wellness coaching business plan

Health Coaching Business Plan Template

Written by Dave Lavinsky

Health Coaching Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their health coaching companies.

If you’re unfamiliar with creating a health coaching business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a health coaching business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Health Coaching Business Plan?

A business plan provides a snapshot of your health coaching business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Health Coaching Business

If you’re looking to start a health coaching business or grow your existing health coaching company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your health coaching business to improve your chances of success. Your health coaching business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Health Coaching Businesses

With regards to funding, the main sources of funding for a health coaching business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for health coaching companies.

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How to write a business plan for a health coaching business.

If you want to start a health coaching business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your health coaching business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of health coaching business you are running and the status. For example, are you a startup, do you have a health coaching business that you would like to grow, or are you operating a chain of health coaching businesses?

Next, provide an overview of each of the subsequent sections of your plan.

• Give a brief overview of the health coaching industry.
• Discuss the type of health coaching business you are operating.
• Detail your direct competitors. Give an overview of your target customers.
• Provide a snapshot of your marketing strategy. Identify the key members of your team.
• Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of health coaching business you are operating.

For example, you might specialize in one of the following types of health coaching businesses:

• Fitness health coaching : Fitness health coaches work with clients to improve overall health by eating balanced meals and creating a comprehensive fitness plan.
• Holistic health coaching: Coaches offer plant-based diets, along with integrated mind and body health platforms.
• Wellness health coaching: Wellness health coaches concentrate on clients’ behavioral and mind-body integration.
• Nutritional health coaching : Primarily focused on nutritional balance and performance in the body, nutritional health coaches work to reduce food allergies and other irritants to good health via selective eating plans.

In addition to explaining the type of health coaching business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of clients served, the number of cases with positive outcomes, reaching X number of successful clients, etc.
• Your legal business Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the health coaching industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the health coaching industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your health coaching business plan:

• How big is the health coaching industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential target market for your health coaching business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your health coaching business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, families, and HR personnel in corporations.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of health coaching business you operate. Clearly, individuals would respond to different marketing promotions than HR personnel in corporations, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other health coaching businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes medical clinics, alternative healers, and fitness gyms. You need to mention direct competition, as well.

For each direct competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

• What types of customers do they serve?
• What type of health coaching business are they?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide options for the uninsured?
• Will you offer health products or services that your competition doesn’t?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a health coaching business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type of health coaching company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide holistic health coaching with a balanced program of all components: mind, body, and spirit?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your plan, you are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your health coaching company. Document where your company is situated and mention how the site will impact your success. For example, is your health coaching business located in a busy retail district, a business district, or in a standalone office? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your health coaching marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

• Advertise in health and natural wellness magazines
• Reach out to websites
• Distribute flyers
• Engage in email marketing
• Advertise on social media platforms
• Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your health coaching business, including answering calls, planning and providing coaching sessions, billing clients,  etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth session, or when you hope to reach $X in revenue. It could also be when you expect to expand your health coaching business to a new city.

Management Team

To demonstrate your health coaching business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing health coaching businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a health coaching business or successfully running a small natural health store.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you see 10 clients per day, and/or offer packaged sessions? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your health coaching business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a health coaching business:

• Cost of equipment and office supplies
• Payroll or salaries paid to staff
• Business insurance
• Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of insurance plans you accept.

Writing a business plan for your health coaching business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert and understand how to start a health coaching business. You will understand the health coaching industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful health coaching business.

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Other Helpful Business Plan Articles & Templates

How to Start Your Life Coaching Business Plan & Template

Perhaps like many of us, you’re unsure where to start. Maybe you’re disillusioned by the lack of clear, actionable information available and have shelved your plans – for the moment, at least.

But don’t give in. Help is at hand.

This article introduces many of the answers to the question, “How do I start a life coaching business?”

In doing so, we borrow heavily from a book written by one of our founders at PositivePsychology.com, Seph Fontane Pennock, The 7 Pillars of a Profitable Practice . It is a great read and highly recommended; however, this article offers a powerful starting point regardless, with actionable points, a business plan, and a free template.

This Article Contains

How to start your life coaching business, 3 requirements for setting up your practice, crafting your business model plan: a template, how to market and advertise your coaching business, 10 best names for coaching practices, building and promoting an online coaching business.

• 10+ Software & Forms to Use in Your Practice

A Take-Home Message

Life coaching can have far-reaching and diverse positive impacts on clients’ lives (Clutterbuck et al., 2016).

Many of us have toyed with the idea of starting a life coaching business, helping people change health-related behavior, improve wellness, boost their careers, and strive for personal goals (Karmali et al., 2020; Mann et al., 2022).

You most likely feel you have something to give: highly transferable skills learned from harsh life lessons and/or expertise in psychology, learning, leadership, self-development, and communication.

Or perhaps you are simply great at making people feel so empowered that they stop being “stuck” and take the bold steps to overcome obstacles holding them back.

Whatever your reason and motivation, we will help you get there, and the best place to begin is right here.

Begin at the beginning!

We start by recognizing our barriers.

What’s stopping us? Most likely, it’s our mindset rather than something physical. The following beliefs are potential obstacles, blocking us before we even start:

• Fear of failure : We are afraid we will not succeed.
• Not enough time: “I would give it a try, but I simply don’t have enough time.”
• Self-doubt: Our lack of confidence sabotages our entrepreneurial journey.

It’s not about ignoring the fear or letting it determine how we act; it’s about accepting it as an inherent part of our journey.

Accept fear as part of your journey.

Next, evaluate your existing time commitments. Prioritize your current tasks, dropping some of the nonessentials, and plan to set aside time to start your life coaching business. This is something you’ve dreamed of doing and aligns with your bigger life goals.

There will always be things to do, but by changing your mindset and prioritizing this dream, you will find the time to make it a reality.

Everyone has 24 hours in a day. What will you accomplish with yours?

Finally, recognize your feelings of self-doubt but don’t let them control you. Reflect on some of your past successes and reach out to those closest to you for their support, encouragement, and practical advice.

We’d like to share a great article with you that can help, as it includes tips for increasing your self-confidence. Have a look at What Is Self-Confidence? (+9 Proven Ways to Increase It) .

To build confidence, you have to practice confidence.

If we don’t start, we will never know

Now that we have faced our barriers and established a healthier relationship with them, it’s time to step outside our comfort zone and start the journey.

Who is our dream client?

We can’t be great at everything, so we need to narrow our focus and reach and find an authentic niche.

For example, perhaps you enjoy helping people in the workplace . So, maybe your dream client has worked for several years but now feels stuck in their career. They need help to reevaluate where they are, where they want to go, and how to change their mindset to move toward a more fulfilling career.

Once we’ve defined our ideal client, we can consider each of Seph’s seven pillars for starting and growing a coaching practice sustainably:

• Pillar #1 – Promise We need to be able to make a pledge to our dream client. The five Ps will help: People : Who are we helping? Place : Where are we helping them? Problem : What are we helping them solve? Product : What will we use to do this? Price : What will we charge to do it?
• Pillar #2 – Leads We need to attract more of the right sort of clients (ideally, they will contact us). We must think about how our dream client will find us, perhaps via YouTube, a blog post, a personal website, or social media (think LinkedIn, Instagram, Facebook, etc.).
• Pillar #3 – Clients How will we convert leads into clients? It may involve screening out those who are not a good fit for our services (depending on our coaching philosophy ) and following up quickly with compatible ones.
• Pillar #4 – Traffic Reducing the legwork associated with finding leads is crucial; ultimately, it gives us more time to help others.
• Pillar #5 – Retention Attracting and converting new leads is vital, yet so is holding on to existing clients. What potential offers can we share with existing clients to maintain (or boost) engagement?
• Pillar #6 – Products How can we generate more income without spending extra time? It might include offering group coaching sessions or additional training, downloadable PDFs, podcasts, or webinars.
• Pillar #7 – Team We can’t achieve everything alone. Over time, a successful coaching business may expand and include dedicated staff performing those administrative activities that take our time away from coaching.

What is the best platform for a life coaching business?

Traditionally, life coaching was practiced face to face and involved a great deal of manual administration behind the scenes.

Thankfully, new technology and online platforms mean we can perform coaching remotely through video calls and set up meetings, share activities, and exercises, and take notes online (Ribbers & Waringa, 2015; Kanatouri, 2020).

Our very own Quenza has been designed by and for coaches, counselors, and therapists, and that is why we believe it is the best coaching platform out there. It allows life coaches to focus on client needs, goals, and overcoming challenges and is a scalable solution for a growing business.

Do you need a business license?

You do not need specific qualifications to set up as a life coach, but accreditation can boost potential clients’ confidence in your abilities.

However, obtaining a business license is required in some locations to provide life coaching services legally. If you’re unsure whether you need a license, check with your local government agencies or consult a lawyer or accountant familiar with your jurisdiction (Lumia, 2022; Blackbyrn, 2023).

3 Best life coaching certification programs

There are many life coaching courses available. However, the International Coaching Federation (ICF) is the world’s best-known and respected coaching program certifier.

We list three of our favorite life coaching certification programs, but many others exist.

Spend time researching the one that best matches your coaching plans, availability, and budget.

• Coaching Out of the Box This fast track to ICF certification can help turn your dream of starting a life coaching business into a reality. It includes group and one-to-one coaching and certification and supports individuals as they obtain documented coaching experience.
• Barefoot Coaching This ICF and university-accredited coach training offers online coaching expertise to develop the coaching skills required as a life coach, HR professional, or business leader.
• Life Purpose Institute The institute offers the coaching tools and marketing expertise to build a life coaching practice plus the training hours required to get ICF credentials. The number of students in online courses is limited, and students can learn the skills needed to coach individuals, groups, and workshops.

For further training opportunities, see our articles, 19 Best Coaching Training Institutes and Programs and 8 Best ICF Coaching Certification Programs and Courses .

A life coaching business plan doesn’t need to be complicated and must remain current, capturing the key actions and challenges.

Use the Life Coaching Business Model Plan or one of our templates from our How to Write a Life Coaching Business Plan: 5 Templates article to create an initial plan.

Let’s apply the business template to an example scenario. In this scenario, we want to start a life coaching business that will target people who feel stuck in their career or their life (or both). To help us, we’ll answer a set of questions/prompts using the business template.

1. Business identity

What is the business called? In this example scenario, we will call our business “Clarity Life Coaching.”

2. Target client

Our target clients are individuals who feel stuck, lost, or uncertain in their personal or professional lives. We focus on mid-career individuals or those experiencing significant life changes, such as divorce or career transitions.

3. Client pain points

Our clients struggle with a lack of direction, feel overwhelmed, and lack clarity about their goals and values. They may feel stuck in unfulfilling jobs or relationships and experience high stress or anxiety.

4. Your solution

Clarity Life Coaching provides personalized coaching services to help individuals clarify their values, goals, and priorities. Our coaching process helps clients identify their strengths and areas for improvement, develop a plan to achieve their goals, and overcome obstacles that may stand in their way. We use various coaching techniques, including goal setting, visualization, and Cognitive-Behavioral Therapy.

5. Your competition

Several life coaching businesses in the local area provide similar services, but our unique approach and personalized coaching services set us apart from the competition. We focus on a highly customized coaching experience tailored to each client’s needs.

6. Revenue streams

Our revenue streams include one-on-one coaching sessions, group coaching sessions, and workshops on topics such as goal setting and stress management.

7. Marketing activities

We use online advertising, social media marketing, and partnerships with local businesses and community organizations. We will also attend local events and conferences to promote our services and network with potential clients.

8. Expenses

Existing and future expenses include rent for our coaching space, coaching materials, advertising and marketing costs, and attending events and conferences.

9. Team and their key roles

The team will consist of one life coach responsible for providing coaching services, managing client relationships, and handling administrative tasks such as scheduling and billing.

10. Milestones

Initial thoughts on milestones include:

• Launching the business and securing our first clients within the first three months
• Expanding our client base by 25% within the first year
• Increasing revenue by 35% within the first year
• Hosting a successful workshop or seminar within the first six months of operation

Help mid-career individuals gain clarity and direction and achieve their personal and professional goals.

Your plan will evolve and should be revisited regularly to grow and manage your life coaching practice.

For many of us, marketing and advertising can fill us with fear – an unknown and confusing process.

So here are a few valuable pointers drawn from Seph’s The 7 Pillars of a Profitable Practice and Steve Chandler’s book How to Get Clients: New Pathways to Coaching Prosperity .

Your coaching website should be like a funnel

• When your visitor arrives on your website, they should:
• Know which problem you can help them solve or which goal you can help them achieve.
• Find clear evidence of your successful track record.
• Be confident in your abilities and experience.
• Be provided with some upfront value (perhaps a free e-book).
• Do not overcomplicate the website. Consider removing unnecessary content. The goal is for traffic to arrive as visitors and leave as leads (or sales).
• Make use of a call-to-action, either:
• Offer a giveaway in exchange for their name and email.
• Allow them to sign up for their first (complimentary) coaching session.

Productive conversations

Productive conversations and creating relationships lead to new clients.

• Make sure that you follow up on discussions promptly.
• After an initial chat, ask the potential client to complete a prequalification survey.
• Don’t leave them wondering. Tell them when they will receive a follow-up email.
• Don’t be needy (even if you would like their business).
• Be aware that the client will remember how you made them feel rather than precisely what you said.
• Talk less about yourself and your coaching and listen more to their problems.

Online writing

Writing for a personal blog or elsewhere can increase your reach, get you in front of clients, and help others take you seriously. But remember:

• Aim for quality over quantity – you are targeting the right kind of traffic.
• Change your mindset from “How do I find more clients?” to “How do my dream clients find me?”
• Know what people are looking for and create resources on that topic.
• Earned reach is the organic attention that you receive. Perhaps you got a mention in a podcast or on a news website. Paid reach on social media and search engines has a cost. Examples of these would be Facebook and Instagram ads or using the Google Ads Platform. Consider both.
• If you post on your website, consider your owned reach. You should appear in the search results, so get to know which keywords people are searching for when they look for help.

In The 7 Pillars of a Profitable Practice , Seph covers in more detail how to rank for keywords and create a content marketing plan that includes platforms with active audiences, such as:

• The Huffington Post
• Entrepreneur

Ultimately, your goal is for people with problems to find you so that you can help meet their needs.

World’s Largest Positive Psychology Resource

The Positive Psychology Toolkit© is a groundbreaking practitioner resource containing over 500 science-based exercises , activities, interventions, questionnaires, and assessments created by experts using the latest positive psychology research.

Updated monthly. 100% Science-based.

“The best positive psychology resource out there!” — Emiliya Zhivotovskaya , Flourishing Center CEO

Finding the right name for your coaching business is not easy. Too obvious, and it is either likely to be already taken or so bland that it will not be memorable.

One approach involves using AI to create life coaching business names . Use it or your own research to consider and evolve potential names, thinking about:

• The customers’ first impression
• The identity and brand of your business
• The type of customer you wish to attract
• How memorable the name is (and for the right reasons)
• Whether the name is already being used

The following articles offer more suggestions regarding how to build and promote an online coaching business.

• How to Get Clients for Life Coaching [5 Strategies] provides more information and guidance on nailing your business’s value proposition, marketing funnel, and online and offline strategies.
• How to Start an Online Coaching Business: Step-by-Step Plan is a practical guide for building a successful and profitable business.
• How to Start a Life Coaching Business From Scratch explores what you will need and your first moves to becoming an online coach.

10+ Software & Forms to Use in Your Practice

There are several online platforms for coaching.

PositivePsychology.com’s dedicated coaching software Quenza is compelling and unique because it:

• Is extraordinarily user friendly and intuitive
• Uses the latest SSL encryption to store client results to ensure HIPAA and GDPR compliance
• Is highly scalable, growing with your business
• Stores forms as customizable templates
• Securely delivers exercises and forms to clients
• Enables form completion on mobile, tablet, or desktop
• Nudges clients when they need a reminder to do something

O ur two articles, Coaching Forms Toolbox: 17 Templates for Your Sessions and How to Create Feedback Forms: 3 Templates + Best Online Tool , explain how forms can be created from scratch, copied, or modified within the tool.

We suggest using the following forms:

• Pre-coaching questionnaire
• A self-contract to encourage client accountability
• Life domain satisfaction questionnaire
• Strength interview form
• Session rating scale
• Coach evaluation form
• End of therapy evaluation

Many other templates exist, including ones for visualization, mindfulness, goal setting, and benefit finding.

Fear, time constraints, and self-doubt can hold us back from starting a life coaching business. Learning to accept our barriers and shift our focus from ourselves to our clients can dramatically improve our chances of success.

Learning from the experiences of successful business owners like Seph Fontane Pennock can provide valuable insights and help us create a profitable and impactful practice.

You most likely feel like you have something to give to your dream clients. You wish to create an opportunity for positive change in their lives while delivering on a personal vision for a life coaching practice.

Creating a clear and achievable business plan can be simple and will help you find your ideal clients and offer them a path to setting and striving toward their goals.

Having read this article and been inspired to start your life coaching business, why not look at The 7 Pillars of a Profitable Practice and use the many lessons Seph learned along his journey to inform your business plans and give your clients their best chance of success?

• Blackbyrn, S. (2023, February 17). Does a life coach need a business license? Coach Foundation. Retrieved April 20, 2023, from https://coachfoundation.com/blog/life-coach-business-license/.
• Clutterbuck, D., David, S. A., & Megginson, D. (Eds.). (2016). Beyond goals: Effective strategies for coaching and mentoring.  Routledge.
• Lumia. (2022, August 4). Does a life coach need a business license and insurance? Lumia. Retrieved April 20, 2023, from https://www.lumiacoaching.com/blog/does-a-life-coach-need-a-business-license.
• Kanatouri, S. (2020). The digital coach . Routledge.
• Karmali, S., Battram, D. S., Burke, S. M., Cramp, A., Mantler, T., Morrow, D., Ng, V., Pearson, E. S., Petrella, R., Tucker, P., & Irwin, J. D. (2020). Clients’ and coaches’ perspectives of a life coaching intervention for parents with overweight/obesity. International Journal of Evidence Based Coaching and Mentoring , 18 (2), 115–132.
• Mann, A., Leigh Fainstad, T., Shah, P., Dieujuste, N., & Jones, C. D. (2022). “It’s nice to know I’m not alone”: The impact of an online life coaching program on wellness in graduate medical education: A qualitative analysis. A cademic Medicine , 97 (11S), S166–S166.
• Ribbers, A., & Waringa, A. (2015). E-coaching: Theory and practice for a new online approach to coaching . Routledge.

