit Trackers: Building habits is all about consistency. Inspire your clients to stick to positive habits with a simple daily or weekly tick-off.
• Reflection prompts: This is where your coaching questions and journaling prompts go with plenty of blank space for your client to reflect on them.
• Mindfulness and Wellness Section: Your mindfulness exercises, journaling prompts, and wellness activities go here. This could blend well-being with productivity in your planner.
• Challenges and Rewards: Create a system for coaching clients where they can set challenges for themselves and define how they’ll reward themselves after achieving them.
• Affirmations: You can sprinkle positive quotes and affirmations throughout your planner as a nice added touch, or provide one as a journaling prompt your clients can reflect on.
• Resource Library: This is the section where your clients can save helpful resources (books, articles, videos, or courses) related to their personal development goals.
• Skill Development Tracker: If your client is focusing on getting better in a particular skill, they can check-in about their progress here. The more measurable it is, the better.
• Gratitude Journal: Gratitude exercises are one of the simplest and most effective ways your clients can improve their well-being. Plus, it’s so easy to add them to your digital planner or add an option for printable planners.
• Weekly and Monthly Reviews: Include structured pages to help clients assess what worked well for them and what could be improved so they can make adjustments.

Think about the needs of your audience – what would they find most helpful? 

What are their biggest pain points, and how can you address those in a digital planner?

Design a personal planner that supports their journey and provides valuable resources for their personal development.

Step 3: Design With User Experience in Mind

Visually appealing design is always a big hit. It plays a vital role in ensuring that your clients will actually use and value your planner. 

To achieve this, it’s important to:

• Maintain consistency in fonts and colors throughout the planner as it creates a cohesive and aesthetically pleasing look.
• Make sure to incorporate hyperlinks or clickable tabs within the document, allowing for easy navigation and accessibility to different sections or pages of the planner.
• Include customizable and versatile page templates into your design process so that your users can personalize the planner to their specific needs and preferences.

Aesthetic design will help your digital planner sell, but it’s functionality that will make sure your clients will persistently use it.

Step 4: Test and Refine

Before launching your digital planner for sale, test it out. You can go through it yourself, ask a friend for their opinion, or give away a free sample to a client in exchange for their feedback. 

This will help ensure that everything works as intended and allows you to make any necessary adjustments before putting it on the market.

Check for any broken links, formatting errors, or difficulties accessing different planner sections. 

You can also gather feedback on the overall user experience, including the clarity of instructions, ease of navigation, and visual appeal.

Step 5: Export and Prepare for Sale

Once you are satisfied with the design and functionality, export the planner in a suitable format for tablets or computers, such as PDF. 

If you’re using Canva, you can navigate to Share > Download > PDF Standard:

Ensure the file size is optimized for easy download without compromising the planner’s quality.

To sell your digital planner effectively through platforms like Paperbell, create an eye-catching product image on your shop landing page.

You can showcase its features and an engaging description highlighting how this resource can benefit potential buyers. 

Remember – marketing is key.

In just five simple steps, you can create a valuable tool that adds value to your coaching business and provides an additional revenue source. 

How to Sell Digital Planners 

It’s time to hit the stores. Here’s how you can make money selling digital planners.

1. Choose a Platform for Selling

There are various online platforms that let you sell your digital planner. A few examples are:

• Etsy: A marketplace of handmade, vintage, and unique products. Sellers can connect with a community of art and craft enthusiasts.
• Sellfy: Enables creators to sell digital products directly to their audience through customizable online stores.
• Podia: An all-in-one platform for digital product creators combining tools for selling online courses, memberships, and digital downloads.
• Payhip: A digital product marketplace allowing creators to set up an online store with discount codes and affiliate marketing.
• SendOwl: A streamlined online store including automated delivery, secure payment processing, and integration with various third-party tools.
• Gumroad: A simple platform for selling digital and physical products directly to fans, with a focus on supporting artists, writers, and other creatives in building a sustainable income.

But did you know that you can use Paperbell to sell your digital planners and other digital products, too?

This way, you can skip signing up to yet another platform and paying seller feed altogether and instead keep everything related to your coaching business in one place.

Once you set up your coaching package, you can simply add any coaching materials to it, including digital planners.

You can upload both video and PDF content via a link or a file:

It’s as simple as that. Instead of using a separate platform, you can keep your digital planner where you sell your coaching packages.

2. Set up Payment Processing

For digital planners to sell, you need to provide a way for clients to pay you online.

Choose a secure and easy payment processor that customers trust. You’d be surprised how often online products fail because of this crucial last step of a marketing funnel. 

The two most widely used and trusted payment processors are Stripe and PayPal. Luckily, if you’re using Paparbell, they are already integrated with your packages.

After you describe your packages, Paperbell will automatically create a store page where customers can read all the information they need, sign up, and send you the payment.

3. Price Your Product Strategically

Research other planners and similar digital products in the market so you can set a competitive price for yours. Besides market research, consider factors such as:

• Production costs (design fees): Consider the expenses incurred in creating your digital planner, such as design fees, software subscriptions, and any other production costs.
• Perceived value by potential buyers: Assess the value it provides to potential buyers and how it stands out from competitors.
• Target audience: Consider their purchasing power and what they might be willing to pay for a high-quality digital planner that meets their specific requirements. 

4. Promote Your Digital Planner

Once your digital planner is available for purchase, it’s time to spread the word. Here are some effective ways to promote your product:

• Email marketing: If you have an existing email list of clients or subscribers, send out a newsletter announcing the launch of your new digital planner and any special offers or discounts.
• Social media: Share posts about your digital planner on platforms like Facebook, Instagram, Pinterest, and LinkedIn.  Create eye-catching graphics using tools like Canva to grab attention.
• Collaborate with influencers: Partner with life coaches or other professionals in related fields who can help promote your product through their networks.
• Content marketing: Write blog posts discussing how a digital planner can benefit users and provide tips on maximizing its use. Include links back to where they can purchase yours within these articles.
• Be a guest on podcasts: You can share your expertise and mention how you use your digital planner to help coaching clients get better results.
• Run ads to your digital planner: Set up Google or Facebook ads promoting your planners. This strategy takes some advertising budget so consider how much you want to invest in it while still making sure you make a profit. 

5. Track Your Sales Performance

When you start selling, monitor the performance of your digital planner by tracking metrics such as

• Number of sales
• Revenue generated
• Traffic sources
• Conversion rates 

Through this, you can identify areas that need improvement to optimize your marketing efforts moving forward.

Don’t forget to read any customer reviews and incorporate useful feedback from your first few buyers.

Incorporating a Digital Planner Into Your Coaching Practice

To incorporate a digital planner into your coaching practice effectively, consider these tips:

1. Identify client needs: Focus on common challenges or niche-specific issues relevant to your clients, such as time management or goal-setting strategies.
2. Provide resources and tools: Offer helpful materials like worksheets, templates, or links to articles that complement your coaching sessions.
3. Personalize the planner: Customize it with your branding elements and add personal touches like your own motivational quotes and affirmations tailored to your niche.

For instance, if you specialize in helping entrepreneurs manage time effectively, create a digital planner with: 

• Goal-setting sections 
• Customized weekly scheduling templates for entrepreneurs’ unique needs (e.g., networking events) 
• Curated productivity hacks from successful business owners

If you can provide valuable resources alongside your one-on-one coaching sessions or group programs, you’re not only offering additional support but also positioning yourself as an expert in your niche.

FAQs About How to Create a Digital Planner to Sell

How Do I Create My Own Digital Planner Business?

To start your own digital planner business, begin by designing your templates using a design program like Canva, Adobe InDesign, or Affinity Publisher. 

Once you have created your pages, upload them in Paperbell as part of a coaching package.

Can I Make Passive Income from Selling Digital Planners?

Yes, you can make money selling digital planners. Selling planners can be an excellent source of passive income once they are uploaded and available for purchase online. 

With platforms like Paperbell handling all the tricky moving parts, it’s easier than ever before to start earning money through this avenue.

Can You Sell a Digital Planner Made on Canva?

Yes, you can create and sell a digital planner designed using Canva. 

However, make sure that all the design elements you use have a commercial license, permitting you to sell the planner containing them.

How to Make a Planner to Sell on Etsy?

To make a digital planner for Etsy, follow the steps in this guide outlined above. Consider adding your digital planners to your coaching packages with Paperbell to avoid transaction fees and running your business processes on multiple platforms.

Start Creating Planners to Grow Your Coaching Business

So here’s everything you need to know about creating a digital planner to sell. We hope this will turn out to be a fulfilling creative project for you that will help your clients and your coaching business grow.

To keep your digital planners and coaching packages all on the same platform, consider running your coaching business on Paperbell.

Try it for yourself by claiming your free account today.

Editor’s Note: This post was originally published in June 2023 and has since been updated for accuracy.

If this is your first time creating a life coaching contract, it might seem daunting. It might even make you question whether you really need to go through all this legal jargon and the headache to write an agreement.

The answer is yes, you absolutely should never coach without a contract — BUT, by the end of this article, you’ll see that it isn’t as scary as it may seem.

In this guide, we’ll go through everything your life coaching agreement contract should contain so you can turn all that baffling legal mumbo jumbo into a professional coaching contract that empowers you and your life coaching business.

Please note: The information we gathered in this article should not be considered legal advice. We are coaches who’ve been in the trenches, but we’re not lawyers. So, if you need professional legal advice, please seek out the help of a lawyer.

If you’re a new coach, you can download our “Free Template Pack For Coaches.”

Life Coaching Contract Template: What to Include

Parties, Date, and Signatures

This is probably a no-brainer, but in order to make your own coaching contract official, you’ll need to specify who’s signing it and when the life coaching agreement became official.

Ensure you include the full name of both you (or your coaching business) and your coachee, as well as your registered physical address. Add the date of signing (no worries about a few days of difference), and at the end, your signatures. Paperbell handles all of these details in its included contract signing tool. 

Even if your life coaching contract is just a few lines on paper, this will make the client relationship legally binding. Of course, we’re not done here, so let’s move on to the other key elements of coaching agreements.

[ Read: Use These Terms and Conditions to Keep The Drama Out of Your Coaching Business ]

The Definition of Coaching Services

Coaching is a practice that’s often hard to pin down. The outcome of your life coach services depends on the coachee just as much as your expertise. The change is co-created by you and your client in coaching conversations, and it isn’t as tangible as other commonly known services.

To shed some light on what life coaching as a service is, here’s how the sample contract of the International Coaching Federation describes it:

Life coaching is a partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the client to maximize personal and professional potential. It is designed to facilitate the creation/development of personal, professional, or business goals and to develop and carry out a strategy/plan for achieving those goals.

Some business services have clearer outputs than others. But life coaching gets a bit fuzzier — especially in coaching specialties like spirituality or emotional well-being.

Remember, you don’t have to guarantee or prove the desired change in your client’s life. A coaching relationship is a collaboration; you’re not responsible for your client’s transformation alone. What you do commit to is to carry out your services in a professional way.

Lastly, the line between coaching, therapy, consultancy, and mentoring often gets blurry. So, your coachee must understand you’re not providing therapy or mental health diagnosis to them. Your coaching agreements can outline the exact services you offer and don’t offer to them to make this clear.

