Starting Out as an Independent Coach: A Quick Checklist
Shalini S. avatar
Written by Shalini S.
Updated over a week ago

Welcome to Coaching.com!

This checklist will guide you through the foundational steps to get the most out of your subscription. Follow these steps to get started:

  1. Set up your Marketplace Listing: Watch this video to create your unique business listing on Coaching.com and this video to create a package that your prospective clients can purchase.

  2. Start Managing and Scaling Your Practice: After creating your account, you can begin utilizing the platform to manage and scale your practice efficiently. Here are the first three essential actions to take:

    1. Create Your First Engagement Template: Watch this video on creating your engagement template. This template will serve as a clear outline of your client's coaching journey, from start to finish.

    2. Add Your Clients: Watch this video that demonstrates how to add your clients to the platform. By doing so, you can organize and track your sessions effectively, ensuring a seamless coaching experience.

    3. Activate Your First Client Engagement: This step will establish the connection between your clients and their personalized program. They will receive a warm welcome message, pre-work materials, and the ability to schedule their first session. Watch this video to learn more about this step.

By following these steps, you'll unlock the full potential of your Coaching.com Membership and enhance your coaching practice significantly.

We're happy to be part of your coaching journey and are excited to see you thrive on our platform.

Please reach out if you have any questions. Simply get in touch via chat and a Customer Success Advocate will be in touch.

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