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The 8 Step Guide to Start a Health Coaching Business

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Are you looking forward to starting a successful health coaching business?

Starting a health coaching business is an exciting and rewarding endeavor, but it needs careful planning and execution. A solid business plan is important for gaining traction and achieving long-term success. 

Without the right strategy, you may struggle to attract clients and grow your business. 

This guide will walk you through the 8 steps to start a health coaching business, from obtaining the right education and training to developing a marketing plan and setting up your business legally. We will also discuss how an online health coaching program can help you build a more successful business.

How to define what you do as a health coach?

Basically, you serve as a supportive guide for clients on their wellness journey, assisting them in making changes to their personal lives, nutritional goals, and lifestyle habits. 

While dietitians or nutritionists can suggest dietary plans and supplements, you help clients easily incorporate these changes into their daily lives and maintain progress, even when they face difficulties or obstacles. 

Your health coaching business provides these personalized coaching services, helping clients achieve their wellness goals through one-on-one sessions, group programs, and ongoing support.

What does it take to run a successful health coaching business?

Running your own health and life coaching business demands determination and passion. There will be some rough patches that could dissuade you from your goals, which is common for any worthwhile pursuit.

However, don’t let these obstacles prevent you from achieving your dreams of living your healthiest life and helping others do the same! 

By identifying the key milestones to target in your coaching business journey, you can navigate the path to success more smoothly. Here is your step-by-step guide; follow it closely and get ready to welcome clients who can’t wait to work with you!

If you’re curious about how to build a profitable health coaching business, you’re in the right place. Here are eight straightforward steps to help you get started:

1. Get the right education and training

With the rise of online courses, it’s important to choose a program with proper accreditation to ensure a viable path to a successful health and life coaching career.

To become a successful health coach, you need a deep understanding of health and wellness principles. This knowledge allows you to guide clients effectively, helping them make sustainable lifestyle changes. 

Your credibility as a health coach is built on your expertise, making education and training crucial.

There are several ways to gain the necessary education and certification. You can pursue degrees in nutrition, dietetics, or health sciences. Alternatively, many organizations offer specialized health coaching certifications that provide comprehensive training.

One of the most respected certifications is from the National Board for Health and Wellness Coaching (NBHWC). This certification is recognized for its rigorous standards and ensures you meet industry benchmarks. It covers areas like coaching competencies, ethics, and practical skills.

There are several programs that offer holistic approaches to health and wellness, blending nutrition, fitness, and mental well-being. Examples include: 

• Institute for Integrative Nutrition (IIN), which provides a broad curriculum encompassing various dietary theories and lifestyle practices. 
• Nutritional Therapy Association , focusing on the healing power of whole foods.
• Health Coach Institute’s Become a Health & Life Coach program is accredited by the International Coach Federation (ICF).

So, if you’re beginning from scratch, the first step is to get certification from an accredited health coach training program.

2. Start business planning

A business plan is your roadmap to success. It includes your SMART goals (specific, measurable, attainable, relevant, and timely), budget allocations, marketing strategies, and revenue forecasts.

Before you start planning, ask yourself these questions:

• What kind of schedule suits my situation best?
• How many clients do I aim to have in my first month of practice?
• What is my personal client capacity in six to twelve months?
• What kind of client environment do I want to create?
• Do I need to develop extra resources to help my clients succeed?
• What will my overhead costs be?
• What should my annual income target be?
• What hourly rate do I need to charge to meet my annual income goal?

Your business plan should include the following components:

• Executive summary: A brief overview of your business.
• Business description: Detailed information about your health coaching services.
• Market analysis: Insights into your target market and competitors.
• Organization and management: Structure of your business and management team.
• Marketing and sales strategies: How you plan to attract and retain clients.
• Funding requirements: Financial needs and funding strategies.
• Financial projections: Revenue, expenses, and profitability forecasts.

This provides a clear direction for your health coaching business, helping you stay focused and make informed decisions.

Formulating SMART goals

Set SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound. These goals provide clear milestones and help you track progress. For example, “Acquire 50 new clients within the first six months” is a SMART goal that is specific and measurable.

3. Identify your ideal client

Understanding your ideal client is crucial for providing personalized services and effective marketing. When you know your client’s needs and preferences, you can tailor your approach to meet their specific goals.

Create a detailed persona of your ideal client, including age, gender, occupation, health concerns, and lifestyle habits. This persona guides your service offerings and marketing strategies, ensuring they align with your client’s needs.

Before you welcome your first client, remember these things:

Don’t be discouraged if clients don’t flood in immediately—stay focused on your goals and seek support from the HCI community.

Here are some tips:

• Host a workshop
• Network with healthcare professionals for referrals
• Join online forums or social media groups
• Offer a free discovery call to potential clients

4. Create a list of your health coaching services

Offer a variety of services to cater to different client needs. Common services include one-on-one coaching, group coaching, workshops, and online programs. Tailor your services to address specific health goals, such as weight loss, stress management, or chronic disease management.

Determine your pricing strategy based on the value of your services, market rates, and your target audience’s willingness to pay. Offer different packages to provide options for various budgets. For example, you can have basic, standard, and premium packages with varying levels of support and resources.

5. Develop a compelling branding strategy

Once you’ve addressed the key business development aspects of your health coaching business, it’s time to develop a clear communications and branding strategy. Here are some essential elements to consider.

Choosing a business name

Choose a business name that reflects your brand’s identity and resonates with your target audience. It should be memorable, easy to pronounce, and relevant to your services.

Starting a brand guide

Develop a brand guide that defines your brand’s visual and verbal identity. This includes your logo, color scheme, fonts, and tone of voice . Consistency in branding helps build recognition and trust.

Designing a website

A professional website is essential for showcasing your services and attracting clients. Ensure your website is user-friendly, mobile-responsive, and optimized for search engines. Include important information like your background, services, testimonials, and contact details.

6. Set your business up legally

Choose a business structure (e.g., sole proprietorship, LLC) and register your business with the appropriate government authorities. This step is important for legal recognition and protection.

Obtain liability insurance to protect your business from potential lawsuits. Consider other types of insurance, such as health and disability insurance, to safeguard your personal well-being.

To meet compliance with all regulations, work with a legal professional and protect your intellectual property. An accountant can help you manage your finances, set up bookkeeping systems, and plan for taxes. Make sure that you comply with state, city, county, and federal laws to legally set your business.

7. Creating a marketing plan

After launching your health coaching business, think about how to attract your ideal clients with a strategic marketing plan. Initially, your first few clients will probably come through personal connections and word-of-mouth.

However, a marketing plan can help you grow beyond this initial phase. With numerous marketing tools and strategies available, it’s important to stay open-minded and experiment to determine which methods provide the best return on investment.

Social media marketing

Use social media platforms like Linkedin, Facebook, Twitter, and Instagram to reach your target audience. Share valuable content, such as tips, success stories, and client testimonials. Engage with your audience by responding to comments and messages promptly and running promotional campaigns.

Email marketing

Build an email list and send regular newsletters to keep your audience informed and engaged. Offer free resources, such as e-books or webinars, to encourage sign-ups. Use email marketing to nurture leads and convert them into clients. You can use tools like MailChimp to share business updates, discount offers, client testimonials, interviews, and health coaching advice using its existing templates and plug-in content.

Paid advertising

Invest in paid advertising to increase your visibility. Use platforms like Google Ads, Facebook Ads, and AdRoll to target specific demographics. Monitor your campaigns to ensure you get a good return on investment. Also, if budget allows, hire a professional advertising agency for paid ads. Pinpoint what sets you apart from other health coaches and include a strong call to action, like offering a free 15-minute consultation, to attract new clients.

In-person marketing

Attend health and wellness events, workshops, and networking groups to promote your services. Establish partnerships with local gyms, yoga studios, and health food stores to expand your reach. 

Here are a few in-person event ideas for you:

• Wellness workshops: Host interactive workshops on nutrition, stress management, mindfulness, and fitness, including demonstrations, hands-on activities, and Q&A segments.
• Health and wellness retreats: Organize weekend or day-long retreats with activities like yoga, meditation, cooking classes, nature walks, and group discussions on wellness topics.
• Cooking demonstrations: Conduct cooking demonstrations teaching clients to prepare healthy meals, focusing on themes such as meal prepping, plant-based cooking, or healthy snacks.

8. Build your own support network

A support network provides guidance, motivation, and resources to help you tackle the challenges of starting a business with less stress . Having a mentor can be invaluable for gaining insights and avoiding common pitfalls.

Join professional organizations, online communities, and local groups for health and wellness entrepreneurs. These platforms offer networking opportunities, educational resources, and support from like-minded individuals.

Tips to Remember Before Starting a Health Coaching Business

Starting and running a health coaching business can be a rewarding journey, but it’s important that you keep these important tips in mind to welcome success and sustainability. Here are some key tips to remember:

1. Stay informed and updated

Health and wellness are dynamic fields with constantly evolving trends, research, and best practices. Stay informed about the latest developments by attending workshops, reading industry journals, and participating in continuing education programs. This will help you provide the most current and effective advice to your clients.

2. Build strong relationships

Building strong relationships with your clients is fundamental to your success as a health coach. Develop trust by being genuinely interested in their well-being, listening to their concerns, and providing personalized solutions. Strong client relationships lead to better retention and more referrals.

3. Practice what you preach

As a health coach, you are a role model for your clients. Make sure that you practice the healthy habits you promote. Leading by example not only enhances your credibility but also inspires your clients to follow your advice more diligently.

4. Focus on personalization

Each client is unique, with different needs, goals, and challenges. Tailor your coaching approach to each individual rather than using a one-size-fits-all method. Personalized coaching plans are more effective and lead to higher client satisfaction.

5. Using the right tools

Use technology to streamline your business operations and enhance client engagement. Tools like coaching software, client management systems, and mobile apps for scheduling can help you stay organized and provide better service. Additionally, consider offering online coaching sessions to reach a broader audience.

Simply.Coach is a leading coaching management software designed to make your life easier! With it, you can manage all your coaching clients in one place; handle both, 1:1 engagements as well as programs; set up goals and track progress, and do much more!

Check out the business management features provided by Simply.Coach here .

6. Maintain professional boundaries

While building strong relationships is important, it’s equally crucial to maintain professional boundaries. Be clear about your role as a coach and avoid overstepping into areas that require other professional expertise, such as medical or psychological advice. Always refer clients to appropriate professionals when needed.

7. Evaluation and improvement

Regularly assess your business strategies, coaching methods, and client feedback. Use this information to make necessary adjustments and improvements. Continuous evaluation helps you stay competitive and ensures that you are providing the best possible service.

8. Network and collaborate

Networking with other professionals in the health and wellness industry can provide valuable opportunities for collaboration and growth. Attend industry events, join professional organizations, and connect with other health coaches. Collaborations can lead to new clients, shared knowledge, and enhanced credibility.

9. Market consistently

Effective marketing is essential for attracting and retaining clients. Develop a consistent marketing strategy that includes social media, email campaigns, content marketing, and in-person networking. Regularly update your marketing materials to reflect your brand and services accurately.

10. Focus on self-care

Running a health coaching business can be demanding, so it’s important to prioritize your own health and well-being. Ensure that you take time for self-care, manage stress effectively, and maintain a healthy work-life balance.

By keeping these tips in mind, you can build a successful and sustainable health coaching business that not only supports your clients in achieving their health goals but also allows you to thrive as a health coach.

To summarize, keep your business model simple and scalable. You must focus on providing high-quality services and continuously improving your offerings. As your business grows, you can expand your services and reach a broader audience.

These steps can help you set up a successful health coaching business that helps clients achieve their health goals and improve their overall well-being. Remember, a solid plan and a clear strategy are key to gaining traction and achieving long-term success in the health coaching industry.

Whether you’re starting out as a health coach entrepreneur or expanding an established practice, seeking advice from professionals can always be beneficial.To make this journey smooth, book a demo with Simply.Coach.

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About Simply.Coach

Simply.Coach  is an enterprise-grade coaching software designed to be used by individual coaches and coaching businesses. Trusted by ICF-accredited and EMCC-credentialed coaches worldwide, Simply.Coach is on a mission to elevate the experience and process of coaching with technology-led tools and solutions.  

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Health Coaching Business Plan

Discover how a Health Coaching Business Plan can elevate your coaching services. Learn to create, implement, and track your plan for business success.

By Telita Montales on Jul 23, 2024.

Fact Checked by Ericka Pingol.

What is a Health Coaching Business Plan?

A Health Coaching Business Plan is a comprehensive and strategic blueprint enabling health coaches to establish, manage, and expand their businesses effectively. This tactical roadmap covers various critical facets of business operations. Among these are articulating a unique selling proposition, precise target market identification, formulation of innovative marketing strategies, detailed competition analysis, and projection of reliable revenue streams and financial forecasts.

The business plan further incorporates an extensive operational synopsis, concentrating on key operational aspects such as service delivery methods, team structure, and resource management. This streamlines business operations and facilitates effective decision-making.

In a highly competitive landscape of health coaching, possessing a well-structured and thorough business plan is paramount. It empowers aspiring coaches to stand out and cultivate a unique identity in this dynamic market.

A robust business plan is the cornerstone upon which a thriving health coaching enterprise can be built. It offers a clear vision and a structured path to follow, reducing uncertainties and increasing the likelihood of success.

form the structural framework that supports the growth and success of a coaching business.

Health Coaching Business Plan Template

Health coaching business plan example.

How does it work?

A Printable Health Coaching Business Plan template offers a streamlined structure to meticulously organize and shape your business ambitions. Here are the key steps involved:

Identify your Vision and Mission

Embarking on your health coaching business journey begins with introspection. Reflect on your driving force behind this venture. What are your aspirations, and how do you envision positively influencing your clients' lives?

Craft your Unique Value Proposition

Differentiation is key in a competitive market. Therefore, identify what sets your health coaching services apart from the rest. What unique benefits can you extend to your clients? Convey your unique value proposition compellingly.

Identify your Target Market

A clear understanding of your ideal clients forms the bedrock of a successful business strategy. Identify their demographic and psychographic attributes. Know their needs, preferences, and expectations to align your services accordingly.

Develop a Marketing and Sales Strategy

Client acquisition and retention are critical for your business's growth. Determine which marketing channels would most effectively reach your target market. Design a comprehensive marketing and sales strategy to attract and retain clients.

Analyze your Competition

A clear understanding of the competitive landscape can provide valuable insights. Identify other health coaches or organizations offering similar services. Learn from their strengths and identify opportunities where you can excel.

Prepare Financial Projections

Financial viability is pivotal for your business's success. Create a detailed financial plan that outlines your projected revenue streams, expenses, and profitability. Use these projections to plan for growth and manage resources effectively.

Choose Suitable Business Tools

Equip yourself with efficient business tools to manage various aspects of your health coaching practice. Consider robust software solutions like Carepatron for managing electronic health records and other administrative tasks, enhancing productivity.

Remember, a well-crafted, printable Health Coaching Business Plan can be a constant reference and guide as you navigate your business journey.

Implementing this coaching business plan template can advance your practice and optimize client progress.

When would you use this Template?

A Health Coaching Business Plan template serves as a valuable resource throughout various phases of your business journey:

Starting a Health Coaching Business

The business plan template is a guiding light when laying the groundwork for your health coaching venture. It facilitates your meticulously planning your initial steps and adeptly maneuvering through the intricacies of setting up a new business. This foundational document aids in crystallizing your vision, defining your unique value proposition, and identifying your target market, setting the course for a successful start.

Growing your Health Coaching Business

As your business progresses and you want to expand, the business plan plays a critical role. It assists in recognizing growth opportunities, developing potent marketing strategies, and managing resources proficiently. Regularly updating your Health Coaching Business Plan, you can maintain strategic alignment with your growth objectives, ensure continued relevance in the market, and adapt to changing client needs.

Seeking Investment or Loans

A well-structured business plan can prove invaluable when you're ready to scale your business and require external funding. By presenting a clear vision, demonstrating a viable market, and showing robust financial projections, your business plan can convince potential investors and financial institutions about the feasibility and profitability of your business.

A Health Coaching Business Plan is not a one-time tool used at the outset of your business; it's a dynamic document that evolves with your business, supporting you at every stage of your entrepreneurial journey.

Using our Free Health Coaching Business Plan offers several advantages:

Structured Approach

Our Free Health Coaching Business Plan provides a systematic approach to planning, helping you cover all crucial business aspects.

Time-saving

Free Health Coaching Business Plan Templates save time by providing a ready-made structure for your business specifics.

Consistency

Maintaining a consistent format throughout the Free Health Coaching Business Plan makes the plan easier to comprehend and present.

Comprehensive

Our Free Health Coaching Business Plan covers every aspect of the business, leaving no room for missed elements or overlooked details.

Research and Evidence

A robust business plan's efficacy and crucial role are well documented in numerous research studies and business literature. The tradition of constructing a detailed business plan can be traced back to the origins of entrepreneurship and has continued to evolve, reflecting changing market dynamics and business practices.

Scientific research consistently underscores the relationship between a well-crafted business plan and superior performance . A study published in the Strategic Management Journal found that ventures guided by formal planning were 16% more likely to remain viable beyond the three-year point. In addition to enhancing business survival rates, another study conducted by William Bygrave , a professor of entrepreneurship, established a positive correlation between the existence of a business plan and profitability.

Applying these findings to a health coaching business context, using a detailed business plan can significantly enhance the chance of success by offering a clear roadmap for the venture. It enables health coaches to outline their unique value proposition, target clientele, marketing strategy, operational plan, and financial projections systematically.

The emergence of business plan templates, like the Health Coaching Business Plan template, has further streamlined this process. These templates provide a structured framework that ensures a comprehensive, professional approach to business planning. They help eliminate potential oversights and maintain a consistent, logical flow when presenting your business concept.

Therefore, the time-tested practice of business planning, supported by substantial empirical evidence, strongly advocates for using a Health Coaching Business Plan when embarking on or growing a health coaching venture.

• https://smallbusiness.chron.com/business-planning-performance-2535.html
• http://www.mim.ac.mw/books/Bygrave's%20Entrepreneurship%202nd%20Edition.pdf ‍
• https://openstax.org/books/entrepreneurship/pages/11-4-the-business-plan

Commonly asked questions

Primarily, health coaches use it to structure, manage, and grow their businesses.