Use of Information

Your confidentiality clause should include that all information discussed in your sessions or shared beyond the sessions stays confidential. You should also mention that you don’t store personal details about your client for identity theft protection. This shows that you follow ethical standards in your coaching practice, even if you’re not certified. 

[Read: 3 Ready-made Coaching Disclaimer Templates to Use Today ]

It’s also worth mentioning that they are responsible for bringing honest information to the sessions, as the success of your work as a life coach is reliant on that. But of course, they are free to decide what to share or not share with you as a part of the coaching work. You can either include this in the contract or mention it to your client in person. This will benefit the coach-client relationship and ensure you both have the same goals for your life coaching journey.

The Description of Your Specific Life Coaching Services

The basis of any life coaching service agreement is that you, as a life coach, are providing services, and your client is accepting (and normally paying for) those services. Since your life coach services are unique, you need to describe what they would involve.

If you have a well-crafted life coaching program together, that should give you a solid basis for this part of the coaching agreement.

[ Read: How To Price & Put Together High-End Coaching Packages ]

Include the number and length of coaching sessions included in your package and that you guarantee to deliver. If you occasionally offer additional life coaching sessions for clients as you see fit, that’s okay — it’s always better to underpromise and overdeliver.

Specify in your life coaching contract if these sessions happen over a call online, in person, or via a combination of both, based on mutual agreement. If you have international clients, outline your time zone for meetings. This will help you set boundaries in terms of your availability.

If accountability, training, or group coaching are a core part of your process, you can also write them into your coaching contract. If these are simply bonuses or various tools to support your client as you see fit, then you don’t have to mention them.

The Duration of the Life Coaching Contract

Many of us have experienced life coach relationships dragging on for a long time or a prospective client disappearing into the mist. This is why it’s important to not only define the number of coaching sessions you offer but also set an expiry date.

It’s completely up to you if this time frame is two months or a year, but having it in your coaching contract guarantees, that you keep up the momentum in your coaching relationship and get paid on time. It will also outline the client’s responsibilities in booking sessions with you. You will avoid a life coach’s worst nightmare, a disgruntled client if you’re clear with your expectations from the offset.

The Fees and Payment Terms of Your Coaching Services

This is probably the most important part of your coaching agreement: Getting paid for your services on time.

Specify the amount and currency of the fees your coachee needs to pay you and the payment terms. It’s worth listing your payment methods in your life coaching contract to avoid confusion later, especially with international payments.

If you offer an installment plan, make sure that the due date is clear for each payment, whether it’s an exact date or dependent on the completion of a certain number of sessions. Most coaches request an advance payment before they start the work, which guarantees the client’s commitment. What you pay for, you care for.

Another common term in coaching contracts and service-based agreements is a clause on late payment fees. This means that if your client misses the due date for the payment, they will need to pay a flat rate or a percentage as a late payment fee. Of course, if they pay in advance, you won’t need to include this section.

If you offer refunds, make sure you are clear on your refund policy too. However, this is rarely something professional coaches do.

The Terms of Terminating the Coaching Relationship

What happens if your client changes their mind or if you need to step away from your life coaching practice because of some unforeseen reasons? Hopefully, this never happens, but it’s better to be prepared than sorry.

The first thing to set clear is when the coaching relationship is considered terminated. In other words, be clear about what the relationship entails and about when the coaching relationship is really over.

Your work is automatically considered done once you have delivered all the agreed-upon sessions. Besides, you might want to set terms for terminating the agreement if your client doesn’t show up for X sessions or breaches other important parts of the agreement.

The other thing to set straight is what happens if the coaching relationship is terminated halfway through. In most cases, you keep the advance, and you will have no further commitments towards each other. Ensure both parties agree to this before moving forward.

[ Read: How To Fire a Coaching Client ]

Rescheduling & Cancellation Policy

This is another important clause to protect yourself from being stood up as a coach and make sure your time is respected. Missed appointments shouldn’t mess with your life coach schedule.

A common practice for life coaches is to set clear rules for all their sessions, such as a 24-hour or 48-hour rescheduling or cancellation policy. This way, if your client needs to cancel the appointment at the last minute, they will understand that they will need to pay for it — or won’t be refunded if they’ve paid the fees already.

Miscellaneous

The final clause you might commonly see in life coaching contracts is the ‘miscellaneous’ section. This is normally just a section with a few additional legal requirements, such as defining under which country’s law you enter into the agreement or that you both voluntarily signed it. This will ensure you’re legally protected by local laws in your area.

If your template has something like this, you can leave it there. Otherwise, don’t worry about it.

Life Coaching Contract Templates

We recommend you use a life coaching contract template from a reliable source such as ICF or an accredited coach training center. Even if it’s a well-written coaching contract template, always read through the whole agreement to ensure each section is relevant and accurate to how you provide your services. If you’re unsure, speak to a legal advisor.

Another great coaching contract template option for life coaches is the selection of ready-made coaching contract templates from Coaches & Company.

To make it easier for you, Paperbell has prepared a free Coaching Contract template for you 👇 Just click the image and make a copy of the Google Doc.

How & When To Get Your Contract Signed

The easiest way to get your coaching contract signed is to use a digital signature tool (like Paperbell). This way, you can skip printing papers and ensure the coaching agreement is legally binding. Get the service agreements done before you begin any work with your client (except your free discovery session, of course), and make sure you have clear expectations between the two of you.

Paperbell makes it super simple to get your contracts signed by clients digitally and to have them all in one place.

Your clients will pay their advance payment when signing your coaching agreement, and Paperbell only allows them to proceed and schedule their first session once this is settled. This means you never have to chase clients for payments again, and you can easily find your contracts to refer back to later on.

What Happens If Your Client Breaches Your Life Coaching Contract?

If your client disrespects the terms of your coaching agreement, the best dispute resolution is to have a conversation with them first and iron out any misunderstanding between the two of you. If they’ve missed a payment, you should absolutely stop the coaching work until that’s settled; it’s only fair. How can you run a life coaching business if you’re not getting paid?

If you cannot sort things out by yourself, you can always ask for help from a legal professional.

In most cases, though, a crisp life coaching contract agreement and a great discovery session are all you need to get on the same page with your clients.

FAQs About Coaching Contracts

Individual Coaching Vs. Group Coaching: Is the Contract Different?

If you’re a group coach, your contracts will still look the same as if you’re conducting one-on-one sessions. You don’t have to create a different group coaching agreement because you’re still agreeing with each client individually about the terms of the coaching relationship.

Optionally, you can mention any group coaching sessions, peer coaching, or any other elements of your coaching program in your contract where you describe your services.

What Should a Coaching Contract Include?

At the minimum, your coaching contract should include the name and address of both you and your clients, and it should state what services you’ll deliver and how much you’ll get paid for them.

It’s also worth including your terms about contract termination and session cancellation, as these might differ from coach to coach and often lead to misunderstandings.

For a more detailed description of what your coaching contract should include, see our guide and template shared above.

How Do You Write a Coaching Agreement?

You can use one of the templates shared above to write your own coaching contract. Make sure you always read through each clause of your sample agreement and modify it according to your terms and services.

If you’re unsure what a certain section means or how to express your terms in legally binding language, it’s always better to consult a legal professional. Having a well-crafted coaching agreement can serve your business for years to come and offer a point of reference for any disputes.

Where Should I Store My Coaching Contracts?

Disputes can arise even years after a coaching agreement is complete, so you must store all your contracts digitally in one central platform or folder. 

Paperbell handles your contract signing and stores your contracts for each client in your all-in-one client hub. You can always access any client information here about agreements, materials shared, sessions booked, and payments processed for each person you work with.

What Happens If My Client Isn’t Willing to Sign the Contract?

You should never enter a coaching relationship without a contract signed. If your client is unwilling to sign the agreement, you should refuse to work with them.

Your contract protects you legally in the future and reinforces the terms of how you deliver your services. If you’re okay with making a slight modification for a particular client in one of your terms, you can revise their contract. However, think twice before agreeing to change your agreement terms — you set them for a reason. Clients who aren’t okay with your process, pricing, or cancellation policy might not be worth working with.

Once the contract is signed, neither you nor your client can request modifications. Once your signatures are there, the agreement is legally binding.

Create A Simple Coaching Contract

So that’s it; it’s time to get your life coaching contract up-to-date and ready for your next client to sign.

Having a contract ready to go will save time in the long run and show your clients how professional you are. That way, all you need to focus on is what you love doing the most: Helping your clients get to where they want to be.

Editor’s Note: This post was originally published in March 2023 and has since been updated for accuracy.

Yes, life coaches must pay taxes like everyone else — but how does it work, and how can you apply tax deductions? You may be wondering, what can I write off?

Keep reading to get clear on everything you need to know about tax deductions for life coaches — and use the tax deduction cheat sheet at the bottom of this post to make managing your tax bill easier.

Disclaimer: This post serves informational purposes only. It is not intended to provide tax, legal, or accounting advice. Please consult with an accountant or tax lawyer to get custom advice for your situation.

What Is Tax Deduction?

So what exactly is a tax write-off (or tax deduction) in the first place, and why do life coaches need to know about them?

You need to pay taxes on the revenue from your coaching business. You’ll pay different amounts depending on your state but the same percentage for federal income tax, no matter your home state. 

You only pay tax on your taxable income, not all the money you make. Imagine if you just started a coaching business and made $20,000 but spent $18,000 on startup costs. You’d have to pay more taxes than your business even generated if you were to pay taxes on your entire gross income.

Tax deductions are expenses you use to reduce your taxable income. When you run a business, most business expenses can be used as a tax write-off. This means you only pay tax on the profit your business makes. 

Types of Tax Deductions Coaches Need to Know About

There are two types of tax deductions you need to know about as a coach: standard deductions and itemized deductions.

Standard deductions are a specific amount of money you can write off.  If you choose to write off the standard deduction, you get that specific amount and nothing else. 

The standard deduction can vary each year and depends on your circumstances. For example, in 2023, these were the standard deductions for different filing statuses (with taxes due April 2024).

In 2024, these will be the standard deductions for different filing statuses (with taxes due in 2025).

If you opt for itemized deductions, you must account for expenses deductible from your tax bill. These will include any business expenses that you, your bookkeeper, or tax advisor itemized in your system and any other eligible expenses. In this case, they reduce your taxable income by the total of all eligible expenses instead of lowering it by a fixed amount.

Some common expenses self-employed individuals use to reduce their tax deductible include:

• Office expenses and office supplies
• Recurring expenses like website hosting or software fees (yes, you can write off your Paperbell subscription!)
• Legal fees and professional fees
• Parts of utilities and rent if you work from a home office
• Local phone service (if you use a separate phone line for business calls from your home office)

For example, let’s say you made $90,000 from your coaching services last year. When you add up all your eligible expenses, you get a total of $15,000. You could lower the tax-deductible amount to $75,000 using these itemized deductions.

If you’re filing separately (and not as a head of household), you’d be better off using itemized deductions in the above scenario. However, if you had only spent $5,000 on your business, you’d be better off taking the $13,850 standard deduction for single filers.