It is used during the inception of a health coaching business, while seeking funding, and for strategic growth planning.

It outlines the business's vision, mission, strategies, and operational and financial plans. It helps in tracking progress and making informed business decisions.

Related Templates

Popular templates.

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How to Craft your coaching business plan in 7 simple Steps (+ FREE Template)

September 24, 2023

August 6, 2024

Are you eager to launch your coaching business but feeling overwhelmed about where to start?

You’re not alone! 

In this article, I’ll help you understand what a coaching business plan involves. I’ll provide you with a coaching business plan template and also teach you how to shape it so that it mirrors your vision and goals. I’ll walk you through every step to ensure you create a successful coaching business plan tailored to your niche.

Let’s dive into the world of business planning, where clarity meets strategy.

In Brief : How to Craft your coaching business plan in 7 simple Steps

• Step 1: 📝 Executive Summary – Craft a compelling summary that encapsulates your business vision, mission, and core elements like the business name, owner, and location, setting the stage for what follows.
• Step 2: 🗂️ Business Description – Detail your coaching services, niche, and operational mechanics. Explain how these elements work together to meet the needs of your clientele.
• Step 3: 🔍 Market Analysis – Conduct a thorough analysis of your target market and competition. Use this data to tailor your services and pinpoint market opportunities.
• Step 4: 📈 Create a Marketing Strategy – Develop a comprehensive marketing plan that includes digital and traditional methods to attract and retain clients, ensuring your brand stands out.
• Step 5: ⚙️ Operations Plan – Outline your business’s operational structure, including the logistics of daily operations and the roles of your team members.
• Step 6: 💰 Financial Planning – Forecast your business’s financial health with detailed budgeting, pricing strategies, and expected financial outcomes.
• Step 7: 🚀 Review and Implement – Regularly review and refine your business plan to ensure it remains relevant and effective

Do You Need a Coaching Business Plan?

A few years ago, I was just like you—excited yet baffled about the right steps to take in starting my coaching business. I dabbled in social media, attended conferences, tried podcasting, and explored various other avenues. 

Despite my efforts, the results were far from what I needed. It felt like I was constantly moving, but not in the right direction.

Then it clicked. I realized that diving headfirst into business without a well-thought-out plan was like sailing without a compass. 

So, I took a step back and started from scratch, this time with a clear strategy in mind. I laid out a business plan that not only guided my business to success but also continues to guide me today.

Starting a coaching business can be an exciting venture , but without a clear plan, it’s easy to lose direction and focus. A business plan helps you outline your business objectives and also provides a roadmap to achieve them. 

Here’s why a business plan is vital for a coaching business:

• Clarity and Direction : A business plan defines your coaching business’s purpose and sets clear goals. This clarity guides your decisions and keeps you focused on long-term goals.
• Understanding Your Market : Who are your potential clients? What are their needs and how can your coaching services meet those needs? Analyzing the market helps you tailor your offerings. It also helps you stand out from competitors. This ensures your services are in demand.
• Attracting Investors and Funding : Investors want to know that their money is going into a venture. The venture must have a clear plan to make a profit. This will give potential investors the confidence to back your business.
• Measuring Progress and Success : A business plan sets a baseline for measuring your progress. Setting clear goals and milestones helps you track progress and adjust strategies as needed. This ongoing review keeps you on track and informs smart decisions that drive your business forward.
• Risk Management : All businesses, including coaching ones, face risks. A business plan helps predict and manage these risks, making it easier to handle challenges. It prepares you for economic downturns, shifts in consumer behavior, and new competitors. This proactive approach protects against unexpected problems.

How To Create Your Coaching Business Plan

A well-structured business plan outlines every critical component of your operation, from your business identity and client demographics to your financial management and growth strategy.

Before we jump straight into the coaching business template , let’s understand the structure of your coaching business plan:

• Step 1: Craft your Executive Summary
• Step 2: Business Description
• Step 3: Market Analysis
• Step 4: Create a Marketing and Sales Strategy
• Step 5: Operations Plan
• Step 6: Financial Planning
• Step 7: Review and Implement

1. Crafting Your Executive Summary

To start your coaching business, begin with a powerful executive summary in your business plan. This section is like the front cover of a book—it needs to captivate and inform.

Here’s how to craft an executive summary that sets the stage for a compelling business plan:

• Business Name and Location : Clearly state the name of your coaching business and where you are based. This basic info introduces your business.
• Services Offered : Describe the types of coaching you provide. You might specialize in life coaching, career coaching, or another niche. Give a snapshot of what you offer.
• Mission Statement : Your mission statement should reflect the core values and purpose of your business. It tells your audience what your business stands for and what you aim to achieve.
• Vision Statement : This is about the future. Where do you see your coaching business going? What impact do you want to make? Your vision statement paints a picture of the future you are working towards.
• Goals and Objectives : Jot down your short-term and long-term objectives for your coaching business using the SMART criteria—Specific, Measurable, Achievable, Relevant, and Time-bound . Short-term goals might include reaching a certain number of clients. Or, they might include achieving a set income within the first year. Long-term goals could involve expanding your services nationally. Or, they could involve developing a franchise model.

2. Business Description

Here, you explain what your business does, how it operates, and what it aims to achieve.

This section gives context for the rest of the business plan. It helps stakeholders understand your business at a detailed level.

Choose Your Niche

Choosing a coaching niche and specifying your services are key. This sets your business apart.

Detail your target market. Whether you focus on life, executive, or health coaching, each meets unique client needs. Focus on demographics like age, profession, or specific challenges. Your coaching addresses those challenges.

Explain how your services are tailored to meet these needs, and discuss your business’s competitive edge. List your services in this field. Include personal coaching, group workshops, and online courses.

Also, showcase what makes you unique. For example, you might have a special coaching method. Or, you could be highly skilled in a popular coaching area.

Business Structure

The structure of your coaching business can greatly impact its operations and growth. You may operate as a sole proprietorship, a partnership, or a corporation. Each type has its own implications.

A sole proprietorship is easy to start and gives you full control. But it also leaves you fully liable for debts. On the other hand, a corporation shields you from debt and can attract investors. It does this through its structure and ability to sell shares. However, corporations face more rules and taxes.

Choose the structure that fits your business goals. Consider how it affects liability, taxation, and investment.

Business Model

Your coaching business can adopt various models to deliver its services, depending on your target market and your expertise:

• One-on-One Coaching: Tailored specifically to individual clients to address personal or professional goals. This model allows for deep, personalized work and can be conducted in person, over the phone, or via video conferencing.
• Group Sessions: These sessions bring together multiple clients who share similar goals or challenges. Group coaching is effective for workshops, seminars, and regular meetings, offering the added benefit of peer learning and support.
• Online Courses: Providing digital courses allows clients to engage with your coaching material at their own pace. This model can include video lectures, downloadable resources, and interactive elements like quizzes or forums.

Value Proposition

What sets your coaching services apart is your unique value proposition.

For instance, your approach might integrate cutting-edge psychological research, or perhaps you offer a unique blend of strategies drawn from various disciplines such as mindfulness, behavioral science, and leadership training.

Maybe your services are particularly tailored to a niche market, such as startup entrepreneurs or corporate executives facing burnout.

Highlighting this uniqueness in your business plan helps potential clients and investors understand why your coaching services are not just necessary but highly desirable.

3. Market Analysis

A thorough market analysis is crucial. It helps you understand your environment. You can identify opportunities and challenges. Then, you can make strategies. These strategies use your strengths to meet market demands.

This part of your business plan will show the whole market. It will offer key insights. These insights will help you set real goals and grow in a lasting way.

Identify your Target Market

Identifying your target market involves defining the specific group of people who are most likely to benefit from your coaching services. Key aspects to consider include:

• Demographics: Age, gender, profession, income level, and educational background. For instance, your services might cater primarily to mid-level professionals aged 30–50.
• Psychographics: Values, interests, lifestyle, and personality traits. For example, this might include people who value personal development, are career-focused, and seek work-life balance.
• Location: Whether your target market is local, regional, national, or global. Online coaching services can broaden your geographical reach compared to traditional in-person sessions.

Market Need

This section details the specific needs your coaching services address.

Are your clients looking for career advancement, personal growth, better stress management, or improved leadership skills?

Understanding these needs allows you to tailor your offerings effectively.

For example, if there is a high demand for stress management techniques among corporate workers in your area, your coaching could focus on mindfulness and resilience training.

Analyze your Competition

Analyzing your competitors helps you understand the current market landscape and identify what sets your coaching apart. Consider the following:

• Who are your main competitors? Look at other coaching services in your niche.
• What services do they offer? Understanding their offerings helps you spot gaps in the market.
• What are their strengths and weaknesses? This can help you learn from their successes and capitalize on areas where they may fall short.

SWOT Analysis

A SWOT Analysis is a strategic method used to evaluate the Strengths, Weaknesses, Opportunities, and Threats.

Use it to analyze your coaching business:

• Strengths: What advantages does your coaching business have? This could be a unique coaching methodology, a strong personal brand, or deep expertise in a niche area.
• Weaknesses: What areas need improvement? This might include limited market presence or lack of full-time coaching staff.
• Opportunities: Look for external factors that could be advantageous for your business. This could include increasing demand for mental health services or expanding into online coaching.
• Threats: Identify potential challenges that could hinder your business’s success. These might include new competitors entering the market or changes in regulatory laws affecting coaching services.

4. Marketing and Sales Strategies

An effective marketing and sales strategy is critical for the success of any coaching business. This part of your business plan outlines how you will attract and keep clients.

It details your approaches to reaching your target market and turning leads into paying customers. The right strategy boosts visibility. It also improves client engagement and loyalty.

A well-crafted marketing plan is essential. It sets clear goals and identifies the best tactics to reach them. It ensures your marketing is consistent, targeted, and effective. They help build brand recognition and trust.

Developing your coaching brand involves creating a distinctive identity that resonates with your target audience and sets you apart from competitors.

Key elements include:

• Brand Message: What are the core messages you want to convey? This could be your commitment to helping clients achieve specific goals, like improving leadership skills or finding work-life balance.
• Visual Identity: Includes your logo, color scheme, and overall visual style. These should reflect the tone and ethos of your coaching practice.
• Brand Voice: How you communicate in written and spoken words, which should consistently reflect your values and appeal to your target audience.

Marketing Channels

To reach your potential clients effectively, utilize a mix of marketing channels tailored to where your audience spends their time:

• Social Media: Platforms like LinkedIn, Instagram, and Facebook can help build community and engagement. Tailor your content strategy to each platform to maximize reach and engagement.
• Speaking Engagements: Presenting at conferences or local events can establish you as an expert in your field and attract clients looking for proven guidance.
• Networking: Building relationships through industry groups or local business events can lead to referrals and new client opportunities.
• SEO: Optimize your website and content for search engines to attract organic traffic. Focus on keywords that potential clients might use to find coaching services.

Effective marketing can significantly boost your coaching business, attracting a steady stream of clients. It not only draws attention but also captures and retains interest

Sales Strategy

Converting potential clients into paying clients requires a clear sales process:

• Initial Consultation: Offer a free or discounted initial consultation to introduce potential clients to your coaching style and the benefits of your services.
• Follow-Up: After the consultation, follow up with a personalized message that summarizes how you can help them achieve their goals.
• Special Offers: Consider time-limited offers or package deals to encourage sign-ups.

Set up a sales funnel. A sales funnel is a process that guides potential clients from their first interaction with your brand through various stages of engagement until they make a purchase.

It starts with awareness, often through your marketing efforts, and progresses to interest (engaging with content), decision (attending a consultation), and finally action (purchasing a coaching package). 

5. Operations Plan

The Operational Plan section of your business plan provides a detailed look at how your coaching business works. This section outlines the day-to-day operations that support your coaching business.

This includes preparing for client sessions, both scheduled and ad-hoc and follow-up activities for each session, client communication, and administrative tasks like scheduling, billing, and client records management. 

It’s important to specify how these tasks are handled and by whom, as well as any business hours or response time commitments you make to your clients.

Business Location

Where you operate your business significantly shapes how it runs. Specify whether you offer your coaching services online, offline , or in a hybrid model:

Technology Used

Technology is crucial in running a modern coaching business efficiently. List the specific technologies and software you utilize for various business functions:

• Client Management Systems : Software for scheduling , session notes, and client progress tracking.
• Communication Tools : Tools used for client communication, such as email platforms, video conferencing tools, and instant messaging apps.
• Marketing and Sales Software : CRM systems for managing leads, marketing automation tools, and analytics platforms.

Staff and Resources

Finally, detail any staff or additional resources needed to operate your business effectively. This includes any administrative support, marketing personnel, or additional coaches. 

If you handle most operations solo, discuss any outsourced services you might need, such as virtual assistants, accountants, or IT support.

6. Financial Planning

The Financial Plan is a critical section of your business plan. It is crucial for both potential investors and for you as the owner.

It shows that your coaching business is financially viable. It gives a roadmap for financial success.

This section is crucial for securing funding. It shows you understand your business’s finances.

Startup Costs

Outline all initial costs required to start your coaching business. This includes any licensing fees, initial marketing expenses, technology setup costs, office equipment, and any other expenditures necessary to launch your business.

Pricing Strategy

Set your prices for your coaching services based on the value you provide, the demands of your target market, and your competitors’ pricing. You can also offer different pricing tiers based on the length and depth of the coaching provided or discounts for upfront payments for a series of sessions.

Revenue Projections

Project your revenues over the next three to five years. Base these estimates on your market analysis, including expected client numbers, session pricing, and any additional revenue streams like workshops or online courses.

Break-even Analysis:

Calculate when the business expects to break even. This analysis should consider all fixed costs (like rent and salaries) and variable costs (such as session materials or payment processing fees) against expected revenue streams. The break-even point is the moment when total revenues equal total costs, indicating when the business starts to generate profit beyond recovering its initial and operational costs.

Think of it like this: if you have a lemonade stand, you need to know how many cups of lemonade you have to sell to pay for all your supplies and costs. The moment you’ve sold enough cups to cover all your expenses, you hit your “break-even point.” That means you’re not losing money anymore, and any more lemonade you sell after that starts to make you profit.

7. Review and Implement

Once you’ve finalized your coaching business plan, the next steps are critical: reviewing the plan carefully and implementing it effectively.

This ensures that your business is built on a solid foundation and is ready to adapt to challenges and opportunities. Here’s how to approach these important phases:

Reviewing Your Business Plan

• Thorough Read-through: Start by reading your business plan thoroughly from start to finish. This helps you ensure that the plan is cohesive and all parts align well with each other.
• Seek External Feedback: It’s invaluable to get perspectives from trusted mentors, industry peers, or potential investors. They can provide insights that you might have missed and suggest improvements. Consider feedback from people who understand the coaching industry as well as those who might be part of your target audience.
• Revise for Clarity and Accuracy: Based on the feedback and your own assessments, make necessary revisions. This could involve clarifying certain sections, adding missing details, or correcting any inaccuracies. Ensure your financial forecasts and market analysis are realistic and based on the latest available data.
• Finalize the Document: Once revisions are made, finalize the formatting, proofread for grammatical errors, and ensure that the document is professionally presented.

Implementing Your Business Plan

Now that your business plan is meticulously crafted, it’s time to bring it to life. This step might seem a bit overwhelming, but it’s essential for growing your coaching business.

The great news is, you’re not in this alone. We’re here not just to support you but to actively participate in your journey.

Our role extends beyond mere guidance; we’re here to help build your business. While you concentrate on what you do best—coaching and transforming lives—we’ll handle the operational details. From identifying your niche to marketing execution, we’ve got you covered .

As we wrap up, I hope the insights shared here have empowered you to create a structured and effective business plan for your coaching venture.

Crafting a solid plan is crucial, not just for guiding your business but for adapting as your enterprise grows.

If you have any questions about the business planning process or wish to share your own experiences and insights, feel free to leave a comment below.

Resources for your Coaching Business Plan

As a coach, it’s crucial to have the right resources at your fingertips.

We’ve put together a curated list to support your journey to craft your custom coaching business plan.

Your Custom Template

To get your FREE custom Coaching Business Plan Template, click on the “Download Your Coaching Business Plan” Button

Other resources

Financial planning and management tools.

• QuickBooks : An accounting software ideal for small businesses to manage accounts with ease.
• Mint : Helps with personal and business financial planning and budgeting.
• Microsoft Excel / Google Sheets – Spreadsheet tools that are essential for financial analysis, including creating detailed financial projections and budgets.

Software and Online Platforms

• LivePlan : This is an intuitive, user-friendly business plan software that guides you through the process of creating a detailed, investor-ready business plan. It offers templates, financial forecasts, and performance tracking tools.
• Bizplan : Bizplan makes the process of writing a business plan more efficient through step-by-step guidance, templates, and a modern, user-friendly interface that simplifies financial forecasting and business modeling.
• Enloop : This tool automatically writes and formats your business plan as you input information. It offers features like auto-generated financial reports and a real-time performance score to improve your plan.
• SMART Goals – A framework for setting objectives that are Specific, Measurable, Achievable, Relevant, and Time-bound, ensuring well-defined and attainable goals.
• SWOT Analysis – A strategic planning tool used to identify and understand the Strengths, Weaknesses, Opportunities, and Threats related to business competition or project planning.
• PEST Analysis – A framework for analyzing and monitoring the macro-environmental factors that may have a profound impact on an organization’s performance.
• Business Model Canvas – A strategic management template for developing new or documenting existing business models across nine key components.
• Value Proposition Canvas – A tool that helps businesses ensure that a product or service is positioned around what the customer values and needs.
• “ Co-Active Coaching: Changing Business, Transforming Lives ” by Henry Kimsey-House, Karen Kimsey-House, Phillip Sandahl, and Laura Whitworth – This book provides a foundational philosophy for professional coaching.
• “ Business Model Generation ” by Alexander Osterwalder & Yves Pigneur – A book that introduces practical tools for creating, analyzing, and reinventing business models, with visual methods for brainstorming.
• “ The Lean Startup ” by Eric Ries – A book that introduces methodologies for developing businesses and products in an efficient way by managing and directing startup activities toward the markets.

Legal Resources for Small Businesses

• U.S. Small Business Administration (SBA) : Information on business registration, legal structures, and licenses.
• Gov.uk (for UK based businesses) : Guidance on starting and running a business in the UK, including legal obligations.

Each resource was chosen based on its practical utility, ease of access, and the most current information available.

From established industry platforms to cutting-edge tools and insightful publications, our editorial team has researched, fact-checked, and curated a diverse mix of resources to cater to various learning styles and needs.

This ensures you have access to the best tools and knowledge, helping you build a solid coaching business plan.

Frequently Asked Questions (FAQs)

What are the steps of a business plan.

A coaching business plan includes the following steps – making a list of the strengths and weaknesses of the company, moving on to a SWOT analysis, outlining a short-term and long-term strategy, creating project benchmarks, and defining the key success factors. Another additional step is how to price the business and launch a new product.

What Must An Entrepreneur Do After Creating their Coaching Business Plan?

A list of tasks that entrepreneurs should complete after setting up their coaching business plan includes: obtaining startup capital, researching trade laws, reviewing business licenses, and choosing a company name.

What Is the Purpose of Writing a Business Plan Before Entering the Market?

Creating a coaching business plan before entering the market can prove beneficial because it allows entrepreneurs to look at the big picture of the company, from the way it will be run to its goals and general purposes. It also gives entrepreneurs an opportunity to look at what they need to do in order to successfully and efficiently run their business.

What Should I Include In A Business Plan?

Every business plan needs to include the questions and answers of these three fundamental issues: what do you want your company to accomplish, why should people buy what you sell, and how will you make it happen? It is important to take this opportunity to be very thorough with your business plan.

How to Make a Business Plan?

To make a business plan, you must know what kind of business you want it to be. You will need to research your market, competition, and finances. If you don’t, then you run the risk of running out of money or building a business that is unable to make a profit.

How Do You Draft A Coaching Plan?

You can draft a coaching plan through plenty of documents and templates that can be used as a guide to help you brainstorm and organize your own thoughts. One great resource is the Coaching Business Plan Workbook and Guide by Mary Baldwin and Amy Levin-Epstein.

How To Write A Business Plan Step By Step?

The precise step-by-step guide on how to write a business starts with first outlining what your business will be and what your long-term goal is. Next, it’s important to start with developing your company’s mission statement, detailing who your customer is and what they want. This is followed by conducting market research and researching your competition.

ABOUT SAI BLACKBYRN

I’m Sai Blackbyrn, better known as “The Coach’s Mentor.” I help Coaches like you establish their business online. My system is simple: close more clients at higher fees. You can take advantage of technology, and use it as a catalyst to grow your coaching business in a matter of weeks; not months, not years. It’s easier than you think.

4 thoughts on “How to Craft your coaching business plan in 7 simple Steps (+ FREE Template)”

This article was very simple and easy to follow. Extremely helpful. Just starting out so needed this kinda help.

Hi J Dawn, I’m glad you got great value from this piece. And since you are just starting out, the webinar would be extremely helpful to you so do register

Thank you so much, very insightful especially as I’m starting my coaching business.

Keep up the great work!

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• Sample Business Plans
• Medical & Health Care

Health Coaching Business Plan

The health coaching business enables you to pursue your passion, take charge of your professional future, and build a company that aligns with your principles and goals along with giving you monetary rewards.

So are you intending to be a health coach? If yes, then planning everything first is a wise option.

Need help writing a business plan for your health coaching business? You’re at the right place. Our health coaching business plan template will help you get started.

Free Business Plan Template

Download our free health coaching business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

• Fill in the blanks – Outline
• Financial Tables

How to Write A Health Coaching Business Plan?

Writing a health coaching business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

• Market Opportunity: Summarize your market research, including market size, growth potential, and marketing trends. Highlight the opportunities in the market and how your business will fit in to fill the gap.
• Marketing & Sales Strategies: Outline your sales and marketing strategies—what marketing platforms you use, how you plan on acquiring customers, etc.
• Financial Highlights: Briefly summarize your financial projections for the initial years of business operations. Include any capital or investment requirements, associated startup costs, projected revenues, and profit forecasts.
• Call to Action: Summarize your executive summary section with a clear CTA, for example, inviting angel investors to discuss the potential business investment.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Describe what kind of health coaching business you run and the name of it. You may specialize in one of the following health coaching businesses:

• General health and wellness coaching
• Nutrition and diet coaching
• Fitness and exercise coaching
• Stress management and mindfulness coaching
• Weight loss coaching
• Corporate wellness coaching
• Describe the legal structure of your health coaching business, whether it is a sole proprietorship, LLC, partnership, or others.Explain where your business is located and why you selected the place.
• Owners: List the names of your health coaching business’s founders or owners. Describe what shares they own and their responsibilities for efficiently managing the business.
• Mission Statement: Summarize your business’ objective, core principles, and values in your mission statement. This statement needs to be memorable, clear, and brief.
• Future Goals: It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals; they can be specific targets for revenue, market share, or expanding your services.

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

• Competitive Analysis: Identify and analyze your direct and indirect competitors. Identify their strengths and weaknesses, and describe what differentiates your health coaching services from them. Point out how you have a competitive edge in the market.
• Regulatory Environment: List regulations and licensing requirements that may affect your health coaching company, such as licensing & certification, insurance coverage, privacy & confidentiality, scope of practice, etc.

Here are a few tips for writing the market analysis section of your health coach business plan:

• Conduct market research, industry reports, and surveys to gather data.
• Provide specific and detailed information whenever possible.
• Illustrate your points with charts and graphs.
• Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

• Personalized health plans
• Initial assessment and goal setting
• Individual coaching sessions
• Progress monitoring and adjustments
• Group programs & workshops
• Describe your approach: Describe the strategy and process you employ in your coaching practice. Highlight the guiding principles, philosophies, or methods used in your coaching. Talk about the holistic strategy you use to care for your client’s physical, mental, and emotional needs.
• Showcase your expertise: Draw attention to the areas of your expertise and any training or certificates you may have. For instance, if you have a specialty in prenatal health, stress treatment, or weight management, describe your training and expertise in these fields.
• Additional Services: Mention if your health coaching company offers any additional services. You may include services like, meal planning, educational workshops, etc.

In short, this section of your health coaching plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

• Pricing Strategy: Describe your pricing strategy—how you plan to price your services and stay competitive in the local market. You can mention any discounts you plan on offering to attract new customers.
• Marketing Strategies: Discuss your marketing strategies to market your services. You may include some of these marketing strategies in your business plan—social media marketing, Google ads, brochures, email marketing, content marketing, and print marketing.
• Sales Strategies: Outline the strategies you’ll implement to maximize your sales. Your sales strategies may include direct sales calls, partnering with other businesses, offering referral programs, etc.
• Customer Retention: Describe your customer retention strategies and how you plan to execute them. For instance, introducing loyalty programs, discounts on annual membership, personalized service, etc.

Overall, this section of your health coaching business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your health coaching business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

• Staffing & Training: Mention your cleaning business’s staffing requirements, including the number of employees or health coaches needed. Include their qualifications, the training required, and the duties they will perform.
• Operational Process: Outline the processes and procedures you will use to run your health coaching business. Your operational processes may include client intake & assessment, goal setting & action planning, progress tracking & evaluation, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your health coaching business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

• Founders/CEO: Mention the founders and CEO of your health coaching business, and describe their roles and responsibilities in successfully running the business.
• Organizational structure: Explain the organizational structure of your management team. Include the reporting line and decision-making hierarchy.
• Compensation Plan: Describe your compensation plan for the management and staff. Include their salaries, incentives, and other benefits.

This section should describe the key personnel for your health coaching services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

• Profit & loss statement: Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement . Make sure to include your business’s expected net profit or loss.
• Cash flow statement: The cash flow for the first few years of your operation should be estimated and described in this section. This may include billing invoices, payment receipts, loan payments, and any other cash flow statements.
• Balance Sheet: Create a projected balance sheet documenting your health coaching business’s assets, liabilities, and equity.
• Financing Needs: Calculate costs associated with starting a health coaching business, and estimate your financing needs and how much capital you need to raise to operate your business. Be specific about your short-term and long-term financing requirements, such as investment capital or loans.

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your business plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

• Add a table of contents for the appendix section to help readers easily find specific information or sections.
• In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
• Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
• Include any legal documents such as permits, licenses, and contracts.
• Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your health coaching business plan should only include relevant and important information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

This sample health coaching business plan will provide an idea for writing a successful health coaching plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our health coaching business plan pdf .

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Frequently Asked Questions

Why do you need a health coaching business plan.

A business plan is an essential tool for anyone looking to start or run a successful health coaching business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your health coaching business.

How to get funding for your health coaching business?

There are several ways to get funding for your health coaching business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your health coaching business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your health coaching business plan and outline your vision as you have in your mind.

What is the easiest way to write your health coaching business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any health coaching business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software .

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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• Health Coach

7 Steps to Create a Health & Life Coaching Business Plan

Becoming a health and life coach already holds plenty of benefits, not just in your career and financial progress, but in your holistic personal growth. 

Now, imagine these benefits multiplied when you build your very own health and life coaching business .

While building any type of business takes time and effort, these seven steps for success will help guide you to coaching glory.

What Does It Take to Have Health and Life Coaching Success? 

Having your own health and life coaching business requires a hefty amount of determination and passion. There can be challenges along the way that could discourage you from pursuing your goals. This is true for any goal worth pursuing.

But don’t let that deter you from going after your dreams of living your healthiest life and helping others do the same! If you know exactly what milestones to aim for throughout your coaching business journey, the path toward success can be a whole lot smoother. So, here’s your step-by-step guide; follow it closely and prepare to welcome in financial abundance and clients who can’t wait to work with you.

7 Steps to Build a Profitable Health Coaching Business

If you’re wondering how you can ultimately build a profitable health and life coaching business, look no further. Here are seven simple steps to get you started.

1. Complete an Accredited Health & Life Coaching Course

If you are starting from scratch, the first thing you need to secure is a certification from an accredited health coach training program . 

Online courses are proliferating nowadays. However, in selecting the program that could guarantee a workable path to a successful health and life coaching business, it’s imperative to consider the accreditation the course holds.

Health Coach Institute’s Become a Health & Life Coach program is Continuing Coach Education (CCE) accredited by the International Coach Federation (ICF). Both the Health Coach and Life Coach portions of the training have been reviewed by ICF and have been given program accreditation approval via the CCE designation. 

2. Get Your Health Coach and Life Coach Certificate

Most health coach training programs only award a Health Coach Certificate upon completion of the program. Health Coach Institute’s Become a Health & Life Coach program offers a dual certificate for Health Coach AND Life Coach upon completion.

Getting certified as a health coach enhances your reputation and reliability in the field. It’s a necessary step if you are committed to further monetizing your health coaching practice. In addition, having the dual certification opens doors of opportunity that other courses just don’t offer. 

3. Establish a Network With Successful Health & Life Coaches

A business, after all, depends heavily on people.

In this sense, a health and life coaching business relies on the kind of relationship you have not only with your clients but with other practitioners in the field. And in the business world, networking can be a game-changer . 

As a health and life coach, you may benefit from establishing a healthy relationship with those who have already established themselves in the profession. Doing so may give you access to strategies and industry secrets that can catapult you into a successful health and life coaching career.

The Health Coach Institute offers you the ability to connect with a like-minded community via online groups and live networking events. Your peers will support, stretch, and encourage you to build the career and life of your dreams.  

4. Successful Coaches Create a Business Plan

Once you’re ready to rock your business, you’ll want to put all the awesome thoughts and ideas bouncing around in your head onto paper, and sort them into an actionable plan that  propels you down the path to coaching success. You’ll do this by creating a business plan. (Don’t worry, it’s not as scary as it sounds.)

What Is a Business Plan?

A business plan contains your specific targets and the corresponding actions you need to take so you can hit (or even surpass!) those targets.

Your business plan encompasses your SMART goals (specific, measurable, attainable, relevant and timely), budget allocations, marketing strategies and revenue projections.

Now, if some of those words make you cringe, don’t panic. As part of the Health Coach Institute’s Pillar 4 of training, you’ll receive all the tools and resources necessary to create your health coaching-specific business plan. No stone goes unturned in the training, and you can feel confident you’ll have all the info you need.

Why Should Coaches Create a Business Plan?

Business plans are imperative for you to have full control, vision, and accountability over your coaching career. They allow you to scale growth in a sustainable way. For instance, a business plan can help you figure out how many clients you’d need to take on in order to make back the cost of your health coach enrollment fee. 

A strong business plan will also enable you to set goals, measure performance and track progress. Writing down your business plan also encourages you to get extremely specific about your coaching niche, identify any potential challenges within that niche, and observe how other coaches within that niche are pricing their products.

What Should Your Health and Life Coaching Business Plan Include?

Your business plan will be personal to your professional goals, so there isn’t one specific template you should be following. Though you’ll definitely want to include information on your specific offerings, your coaching niche and a financial plan.

Other things to potentially include in your business plan:

• Coaching/company mission statement
• Overarching business plan (also called an executive summary)
• Marketplace statistics around your niche
• Target audience demographics
• 30-60-90 day goals

5. Develop a Marketing Strategy for Your Health and Life Coaching Practice

Even before you launch your business, you absolutely need to develop a viable marketing strategy that attracts your target clients. 

To market your health coaching business, study where your target market spends most of its time. Keep in mind that although digital marketing is all the rave nowadays, we cannot discredit the effectiveness of traditional marketing such as word of mouth or referrals. The latter becomes even more effective if you have built your credibility in the field. 

Health Coach Institute will give you a successful Health Coach business marketing plan to build from as part of your training. 

6. Set Up Your Website

Now more than ever, health and life coaching is in demand, and businesses (like yours!) can easily be set up online. You can even meet clients through virtual meetings and follow-up via online private messaging.

How exactly do you do it? 

Easy! Set up your website and work your way to becoming an authority in the field. Your own website is beneficial in the following ways:

• It helps your credibility
• It increases your chance to get more leads
• It makes communication more efficient
• It expands your digital marketing options

There are many ways to create your website. The most basic way is to add your business listing to Google My Business so that your services are able to be found on the web. There are also plenty of free or low-cost website builders like WordPress, Squarespace, GoDaddy and Weebly. But if you want an even more professional looking website, you can always hire an expert to take over this step. 

Regardless of which way you take, a website will increase your value as a committed health and life coach. 

7. Find Your First Clients

When all the logistics are set, you are now ready to welcome your first clients. Remember, it’s perfectly natural for this step to take some time (though you’ll learn loads of tips and techniques in your Become a Health and Life Coach training). Don’t feel discouraged if you’re not inundated with clients on day one—just keep moving toward your goals and lean on the HCI community for encouragement whenever you need it.

Here are some other great tricks:

• Conduct a workshop
• Connect with your previous clients
• Network with doctors and other healthcare professionals for referrals
• Join online forums or social media groups
• Offer a free discovery call to your potential clients 

Attracting clients for your online health coaching business on a monthly or weekly basis requires consistency but can also be really fun. When you’re showing up for yourself and your clients, your enthusiasm shines though, and can go a long way in establishing long-term client-coach relationships that lead to referrals.

Final Thoughts on Building a Profitable Health & Life Coaching Business

To become a board-certified health coach requires a real passion for helping other people. 

And while your dreams of a lucrative career may certainly become a reality, you’ll need the drive and determination to stay consistent in your business. Luckily, you’re in a career that strengthens not only your physical health but your mental wellness, too. (Plus, you’ll have an amazing community of like-minded friends to back you up!)

Sounds like a winning recipe for success, wouldn’t you say?

How to Enroll at the Health Coach Institute

Ready to start the next chapter of your life? This is the sign you’ve been waiting for. Head here to learn more about our six-month Become a Health & Life Coach program. There you’ll be able to download the course catalog, get 72-hour access to the program, and join a free upcoming live workshop. If you’re looking to talk to somebody directly, connect with a Clarity Coach at 1-800-303-2399 and they can answer your questions and address any concerns.

By: Health Coach Institute

More to explore, you might also like, how hci transformed alysha harris's coaching career, pathway to holistic wellness: laura butler's inspiring health coaching journey, from newsroom to coach: richard taliaferro's professional pivot, 3 top webinars we love, the history of health coaching, what is health coaching, why you should enroll in health and life coaching this summer, how to find a health coach, ready to learn more.

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How to Create a Health Coach Business Plan

Through fostering a positive mindset around health and well-being, health coaches empower and motivate their clients to become experts on their health. Health coaches have the tools and knowledge to share with their clients about holistic health and how to enact sustainable behavioral changes.

Coaches empower clients to learn what makes them feel good, not just what they’ve been told is “healthy” or what they “should” or “shouldn’t” do as it relates to their health. They guide clients toward sustainable diet and lifestyle changes by equipping them with the mental and emotional tools to achieve great health, such as how to find the foods and lifestyle practices that work for them.

Health coaches can work in many different roles including at doctor’s offices, hospitals, spas, schools, gyms, and wellness centers. Many coaches begin their journey into small business ownership by creating their own health coaching business. But creating and building a successful business doesn’t happen overnight or without hard work – and you can set yourself up for success by creating a business plan.

What is a Business Plan?

Business plans are just what they sound like: a way to guide you through the stages of starting and managing a business. Business plans act as a map for how to structure, run, and grow your business, and they can be (and should be) tailored to you and your business’s unique needs. Your business plan can also aid in securing funding or new business partnerships. Investors will look for proof they’ll see a return on their investment, and your business plan is the tool you’ll use to convince them.

What to Include in Your Business Plan

As you create your business plan, you may come across competitive advantages you didn’t know you had or discover obstacles you need to overcome before you start taking on clients. Writing a business plan is a chance to outline how you want to run your business, and it can keep you accountable down the road.

Executive summary

This brief introduction to your business plan gives an overview of your company, skills, service offerings, and how you plan to run your health coaching business. Think of this section as the highlights – it needs to be able to draw people in.

Industry overview

People not currently involved in the health and wellness fields may not know what Health Coaches are or what they do. This section should cover the health coaching industry and where you fit into it. Use facts and statistics to back up your claims – like the fact that holistic Health Coaches contribute to improving health outcomes.

Mission statement

The mission statement of your business should be a direct, short statement that highlights your overall strategy and goals for your business. Your mission statement is the “why” behind your business; it shows potential investors the person behind the company.