10 Little-Known Categories of Tax Write-off for Self-Employed Coaches

Apart from the standard itemized deductions, self-employed coaches can claim deductions and use a variety of tax write-offs to reduce the tax-deductible from their income. Look at these ideas to save money and take more of your income home!

1. Coaching Business Startup Costs

Have you just started your coaching business? If so, some of your costs may be qualified business income deductions from your taxable income.

Remember that this deduction only applies to businesses with $55,000 or less in startup costs. But most coaches who operate online fall safely under this threshold.

So how much can you deduct from your gross income in business-related expenses? If you’re in your first year of business, you can deduct up to $5,000 for starting your business and another $5,000 in organizational costs. 

However, you’ll get smaller deductions if you’ve invested over $50,000 in startup costs. For example, if you spent a total of $52,000, you would only be allowed to deduct $3,000 instead of $5,000.

You’ll get no deductions if you spend over $55,000 in startup costs. 

But there’s a difference between “startup costs” and how much you spent in your first year of business. For example, if you had to purchase a new computer and desk, those count as startup costs. But you wouldn’t count your monthly advertising expenses, even if you’re using advertising to “start” your coaching business and land your first client. 

2. Self-Employment Tax

In addition to your income tax, you’ll also need to pay a self-employment tax if you run a life coaching business. Self-employed individuals will pay a rate of 12.4% of their net earnings for Social Security and 2.9% for Medicare. 

But is self-employment tax deductible?

Yes, you can write off half of your self-employment tax to reduce your taxable income. If you don’t take this step, it’ll be like you’re paying taxes twice. 

With that said, you need to ensure your IRS Form 1099-NEC/MISC matches your total self-employment income before you start subtracting deductions. Otherwise, you could get audited.

3. Coaching Business Insurance

As a life coach, you should consider getting insurance. Any business insurance that you get to run your coaching business safely can be deducted from your taxable income.

For example, the insurance premiums you pay for your liability insurance are a qualified business income deduction. If you hire someone and pay employee health insurance, that counts too!

Plus, if you cover the property from which you work, you can deduct those premiums as well.

4. Advertising and Marketing

There are several low-spend and no-spend ways to get coaching clients fast. But it’s also possible to invest some funds in advertising and marketing to speed up your progress.

For example, you can start running Facebook ads, or you can hire someone to run your social media marketing campaigns. 

In both cases, you can deduct your expenses as advertising costs. Other examples of eligible advertising and marketing expenses include but aren’t limited to:

• Logo creation and design
• Website development
• Designing and printing business cards
• Any paid advertising
• Pitch deck design and development

Don’t be tempted to spend too much on advertising and marketing just because it’s a write-off. Take mitigated risks and validate your offers to avoid overspending on this aspect of your coaching business.

5. Educational Content 

You can write off business services, but you can also write off educational content and training. 

Yes, that means you can hire a business coach or enroll in a business course online and write it off as a business expense to help reduce your taxes!

However, not all education is fair game. The courses or training programs you take must help you develop new skills and certifications relevant to your business. 

This means that any new coaching certifications would count. But that new pottery class you want to take up in the evenings can’t be written off — unless you intend to start selling your creations.

Online courses and certifications aren’t the only type of education you can deduct. You can also write off business books and other paid educational materials.

If you have a virtual assistant working with you, any educational costs to help train them are deductible too. 

6. Contributions You Make to Your Retirement Funds

Are you using part of your income to save for the future? If so, some of these contributions may be eligible for a tax write-off.

The amount you’re allowed to contribute with a write-off will depend on your retirement plan — which will vary depending on your age and other factors. You can consult the IRS page on this topic to make your own calculations.  

In most cases, you’ll need to pay income taxes when you retrieve these funds during retirement. But since many retired people live on a lower income, you’ll also be in a lower tax bracket, which will help you reduce your total lifetime tax payments.

7. Travel Expenses

Are you traveling to attend a coaching conference or visit a client in person? Did you know you can deduct expenses related to business travel and any expenses you incur during these types of trips? 

For example, you can write off the following expenses and more:

• Hotels and other lodgings
• Gas expenses
• Airfare (or other means of long-distance travel)
• Business meals 
• Vehicle expenses

For a trip to count as a business trip, according to the IRS, you need to travel specifically for your business. You also need to travel outside of your home, at least overnight. 

As a general rule, you can deduct 50% of the costs of meals and entertainment as expenses related to your coaching business. So if you take a client out for an in-person meeting, you can pay and deduct the cost as an expense.

8. Professional Services

Do you hire someone to help you run your business smoothly, like a tax advisor, lawyer, or accountant? These costs are easy tax write-offs. Make sure you get proper invoices from those you hire for professional services.

9. Health Insurance and Medical Expenses

You can deduct your health insurance premiums and any medical expenses as non-taxable costs. These expenses include insurance plans, dental care, and any long-term care insurance you pay for yourself or your spouse and dependents.

10. Home Office Deductions

Do you run your coaching business from home? If you work from home, you can deduct part of your rent or mortgage and your utilities as self-employment write-offs. This would include electricity, wifi, and water bills. 

Plus, office supplies belong in this category too. To claim these as expenses, you must file proof of what you paid.

Tax Deduction Cheat Sheet for Life Coaches

Let’s face it — we’ve just discussed a ton of confusing terms you may not be familiar with. Below is your small business tax deduction cheat sheet to help you remember the important terms once tax season rolls around! This should make your tax filing process much less stressful and help you identify which tax credits you are eligible for.

Use this self-employed tax deductions checklist to see what tax credits you’re eligible for.

Self-Employed Tax Filing and Deductions Glossary

Additionally, here’s a glossary to help you navigate terms around self-employed tax filing and deductions.

Above-the-line deductions: These are the deductions the IRS allows you to make on your annual gross income to reduce your taxable income. 

Estimated taxes: As a self-employed coach or business owner, you can file quarterly taxes instead of paying in one lump sum. Estimated taxes are the estimated amount you’ll make throughout each quarter.

FSA/HSA: Non-taxable spending accounts you can use to pay for healthcare expenses.

Federal income tax: A percentage of your taxable income you need to pay towards the federal level, regardless of which state you live in.

State income tax: A percentage of your taxable income you’ll need to pay toward your state. Not all states have a state tax.

Year-to-date taxable income: How much have you generated from the beginning of this year to date?

LLC: Short for Limited Liability Company. You can choose to be taxed as a corporation or as a partnership. 

Corporation: Corporations have a completely separate taxable entity from their owners or shareholders. 

W-2 form: As a self-employed coach, you won’t receive a W-2 form. These forms are only for employees on a payroll. If you’ve done contract work for another business, you’ll receive earnings statements on a 1099-NEC form instead. 

1099-NEC form: This form is for non-employee compensation. You’ll receive this to report your compensation if you did coaching or consulting work for another company. The 1099 tax write-off list is the same as everything mentioned in the self-employed deduction cheat sheet.

Save on Taxes for Your Life Coaching Business

Keeping your business organized to make tax season a breeze is easier said than done. Sometimes life gets on top of you, and you can’t find all the invoices you need when tax season comes around.

If you keep the above tax deduction cheat sheet handy, you can keep the home business tax write-offs in mind and remember to save all your expense receipts and invoices.

Paperbell makes it much easier to keep client payments, communication, and appointments all in one place! With Paperbell, you won’t have to scrabble around at tax season looking for payment records.  

Create your free account to see Paperbell in action for your coaching business.

Disclaimer: This post isn’t written by a tax professional; it’s here for information purposes only. If you are unsure about any regulations surrounding taxation, please check with a tax professional.

Editor’s Note: This post was originally published in June 2023 and has since been updated for accuracy.

Having the right coaching package ready can be the only difference between “I’ll think about it” and “Where do I sign?” It gives the coaching relationship a clear structure and establishes you as an expert. Ultimately, it turns you from a nice person to chat with into a professional coach your coachee can trust to deliver the transformation they need.

In this article, we’ll look at everything you need to know about building your own life coaching packages, pricing them right, and using them to get clients.

Why Creating Your Own Life Coaching Package Matters

If you’re working as a coach, that means you’re a service provider. You’re not just working with clients but also managing a business, usually as a solopreneur. Now, if you want to spend less time getting clients and more time working with those clients, you need to make what you offer crystal clear.

Think about it this way: has anyone ever told you they’re an expert at everything and made you reach for your credit card? Probably not.

But when someone tells you they specialize in something you happen to be looking for, when they show you a tailor-made plan, it almost feels like a God-given synchronicity.

Except that it isn’t. It’s a well-designed package.

Your life coaching package should create the necessary restrictions to make the buying decision easier and show your clients what makes you unique. It should also set expectations for what it’s like to be working with you.

Your rates should reflect the expertise and perspective you worked hard to earn throughout your career and the work you put into the coaching relationship (not just in your sessions).

If you charge by the hour, your clients might try a session or two to “see how it goes,” but they won’t commit to their transformation. Unless you lay out in front of them where their coaching journey begins and ends. And that’s exactly what a structured life coaching package can do.

Understanding Your Target Audience

Before diving into the know-how of crafting packages, we need to have a word about Your Target Audience.

Creating services will be like shooting in the dark without understanding who you’re selling to. Take the time to define your target audience, what makes them tick, and the hurdles they face.

It’s not just about demographics; it’s about understanding their pain points and aspirations. This insight will guide you as you define the goals of your packages, the materials you want to develop for them, and the methods that will resonate with your clients.

It’s the difference between offering generic advice and delivering a personalized roadmap to success.

As coaches, we love powerful questions. So here are a few guiding questions you can use to define your target audience:

• What is the age range of the clients I want to coach?
• What industries or professions are they likely to be a part of?
• What career stages are they in, and what are their professional goals?
• What specific challenges or issues are they seeking help with?
• What goals or aspirations do they want to achieve through coaching?
• What are their values, beliefs, and interests?
• What lifestyle choices and habits are common among them?
• What is their income level or budget for coaching services?

Once you’ve created your target audience profile, you might notice some gaps in the information you have about your clients. In this case, you can do further research or run a survey to get more insights to refine your customer avatar even further.

What to Include in a Coaching Package

There are four key elements of a well-structured life coaching package:

• Duration
• Outcome
• Format
• Price

Paperbell lets you completely customize your packages with all of these elements in mind so that you can run your coaching practice by your own design. 

Let’s look at how each of these four pillars is reflected in a coaching package.

How To Create Your Own Life Coaching Package

1. Define the Duration of Your Life Coaching Package

The simplest way to turn individual coaching sessions into a package is to offer a series of sessions within a given timeframe.

If you have a set timeline for your collaboration, it’s also easier to define clear objectives with your client for that duration. It shows that their time with you is an investment that will pay off.

Most coaches define a minimum timeframe for a coaching relationship and offer a lower rate for a long-term commitment. For example, if your one-month package has 4 sessions for $1,000, you can offer a three-month coaching package with 12 sessions for $2,500.

2. Describe the Outcome You Offer

The more specific your offer, the more likely it will connect with the right audience. This is why addressing your niche is super key.