Business structure and operations plan

This section will show who is involved with your health coaching business and how their roles contribute to its success. If you’re the sole proprietor and are running a one-person show, you can use this section to explain your credentials and discuss your earlier experience as a Health Coach. Make a clear and compelling statement about the unique value your company brings to the market.

The operations plan should explain the organization of how your business will run. How will you gain clients? Who will handle the day-to-day operations (if not you)? How will you be generating revenue? In this section, consider how your clients will be communicating with you, how you’ll interact with them , and how you’ll turn those interactions into long-term revenue streams. Discuss how you’ll measure what success looks like for your business.

Description of services

Describe what you’re selling or the services you offer. Explain how this will help clients and how you’ll keep them on long-term. The services section can also describe what clients can achieve with the help of your coaching business. Will you offer one-on-one meetings with clients ? Meal plan and create workout regimens? Provide financial counseling? Outline every service you intend to offer.

Target market and competition analysis

This section of your business plan may have been completed much earlier on in your business development process – conducting a SWOT analysis is a smart first step when coming up with any business idea. A SWOT analysis considers the Strengths, Weaknesses, Opportunities, and Threats of your business or the health and wellness community. Strengths and Weaknesses look specifically at the business’s inner workings, where Opportunities and Threats focus on your specific industry and the market.  

Once the SWOT analysis is completed, you should identify your ideal clients, target markets, and preferred customers. You can create one or two examples of the people you’re looking to attract to your health coaching business. These examples should highlight who your clients will be, what their lives and health look like, what they want to achieve, and any other demographics that can help you identify potential clients in your marketing plan.

Marketing plan

The marketing section of your business plan should explain how you’ll reach your target market through advertising and marketing. This should include what social media platforms you’ll be using (and their potential for conversion), how you’ll utilize your website, where and when you’ll advertise, if you’ll be partnering with any public relations firms or influencers, and your launch and pre-launch marketing plans. Provide examples of any flyers, ads, business cards, or branding guidelines that showcase your business.

Pricing overview

Detail the prices you will offer for your services and how they compare to your competitors. This should include any discounts you plan to offer, how you’ve come to the amount you’re charging, and any fees you anticipate having clients incur. You can also detail how you’ll coordinate bookings for appointments and point-of-sale solutions for processing payments.

Financial projections

The goal of this section is to show that your health coaching business will be successful financially. This section is incredibly important when it comes to seeking investors. They want to know that they’ll get their money back, should they support your business. Highlight featured services, explore the cost of running your business and your profit margins, and establish your revenue goals.

If you’ve got an already-established business, include income statements, balance sheets, and cash flow statements for the last three to five years. Use graphs and charts to tell the financial story of your business and what you hope to achieve.

The Bottom Line

Consistency is key when it comes to marketing yourself, and Integrative Nutrition’s IINBiz platform offers done-for-you content specifically curated for wellness entrepreneurs. IINBiz a premier marketing platform that provides graduates with ready-to-use marketing materials like client forms, handouts, newsletter templates, webinars, and more – to its graduates.

Starting any new business can be a daunting task, so it’s important to remember that you don’t need to be perfect to get started - but having a plan can help you start off strong. Starting with set goals, financial objectives, marketing strategies, and other targets will help keep your business on the path forward.

Katy Weniger

Related articles, how health coaches can support clients to manage stress, the nurse health coach career path, nine essential coaching skills for effective health coaches, explore life as an iin student.

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Business Plan Template for Wellness Coaches

• Great for beginners
• Ready-to-use, fully customizable Subcategory
• Get started in seconds

Are you a wellness coach with big dreams of starting your own thriving practice? Look no further than ClickUp's Business Plan Template for Wellness Coaches! This template is designed to help you outline your vision, mission, target market, marketing strategies, financial projections, and operational details, so you can turn your dreams into a reality.

With ClickUp's Business Plan Template for Wellness Coaches, you'll be able to:

• Clearly define your goals and objectives to create a roadmap for success
• Identify your target market and craft effective marketing strategies to reach them
• Develop a comprehensive financial plan to ensure the financial health of your business
• Organize and streamline your operational details to run your practice smoothly

Don't let your dreams of a successful wellness coaching practice stay just dreams. Get started with ClickUp's Business Plan Template for Wellness Coaches today and take the first step towards building your empire!

Business Plan Template for Wellness Coaches Benefits

Starting a wellness coaching business requires careful planning and organization. With the Business Plan Template for Wellness Coaches, you can:

• Clearly define your vision, mission, and core values to guide your business strategy
• Identify and target your specific market, ensuring that your services reach the right audience
• Develop effective marketing strategies to promote your wellness coaching practice and attract clients
• Create realistic financial projections to manage your budget and set achievable goals
• Outline operational details, such as staffing, facilities, and equipment, to streamline your business operations and ensure smooth functioning
• Set yourself up for success by having a comprehensive and well-structured plan in place.

Main Elements of Wellness Coaches Business Plan Template

ClickUp’s Business Plan Template for Wellness Coaches provides the essential elements to help you create a comprehensive and strategic business plan for your wellness coaching practice:

• Custom Statuses: Track the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do.
• Custom Fields: Use custom fields like Reference, Approved, and Section to add additional details or categorize different components of your business plan.
• Custom Views: Access different views such as Topics, Status, and Timeline to organize and review your business plan from different perspectives. Utilize the Business Plan view to see an overview of all sections and details, and consult the Getting Started Guide for tips and guidance throughout the planning process.
• Collaboration: Invite team members, collaborate on specific sections, and assign tasks to ensure everyone is aligned in executing the business plan effectively.
• Integrations: Seamlessly integrate with other tools and platforms to streamline data and enhance productivity in developing your wellness coaching business.

How To Use Business Plan Template for Wellness Coaches

If you're a wellness coach looking to create a business plan, the Business Plan Template in ClickUp can help you get started. Follow these four steps to create a comprehensive plan for your wellness coaching business:

1. Define your vision and mission

Start by clarifying your long-term vision and mission for your wellness coaching business. What do you hope to achieve? Who do you want to serve? Having a clear vision and mission will guide your decision-making and help you stay focused on your goals.

Use a Doc in ClickUp to outline your vision and mission statement, and make sure it aligns with your overall business objectives.

2. Identify your target market

Next, identify your target market for your wellness coaching services. Who are your ideal clients? What are their demographics, interests, and pain points? Understanding your target market will enable you to tailor your services and marketing efforts to attract the right clients.

Create custom fields in ClickUp to categorize and track information about your target market, such as age, gender, location, and specific wellness goals.

3. Develop your service offerings

Now it's time to outline the specific services you'll offer as a wellness coach. Will you provide one-on-one coaching sessions, group workshops, online courses, or a combination of these? Clearly define the benefits and outcomes your clients can expect from each service offering.

Use tasks in ClickUp to create a list of your service offerings and assign them to different categories, such as individual coaching, group programs, or online courses.

4. Create a marketing and sales strategy

To attract clients and grow your wellness coaching business, you'll need a solid marketing and sales strategy. Determine the most effective channels to reach your target market, such as social media, email marketing, or partnerships with local wellness businesses. Develop a plan for how you'll promote your services and convert leads into paying clients.

Use the Automations feature in ClickUp to automate certain marketing tasks, such as sending follow-up emails or scheduling social media posts. This will save you time and ensure consistency in your marketing efforts.

By following these four steps and using the Business Plan Template in ClickUp, you'll have a comprehensive plan in place to kickstart and grow your wellness coaching business.

Get Started with ClickUp’s Business Plan Template for Wellness Coaches

Wellness coaches and aspiring entrepreneurs can use the Business Plan Template for Wellness Coaches to create a comprehensive plan for their coaching practice.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a successful wellness coaching business:

• Use the Topics View to outline and organize different sections of your business plan, such as Vision, Mission, Target Market, Marketing Strategies, Financial Projections, and Operational Details.
• The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do.
• The Timeline View will allow you to set deadlines and milestones for each section of your business plan.
• Use the Business Plan View to get a high-level overview of your entire plan and easily navigate between different sections.
• The Getting Started Guide View will provide you with step-by-step instructions on how to use the template and create your business plan.
• Customize the template by adding custom fields like Reference, Approved, and Section to provide additional information and track important details.
• Update statuses and custom fields as you work through your business plan to keep track of progress and ensure everything is on track.
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Creating a Health Coaching Business Plan

Learn how to create a business plan for health coaching. Healthie’s all-in-one platform helps health coaches build out their offerings.

Learn how to create a business plan for health coaching. Healthie's all-in-one platform helps health coaches build out their offerings.

Steps to Creating a Business Plan for Health Coaching

Starting a health coaching business can be an exciting and rewarding venture. However, like any entrepreneurial endeavor, it requires careful planning and strategizing to ensure long-term success. One essential tool that can guide you through the process is a well-crafted health coaching business plan. Allow us to outline the steps to create a comprehensive business plan specifically tailored for health coaching. Whether you're a seasoned health coach or just starting out, this guide will help you develop a solid foundation for your business.

Step 1: Executive Summary

The first step in any health coach business plan template is the executive summary. The executive summary provides an overview of your health coaching business. It should include a brief description of your services, target market, unique value proposition, and goals. This section should capture the attention of potential investors, partners, or lenders, and provide a snapshot of what your business aims to achieve.

Step 2: Company Description

Provide a detailed description of your health coaching business. Include information such as your mission statement, legal structure (sole proprietorship, LLC, etc.), and key personnel involved in the business. Explain your coaching approach, specialty areas, and the benefits clients can expect from working with you.

Step 3: Market Analysis

Conduct thorough research to gain a deep understanding of your target market, competitors, and industry trends. Identify your ideal client profile and demographics, their needs, and pain points. Analyze your competitors' strengths and weaknesses and determine how you can differentiate your services to stand out in the market. Use this information to develop effective marketing strategies and identify opportunities for growth.

Step 4: Services and Pricing

Describe the health coaching services you will offer and the pricing structure for each service. Outline the benefits and features of your coaching programs, including any additional resources or tools you will provide. Determine your pricing based on factors such as the value of your services, market demand, and the competition. Be sure to consider your target market's willingness and ability to pay when setting your prices.

Step 5: Marketing and Sales Strategies

In this section of the health coach business model, outline your marketing and sales strategies to attract and retain clients. Identify the channels you will use to promote your services, such as social media, website, referrals, partnerships, or speaking engagements. Develop a content marketing plan that includes creating valuable blog posts, videos, or podcasts to establish yourself as an authority in the health coaching industry. Outline your sales process, including how you will convert leads into paying clients and retain them for long-term engagement.

Step 6: Operations and Management

Detail the day-to-day operations of your health coaching business. Describe the systems and processes you will put in place to manage client onboarding, scheduling, and communication. Discuss how you will ensure client privacy and data security, particularly if you offer virtual coaching services. Outline your team structure, if applicable, and describe the roles and responsibilities of each team member. If you plan to outsource any aspects of your business, specify those tasks and the criteria for selecting reliable partners or contractors.

Step 7: Financial Projections

Create financial projections for your health coaching business, including income statements, cash flow statements, and balance sheets. Estimate your revenue and expenses for the first three to five years. Consider factors such as marketing costs, office space or equipment expenses, software subscriptions, and professional development. Conduct a break-even analysis to determine the number of clients needed to cover your costs and start generating profits.

Step 8: Evaluation and Monitoring

The last step in this business plan for health coaching is establishing how you will evaluate and monitor your business. Define the key performance indicators (KPIs) you will use to measure the success of your health coaching business. These may include client retention rates, revenue growth, client testimonials, or social media engagement. Establish a regular review process to track your progress against these KPIs. 

What To Do After You Have Created a Health Coaching Business Plan

Once you have written your health coaching business plan, it is time to take action and market your business to potential clients. It is time to identify your target market and build an online presence. Today, businesses with an online presence have the advantage of connecting with similar health and wellness businesses. Make good use of your new network and head to social media. Ask your new connections to collaborate on social and schedule an Instagram live or guest post. If you are in the same niche this is a great way to gain new leads. Be sure to regularly post fresh content that will generate new followers and keep your current audience engaged.

 Here are a few steps to take once you have completed your health coach business model and established your audience. 

• Review and refine : Go through your business plan and ensure all sections are clear, concise, and aligned with your goals. Update any information that may have changed since you initially wrote the plan.
• Seek feedback : Share your business plan with trusted advisors, mentors, or other health coaching professionals. Consider their feedback and make necessary revisions.
• Create an implementation timeline : Develop a timeline that outlines the steps you need to take to launch and grow your health coaching business. Assign deadlines and prioritize tasks.
• Monitor and adjust : Regularly review your business plan and track your progress. Evaluate the effectiveness of your strategies and make adjustments as needed.

By following these steps and taking action on your business plan, you will be well on your way to building a successful health coaching business. The next stip is partnering with a health coaching business platform desinged to help you scale. Healthie is an all-in-one telehealth platform tailored to the needs of health coaching businesses, and now is available to try for free! 

The Healthie platform specializes in scheduling, billing, and client engagement. With Helathie you can 

• Send forms and collect client paperwork completely electronically
• Store your clients’ notes and data in a cloud-based EMR, designed for small practices
• Send bills or pre-filled insurance claims, and receive card payments via Stripe
• Feel confident you’re maintaining complete HIPAA compliance

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How to Start a Life Coaching Business: The Complete Guide

Sep 18, 2024

✍️ Author: Sara Villamil 

Starting a life coaching business may seem daunting, but with passion, expertise, drive, and education, you could help your future clients make their dreams a reality.

With life coaches popping up all over the internet, how can you set yourself apart? Prove the value of your services? And is a life coaching career sustainable and profitable?

Whether you’re just starting or looking to refine your current life coaching practice, this guide offers clear, actionable steps to help your business soar.

Table of Contents:

A Day in the Life of a Life Coach

How to become a life coach: credentials and requirements.

• 7 Steps to Build a Successful Life Coaching Business

Becoming a Life Coach FAQs

Daily business management for a life coach is similar to running any small business. It involves budgeting, invoicing, client communication, scheduling, marketing, and planning.

From the practitioner’s perspective, life coaches also spend considerable time preparing for client sessions, both one-on-one and in groups. Due to the emotional demands of their work, self-care and reflection should be part of the daily work of a life coach.

Networking and ongoing professional development help prevent isolation and keep coaches updated on new methods and tools.

Many life coaches offer a free initial consultation to determine if they’re a good fit for the client, benefiting both sides. A typical session focuses on clarifying goals, identifying challenges, and developing a personalized action plan for growth. Coaches often assign homework to encourage accountability and ensure commitment to the process.

People seek life coaches for guidance and support in personal growth, goal setting, and overcoming limiting beliefs. They may need accountability, motivation, and strategies to tackle challenges.

Life coaches are often consulted during difficult times, such as coping with loss, navigating divorce, starting a new career, or managing other major life transitions.

A life coach can be found through referrals, social media, events, professional organizations, blogs, podcasts, or reliable directories like the International Coaching Federation (ICF) .

The average day from the management perspective of a life coach includes:

• Session preparation and follow-up
• Marketing strategizing and implementation
• Administrative duties (e.g., scheduling, emails)
• Budgeting and financial planning
• Business strategizing and planning
• Client management and communication
• Updating website and social media platforms

Life coaching is not a regulated industry, but like yoga teachers and other mindfulness and movement experts, becoming a certified provider gives you credibility.

It increases your confidence, skills, and knowledge.

Becoming a certified life coach involves selecting the right training program, obtaining certification, and the various accreditation standards available.

Once you have your credentials, the legal and ethical requirements of owning and operating a life coach business include:

• Registering your business
• Obtaining liability insurance
• Drawing up necessary contracts and agreements
• Purchasing data protection
• Securing your professional certification documentation
• Setting up a business bank account

Aside from legal and ethical requirements, a life coach should be:

• Open-minded
• Approachable and accessible
• Non-judgemental
• Curious and helpful

Earning Life Coach Credentials

Completing a life coach training program is the first step in building credibility in the field. Most reputable programs are recognized by the International Coaching Federation (ICF) , a non-profit organization widely known as the global gold standard for coaching credentials.

The ICF website features a searchable directory of accredited coaching education programs. As the benchmark for excellence, the ICF allows graduates of its recognized programs to pursue ICF accreditation .

Alternative programs may teach foundational skills, but they often do not meet the rigorous standards set by the ICF. The ICF’s standards cover all aspects of coaching, ensuring a thorough and complete training experience. Other accrediting bodies exist but don’t have the same global recognition or comprehensive standards.

Elements of a reputable life coaching program include:

• Accredited by the ICF
• Well-rounded, in-depth curriculum
• Experienced and educated instructors
• Offers practical experience
• Certification upon completion
• Professional development to maintain credentials
• Provides ongoing mentorship and networking opportunities
• Meets ethical and professional standards
• In-person and virtual offerings
• Large and active learning community
• Excellent testimonials

Life Coach Skills

Specific skills are essential to being an effective life coach. Some come naturally, while others are developed through practice. A successful coach needs to be adaptable, open-minded, and curious.

Coaches must recognize and manage their biases, ensuring they don’t interfere with the client’s progress. Remaining impartial is vital to focusing on the client’s goals without imposing personal views.

Here are some essential skills a life coach should possess:

• Active listener
• Empathic and understanding
• Excellent communicator
• Goal setter and problem solver
• Able to ask provoking, insightful questions
• High Emotional Intelligence
• Highly motivated

7 Steps to Build a Life Coaching Business

Step 1: choose your niche, step 2: define your target audience, step 3: create a business plan, step 4: develop your brand, step 5: legal and financial considerations.

• Step 6: Developing Marketing and Client Acquisition Strategies
• Step 7: Build Out Your Life Coach Offerings

Defining your niche is incredibly important to build a life coaching business. With a specific area of focus, you can tailor your offerings to address your targeted audience’s unique needs and challenges.

Your niche helps set you apart from competitors, position you as an expert, enable effective, clear marketing, and make it easier for potential clients to find you.

Examples of life coaching niches:

• Health and Wellness
• Personal Growth
• Relationship Coaching
• Life/Career Transitions
• Health coaching
• Creativity coaching
• Mindset coaching
• Financial coaching
• Performance coaching
• Parenting coaching
• ADD/ADHD and behavioral coaching
• Spiritual coaching
• Public speaking coaching
• Confidence coaching

Your target audience is the people most likely to benefit from your services.

To identify this group, life coaches typically define their niche, find individuals who align with it, and seek that specific support. Market research through surveys and analyzing existing industry data is necessary to gather appropriate insights about your target audience.

Once your target audience is clear, it’s not just about tailoring your marketing, branding, and communication. It’s about deeply understanding the nuances and challenges facing this group of people so you can offer specific solutions that truly resonate and draw them to your services.

These s hared characteristics define a target audience: 

• Demographic: age, race, gender, socioeconomic status, education, etc.
• Psychographic: values, goals, interests, lifestyle, etc
• Geographic: country, city, neighborhood, etc.
• Behavioral: purchasing style, hobbies, or beliefs

A life coaching business plan is an essential, detailed document that outlines a business and its growth trajectory. It is a foundational roadmap that includes your objectives, strategies, and goals to navigate from startup to the future.

A business plan is also necessary to secure funding through loans, grants, or other financial resources.

10 Components of an Effective Life Coach Business Plan:

• Executive Summary: Mission statement, vision statement, services, and other details to showcase strengths and potential.
• Company Description: Target audience, their challenges, and how your expertise, education, and other strengths can help them.
• Market Analysis: Industry data and research that analyzes trends, existing practices, and successful case studies regarding your target audience and niche.
• Organization and Management: Responsibilities of you and your team and identify the type of business entity–sole proprietorship, partnership, corporation, or a limited liability company (LLC).
• Services offered: Services and products offered and how they will benefit your future clients.
• Marketing Strategy: Strategies and plans to promote your services, attract clients, build your brand, and make sales.
• Financial Projections: Numerical tools that provide security and control and allow you to make informed decisions and prepare for the future.
• Pricing Structure: Your pricing model, including fees for individual and group sessions, packages, memberships, on-demand courses and videos, and other sellable life coaching business ideas.
• Budget: Outline your fixed costs, variable costs, and allocations for various business needs in alignment with financial projections.
• Funding Sources: Loans, investors, or grants needed, plans for securing these funds and how they will be used to support business goals.

Financial Planning and Budgeting Considerations

Effective financial planning and budgeting are essential for the success of your life coaching business. You’ll need to account for initial startup costs such as certification, marketing, office setup, business registration, and liability insurance.

Maintain a detailed and adaptable budget to manage fixed expenses like rent, utilities, software, and professional development. Set realistic revenue goals and regularly track income and expenses to understand profitability .

A financial cushion helps handle unexpected challenges and prepare for client retention and engagement fluctuations. Solid financial planning will help you make informed decisions and successfully navigate slow and growth periods.

Life coach marketing and branding are crucial for success as they shape how clients perceive you and understand your services. Crafting a strong, consistent brand helps build trust, attract the right clients, and differentiate you from competitors.

Maintaining a professional online presence is essential for engaging potential clients as it is the first impression of what you offer.

Online elements you should consider to reflect your brand:

• Website : Clear description of offerings, an about page, testimonials, a simple booking system, a blog, a store/on-demand courses, and a lead magnet .
• Social Media : Engage authentically and consistently, have a calendar for posting, and use interactive content like Q&As, polls, stories, and contests. You may consider paid advertising to increase reach.
• Content Marketing : Blogs, podcasts, videos, and email newsletters to showcase your expertise and experience.
• Collaborations : Partner with other businesses and guest write blogs and appear on podcasts.
• Online Communities : Join or create communities for genuine engagement and relevant content sharing.

Need Guidance on Authentic Brand Development?

Download Our Step-by-Step Guide to Develop a Brand That Represents You and Your Business.

You might be wondering about all the legal requirements for life coaches.

Like, does a life coach need a business license to operate?

Unlike therapists and counselors, life coaches do not need a business license. However, some exceptions exist around niches like nutrition coaching, so be aware of the regulations governing where you practice.

Does a life coach need liability insurance? Although there is no specific legal requirement that life coaches have liability insurance , given the nature of the work, it is essential to protect yourself from unforeseen circumstances.

Understanding the tax implications of a life coaching business is crucial and empowering. Detailed accounting and financial management give you the ability to understand your business’s overall financial health, including when it comes to taxes.

The tax implications will vary depending on the business entity you choose for your life coaching practice. Sole proprietorships and partnerships are taxed as individual income, while corporations and limited liability companies have separate tax structures.

Consult with a tax professional in your area to decide which would benefit you and your life-coaching business ideas.

Essential Financial Basics to Establish:

• Register your business
• Get an Employer Identification Number (EIN ) from the IRS website
• Set up a separate business bank account to distinguish personal and business finances.
• Use accounting software to track transactions, manage invoices, and organize taxes.
• For accurate reporting and auditing, maintain organized financial records, including receipts, contracts, and bank statements.

Step 6: Develop Marketing and Client Acquisition Strategies

Developing effective marketing strategies is crucial for life coaches in such a competitive industry. It plays a key role in client acquisition and retention .

To effectively reach and build your audience, focus on marketing channels that align with your target audience. A well-rounded strategy should incorporate online and offline methods to maximize visibility and establish your brand.

Marketing for New Life Coaches:

• Develop Strong Branding: Design a clear and compelling logo, tagline, and messaging, and look for your business materials.
• Establish a Professional Online Presence: Set up profiles on social media platforms such as Instagram, Facebook, and LinkedIn.
• Optimize your website for SEO : Add new content with keywords, include backlinks from reputable sites, and use and optimize images.
• Plan Content Strategically: Create a content calendar for blog posts, social media updates, and newsletters.
• Implement an Email Campaign: Grow your email list and set up an email marketing system for client communication and newsletter distribution.
• Network and Partner: Build relationships by networking with relevant groups, attending events, and forming partnerships.

How to Find Your First Clients

It is both thrilling and nerve-wracking to find your first life coaching clients. We recommend using all available online and offline life coach resources to connect with potential clients and showcase your expertise and services.

Tips to Find Your First Clients:

• Lean into your existing network: Inform friends, family, and professional contacts about your new coaching business and offer a referral incentive.
• Host free events: Provide value through webinars, classes, and Q&A sessions to attract potential clients who might benefit from your coaching.
• Be active on social media: Engage with relevant communities on LinkedIn, Facebook, and Instagram to discuss your services and connect with those seeking your expertise.
• Join professional groups: Participate in industry-specific associations or groups online and in person to expand your network and visibility.

Client Management and Marketing Software Tools and Recommendations 

Client management and marketing software is crucial for efficiently running your life coaching business. Managing various aspects of your business, such as client data, marketing, and financials, can be challenging.

All-in-one solutions are especially valuable for small businesses like life coaching, as they consolidate client management, marketing, newsletters, financials, and scheduling into one platform.

This integration reduces the hassle of transferring data between systems, streamlines your operations, and enhances overall efficiency, helping you stay organized and maintain accurate records.

Step 7: Build Out Your Life Coach Services

When launching initial offerings as a new life coach, consider various formats that cater to different client preferences, broaden your reach, and diversify your revenue streams.

When creating your offerings, keep these points in mind:

• Stay True to Your Niche : Focus on your target audience and avoid diluting your brand.
• Address Client Needs : Design your services to meet your clients’ specific needs and challenges.
• Diversify Your Offerings : Consider including one-on-one sessions, group coaching, and online courses to reach a broader audience and cater to different preferences and budgets.
• Budget and Resources : Ensure you have the necessary budget and resources to develop and deliver each type of service you offer effectively.

Below are some of the most common questions about becoming a life coach and starting a life coaching business.

How Much Do Life Coaches Make?

According to the International Coaching Federation (ICF), the national average coaching salary is $67,800/year USD. Life coaches make the highest salary in Hawaii, where the average is $66,081 USD, and the lowest in Florida, where the average is $44,737 USD. The average hourly rate is $100-$150/hour USD, depending on niche, offering, and business acumen.

Is Life Coaching a Real Job?

Yes, life coaching is a real job. Through structured guidance, life coaches assist their clients in achieving their personal and professional goals. Although it is not a regulated industry, there are high standards of ethics that life coaches adhere to.

Life Coaching vs Business Coaching: How Are They Different?

Life coaching and business coaching are often grouped together, but they serve distinct purposes. Life coaching is about personal growth, assisting people in navigating relationships, identifying their values, and achieving their goals.

On the other hand, business coaching is more specific to professional development, boosting productivity, and leadership skills within a corporate setting.

While life coaching enriches personal lives, business coaching guides professional success.

Build a Thriving Life Coaching Business with OfferingTree

Although it’s a competitive field, there’s still plenty of room for you to shine as a life coach and offer valuable support to those who need you the most.

To simplify your business operations and enhance client management, consider using OfferingTree’s all-in-one platform . Sign up today for a free trial or explore our demo video library to see how OfferingTree’s services can help you streamline your processes and build a successful life coaching business.

Our guide simplifies each step of the brand development process into actionable steps to save you time, grow your business, and connect with your ideal customers.

Simply enter your name and email address below and once a month you will get our newsletter, full of helpful tips and important news!

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Health Coaching Business

Back to All Business Ideas

13 Steps to Start a Health Coaching Business

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on April 5, 2022

Investment range

$4,050 - $11,600

Revenue potential

$58,500 - $130,000 p.a.

Time to build

Profit potential

$52,000 - $117,000 p.a.

Industry trend

When establishing your health coaching business, consider these significant factors:

• Licenses and certifications — Get a recognized certification from an accredited institution, such as the National Society of Health Coaches (NSHC) , the American Council on Exercise (ACE) , or the International Coach Federation (ICF) .
• Services and offer — Decide on the range of services you will offer, such as one-on-one coaching, group sessions, online coaching, workshops, and wellness programs.
• Specialized training — Consider additional training in areas such as nutrition, fitness, mental health, or specific populations (e.g., seniors, athletes) to expand your expertise and service offerings.
• Online coaching — Use video conferencing tools (e.g., Zoom, Skype) for virtual coaching sessions. Ensure you have a reliable internet connection and quality equipment.
• Register your business — A limited liability company (LLC) is the best legal structure for new businesses because it is fast and simple. Form your business immediately using ZenBusiness LLC formation service or hire one of the best LLC services on the market.
• Legal business aspects — Register for taxes, open a business bank account, and get an EIN .
• Scheduling — Implement an efficient scheduling system to manage appointments and reduce no-shows.
• Learn from real entrepreneurs who run a health coaching business:
• Dr. Chloe Carmichael’s Journey in Mental Wellness
• How to Enhance Teaching Through Wellness with Keilah Smith
• Leslie Chen’s Holistic Path to Emotional Eating Solutions
• Katie Lain on Transforming Alcohol Recovery with Thrive

Interactive Checklist at your fingertips—begin your health coaching business today!

You May Also Wonder:

How do I market myself as a health coach?

To market yourself as a health coach, you can use various strategies such as networking with other professionals in the health and wellness industry, creating a strong online presence through social media and a professional website, offering free resources such as blog posts or webinars, attending health and wellness events, and getting referrals from satisfied clients.

How do I find clients for my health coaching business?

One effective approach is to offer free consultations or introductory sessions to potential clients to help them understand what you offer and how it can benefit them. You can also use social media, online directories, and word-of-mouth referrals to find potential clients. 

How do I differentiate my health coaching business from competitors?

To differentiate your health coaching business from competitors, you can focus on a specific niche or specialization within the health and wellness industry. For example, you can specialize in weight loss, nutrition, or stress management. You can also offer unique coaching packages or programs that cater to the specific needs of your clients. 

How do I handle and manage client accountability and motivation?

To handle and manage client accountability and motivation, you can establish clear goals and objectives with your clients and track their progress through regular check-ins and evaluations. You can also offer personalized feedback and support to help your clients stay motivated and accountable. 

Can I start health coaching business on the side?

Yes, starting a health coaching business on the side is possible. However, it is important to be realistic about how much time and energy you can devote to the business while balancing other responsibilities. Starting small and gradually scaling up the business can help you manage your time and resources effectively. 

Step 1: Decide if the Business Is Right for You

Before we begin, it’s important to clarify what a health coach is. Health coaching involves offering advice in several different areas including nutrition, physical fitness goals, habit management, and wellness techniques like meditation or mindfulness. It may also include coaching on goal setting and problem solving, similar to a life coach.

Pros and cons

Starting a health coaching business has pros and cons to consider before deciding if it’s right for you.

• Do Something Valuable – Help people live healthier lives
• Good Money – Make up to $200 per hour
• Flexible – Run the business from home, set your own hours
• Education Needed – For credibility purposes you need certification
• Time – It will take time to build a reputation and client base

Health coaching industry trends

Industry size and growth.

• Industry size and past growth – The global health coaching industry was worth $14.5 billion in 2021, up 5% from the previous year.(( https://www.precedenceresearch.com/health-coach-market ))
• Growth forecast – The global health coaching industry is projected to grow nearly 80% by 2030. 

Trends and challenges

Trends in the health coaching industry include:

• Health coaching has begun to embrace the hybrid model, with clients choosing both in-person and virtual coaching.
• Health coaching is becoming broader, including nutrition coaching, physical fitness coaching, habit management, and overall wellness coaching.
• The number of corporate wellness programs is increasing, presenting an opportunity for health coaches to enter a huge new market.

Challenges in the health coaching industry include:

• The rise of online health coaching is making the industry more competitive, but it also presents an opportunity for the tech-savvy entrepreneur.
• The low barriers to entry for a health coaching business is making the industry more competitive.

Demand hotspots

• Most popular states – The most popular states for health coaches are Indiana, District of Columbia, and Ohio.(( https://www.zippia.com/health-coach-jobs/best-states/#south-dakota ))
• Least popular states – The least popular states for health coaches are Florida, Montana, and South Carolina.

What kind of people work in Health Coaching?

• Gender – 72.3% of health coaches are female, while 23.1% are male.(( https://www.zippia.com/health-coach-jobs/demographics/ ))
• Average level of education – The average health coach has a bachelor’s degree.
• Average age – The average health coach in the US is 42.2 years old.

How much does it cost to start a health coaching business?

Startup costs for a health coaching business range from $4,000 to $11,000. The largest expenses are for a website and training and certification.

You can complete a health coach training program and become a certified health coach through places like the Health Coach Institute . The program takes 6 months.

How much can you earn from a health coaching business?

Health coaching ranges from $50 to $200 per hour. When you’re first starting, if you’re certified you can probably charge $75. Your profit margin will be high, around 90%.

In your first year or two, you might work 15 hours per week, bringing in $58,500 in annual revenue. This would mean more than $52,000 in profit, assuming that 90% margin. As you ramp up your marketing and start to get referrals, you could raise your price to $100 and work 25 hours a week. With annual revenue of $130,000, you’d make a tidy profit of $117,000.

What barriers to entry are there?

There are a few barriers to entry for a health coaching business. Your biggest challenges will be:

• The time and cost of health coaching certification
• Acquiring customers in a competitive market

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Step 2: hone your idea.

Now that you know what’s involved in starting a health coaching business, it’s a good idea to hone your concept in preparation to enter a competitive market. 

Market research will give you the upper hand, even if you’re already positive that you have a perfect product or service. Conducting market research is important, because it can help you understand your customers better, who your competitors are, and your business landscape.

Why? Identify an opportunity

Research health coaching businesses in your area to examine their services, price points, and customer reviews. You’re looking for a market gap to fill. For instance, maybe the local market is missing a business that offers integrative nutrition coaching, or a health coaching business that is also a life coaching business.

You might consider targeting a niche market by specializing in a certain aspect of your industry, such as nutrition coaching or overall wellness coaching.

This could jumpstart your word-of-mouth marketing and attract clients right away. 

What? Determine your coaching services

You can offer a range of coaching services including:

• Nutrition coaching
• Weight loss
• Physical fitness coaching
• Habit management coaching
• Mental wellness coaching (for example stress reduction coaching)
• Sleep coaching
• Time management coaching
• Life coaching
• Overall wellness coaching
• Corporate wellness coaching
• Coaching for educator wellness

How much should you charge for health coaching?

Prices for health coaching range from $50 to $200 per one-hour session. Check prices in your area to make sure you’re competitive. Your ongoing expenses will be very low, so you should aim for a profit margin of 90%.

Once you know your costs, you can use this Step By Step profit margin calculator to determine your mark-up and final price points. Remember, the prices you use at launch should be subject to change if warranted by the market.

Who? Identify your target market

Your target market will be very broad — basically anybody who’s interested in maintaining decent health and nutrition. You should spread out your marketing to include TikTok, Instagram, Facebook, and LinkedIn.

Where? Choose your business premises

In the early stages, you may want to run your business from home to keep costs low. But as your business grows, you may need to hire workers for various roles and may need to rent out an office. You can find commercial space to rent in your area on sites such as Craigslist , Crexi , and Instant Offices .

When choosing a commercial space, you may want to follow these rules of thumb:

• Central location accessible via public transport
• Ventilated and spacious, with good natural light
• Flexible lease that can be extended as your business grows
• Ready-to-use space with no major renovations or repairs needed

Step 3: Brainstorm a Health Coaching Business Name

Here are some ideas for brainstorming your business name:

• Short, unique, and catchy names tend to stand out
• Names that are easy to say and spell tend to do better 
• Name should be relevant to your product or service offerings
• Ask around — family, friends, colleagues, social media — for suggestions
• Including keywords, such as “health coaching” or “health and wellness”, boosts SEO
• Name should allow for expansion, for ex: “Healthy Habits Coaching” over “Heart Health Coaching”
• A location-based name can help establish a strong connection with your local community and help with the SEO but might hinder future expansion

Discover over 290 unique health coaching business name ideas here. If you want your business name to include specific keywords, you can also use our health coaching business name generator. Just type in a few keywords and hit “generate” and you’ll have dozens of suggestions at your fingertips.

Once you’ve got a list of potential names, visit the website of the US Patent and Trademark Office to make sure they are available for registration and check the availability of related domain names using our Domain Name Search tool. Using “.com” or “.org” sharply increases credibility, so it’s best to focus on these. 

Find a Domain

Powered by GoDaddy.com

Finally, make your choice among the names that pass this screening and go ahead with domain registration and social media account creation. Your business name is one of the key differentiators that sets your business apart. Once you pick your company name, and start with the branding, it is hard to change the business name. Therefore, it’s important to carefully consider your choice before you start a business entity.