A ‘4-Week Program To Build A Thriving Love Relationship’ has a clear value proposition, unlike a general ‘Change Your Life Coaching Program.’

Even if you’re a coach specializing in multiple niches, you need to make each life coaching package specific to its focus. This way, you’ll specify the results your coaching client will get.

You might think, “But I’m a holistic coach, why should I limit myself?” If you have to choose between a jack of all trades and a specialist in an area you’re struggling with, you’ll probably turn to the specialist. Plus, holistic outcomes can also be defined specifically, for example:

• Achieving a greater balance between work, love, and play
• Feeling more grounded and confident
• Developing greater self-awareness and making more conscious life choices

That’s why building various coaching packages is a brilliant tool to emphasize the outcome you’re creating with each of them for your clients.

If you design your packages in Paperbell, you can automatically generate simple landing pages. It’s like a menu your clients can choose from, knowing what each delivers.

Check out this Paperbell shop example to see how packages would look in Paperbell.

3. Design the Format of Your Life Coaching Package

It’s not just the content of your coaching sessions that makes them so powerful but the format or framework you follow too.

Do you offer 1-on-1 sessions, group coaching, or a mix of both?

Will they be a part of a community or work only with you?

Are there materials or a self-study course you offer access to?

Can your clients reach you between the sessions for chat support, accountability, or crisis management?

These are important questions to answer so you can decide how much value you’re really giving throughout the coaching relationship. It doesn’t mean you have to cram all possible bonuses or stretch yourself with extra client support — quite the opposite.

Defining the format of your coaching package and what it includes sets the right expectations upfront for your client while also setting the necessary boundaries for you.

4. Price Your Life Coaching Packages

There’s a reason why we left this step last. It’s difficult to price a package unless you’re clear on what it includes and the value it offers to your client. Now that you have a breakdown of your life coaching package, you can roughly estimate a price for the individual elements (each session, the value of any materials shared, and so on) and add them together.

The idea is that you break down the overall value of your package and offer a generous discount, which is why you’re creating a package in the first place. You’re maximizing the outcome of the collaboration and making it a simple yes or no buying decision for your coachee.

The other way to approach pricing your life coaching packages is to look at similar packages in your niche and compare prices. (Paperbell offers a free report with exactly that information!) Look at some coaches who work with similar clients and offer the same format as you do. Then research their prices on their websites or simply ask for a quotation.

In the life coaching industry, your prices largely depend on your expertise, previous clientele, and media presence. You are the biggest asset in your business, and with time, growing your personal brand as a coach can create more demand for your services. Consequently, a higher interest in your services will increase your ability to charge higher rates.

[ Read: Steal This Template for Your Complete Brand Strategy ]

When Should I Raise the Prices of My Life Coaching Packages?

Generally, it’s a great idea to raise your prices when your schedule is close to being fully booked. In other words, you’re reaching maximum capacity to work with clients in a given month or year.

If you don’t have as many bookings as you would want to, it might be a better time to work on improving your offer and marketing initiatives first. This might mean looking for ways to give your clients more value or developing a more persuasive marketing strategy.

An alternative to raising your rates is to develop new products or packages. This way, you can create a new revenue stream or open up a new market niche without overcharging your clients.

A Simple Life Coaching Package Template to Get Started With

Here’s a template you can follow to create your own life coaching package.

Package Name

Give a catchy name to your package that describes the outcome it brings to your clients. In the context of your other packages, this might describe the duration of the coaching relationship or the niche it focuses on.

For example, you can offer a ‘Foundations of a Thriving Relationship’ package for first-time clients and an ‘Emotional Mastery Bootcamp’ for those who want to dive deeper.

Package Description

This is where you explain who this package is for, its focus, and how long you’d be working together. Describe the problems your client will most likely be facing right now and how your package is a solution. Explain the process you follow and the outcome they will get once their coaching journey is complete.

For example, you may describe your package this way.

This is an 8-week coaching journey where you’ll go from financial stress and limitations to creating abundance in your life and mastering your money mindset. We’ll do this by identifying your limiting beliefs around money and replacing them with more empowering thoughts, as well as proven methods to manage your finances with joy.

What It Includes

Now, you need to outline all the elements of your life coaching package. You can simply list them in bullet points. Be as specific as you can!

Here’s an example:

• 6 X 90-minute online coaching calls
• Vox support between sessions
• Access to our invite-only community for peer support
• Lifetime access to the Foundational Mindfulness Self-Study Course

Bonuses

Bonuses are elements of your coaching package that aren’t necessarily required for your clients to get from where they are to their desired outcome, but they can provide additional value.

This might be an ebook, a group coaching call at the end of the coaching relationship, or a discount on your future packages.

Pricing and Payment Methods

First, define the price of your package based on its market value. Consider your expertise, the results you can achieve for your clients, and how much your competitors charge.

Next, you have an option to create different package tiers. For example, you can offer different prices for the same package with or without bonuses. You can also offer a self-study course versus a group coaching program where clients go through the same material together and get personalized guidance.

It’s best not to offer too many options for your clients because it might overwhelm them with choices.

Last but not least, you can create different payment plans for your clients and reward those who pay in full with a better rate. For example, if your 3-month coaching package costs $3,000 in full, you can offer monthly installments for $1,200.

How to Sell Your Life Coaching Packages

Once your irresistible life coaching package is ready, it’s time to put it in front of your potential clients. Here are 3 things you need to start selling your life coaching packages.

[ Read: The Overwhelmed Life Coach’s Guide to Marketing ]

Here are 3 things you need to start selling your life coaching packages.

Branding Assets

A personal website is a great way to showcase who you are, what you do, and your expertise in your area. Gather testimonials from your previous clients, or build anonymous case studies that prove the results you’ve achieved with your packages. Perfect your bio with your story and professional experience, and list any publication you’ve appeared in.

A video of you can go a long way in establishing a connection with your prospects and inspiring them to get in touch with you.

Besides your website, you can also create a presentation deck of your packages where you go into more detail.

Some coaches prefer to only share their rates in their pitch deck or on an unlisted landing page they only share with prospects. Others like to be transparent about their prices and list them publicly on their website.

It’s completely up to you which one you choose. Just make sure the value you offer is crystal clear in all your branding assets.

Content

A great way to build your audience is to set up an email list for your prospects and share occasional content with them. A free resource on your website can be a great incentive for your potential clients to sign up for your list.

Contrary to popular belief (and societal pressure), it’s not an absolute must to grow your social media following in order to get clients. But sharing regular content about your work as a coach is a great way to create visibility for your services.

Choose a social media channel where your target audience is most likely to hang out, and that best fits the type of content you like to share. You can create a buzz for your business coaching clients on LinkedIn or share more in-depth insights on Medium. If you coach Gen Z clients, you might want to hop on the TikTok train.

Outreach

A more targeted way to connect with ideal clients is to seek them out and pitch your services directly. Many coaches source their prospects on LinkedIn, Facebook, or Instagram and sell their services to them via messages.

The other way to reach potential clients is through their email addresses. You may source their contact information through referrals or their professional website.

The more specifically you define who could benefit from your services, the easier you’ll find your ideal clients without your emails and messages landing in the spam folder.

Start Creating

Now, it’s time to design your own life coaching packages and woo your prospects with them.

Paperbell lets you create custom packages with payment plans, subscriptions, and more. Get your free account now to start creating.

Editor’s Note: This post was originally published in July 2021 and has since been updated for accuracy.

What is Coach U?

Coach U is like the OG of all coaching certifications. It was founded in 1988 by Thomas Leonard, who later also established this little organization you might have heard about, the International Coaching Federation (ICF).

Coach U emerged in response to the escalating demand for formalized coach training in the 80s. Leonard’s vision was to create a standardized platform where aspiring coaches could receive comprehensive training with solid ethical standards.

Coach U first offered individual coaching sessions and later introduced specialized training programs such as the Core Essentials and Professional Essentials. These programs cover fundamental coaching skills in line with the core competencies defined by the International Coach Federation (ICF). They focus on the practical aspects of developing a successful coaching practice at various stages of one’s career.

Over the years, Coach U has continued to evolve, adapting its curriculum to meet the dynamic demands of the coaching profession. The institution has played a significant role in shaping coaching methodologies and standards, contributing significantly to the professionalization of coaching.

The Founder of Coach U

Coach U was founded by the entrepreneur and life coach Thomas Leonard in 1988.

Coaching was an even less regulated industry with no trusted education programs back then, so he took it on as his mission to change that. He established a comprehensive training platform with the core competencies to start a coaching career. His institution and belief in the transformative power of coaching laid the groundwork for the industry’s future.

Thomas Leonard established Coach U, but other leaders coming after him have also played key roles in making the institution what it is today. They all shared a commitment to top-notch coaching education, making sure Coach U stays a leader in the industry even today. Now, Coach U is living proof of its founders’ dedication to quality education and promoting ethical coaching practices.

Programs at Coach U

Coach U offers a range of certification and training programs for coaches at different stages of their careers. The Core Essentials program is a solid foundation for beginners, providing a comprehensive online curriculum covering essential coaching skills. It’s a 78-hour program you can complete at your own pace over 6 to 8 months.

The Professional Essentials program can be a great next step for those looking for something more advanced. This advanced course explores topics such as the ICF Core Coaching Competencies and the development of coaching packages. Like the Core Essentials, it’s also accessible through online learning.

Coach U offers the Core Essentials Fast Track Program if you’re in a time crunch but still want to earn your certification. This option condenses the learning process into six intense days of coaching education, supplemented by pre- and post-program events.

All these programs are accredited by the International Coaching Federation (ICF), ensuring a quality standard in coaching education. Coach U’s commitment to virtual learning makes it flexible for individuals with various schedules.

Some of the highlights of Coach U as a training provider:

• Offers virtual classes and self-paced learning options
• Established institution with a rich history in coaching
• Multiple programs catering to different coaching levels
• Emphasizes quality education and ethical coaching practices.
• Offers support for students during and after the program
• Provides a community for networking and ongoing learning
• Well-recognized in the coaching industry

How Much Does a Certification with Coach U Cost?

Investing in your coaching education is a big decision, and Coach U has a clear breakdown of the costs for their certification programs at the time of this writing. Here’s the scoop:

• Core Essentials: The foundational program costs $6,095.
• Professional Essentials: For those aiming for a more advanced level, the Phase II of the program is also priced at $6,095.
• Complete Professional Coach Training Program: Opting for the comprehensive training that includes both Core Essentials and Professional Essentials will set you back $11,190 (and save you $1,000)

While the price tag is hefty, a comprehensive certification program like this can be an important investment in your future as a coach. Coach U is known for its quality education and ethical coaching practices, making the cost a potential stepping stone to a successful career in coaching.

Consider your long-term goals in this field and how important it is for you (and your clients) to be certified by a prestigious organization. If this is way out of your budget and certification isn’t that important in your niche, it might not be worth going into debt just to acquire this qualification.

Weigh your career objectives and the benefits this program can provide before you commit financially. Make sure to check their website to make sure you have the latest pricing. 

Coach U Reviews From Graduate Coaches

We’ve gathered some reviews from coaches who have completed certification programs at Coach U. Read what they say about their experience below.