Step 4: Create a Health Coaching Business Plan

Here are the key components of a business plan:

• Executive Summary: A concise summary outlining the core elements of the health coaching business, including its mission, goals, and key strategies.
• Business Overview: An in-depth description of the health coaching business, covering its mission, vision, values, and the problem it aims to solve in the market.
• Product and Services: Clear details about the health coaching services offered, emphasizing their unique features, benefits, and how they address the needs of the target audience.
• Market Analysis: A comprehensive examination of the health and wellness industry, identifying trends, target demographics, and potential opportunities for the health coaching business.
• Competitive Analysis: Evaluation of competitors in the health coaching sector, highlighting strengths, weaknesses, and distinctive factors that set the business apart.
• Sales and Marketing: Strategies for promoting the health coaching services, including target customer profiles, marketing channels, and sales tactics to attract and retain clients.
• Management Team: Profiles of key individuals responsible for the health coaching business’s success, showcasing their expertise, roles, and contributions to the venture.
• Operations Plan: Detailed insights into how the health coaching business will function on a day-to-day basis, covering logistics, technology, and processes to deliver effective coaching services.
• Financial Plan: A comprehensive overview of the health coaching business’s financial projections, including startup costs, revenue forecasts, and budgeting for sustainable growth.
• Appendix: Supplementary materials such as additional data, charts, or supporting documents that provide further context and information to strengthen the health coaching business plan.

If you’ve never created a business plan, it can be an intimidating task. You might consider hiring a business plan specialist to create a top-notch business plan for you.

Step 5: Register Your Business

Registering your business is an absolutely crucial step — it’s the prerequisite to paying taxes, raising capital, opening a bank account, and other guideposts on the road to getting a business up and running.

Plus, registration is exciting because it makes the entire process official. Once it’s complete, you’ll have your own business! 

Choose where to register your company

Your business location is important because it can affect taxes, legal requirements, and revenue. Most people will register their business in the state where they live, but if you’re planning to expand, you might consider looking elsewhere, as some states could offer real advantages when it comes to health coaching businesses. 

If you’re willing to move, you could really maximize your business! Keep in mind, it’s relatively easy to transfer your business to another state. 

Choose your business structure

Business entities come in several varieties, each with its pros and cons. The legal structure you choose for your health coaching business will shape your taxes, personal liability, and business registration requirements, so choose wisely. 

Here are the main options:

• Sole Proprietorship – The most common structure for small businesses makes no legal distinction between company and owner. All income goes to the owner, who’s also liable for any debts, losses, or liabilities incurred by the business. The owner pays taxes on business income on his or her personal tax return.
• General Partnership – Similar to a sole proprietorship, but for two or more people. Again, owners keep the profits and are liable for losses. The partners pay taxes on their share of business income on their personal tax returns.
• Limited Liability Company (LLC) – Combines the characteristics of corporations with those of sole proprietorships or partnerships. Again, the owners are not personally liable for debts.
• C Corp – Under this structure, the business is a distinct legal entity and the owner or owners are not personally liable for its debts. Owners take profits through shareholder dividends, rather than directly. The corporation pays taxes, and owners pay taxes on their dividends, which is sometimes referred to as double taxation.
• S Corp – An S-Corporation refers to the tax classification of the business but is not a business entity. An S-Corp can be either a corporation or an LLC , which just need to elect to be an S-Corp for tax status. In an S-Corp, income is passed through directly to shareholders, who pay taxes on their share of business income on their personal tax returns.

We recommend that new business owners choose LLC as it offers liability protection and pass-through taxation while being simpler to form than a corporation. You can form an LLC in as little as five minutes using an online LLC formation service. They will check that your business name is available before filing, submit your articles of organization , and answer any questions you might have.

Form Your LLC

Choose Your State

We recommend ZenBusiness as the Best LLC Service for 2024

Step 6: Register for Taxes

The final step before you’re able to pay taxes is getting an Employer Identification Number , or EIN. You can file for your EIN online or by mail or fax: visit the IRS website to learn more. Keep in mind, if you’ve chosen to be a sole proprietorship you can simply use your social security number as your EIN. 

Once you have your EIN, you’ll need to choose your tax year. Financially speaking, your business will operate in a calendar year (January–December) or a fiscal year, a 12-month period that can start in any month. This will determine your tax cycle, while your business structure will determine which taxes you’ll pay.

The IRS website also offers a  tax-payers checklist , and taxes can be filed online.

It is important to consult an accountant or other professional to help you with your taxes to ensure you’re completing them correctly.

Step 7: Fund your Business

Securing financing is your next step and there are plenty of ways to raise capital:

• Bank loans : This is the most common method but getting approved requires a rock-solid business plan and strong credit history.
• SBA-guaranteed loans : The Small Business Administration can act as guarantor, helping gain that elusive bank approval via an SBA-guaranteed loan .
• Government grants : A handful of financial assistance programs help fund entrepreneurs. Visit Grants.gov to learn which might work for you.
• Friends and Family : Reach out to friends and family to provide a business loan or investment in your concept. It’s a good idea to have legal advice when doing so because SEC regulations apply.
• Crowdfunding : Websites like Kickstarter and Indiegogo offer an increasingly popular low-risk option, in which donors fund your vision. Entrepreneurial crowdfunding sites like Fundable and WeFunder enable multiple investors to fund your business.
• Personal : Self-fund your business via your savings or the sale of property or other assets.

Bank and SBA loans are probably the best option, other than friends and family, for funding a health coaching business. You might also try crowdfunding if you have an innovative concept. 

Step 8: Apply for Licenses/Permits

Starting a health coaching business requires obtaining a number of licenses and permits from local, state, and federal governments.

Federal regulations, licenses, and permits associated with starting your business include doing business as (DBA), health licenses and permits from the Occupational Safety and Health Administration ( OSHA ), trademarks, copyrights, patents, and other intellectual properties, as well as industry-specific licenses and permits. 

You may also need state-level and local county or city-based licenses and permits. The license requirements and how to obtain them vary, so check the websites of your state, city, and county governments or contact the appropriate person to learn more. 

You could also check this SBA guide for your state’s requirements, but we recommend using MyCorporation’s Business License Compliance Package . They will research the exact forms you need for your business and state and provide them to ensure you’re fully compliant.

This is not a step to be taken lightly, as failing to comply with legal requirements can result in hefty penalties.

If you feel overwhelmed by this step or don’t know how to begin, it might be a good idea to hire a professional to help you check all the legal boxes.

Step 9: Open a Business Bank Account

Before you start making money, you’ll need a place to keep it, and that requires opening a bank account .

Keeping your business finances separate from your personal account makes it easy to file taxes and track your company’s income, so it’s worth doing even if you’re running your health coaching business as a sole proprietorship. Opening a business bank account is quite simple, and similar to opening a personal one. Most major banks offer accounts tailored for businesses — just inquire at your preferred bank to learn about their rates and features.

Banks vary in terms of offerings, so it’s a good idea to examine your options and select the best plan for you. Once you choose your bank, bring in your EIN (or Social Security Number if you decide on a sole proprietorship), articles of incorporation, and other legal documents and open your new account. 

Step 10: Get Business Insurance

Business insurance is an area that often gets overlooked yet it can be vital to your success as an entrepreneur. Insurance protects you from unexpected events that can have a devastating impact on your business.

Here are some types of insurance to consider:

• General liability : The most comprehensive type of insurance, acting as a catch-all for many business elements that require coverage. If you get just one kind of insurance, this is it. It even protects against bodily injury and property damage.
• Business Property : Provides coverage for your equipment and supplies.
• Equipment Breakdown Insurance : Covers the cost of replacing or repairing equipment that has broken due to mechanical issues.
• Worker’s compensation : Provides compensation to employees injured on the job.
• Property : Covers your physical space, whether it is a cart, storefront, or office.
• Commercial auto : Protection for your company-owned vehicle.
• Professional liability : Protects against claims from a client who says they suffered a loss due to an error or omission in your work.
• Business owner’s policy (BOP) : This is an insurance plan that acts as an all-in-one insurance policy, a combination of the above insurance types.

Step 11: Prepare to Launch

As opening day nears, prepare for launch by reviewing and improving some key elements of your business. 

Essential software and tools

Being an entrepreneur often means wearing many hats, from marketing to sales to accounting, which can be overwhelming. Fortunately, many websites and digital tools are available to help simplify many business tasks. 

You may want to use industry-specific software, such as Healthie , HoneyBook , or better , to manage your bookings, schedule, invoicing, and payments. 

• Popular web-based accounting programs for smaller businesses include Quickbooks , Freshbooks , and Xero . 
• If you’re unfamiliar with basic accounting, you may want to hire a professional, especially as you begin. The consequences for filing incorrect tax documents can be harsh, so accuracy is crucial. 

Develop your website

Website development is crucial because your site is your online presence and needs to convince prospective clients of your expertise and professionalism.

You can create your own website using website builders . This route is very affordable, but figuring out how to build a website can be time-consuming. If you lack tech-savvy, you can hire a web designer or developer to create a custom website for your business.

They are unlikely to find your website, however, unless you follow Search Engine Optimization ( SEO ) practices. These are steps that help pages rank higher in the results of top search engines like Google. 

Here are some powerful marketing strategies for your future business:

• Professional Branding — Reflect health, vitality, and personal growth through a professional logo, business cards, and a visually appealing website that resonates with your wellness philosophy.
• Website SEO — Develop a comprehensive website that highlights your services, shares client testimonials, and features a wellness blog. Optimize the site for SEO to rank for keywords related to health coaching and wellness.
• Social Media Engagement — Leverage platforms like Instagram to share health tips and client success stories, LinkedIn for professional networking, and Facebook to engage with a wider audience.
• Content Marketing — Maintain a wellness blog with informative articles on nutrition, exercise, and mental health. Host webinars and online workshops to share valuable health and wellness information and demonstrate your expertise.
• Direct Outreach and Networking — Network with local gyms, wellness centers, and health food stores. Offer free workshops or seminars to introduce potential clients to your services and establish relationships.
• Email Marketing — Send regular newsletters updating clients and prospects on new services, health tips, and client success stories to keep your audience engaged.
• Experiential Marketing — Conduct health and wellness workshops at community centers, gyms, or health fairs. Participate in local wellness events to increase your visibility and connect with potential clients.
• Collaborations with Wellness Professionals — Partner with dietitians, personal trainers, and yoga instructors to offer comprehensive wellness packages, enhancing the value you provide to clients.
• Customer Loyalty and Referral Programs — Implement a referral program that rewards clients for bringing new customers. Offer follow-up consultations to past clients to keep them engaged and committed to their health journey.
• Targeted Online Advertising — Use digital advertising platforms like Google Ads and Facebook to target individuals specifically interested in health improvement and wellness coaching.
• Local Media and Influencer Partnerships — Collaborate with local wellness influencers or bloggers to extend your reach and credibility within the health and wellness community.

Focus on USPs

Unique selling propositions, or USPs, are the characteristics of a product or service that sets it apart from the competition. Customers today are inundated with buying options, so you’ll have a real advantage if they are able to quickly grasp how your health coaching business meets their needs or wishes. It’s wise to do all you can to ensure your USPs stand out on your website and in your marketing and promotional materials, stimulating buyer desire. 

Global pizza chain Domino’s is renowned for its USP: “Hot pizza in 30 minutes or less, guaranteed.” Signature USPs for your health coaching business could be: 

• Live better with guidance from a certified health coach
• Nutrition coaching to get your health back on track
• Health and wellness coaching to help you enjoy your life 

You may not like to network or use personal connections for business gain. But your personal and professional networks likely offer considerable untapped business potential. Maybe that Facebook friend you met in college is now running a health coaching business, or a LinkedIn contact of yours is connected to dozens of potential clients. Maybe your cousin or neighbor has been working in coaching for years and can offer invaluable insight and industry connections. 

The possibilities are endless, so it’s a good idea to review your personal and professional networks and reach out to those with possible links to or interest in coaching. You’ll probably generate new customers or find companies with which you could establish a partnership. 

Step 12: Build Your Team

If you’re starting out small from a home office, you may not need any employees. But as your business grows, you will likely need workers to fill various roles. Potential positions for a health coaching business include:

• Health Coaches – health coaching services
• General Manager – scheduling, accounting
• Marketing Lead – SEO strategies, social media

At some point, you may need to hire all of these positions or simply a few, depending on the size and needs of your business. You might also hire multiple workers for a single role or a single worker for multiple roles, again depending on need. 

Free-of-charge methods to recruit employees include posting ads on popular platforms such as LinkedIn, Facebook, or Jobs.com. You might also consider a premium recruitment option, such as advertising on Indeed , Glassdoor , or ZipRecruiter . Further, if you have the resources, you could consider hiring a recruitment agency to help you find talent. 

Step 13: Run a Health Coaching Business – Start Making Money!

The health coaching market is growing rapidly, so it’s a good time to seize the opportunity and start your own health coaching business. You can become a certified health coach in only six months, and then get your business off the ground. Once you have some experience, you could earn up to $200 an hour, so there is good money to be made. 

Now that you’ve received your business coaching, go ahead and get your health coaching training and be on the road to entrepreneurship!

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• Decide if the Business Is Right for You
• Hone Your Idea
• Brainstorm a Health Coaching Business Name
• Create a Health Coaching Business Plan
• Register Your Business
• Register for Taxes
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Creating a Successful Wellness Coaching Business Plan

October 12, 2023 by Jeannie Cotter Leave a Comment

A robust foundation for your venture in the wellness coaching industry begins with a meticulously crafted wellness coaching business plan. This comprehensive blueprint not only outlines your path to success but also serves as a strategic guide to navigate the dynamic landscape of wellness coaching. By fusing your passion for wellbeing with a well-structured plan, you're not only setting yourself up for growth but also ensuring that your mission to guide others towards healthier lives is realized … [Read more...]

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How To Start A Wellness Coaching Business: A Step By Step Guide

Natalia Gonzalez

minutes read

Advancements in tech have made everything from food and entertainment to communication and transportation a lot more convenient.

Need a ride? There’s an app for that.

Craving for your favorite dish? You can have it delivered to your door in minutes.

But all that modernness also has its drawbacks. The need for speed and instant gratification, combined with the day-to-day pressures in people’s professional and personal lives are causing stress and anxiety in many individuals.

Studies show that people today have higher stress levels than compared to those in the 1990s. Research published in the journal American Psychologist found that overall, Americans experience 2% more stress than in the previous decade. The results are more alarming in middle-aged respondents, whose stress levels are 19% higher compared to those in the 1990s.

And if that wasn’t all, we have the new normal to battle it out, which is constantly adding to our mental and physical well-being .

Modern life clearly is no walk in the park, and some people need help with coping.

This is where wellness coaching comes in.

With the right training and techniques, wellness coaches can help clients overcome personal and professional challenges. These coaches can arm clients with the knowledge and skills they need to live happier and healthier lives.

If you’re interested in starting a wellness coaching business (sometimes referred to as a health coaching business ), this guide has you covered. Below, you’ll learn the steps you should take to get your business off the ground, so you can start helping clients — and earn a living while you’re at it.  Let's get started.

What is a Wellness Coach?

A wellness coach is a professional who helps individuals improve their well-being by implementing psychological, life coaching, and behavioral change techniques. Depending on their specializations and the needs of their clients, wellness coaches can assist with things like:

• boosting someone’s confidence
• changing their habits and behaviors for the better
• reaching their personal or professional goals
• helping them manage stress 

Those in the business of health and wellness coaching can take a holistic approach when helping their clients, and they focus on improving people’s physical, mental, and emotional health. However, coaches may also specialize or focus on some areas more than others . 

How Much Do Wellness Coaches Make?

According to Glassdoor, a wellness coach earns an average of $61,000 a year, though that can go up to $102,000 annually. 

How much you make depends on your niche and wellness coaching business model. A health coach or wellness coach who specializes in a particular market or positions themselves as a high-end provider will likely earn more than a generalist.

Meanwhile, a wellness coaching entrepreneur who’s built a business with other coaches working for them will have a higher income compared to someone who’s just dabbling in the field. 

5 Steps to Starting a Wellness Coaching Business 

Now that you know the basics of being a wellness coach, let’s dive into how you can start your wellness coaching business. Here are the steps you should take to get your endeavor off the ground.

1. Decide On Your Niche 

One of the first things you should do when mapping out your wellness coach business is to identify the niche you’d like to focus on. While it may be tempting to be a generalist who caters to clients across various age groups, genders, and income levels, trying to be all things to everyone will result in a lack of focus and clarity in your business.

As a wellness coach, you’ll be much more competitive if you can figure out your ideal client. Zero in on the type of people you’d like to serve by asking basic questions like:

• How old are they? (e.g., millennials, boomers, Gen Z, etc.)
• What gender do they identify with?
• What do they do for a living? (e.g., entrepreneur, stay-at-home mom, company employee, etc.)
• Where do they live?

From there, you can go deeper and identify the issues that your clients are grappling with. For example:

• Are they always feeling overwhelmed?
• Do they lack confidence?
• Are they ambitious, competitive go-getters who want to get ahead?

Answering the questions above will allow you to get clear on the type of coach you want to be and the clientele that you serve. That, in turn, will inform your decisions around the certifications to take, coaching methods to implement, the services that you offer, and how you’ll market your business. 

2. Get Trained and Certified In Wellness Coaching

Next up, let’s talk about training and certifications. Unlike doctors or lawyers, wellness coaches aren’t subject to strict regulations. You don’t have to earn a wellness school diploma and there’s no bar exam to take if you want to pursue the career of a health or wellness coach.

However, there are associations that offer formal education and certifications in wellness coaching. There are also training and certification programs for specific coaching methods and modalities.

We highly recommend engaging in these programs when starting your wellness coaching business. For one, training and certification give you the knowledge and skills you need to do your job better, so you and your clients can get results. What’s more, having an official certificate attached to your name or business gives you credibility, which increases trust and helps you attract customers. 

General wellness coaching certifications

As a starting point, it’s best to take a more general coaching certification. There are plenty of institutions that offer this. You can check out your local schools or tap into your network to see if anyone can recommend a program.

There are also several online certifications that you can take. Here are some of the most popular ones in the health and wellness space:

• Wellness Coach Certificate Course Online from the International Association of Professions Career College
• Wellness Counseling Certificate from Cornell University
• Health & Wellness Coach Certification from the American Fitness Professionals & Associates
• The Wellcoaches Certification Program 
• Certified Wellness Practitioner Program (CWP by National Wellness Institute)
• Certified Wellness Program Coordinator Course
• Wellcoaches School

The length, costs, and specific details of these courses and programs will vary, but generally you can expect to learn about:

• Establishing client relationships
• Connecting with individuals through empathy and compassion
• Client observation and evaluation
• Eliciting desired behaviors
• Promoting positive outcomes around mental, physical, and emotional health

Training in specific coaching techniques

In some cases, you could choose to dive deeper into certain coaching techniques and modalities. There are several methods out there, and the right ones depend on your wellness coaching business.