Please note that we haven’t taken this particular certification ourselves. If you’re looking for more detailed reviews from program participants, we suggest you reach out to these coaches or other professionals who took this certification.

“The Confidence That I Can Be Part of The Mission of The Coaching Profession”

Jamie, a past student of the Core Essentials program at Coach U has highlighted the supporting community connections she’s gained through the certification program.

“I completed 78 coach-specific training hours, 19 hours with a mentor coach, 20+ coaching hours, an exam, and a performance evaluation of my coaching competencies that qualified me (in part) for application to the International Coaching Federation.

Better though: a fulfillment of my purpose, a network of like-minded mentors and colleagues and the confidence that I can be part of the mission of the coaching profession – to have a positive impact on our world through the support of others.”

She added that her next step will be to acquire ACC credentials with the International Coaching Federation (ICF). It’s clear from her review that she deeply resonated with the core values of the ICF, and it was important for her to choose a training program accredited by the institution.

ICF-certified programs often have a higher price tag because of the added benefit of being qualified by a highly reputable organization. When choosing a certification, consider whether this aspect is your top priority.

“The Faculty Were Super Supportive”

Bryan Grisso, PhD has graduated from the Core Essentials program at Coach U. In his review, he mentions that the training gave him an entirely new perspective on coaching.

“It’s been more rewarding than I could have ever imagined as I learned (and unlearned) so much about coaching (…) I have met phenomenal, like-minded coaches from all over the world. Throughout the Coach U curriculum, we shared experiences, stories and coaching philosophies.

The faculty were super supportive as I initially held a lot of misunderstandings about the coaching practice. One of my favorite instructors, Elias Scultori, MCC, explained that clients often focus on the situation and the coach’s role is not to solve the problem but to support the client in understanding their relationship to the situation. This was profound since I often fall into the advice trap”

His experience shows that even if you’ve been in this field for a while, a comprehensive certification program can introduce you to a new mindset, both by your instructors and through the eyes of your peers.

Pros and Cons of Getting Certified with Coach U

Choosing the right certification program is a pretty big milestone in your coaching journey. There are several advantages of getting certified with Coach U, the question is whether these benefits really add that much value to your career.

Here are a few pros and cons of signing up for a program at Coach U.

Pros of Getting Certified with Coach U

• High reputation: Coach U is one of the first certification programs in the coaching industry. This legacy brings great instructors and time-tested frameworks. Plus, you can apply for ICF credentials upon graduation.

• Lectures on coaching packages: Many other certification programs are criticized by coaches because they overlook the business side of coaching. As a result, graduates lack the competencies they need to acquire clients. The Professional Essentials program at Coach U covers how coaches can build packages and provides a supporting network to help them start their businesses.

• Core competencies and ethical standards: Coach U strongly emphasizes this. Graduates walk away with practical skills and get familiar with the highest ethical standards in coaching.

Cons of Getting Certified with Coach U

• High tuition fees: Cost is, not surprisingly, a major consideration here. To get the most out of your certification at Coach U, you’ll need to take their Core Essentials and Professional Essentials program, which will come up to $11,190.

• Broad scope: The Coach U certification programs offer comprehensive training, but it might not be for you if your focus is on a specific niche or skill. For example, if you just want to get better at making new clients with the latest marketing strategies, you’ll end up overpaying for your tuition — and you’ll still need supplementary education to fill the gaps in your knowledge.

Conclusion

Whether getting certified by Coach U is worth it for you depends on your individual goals and preferences.

If you value a comprehensive curriculum by a reputable organization and a supporting network of coaches, these programs can give you a powerful foundation for your career in coaching. However, if you’re looking for an opportunity with lower costs and a more specialized curriculum,  then you might have to look elsewhere.

Remember, the right certification is not just a credential; it’s an investment in your future.
If you want to build a fulfilling career in coaching, you also need to make sure that your business processes run smoothly in the background. Paperbell handles all your client management workflow, from contracts and scheduling to payments, in one simple system. Claim your free Paperbell account now.

You weren’t planning to buy anything, but it’s a great deal! You look at the countdown timer, and your heart races. You click ‘buy’.

Welcome to the world of limited-time offers—a thrilling and effective strategy.

But what exactly are these time-sensitive deals? How can they help increase sales in your coaching business?

In this read, you’ll discover everything about limited-time offers:

• What is a limited-time offer
• Why consider limited-time offers for your coaching products?
• Limited-time offer examples you can use for your own coaching business
• Creating a limited-time offer with Paperbell (we make it really easy)
• Best times of year to sell a limited-time offer
• And copywriting tips to sell your limited-time offer

There’s a lot of juicy details coming your way on this one. Can’t wait to see the sales flow once you use some of these tips.

What Is a Limited-time Offer? 

Short-term sales are what limited-time offers are all about. You offer a special deal that expires after a certain time period to encourage potential clients to act quickly. It can last anywhere from just a few hours 

This technique leverages human psychology and FOMO (fear of missing out) to cultivate a sense of urgency that can boost sales. 

FOMO, you ask? 

It’s that uneasy feeling when we think we’re about to miss out on something big – like an amazing bargain. So people are more likely to act fast and buy now rather than later. 

Check out this example from Emily Hirsh, a marketer and business coach for entrepreneurs: 

Do you see the FOMO she’s creating? She:

• Shares that they haven’t discounted anything all year – and won’t for a while.
• Awards the deal to a limited number of buyers.
• Adds $2,000 worth of bonus services.
• Throws in a mini-bonus for those who don’t snag the deal.

Pretty persuasive, right?

The features of a limited-time offer:

• Exclusivity: Such offers make your clients feel special because they get access to something not everyone can have. Who doesn’t love being part of an exclusive club? If you want to cast a wider net, you can also do email list exclusives for those you’ve been nurturing but haven’t bought yet.
• Ticking Clock: Time-sensitive deals create urgency. As time runs out, our desire intensifies.
• Rewards loyalty: Limited offers often reward loyal customers – those who follow your brand closely enough will reap the benefits first.
• Powerful offer: Even if it’s a limited-time offer, it still needs to be powerful. What is the ultimate transformation your ideal client is looking for? Make sure that shines through in your offer.

Many coaches question if a limited-time offer will lose sales because people won’t be ready to buy. But it’s been proven time and time again that the opposite happens. 

In fact, a survey by RetailMeNot found that ⅔ of consumers have made an unexpected purchase because they got a deal, and an impressive 80% have bought something for the first time because they got a discount.

Why Consider Limited-Time Offers For Your Coaching Products?

Limited-time offers aren’t just for ecommerce businesses. 

If you’re a coach looking to fill your client roster and boost sales, limited-time offers with an irresistible bonus or discount will encourage prospects to invest in your services for the first time or have repeat clients signing up for more. It’s also a great way to test out your “sweet spot” pricing.

Here’s why:

1. The power of scarcity

Scarcity triggers action. It’s why Dr. Robert Cialdini, a psychologist and best-selling author, coined “The Scarcity Principle” as one of the six main principles of persuasion in his book Influence: The Psychology of Persuasion. He explains psychological triggers and how wanting what is less available is human nature. Making an offer time-sensitive adds an element of scarcity that makes it irresistible.

2. Cultivate urgency and decision-making

Limited-time offers help create urgency. This prompts potential clients to make quicker decisions instead of postponing them indefinitely.

Think about it. How often have you purchased a course or hired a coach of your own because they were offering a discount or limited-time offer? At least a few, right? 

Use your own personal experiences to cultivate a limited-time offer that feels good for you.

Some of the biggest coaches in the game use this tactic. Like this limited-time offer from Amy Porterfield, sharing that her book for new entrepreneurs was only $3.99, but for ONE DAY ONLY. 

3. A great tool for first-time client acquisition

New client acquisition becomes smoother with these enticing deals as they serve as low-risk entry points into your coaching program. Limited edition products or services often feel special, attracting more attention than regular ones.

There’s a lot of economic uncertainty out there today, and coaching is an investment. It means more and more people are waiting to purchase things they desire. 

In fact, one-third of Gen Z and Millenial buyers have reported waiting to buy because they wanted a deal. Some of your lurking prospects may just be looking for a time to pull the trigger with a deal.

4. A great launch tool

If you’ve got a new coaching package on the horizon, introducing it through a limited-time offer can give it the kickstart needed for its success. Sales promotions are proven ways to increase the visibility and uptake of new offerings.

Limited-Time Offer Examples

Let’s dive into limited-time offer examples. Each example illustrates a different approach, showing the variety and creativity you can bring to your own coaching offerings.

1. Early bird special

An early bird special rewards those who commit quickly to your offer. It’s like obtaining the best seats at a show because you were fast enough to get them when tickets became available.

This strategy creates urgency by offering discounted rates or extra perks for those who sign up within a certain timeframe. For instance, if you’re launching a new group coaching program, you might give an additional one-on-one session for free to clients who enroll in the first 48 hours.

2. Flash sales

Flash sales are a great way to create limited-time offers because they’re short-lived but high-impact. Picture it as lightning – sudden, intense, and memorable. You drastically cut prices for an extremely limited period — perhaps just hours.

The flash sale technique relies heavily on scarcity; potential clients are motivated by fear of missing out (FOMO). Get that countdown timer rolling.

3. VIP upgrades

If you have a group program, you can offer a VIP track. But to truly blow it out of the water, give it a deadline. It can be 48 hours only after the client signs up or expires a week before the program starts. 

4. Bundled coaching packages

Think of this as getting more bang for your buck. Bundling services together gives clients perceived value while allowing them greater access to your range of expertise.

You could bundle multiple sessions or various types of coaching into one package available only during a specific time frame. For example: “Buy five life-coaching sessions and get two career guidance calls free – valid until end-of-month.” 

This strategy encourages commitment from prospective clients and boosts client retention since they’re likely to stay longer due to their larger initial investment.

5. Collaborative bundles

Go in with other coaches and create a limited-time-only bundle. A great example of this is Elizabeth Goddard’s annual Christmastime sale. 

This year, for Lizzy’s Christmas Party® she recruited support from other entrepreneurs who offered their courses. So all courses are free, or you can pay for a premium bundle chock full of goodies.

So not only does she win, but everyone who bundled with her then gets email addresses. So, collaborate with other coaches who may complement your niche!

Also, peep the great countdown timer. Countdown timers are the best way to create urgency without coming up with the words to do so! 

6. Early bird pricing

Offer a discounted rate for clients who commit to a coaching package within a specific timeframe before the official start date.

7. Limited-time workshops

Host a short-term workshop or webinar series on a specific topic, providing valuable insights and coaching expertise at a reduced cost.

8. Anniversary specials or birthday deals

Celebrate your coaching business anniversary by offering a special promotion to clients who sign up during the anniversary month.

Or you can offer free shipping on your recent daily planner because you have limited quantities left and want to create a new one for your new year in business! It’s good to leverage limited inventory sales if you are a coach with physical products like a planner, journal, supplements, etc.

9. Goal-setting package

Develop a limited-time deal focused specifically on goal-setting, helping clients kickstart their journey toward achieving their objectives.

10. VIP day intensives

Offer an exclusive VIP day of intensive coaching sessions at a discounted rate for clients who book within a certain timeframe.

11. Renewal incentives

Provide a discount or additional session for clients who renew or extend their coaching commitment, but make it a time-limited offer.

12. Flash challenges

Introduce short-term challenges related to personal or professional development, offering coaching as a reward or incentive for successful participation.

13. Discount code

You can give current or new clients limited-period offers by creating a unique discount code. 

Use it as a perk to sweeten the pot and get them to sign on the dotted line with a spicy percentage discount. Especially effective if it’s a client’s first purchase of your services.

14. Deal pop-ups 

You want to create that sense of urgency with website visitors, too. While this is trickier for online businesses that focus on coaching, put together a template kit or an e-book that you can offer as a limited-time deal. 

With this, you can even get first-time visitors to buy if the price is low enough.

Creating a Limited-Time Offer with Paperbell

Paperbell is not just a platform for managing your coaching business; it’s also a powerhouse tool to help you launch limited-time offers. You can set up your products and offers super easily. 

Here’s how: 

1. Step #1: Head over to your dashboard’s ‘Packages’ section. Click ‘Create New’.

2. Step #2: Choose whether this product will be a single or multiple session, then enter all necessary details like name, price, etc. Make sure to mention the expiration date and sale period so they know this is a time-limited offer.
3. Step #3: Add dates for availability according to how long you want the offer available.

A Few Extra Tips When Setting Up

• If possible, use numbers in naming (e.g., “30% Off Five-Session Package”) as they grab attention quickly.
• Connection with significant events or holidays can make more sense than random promotions.

Note: If these steps sound confusing at first glance, don’t worry. The intuitive design of Paperbell’s interface makes navigating through these steps easy, peasy lemon squeezy.

Spreading the Word About Your Limited-Time Offer

Once you’ve got your limited-time offer set up in Paperbell, it’s time to let everyone know about it.

1. Step #1: Send a broadcast email to your subscribers using catchy subject lines that create urgency and curiosity.
2. Step #2: Have your social media primed and ready to promote your limited-time deals. Stories, Reels, DMs – go at it with everything. 
3. Step #3: Leverage personal connection. Reach out directly to anyone who’s recently clicked on something related to your time-limited offers. Connect with current clients who may be interested in upgrading. 

You need to use your full digital marketing suite to promote limited-time offers and drive more visitors to those landing pages to click ‘buy.’ 

Best Times of the Year to Provide a Limited-Time Offer

While there’s no “bad time” to create a limited-time offer, there are certain times of the year when people are looking for deals. 

1. The end-of-year holiday season

Everyone is looking for deals during the holiday season. If you’re like many, your inbox starts flooding with Black Friday deals starting on November 1st now. It’s not the short period it once was. Now, it really spans the entire month through Black Friday, Cyber Monday, Travel Tuesday, and Small Business Saturday. 

Black Friday spending just online in 2023 was $9.8 billion. That’s great news for all online businesses, as the holiday isn’t just a brick-and-mortar attraction now.

2. The start of each new season

Here are a few examples of what type of limited-time offer could correlate with a specific time of year: 

• New Year/ January: Many people set new goals and resolutions for the year ahead, making January an ideal time for coaches to offer packages focused on personal and professional development. It is a great time to attract your target audience to buy for the first time.
• Spring Renewal/March-April: Spring is often associated with renewal and growth. Offering coaching packages during this time can align with the theme of rejuvenation and fresh starts.
• Business Planning/Q4: For coaches who specialize in business or career coaching, the end of the fiscal year or Q4 can be a strategic time to offer services related to goal-setting, planning, and professional development.

Seasonal sales, especially seasonal product promos that include your entire course suite, can be so powerful! And if you do them annually, your clients know what to expect, which can drive recurring revenue.

Copywriting Tips for Selling Your Time-Sensitive Offer

Crafting compelling copy is crucial when promoting a limited-time offer. You want to create that sense of urgency but you also want to focus on the fact that it’s not just about the limited time sale it’s about the transformation they’ll receive.

Here are some copywriting tips to help you effectively sell your coaching services during a limited-time promotion:

1. Create that sense of urgency

Use time-sensitive language to convey urgency, such as “limited time,” “act now,” or “offer expires on [specific date].” Encourage your audience to take immediate action to seize the opportunity.

2. Highlight value

Clearly communicate the benefits and value of your coaching services. Explain how your offer addresses specific pain points, fulfills desires or helps clients achieve their goals.

3. Use persuasive headlines and subject lines

Craft attention-grabbing headlines that highlight the most significant benefit or outcome of your coaching services. Make it clear why your limited-time offer is worth their attention.

Here are a few email subject lines living in our inbox right now that clearly have a limited-time offer attached: 

• 300+ digital products for $0 [LAST DAY]
• Disappearing tonight…
• Flash Sale Announced (HINT: SLAY UR COPY)
• ⏰3 hours left⏰ the 22 emails that got 2,200 people to sign up
• Final call: Sale ends tonight + a FREE gift inside ✨
• Best Deal Of The Year Ends Today ⌛
• 80% off this POWERFUL tool for your money mindset (limited-time offer)

Use these as inspiration for your own limited-time offer! Or search your own inbox. All the ecommerce businesses you’ve given your email over the years will actually be able to help you out now. While lots of coaches use this tactic, it’s woven into the fabric of marketing for ecommerce businesses, so that’s a good place to start searching for ideas.

4. Focus on the transformation

Paint a vivid picture of the transformation clients can expect through your coaching. Use storytelling to illustrate the journey from challenges to success, emphasizing the positive changes they can experience.

5. Emphasize exclusivity

Highlight the exclusivity of the offer to make potential clients feel special. Use phrases like “exclusive deal,” “limited spots available,” or “reserved for the first [number] clients.”

6.Incorporate social proof

Showcase testimonials or success stories from previous clients to build trust and credibility. 

Demonstrating real-life results can significantly influence potential clients to take advantage of your limited-time offer.

7. Add a clear call-to-action (CTA)

Clearly instruct your audience on what action to take. 

Use a strong and specific call-to-action that guides them to sign up, schedule a consultation, or take the next step in securing the limited-time offer.

8. Highlight the savings

If your offer includes a discount or special pricing, clearly communicate the savings. 

Use the original price as a reference point to emphasize the value clients receive during the promotional period.

9. Address potential objections

Anticipate and address common objections your audience might have. Whether it’s concerns about time commitment, cost, or effectiveness, preemptively provide reassuring information in your copy.

10. Use power words

Incorporate persuasive and emotional words that evoke a strong response. Words like “transform,” “unleash,” “achieve,” and “empower” can convey a sense of impact and significance.

This great resource has over 300 power words you can use. Bookmark it!

11. Mobile optimization

Ensure your copy is optimized for mobile devices. Many users access information on their smartphones, so concise, easily scannable text is essential for capturing attention. This goes for your entire site, especially your landing page linked in the emails.

To create extra urgency without needing a ton of copy, you can add countdown timers.

12. Explicitly outline what to expect

Clearly outline what clients can expect from your coaching services and how they will benefit. Make them feel confident that they are making a wise investment in their personal or professional growth. 

Especially for those clients who are making a first-time purchase, they want to feel confident in the support they’re receiving. 

Remember to tailor your copy to resonate with your specific audience and consistently reinforce the unique value proposition of your coaching services throughout the promotional materials.

Limited-Time Offers Have the Potential to Transform Your Coaching Business

They’re not just sales tactics. They’re strategies that tap into the human desire for exclusivity and urgency and inspire clients to act fast.

Use the wealth of limited-time offer examples in this post and get to work! Your job is to pick what fits best with your brand and audience to make more sales and generate huge interest.

Paperbell makes creating these special promotions easier than ever before, so you don’t need any technical skills or spend countless hours setting it up yourself.

In short: Limited time offers are incredible tools to drive sales and engage your target audience. Use them wisely!Need help streamlining the admin side of your coaching business? With Paperbell, running a coaching business online has never been easier! Try it for yourself by claiming your free account.

Here’s the kicker: being an amazing coach doesn’t necessarily mean you’ll be a hit podcaster.

Content overwhelm is real for everyone. Harnessing the full potential of your coaching podcast requires more than just insightful conversations; it demands a strategic and engaging content approach.

In order to boost engagement, build trust, and elevate your brand’s digital presence, the key is a successful podcast content strategy. 

So, in this post, we’ll answer everything you need to know, including: 

• Why do you need a content strategy for your coaching podcast?
• How to create a podcast content strategy
• Podcast content strategy FAQs

Why Do You Need A Content Strategy For Your Coaching Podcast?

If you’re a coach and haven’t considered podcasting, you might miss out on an opportunity to uniquely connect with your audience. But just creating a podcast isn’t enough – having the right content strategy can make all the difference.

A solid content strategy for your coaching podcast is like a road map. It guides where you want to go and how to get there. Without it, reaching your target audience becomes challenging, even if you have excellent content.

Imagine trying to build something without instructions or blueprints – chaotic, right? That’s what creating podcasts without clear planning feels like.

1. It helps ensure you’re putting your target audience first

To create compelling content that resonates with listeners, understanding who they are is essential. Just as coaches need to understand their client’s needs and goals better to help them, podcasters must know their audiences well.

But it’s hard to do everything all the time. You probably wear many hats as a solopreneur or coach with a small team. That’s why mapping out your content pillars and topic ideas into a content strategy will help you stay organized and create high-quality content, even during your busiest times of the year.

Your chosen topics should answer your potential clients’ questions about coaching or provide insights into areas of interest related to your niche.

2. It will increase engagement and conversion

A planned approach allows us not only to attract but also to engage our target audience effectively. 

An engaged listener often turns into an interested client. Good content gives value before asking for anything in return; this builds trust, increasing conversion rates over time.

Think about it in terms of your own investments so far. How many coaches or courses have you considered investing in, but you listen to their podcasts or binge their written content before investing? Probably a lot. 

This is what potential clients will do with your podcast, too, so you want to ensure you’re strategic.

3. It makes your drops predictable – and that leads to retention

Scheduling consistency keeps listeners returning for more because they know when new episodes will drop.

You know that you’re going to watch The Bachelor every Monday night, right? Or perhaps you have a favorite YouTube personality who uploads every Friday. You can create the same anticipation and schedule when you have a solid content strategy that maps out what day of the week you’ll release your new episodes. 

This helps maintain existing relationships while attracting new ones, too.

The ultimate goal? To convert this loyal audience into paying clients.

4. It helps you establish your brand

There’s a lot of noise in the coaching industry right now, and many messages are seemingly similar. It’s important to remember you are your own brand as a coach, and your podcast will help you establish and differentiate yourself.

Hearing your voice telling your story or coaching them through a tough time will drive connections much deeper than a simple social media post. 

The foundation of every brand today is connection – and that’s what a podcast content strategy will help you focus on building. It’s something to return to when you get overwhelmed and need to get back on track.

5. It helps you monetize

Not only does an effective content strategy help monetize in terms of nurturing your future clients, but you can also monetize the podcast itself to create new revenue streams. 

Remember, 65% of millionaires have at least three streams of income. And podcasting can be quite lucrative if it’s strategically approached.

Take a look at your list of potential podcast episodes and think about what sponsors may want to get in front of an audience listening to those topics. 

Have your VA reach out and start gaining some podcast sponsors! See what resonates with your target audience and add sponsorship to your podcast content strategy.

How To Create A Successful Podcast Content Strategy

A podcast content strategy is your game plan for success. Let’s jump into the specifics, step-by-step.

1. Understand your target audience

To craft a successful podcast, you must understand your listeners. Knowing your audience lets you create relevant and valuable content they’ll love.

Start with the existing audience you have on your social media channels, and your email list, and check your Google Analytics traffic reports. This should give you a good idea of who is listening, where they’re tuning in from, how they’re finding you, etc.

Then, to take it a step further, you can even poll your existing audience. 

Send a survey out via email with questions about what they’re interested in learning more about, and draw for a $50 Amazon gift card for those who respond. 

Then, go to social media. Go through your DMs and see what your current audience asks you about. Maybe even post a new “ask me anything” chat box to see what common questions you can pull into your podcast content strategy.

You want to think about this with every step of investigating your target audience: 

What real-life problems can I solve for my audience for free on the podcast that may lead them to buy from you in the future?

You don’t have to overthink this, either. Look at this super-simple email I received from coach Karla Marie:

Remember – this is a nurturing tool! You can use these responses to start genuine conversations with potential clients and even offer to help them further if they need your help.

2. Do competitor research 

After looking at your loyal following, it’s time to peek at your competitor’s podcasts. 

Create a competitive analysis Google Doc and answer the following questions for at least five other podcasts: 

• What are the recurring topics? 
• Do they have the same format or mix it up (i.e., solo episodes, interviews, etc.)?
• How frequently do they release new podcasts? 
• Does their marketing strategy span multiple platforms or focus on one? 
• What episodes do they seem to have the most audience engagement on? 
• What podcast directories do they list their podcast on? Are they on more than Apple Podcasts and Spotify? 
• Do they release audio content only or video, too?
• What do you like about their podcast? Think cover art, content, length, format, etc.
• What don’t you like about their podcast? Think cover art, content, length, format, etc.

Then, use that information to help create clear objectives for yourself.

3. Decide on your content pillars and fill in with some topics

Take the information you gather as you talk to your existing audience, research your competitor’s audiences, and narrow it down.

If there’s one thing I’ve learned from the most successful podcasts, it’s this: quality trumps quantity every time. Don’t feel pressured to churn out episode after episode if they’re not offering value to your audience. This step is important, so take your time.

Decide on a few key content pillars you and your audience will find supportive. Then, under each content pillar, list relevant topics you can turn into an episode plan.

For example, if you’re a life coach who focuses on healing after divorce, you can start here: 

Content pillar: Emotional healing

Topics:

• Understanding and managing emotions after divorce
• Coping strategies for dealing with grief and loss
• The importance of self-compassion and self-care

Content pillar: 

• Financial empowerment

Topics: 

• Budgeting and financial planning post-divorce
• How to start investing in professional development 

If you’re struggling with topics, ask ChatGPT to help. You can use a prompt like: 

What content pillars can a life coach focus on healing after divorce use for her podcast? Provide five pillars and corresponding topics for each.

You can also do keyword research to see what is trending using a tool like Google Trends or Answer the Public.

4. Create your episode plan

Now for the fourth step. You have a solid target audience and content ideas; it’s time to start mapping it all out. 

Your episode plan should include: 

• How many episodes you want per season or month
• What length each episode will be – give yourself a time limit
• The type of format (interviews, solo talks)
• Will you do video podcasts and post on YouTube or just audio

It gives structure to your work and sets expectations for listeners.

From there, map out your first season and get recording! You got this.

5. Promote each episode intentionally

The final step is getting that perfectly planned podcast content strategy out into the world. You’ve created fantastic content; now, let’s get people listening. 

Just as you plan your digital marketing strategy for a new course launch or your coaching spots opening, do the same for each and every podcast episode. 

Once you get in a groove and people know what to expect, they’ll look for your weekly drops, and it all becomes easier. 

You can also start your own social accounts for the podcast to grow separately from all your coaching content, as the Mel Robbins Podcast and many others do. 

Check out our blog with the full step-by-step guide for promoting your podcast for actionable tips and tricks you can use!

A Solid Podcast Strategy is Not As Hard to Create as You Believe 

A well-crafted podcast content strategy is not just a luxury but a necessity for coaches who want to extend their reach and impact more lives. Armed with the right information, you are now ready to begin crafting your own podcast strategy.

You might stumble along the way—forgetting an important point during recording or struggling with editing software—but don’t let these challenges discourage you. Remember why you decided to start your coaching podcast.Need help streamlining the admin side of your coaching business so you have more time to focus on your podcast content strategy? With Paperbell, running a coaching business online has never been easier! Try it for yourself by claiming your free account.

You finally hit the ‘publish’ button, expecting to connect with eager listeners from around the world. But days turn into weeks, and you’re met with an echoing silence instead of applause.

Sound familiar? Well, it’s not about your content but where it’s listed! Yes – Podcast directories!

The difference between success and obscurity often lies in being seen in the right places by the right people.

If you’re wondering how to attract more ears to your podcasts or why getting listed matters so much, then keep reading because we’ll be diving deep into that. In this post, we’ll cover: 

• What is a podcast directory
• Why you should be listing your podcast on multiple podcast directories
• The importance of your RSS feed for podcast directory listings 
• Top podcast directories to get listed on
• How to promote your podcast 

What Is A Podcast Directory?

The truth is, your podcast distribution isn’t entirely up to you! 

A podcast directory is a platform that helps listeners discover new podcasts and gives creators an opportunity to reach more people. Think of it as the digital equivalent of your favorite bookstore, but instead of books, you find episodes from various podcasters worldwide.

Think about it. Each day, when you hit the Spotify icon on your phone, you’re greeted with new episodes of your favorite podcasts. Have you ever wondered how that happens? 

Well, podcast directories use RSS feeds to keep track of each show’s content updates. Every time you publish a new episode on your hosting platform, the RSS feed sends this information out to all directories where your show is listed. 

Podcast fanatics refresh their feed each morning, and voila, your show pops up without you lifting a finger.

Listing in these directories can increase the visibility of your coaching podcasts because they serve as hubs for avid podcast listeners searching for their next listen.

The Importance of Your RSS Feed for Podcast Directory Listings 

In the podcast space, one thing matters more than epic content. That’s your RSS feed.

RSS, which stands for Really Simple Syndication, is a standardized web feed that allows users to access updates to online content in a standardized, computer-readable format. 

It’s commonly used for distributing frequently updated content such as blog entries, news headlines, audio, and video – and, in this case – podcast episodes, in a standardized way that can be easily consumed by various applications.

Here are the key components of an RSS feed:

• Title: The title of the feed.
• Description: A brief description or summary of the content.
• Link: The URL to the website or resource that the feed is associated with.
• Item: Each item in the feed represents an individual piece of content, such as a blog post or podcast episode. Each item typically has a title, link, description, and publication date.

For podcasts, the RSS feed is crucial because it contains information about each episode, including titles, descriptions, media file URLs, and more. Podcast directories, like Apple Podcasts and Google Podcasts, use the RSS feed to gather and display your podcast content to users.

This way, you can get on to as many podcast directories as possible without having to manually input the data on each podcast directory separately. 

The process for getting your podcast uploaded on podcast directories is incredibly similar. It comes down to ensuring your RSS feed is accurate. 

Why List Your Coaching Podcast On Different Directories?

Podcast directories are like the bustling marketplaces of the digital audio world. They’re where listeners find new content and podcasters can reach a wider audience.

The decision to list your coaching podcast on different directories isn’t just about spreading your message as far as possible; it’s also about finding the right ears for what you have to say.

1. Finding the right audience

You’ve worked hard crafting insightful episodes to help others in their personal growth journey. How can you ensure your hard-crafted content reaches the right people who will benefit from it? Listing on multiple directories helps cast a wider net, increasing your chances of reaching potential clients.

Different platforms attract different types of listeners. By getting listed across several platforms, you increase your chances of being discovered by individuals who resonate with your unique approach and perspective.

You can Google podcasts that are in your niche to see where they’re listed to ensure you’re competitive. 

2. Increasing discoverability and credibility 

Beyond reaching more people, listing in various directories has another advantage: boosting discoverability and credibility. 

In addition, having a presence across multiple reputable platforms lends an air of authority and legitimacy, which may appeal to potential clients and collaborators or sponsors interested in aligning themselves with established voices within specific niches.

3. Gaining a competitive edge

We live in a time when everyone seems to be launching podcasts—how do you stand out from the crowd? Getting listed across multiple channels gives prospective listeners more opportunities to stumble upon (and fall in love with) what makes YOUR show special amidst this sea of options.

4. The SEO benefits

Lastly, remember the perks of search engine optimization (SEO). Being listed on more directories increases your backlinks, all pointing towards your website. It’s a great boost for visibility.

Top Podcast Directories to Get Listed On

Okay, so now that you understand what an RSS feed is and why podcast directories are important, let’s get listed, shall we? 

If you’re a coach with a podcast, getting listed on top directories can make all the difference. Which should you prioritize? Here are some to consider:

1. Apple Podcasts

iTunes is the O.G. of digital audio streaming. So it’s no surprise that its sister platform, Apple Podcasts, is the top podcast directory, claiming nearly 40% of podcast listeners and downloads. 

Here’s how you get your podcasts listed: 

1. Step One: Visit the Apple Podcasts Connect website.
2. Step Two: Sign in with your Apple ID. If you don’t have one, you’ll need to create it.
3. Step Three: Click the ‘+’ icon to add a new podcast.
4. Step Four: Fill in Podcast Details: Enter your podcast’s RSS link and verify your podcast details, including title, description, and artwork. 
5. Step Five: Make sure your podcast artwork meets Apple’s specifications.
6. Step Six: Complete all the required information.
7. Step Seven: Submit for review!

Apple will review your submission, and if everything is in order, your podcast will be added to Apple Podcasts! It may take some time for Apple to review and approve your podcast. This can range from a few hours to a few days. Once your podcast is approved, you’ll receive a confirmation email from Apple.

You’re ready to share your podcast with the world!

2. Google Podcasts

The Google equivalent of Apple, this platform offers wide exposure as well. Here’s how you get listed:

1. Step One: Visit the Google Play Music Podcast Portal.
2. Step Two: Sign in with your Google account. If you don’t have one, create one. Use a business-related term for your Gmail address.
3. Step Three: Click the ‘+’ icon to add a new podcast.
4. Step Four: Fill in Podcast Details: Enter your podcast’s RSS feed link and verify your podcast details, including title, description, and artwork. 
5. Step Five: Make sure your podcast artwork meets Google’s specifications.
6. Step Six: Complete all the required information.
7. Step Seven: Submit for review!

Here’s a Help Center article from Google in case you need more support.

3. Spotify

Just behind Apple Podcasts, Spotify is in second place for most popular podcast directories, with nearly 30% of the claim. 

1. Step One: Visit the Spotify for Podcasters website.
2. Step Two: Log in with your existing Spotify account or create one if you don’t have one.
3. Step Three: After logging in, click the “Get Started” button.
4. Step Four: Enter your podcast’s RSS feed link when prompted. Spotify will then validate your feed and display your podcast information.
5. Step Five: Spotify will ask you to verify ownership of your podcast. This typically involves selecting an option from your podcast hosting provider to verify your association with the feed.
6. Step Six: Review your podcast details on the Spotify for Podcasters platform to ensure accuracy.
7. Step Seven: Click on the “Submit” button to send your podcast for Spotify’s review.

4. Overcast

This is an iOS app known for its sleek design and superior audio quality – ideal if your audience loves listening on their iPhones. The unique thing about Overcast is that it pulls podcast information from your publicly available RSS feed, so there’s no direct submission process to Overcast itself.

Ensure your podcast is submitted to other major directories like Apple, Spotify, and Google Podcasts. Overcast will automatically pick up your podcast details from these directories.

5. TuneIn

This platform isn’t just for podcasts; it also offers online radio stations. Being here gives you another way to reach potential clients, so don’t skip it.

1. Step One: Submit this form with your podcast details on the TuneIn site.
2. Step Two: Await confirmation via email! 

6. iHeartRadio

iHeartRadio is a free digital radio and music streaming service that offers access to live radio stations, podcasts, and curated playlists. Here’s how to get your playlist on their site: 

3. Step One: Go to the iHeartRadio website’s “Submit Your Podcast” section.
4. Step Two: Create an account or log in.
5. Step Three: Follow the instructions to submit your podcast by providing your RSS feed URL and show details.
6. Step Four: Await approval! 

Per their website, though, you can also submit via one of their partner podcast hosting platform options: 

• Omny Studio 
• Spreaker  
• Libsyn
• Audioboom
• PodBean
• Pinecast
• Podomatic

7. A few options to expand your reach

Remember that being everywhere at once isn’t necessary or even advised when starting with podcasting. Focus more initially on producing quality content.

Then, as your show grows and you become more comfortable with the process, gradually expand into other directories. Consider other top podcast directories like Pandora, Amazon Music, Deezer, Podchaser, or Player FM.

Don’t Forget To Promote Your Podcast

Publishing your podcast isn’t the end of the journey—it’s just the start. But don’t worry. Promoting your coaching podcast doesn’t need to be complicated.

1. Your own platform first

Start with what you already have: your own coaching website. 

The third most popular way for listeners to tune in to podcasts is via a web browser. So this isn’t a tactic to sleep on! 

Make sure that every client, prospect, and social media follower knows about your show. Your existing audience is the key to launch success.

Add a dedicated page or include its details in relevant sections of your site and your social media bios.

2. Leverage social media 

Social media is more than selfies and memes; it’s a goldmine for content promotion.

Platforms like Facebook, Instagram, LinkedIn, and Twitter can be utilized to inform people about fresh episodes and communicate with audience members. 

3. Use email marketing 

Email might seem old school, but it can do wonders when used correctly. 

With email marketing tools such as MailerLite or ConvertKit, keep subscribers updated about new releases and ask them to share these updates within their networks, too.

Make sure to share the biggest reason why people should listen to your new episode. Here’s an example from Peaceful Profits:

3. Make sharing simple for podcast listeners

Listeners love sharing content they find valuable. Why not make this process easier? 

Give easy options to share episodes directly from the podcast app or player. If you’ve already listed your podcast in a directory, this step will be done for you!

4. Create buzz through guest appearances

This is a proven strategy in the podcast world. Inviting guests means tapping into their audience base, too.

Giving teasers before the guest episode goes live can create a buzz and drive more listeners to your show.

5. Collaborate with other podcasters

A sense of community is strong in the podcast world. 

Collaborating with other podcasters gives you access to their audience and brings fresh perspectives for your listeners.

If You’re Struggling to Gain Podcast Listeners, Your Presence on Podcast Directories Matters

As coaches and podcast creators, it’s easy to overanalyze every little thing when trying to go.

The truth is, there is no such thing as the best podcast directories to be in. There are the most important podcast directories – but it’s more about the quantity of platforms you’re on to grow your podcast network. 

Ensure you’re on in as many directories as possible, especially Apple Podcasts and Spotify. Expand where it feels good for you or your ideal new listeners hang out.

The more podcast directories your show is on, the more likely it is to reach those who need it most. And those listeners need your coaching services, too.

Your voice deserves to be heard; these podcast directories will help amplify it.If you need time to focus on your coaching podcast, why not try Paperbell? This platform makes it easier than ever to sell your coaching online.Try it for yourself by claiming your free account!

Having all your client data organized in one neat place frees up your time and energy and creates a much better experience for your clients. It allows you to skip creating manual client documentation and even automate your business processes.

Find the most efficient way to organize all key client information from this quick and easy guide.

What is Client Information — and Why Should You Keep it Organized?

Your coaching client information includes everything your client shares about themselves, plus your history of working together. This may include their personal details, payment records, progress notes, and all other data shared during the coaching relationship.

Keeping track of all information tied to your clients is a crucial part of managing your coaching practice for several reasons.

1. It Creates Trust

Running a successful coaching practice relies on giving the best possible experience to your clients. And the quality of your client’s experience isn’t only about delivering transformation but also about making it easy to work with you.

Digging through email and message threads to find their session balance and coaching materials will make the coaching relationship feel disorganized and complicated. On the other hand, accessing all the information they need anytime in one neat place will regain their trust in you.

They will be more likely to become repeat clients and to tell their friends about you, this wonderful coach who’s a breeze to work with. Effective client information collection leads to better customer relationships, which means more clients for you.

2. It Helps You Work More Efficiently

Having your client information spread around in email threads and a bunch of different folders isn’t just inconvenient for your client; It also prevents you from running your company efficiently.

Keeping your client information organized saves you time and allows you to spend more energy on bringing value to your clients. It can also provide you with key insights about your business for future projects, such as where most of your focus goes or where your revenue mainly comes from.

3. It Allows You to Automate Your Business

If all your client info is organized, you can easily sync your different business apps and skip many of the menial tasks of running a coaching practice.

For example, with Paperbell, you can:

• Create integrations with Zapier to sync all your management systems
• Link your sales records from Stripe or PayPal to accounting software like Quickbooks or Xero
• Set up an automated email sequence for your clients triggered by new purchases made or new appointments booked (no more reminders and follow-ups!)
• Set a custom availability and have your Zoom meetings automatically set up for your upcoming sessions
• Design a variety of coaching packages that automatically appear on stunning landing pages tied to your client management system

What Types of Client Information Do I Need to Store?

Coaches, consultants, and other small business service providers who work with multiple clients need to keep track of individual client history and the summary of all client information.

Client history includes:

• Client details/customer information, such as name, company name, or phone numbers
• Client schedule and appointment history
• Financial information such as payment history
• Client questionnaires and intake forms
• Session notes and other essential information
• The details of the packages they’ve purchased
• Their coaching session balance
• Their contracts with all terms and conditions agreed upon

Overall client information includes:

• Your overall session schedule
• Lifetime revenue per client
• Sales made on each package

How to Organize Client Files

Organizing client files can be done manually or with client management software. The point is to have a client information database where client data is stored separately for each person you work with. This way, you can avoid any mix-up with client documents i.e. accidentally charging the wrong client or coaching someone on goals they never set. Yikes.

We found that the best way to organize client files is with an all-in-one tool like Paperbell. Instead of sending out a client information form or manually entering data, you can save time and collect all vital information about your clients when they sign up for your packages.

What’s more, Papebell handles and connects your contract signing, scheduling, payments, and landing pages together into one neat system. Online forms are baked right into the sign-up process, so you can keep all business information about past and current clients on file without the hassle.

Here’s how you can skip manual client file organization and run your entire coaching business with Paperbell step by step.

How to Organize Client Information Efficiently with Paperbell

Paperbell is an all-in-one client management software that runs your entire business. Here’s how you can use it to manage your client information and create an amazing experience for your clients.

1. Create Your First Package

First, let’s create a package your client can sign up for.

Set how many sessions this package would include and add different appointments based on your coaching process. Setting the session length to 50 or 25 minutes is a great way to avoid being booked back-to-back.

Next, create a payment plan for your package or subscription. Paperbell is a payment-first platform, so your client can only finalize their booking once the payment is settled.

Your packages will be automatically synced with your dedicated landing page, where clients can see all your offers and pick the best one.

Once they sign up, both of you can see all session materials and your client’s session balance in Paperbell. No room for confusion. This will help you avoid giving away free sessions by mistake or overcharging for the ones never delivered.

2. Set Up Your Availability

Next, let’s get your schedule right.

You can create customized availability for each coaching package to start Monday strong with deep-dive sessions and leave shorter check-ins for Fridays. Or you can schedule all your coaching sessions in one afternoon block and leave your mornings free for other personal or professional commitments.

You can easily review your work schedule by:

• Viewing your upcoming and past sessions with a particular client on their profile;
• Seeing all your upcoming and past sessions with all clients on your appointment page;
• Or take a look at the overview of your entire calendar.

Upgrade Your Client’s Experience

We’ve saved the best for last. With Paperbell you can automate all your client management processes while also having the freedom to customize how you work with clients.

Your client information sheet with both past and new clients is baked right into the system. You can get a quick overview of all key information on your client’s profile, such as:

• Their contact information (for example, names and phone numbers)
• Their past and upcoming appointments
• All the data about their purchase history
• Your message history with them
• Their contracts are signed (digitally through Paperbell, of course)
• All session notes
• The questionnaires they filled out for you
• The coaching materials you shared with them

You can either share video lectures and downloadable resources as a part of a standardized package or add personalized materials under “private content” to a particular client’s Paperbell account.

Client intake forms and questionnaires are all built into your client’s profile, too. Surveying your client before your first session with them greatly impacts the efficiency of your work together. Their answers will always live in their client profile in Paperbell (not in email 3 of 27 of the thread called “Re: intro.”

[ Read: 14 Life Coach Intake Form Questions (And How to Create Yours with Zero Tech Skills) ]

Another key aspect of client experience is how you communicate with them. A little encouragement and consistent communication can help your clients keep up the momentum. However, writing these emails for each of your clients would take ages.

With Paperbell, you can set up automated emails with your packages triggered after your client makes a purchase or sets a new appointment.

Get a Better Grasp of Your Revenue

Paperbell keeps your complete revenue history on file for each client and package. 

You know how they say that 80% of your revenue comes from 20% of your clients? Now you’ll be able to tell which one. This way, you can direct your focus on the clients and packages that pay off.

A little reflection on where your energy goes in your coaching business combined with this analytics can lead to some powerful insights.

Make Client Management a Breeze with Paperbell

Beyond just storing client information, Paperbell also manages all your payments, bookings, contract signing, and more. It lets you create customized group coaching and one-on-one packages and sets up impressive landing pages for you.

Paperbell automates routine processes while giving you full freedom to design custom packages, work on your own terms and schedule, and personalize your client relationships.
Take Paperbell for a test drive for free.