They may include (but are certainly not limited to):

• Appreciative Inquiry
• Emotional Freedom Technique (EFT)
• ‎Neuro-Linguistic Programming (NLP)
• Motivational Interviewing

3. Iron Out Your Coaching Process

Already trained and certified? The next thing to think about is your coaching process. How will you provide your services? When and where will the sessions take place? Let’s take a closer look at the decisions you should be making when ironing out your wellness coaching process:

The Specific Services That You’ll Offer

Think about the types of coaching services that you’ll provide. If you’re trained in multiple methods, you could choose to offer holistic coaching that uses multiple modalities or you could offer sessions that focus on specific techniques.

Chuck Spiritual Journeys / Spiritual Counseling - Intuitive Readings - Mediumship does both. On his booking page, you’ll see that Chuck offers wellness sessions that specifically focus on different techniques  — for example, he has medium reading, healing services, and spiritual reading. 

Group Versus Individual Coaching

Are you going to do one-on-one sessions or would you like to coach multiple people at once?

One-on-one coaching is extremely hands-on and typically involves regular meetings with the client and the coach.

Group coaching, on the other hand, can take the form of a class (offline or virtual), wherein the coach guides and teaches their students.

You can do both, of course.

Your Coaching Packages and Offerings

Decide on how you’ll package up your services. Do you want to let your clients purchase a la carte or will you bundle up multiple sessions in one package?

The right answer depends on the nature of your services and methods.

Where and How the Coaching Will Take Place

Next up, decide on the where and the how of your coaching sessions.

If you’re a people person who needs to feel the physical energy of your clients or if your techniques require face-to-face interactions, then having in-person coaching sessions would be ideal. In this case, your clients can come to your business location or you could come to them.

Face-to-face sessions can certainly be rewarding and meaningful, but one downside is that you’re limited to serving people within a specific location. If this is how you prefer to coach clients, then you’ll need to focus on local marketing and getting in front of people in the areas that you serve.

On the other hand, if you’re open for business all over the world, you can opt to coach people remotely. These sessions can take place over the phone or via video conferencing.

The biggest advantage of this method is convenience. You can coach your clients no matter where they are as long as they have a phone or internet connection.

There’s also the option of doing both. Depending on your methods or business model, you can administer your services in-person for local clients while doing virtual sessions for customers who aren’t in your vicinity. 

4. Set Up the Proper Systems for Your Wellness Coaching Business

Systems and procedures aren’t the prettiest of topics, particularly in the realm of wellness, but they’re a must for any successful business.

Solid, repeatable processes will streamline your operations, and minimize admin work as well as human error. All that will result in fewer distractions and higher productivity levels, which allow you to show up for your clients in the best way possible. 

Appointment Scheduling

Appointment scheduling is a critical component of any service-based business — and wellness coaches are no exception. You need to have a smooth scheduling experience to maximize your session bookings.

To do that, arm your business with appointment scheduling software that lets your clients book sessions with minimal friction. Your solution should allow you to take bookings on your website, on social media, on Google, and anywhere in which you have a presence. Having a booking link that you can share directly with your clients is also a must.

Your booking portal should be self-service and integrate directly with your calendar so all you and your clients have to do is show up at the designated time. 

Client Communications

Your customer interactions don’t just happen during a coaching session. There are a number of client communications that take place before and after their session. These include appointment confirmations, reminders, and feedback requests.

It’s best to automate these types of client comms. Make sure your booking system has the capability to send confirmations, reminders, and other types of messages without any manual work on your end. Ideally, the software should work on email and SMS so you can touch base with customers using the most convenient channels.

Aside from saving you time, automatic messages make you look more professional and keep you and your customers on the same page at all times. 

You need to earn a living as a wellness coach, so be sure to set up your payment systems properly.

Choose a merchant services provider that allows you to accept multiple payment types, and make sure it is integrated with your booking platform. This will enable you to take deposits at the time of booking or charge cancellation/no-show fees in the event that someone doesn’t make it to their session. 

5. Market your wellness coaching business

A coaching business isn’t one of those “build it and they will come” type of endeavors. You need to put in the work to get your name out there. Here are some of the most common — and low-cost — ways to market your wellness coaching business.

Get listed on local directories and review sites Set up a listing on Google, Yelp, and other directories that your customers might use to find your business. For best results, include as many details as possible. It also helps to include photos in your listing.

Don’t forget to add a booking button on your listings, to give people the convenience of scheduling a coaching session without the need to call or manually coordinate with you and your team. 

Implement Social Media Marketing

Get active on social networks like Facebook and Instagram. Topics around motivation, mental health, and improving people’s well-being are quite popular on these platforms, and depending on your specialties and target market, you could create social media content around these topics and use them to promote your business.

You can also use social media to connect better with your target clientele. Build an audience by sharing great content and providing value, and be sure to interact with users (and the wellness community in general) by acknowledging their comments, sharing their posts, and more.

If you already have an audience, interact with them through live videos, Q&As, etc.

Pro tip: Get more out of your marketing efforts by allowing clients to book sessions with you on social media platforms. Booksy lets you add a scheduling button on your Facebook and Instagram business pages in just a few clicks, so you can drive more from your social initiatives.

Promote Word of Mouth Marketing

As a service provider, your business can thrive on word of mouth and referrals. That’s why you should encourage all your clients to help you spread the word.

An easy way to do this is by incorporating feedback and referral requests into your client interactions. When you’re wrapping a coaching session or package, make a point to ask the client to leave a review or to refer a friend.

Better yet, use a system that can automate this process. Booksy , for example, automatically sends a message to clients after their session prompting them to leave a review. You can then display your best client feedback on your booking portal and you can repurpose them on social media and other marketing collateral.

Being a health or wellness coach can be an extremely rewarding path, as it allows you to improve other people’s lives while earning a living of your own. Hopefully, the guide gives you a better idea of what it takes to start your wellness coaching business and we hope the examples above inspire your efforts.   Ready to start your Booksy free trial ? 

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Health Coaching Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Medical and Healthcare

Are you about starting a health coaching company? If YES, here is a complete sample health coaching business plan template & feasibility report you can use for FREE .

The fact that people want to live healthy means that they will do whatever it takes to achieve that goal including exercising and eating right and that is where a health coach comes in. Health coaches are knowledgeable on how exercise, lifestyle and foods affect the health, physiology and well-being of a person.

They help guide people to live a healthy life. If you want to partake in this thriving industry, then you need to obtain all the necessary licenses and certifications.

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A Sample Health Coaching Business Plan Template

1. industry overview.

The Health Coaching Services industry includes health practitioners who have a bachelor’s degree in health science or any health related field, licensure, certification or registration and primarily advise on matters of healthcare. These practitioners operate private or group practices in their own offices or in the facilities of others, including hospitals or other medical centers.

A close study of the Health Coaching Services industry shows that the industry is thriving in the united states as a result of loads of Americans facing obesity and other health challenges, with skyrocketing levels of diabetes, heart disease and other chronic diseases. As a result, demand for the Health Coaching Services has increased and is expected to continue to rise significantly.

Wellness, maintenance and disease prevention have become some of the buzzwords circulating among people who are becoming increasingly concerned about what they eat and how it affects their health. The industry has a positive outlook due to increasing emphasis on disease prevention through improved exercise and dietary habits. Growing focus on preventive care services and public interest in nutrition will also underpin demand.

A recent report published by IBISWORLD shows that the four regions that encompass the greatest percentages of health and wellness centers include the Southeast (22.6 percent of establishments), the Mid-Atlantic (18.7 percent), the West (16.2 percent), and the Great Lakes (15.3 percent).

Together these four regions account for 72.9 percent of total establishments. The report also shows that other regions including the Southwest and Rocky Mountains account for an estimated 9.0 percent and 3.8 percent, respectively.

Geographic analysis by state indicates that wellness centers are primarily located in California (11.0 percent of establishments), New York (7.1 percent), Texas (5.9 percent), and Florida (5.5 percent). However, the Southeast accounts for the largest region due to its high senior population. The distribution and location of establishments is strongly correlated to population spread.

The Health Coaching industry is a thriving sector of the economy of the United States of America and they generate over $10 billion annually from more than 147,506 registered and licensed healthcare consulting firms cum health coaches scattered all around the country.

The industry is responsible for the employment of over 195,499 people. Experts project the industry to grow at a 2.3 percent annual rate within 2012 and 2017. It is important to state that there is no single organization that has a lion share of the market in the industry.

The demand for the services offered by health coaches grow when public confidence declines and people’s ability to handle the issues on their own wanes. When the housing bubble burst and the US economy fell into a recession, consumer confidence plummeted.

However, as the economy slowly continues to recover and consumer confidence returns, demand for the services of health coaches is expected to grow. High-income households will serve as the primary vehicle of growth for the industry.

The key attributes needed to make good success from the trade is robust knowledge, patience, enthusiasm, passion about the specific area to be handled, and constant positivity. You are also expected to be highly proactive.

2. Executive Summary

McIntosh Jason & Co® Health Coaching Firm, LLC is a licensed healthcare consulting firm that is specialized in helping clients overcome their health challenges and ultimately achieve their personal health goals.

The scope of our business offerings covers areas such as health coaching cum counseling, planning and monitoring exercise programs, planning and monitoring food programs, planning and monitoring nutrition programs, promoting healthy eating habits and encouraging regular medical checkups. Our business will be located in a populated residential estate in Las Cruces – New Mexico, United States of America.

McIntosh Jason & Co® Health Coaching Firm, LLC provides broad – based health coaching related services at an affordable fee that won’t in any way put a hole in the pocket of our clients. We will ensure that we work hard to meet and surpass all our clients’ expectations as it relates to their personal health goals whenever they hire our services.

At McIntosh Jason & Co® Health Coaching Firm, LLC, our clients’ overall best interest would always come first, and everything we do is guided by our values and professional ethics.

We will ensure that we hire professional and certified health coaches; exercise psychologists, nutritionists and dietitians with various skills set who are well experienced and passionate in helping our clients achieve their personal health goals within record time.

McIntosh Jason & Co® Health Coaching Firm, LLC will at all times demonstrate her commitment to sustainability, both individually and as a health coaching firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our clients’ needs precisely and completely.

Our overall business goal is to position our health coaching firm to become the leading nutrition consulting brand in the industry in the whole of Las Cruces – New Mexico, and also to be amongst the top 10 health coaching firms in the United States of America within the first 5 years of operation.

McIntosh Jason & Co® Health Coaching Firm, LLC is founded by Dr. McIntosh Jason and he will run the business with his business partner, Dr. Lance Pearson. Dr. McIntosh is a certified and renowned health coach and exercise psychologist and Dr. Lance Pearson is a certified and licensed nutritionist and dietitian.

They both have a combined experience of over 20 years working with top government officials, corporate executives, celebrities and sports people both in the United States of America and Canada.

3. Our Products and Services

McIntosh Jason & Co® Health Coaching Firm, LLC is going to offer varieties of services within the scope of the Health Coaching Services industry in the United States of America.

Our intention of starting our health coaching business is to help our clients overcome their health challenges, achieve their personal health goals and improving their overall wellbeing and of course to make profits. Our service offerings are listed below;

• Health coaching cum counseling
• Planning and monitoring exercise programs
• Planning and monitoring food and nutrition programs
• Retailing of health and nutrition books and materials

4. Our Mission and Vision Statement

• Our vision is to build a highly competitive and effective health coaching business that will become the number one choice in Las Cruces – New Mexico and the whole of the United States of America.
• Our mission is to provide affordable, professional and highly effective health coaching services to a wide range of clients that cuts across different divides.
• We want to position McIntosh Jason & Co® Health Coaching Firm, LLC to become one of the leading health coaching brand in the industry in the whole, and also to be amongst the top 10 health coaching firms in the United States of America within the first 5 years of operation.

Our Business Structure

McIntosh Jason & Co® Health Coaching Firm, LLC, intends starting small in Las Cruces – New Mexico, but hopes to grow big in order to compete favorably with leading firms in the Health Coaching Services industry. We are aware of the importance of building a solid business structure that can support the kind of business we want to own. This is why we are committed to only hire the best hands within our area of operation.

At McIntosh Jason & Co® Health Coaching Firm, LLC, we will ensure that we hire people that are qualified, hardworking, creative, passionate, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders.

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff/partners and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

• Principal Partner / Chief Health Coach
• Health Coach (Nutritionist and Dietitian)
• Exercise Psychologist

Office Administrator

• Marketing Executives

Client Service Executive

5. Job Roles and Responsibilities

Principal Partner / Chief Executive Officer:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results
• Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for fixing prices and signing business deals
• Responsible for providing direction for the business
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Health Coach (Nutritionist and Dietitians)

• Assess patients’ health needs and diet
• Counsel patients on nutrition issues and healthy eating habits
• Develop meal plans, taking both cost and clients’ preferences into account
• Evaluate the effects of meal plans and change the plan as needed
• Promote better nutrition by speaking to groups about diet, nutrition, and the relationship between good eating habits and preventing or managing specific diseases
• Keep up with the latest health and nutritional science research
• Write reports to document patient progress

Exercise Physiologist

• Responsible for evaluating, researching, and providing advice on coaching.
• Responsible for training
• Engage in recovery practices in all areas of exercise and rehabilitation
• Provide timely information and support on injury prevention, technique analysis, and nutrition
• Create training rosters for members
• Assist members during exercise session
• Guide members on how to make use of gym and fitness equipment
• Handle any other duty as assigned by the manager
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
• Defining job positions for recruitment and managing interviewing process
• Carrying out induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Oversee the smooth running of the daily activities for the organization.

Marketing Executive

• Identify, prioritize, and reach out to new clients, and business opportunities et al
• Identifies development opportunities; follows up on development leads and contacts
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Documents all customer contact and information
• Represents McIntosh Jason & Co® Health Coaching Firm, LLC in strategic meetings
• Helps to increase sales and growth for the organization
• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting report
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensuring compliance with taxation legislation
• Handles all financial transactions for the organization
• Serves as internal auditor for the organization.
• Welcomes clients and visitors by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the principal partners in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
• Receives parcels/documents for the organization.

6. SWOT Analysis

McIntosh Jason & Co® Health Coaching Firm, LLC engaged the services of a professional in the area of business consulting and structuring to assist our organization in building a well – structured health coaching business that can favorably compete in the highly competitive Health Coaching Services industry.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for McIntosh Jason & Co® Health Coaching Firm, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of McIntosh Jason & Co® Health Coaching Firm, LLC;

Our core strength lies in our ability to attract local support and frequent referrals, having a high prior success rate and recommendation/accreditation from authoritative source. So also, we have a team that are considered experts in the industry, a team with excellent qualifications and experience in the industry.

Aside from the synergy that exist in our carefully selected team members and our strong online presence, McIntosh Jason & Co® Health Coaching Firm, LLC is well positioned in a community with the right demography and we know we will attract loads of clients from the first day we open our doors for business.

As a new health coaching firm in Las Cruces – New Mexico, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the fast – growing Health Coaching Services industry; that is perhaps our major weakness.

• Opportunities:

Growing focus on preventive care services and nutrition will strengthen demand. So also, an aging population will create opportunities for industry services in institutionalized care settings.

This goes to show that the opportunities in the Health Coaching Services industry is massive considering the number of individuals who would want to overcome their health challenges and achieve their health goal. As a standard health coaching firm, we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as a health coaching firm operating in the United States of America are unfavorable government policies that might affect businesses such as ours, the arrival of a competitor within our location of operation and global economic downturn which usually affects spending/purchasing power. There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

• Market Trends

The trend in the Health Coaching Services industry shows that in the last half a decade, the industry has grown consistently. With the growing population of obese people in the United States, health coaching services are needed regardless of economic conditions, which insulate the industry from economic fluctuations.

Going forward, as people continue to be employed and regain a steady income, private health insurance will become more affordable, prompting consumers to seek health coaching services when needed.

The trend in the Health Coaching Services industry is such that if you want to be ahead of your competitors, you should acquire as much certifications as possible and you should be able to have loads of testimonies from your clients. The truth is that if your clients experienced huge difference in their overall well – being as a result of hiring your services, then they will be compelled to help promote your organization.

Another notable trend in this industry is the influence of technology; the advent of technology is responsible for the increase in income generated by health coaches all over the world. With technology, it is now easier for health coaches to work with their clients that are thousands of kilometers away from them. Tools like video calling / Skype, YouTube, live chat and Webcast et al are being used by health coach to coach clients in different parts of the world.

8. Our Target Market

The target market for health coaching firms is all encompassing. McIntosh Jason & Co® Health Coaching Firm, LLC is a professional and licensed health coaching firm that is specialized in helping her clients overcome health challenges, achieve their health personal goals.

Our target market as a health coaching firm cuts across people from all walks of life. We are coming into the Health Coaching Services industry with a business concept and company’s profile that will enable us work with the clients from different backgrounds and different status.

Below is a list of the clients that we have specifically designed services for;

• Working class adults/corporate executives
• Politicians
• Business people / entrepreneurs
• Government officials
• Celebrities
• Sports men and women
• College students
• People undergoing depression
• Senior citizens

Our competitive advantage

No doubt, the Health Coaching Services industry is indeed a very prolific and highly competitive industry. Clients will only hire your services if they know that you can help them overcome their health challenges.

We are quite aware that to be highly competitive in the Health Coaching Services industry means that you should be able to deliver consistent quality service, our clients should be able to experience remarkable difference and improvement and we should be able to meet the expectations of our clients at all times.

McIntosh Jason & Co® Health Coaching Firm, LLC might be a new health coaching firm, but the management team are highly qualified health coaches that can help her clients overcome their health challenges and achieve their personal health goal within a short period of time.

Aside from our robust experience and expertise of our health coaches, we have a very strong online presence that will enable us work with clients in different parts of the world from our online portals.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

McIntosh Jason & Co® Health Coaching Firm, LLC is established with the aim of maximizing profits in the Health Coaching industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis.

McIntosh Jason & Co® Health Coaching Firm, LLC will generate income by offering the following services;

10. Sales Forecast

One thing is certain, there would always be individuals who would need the services of health coaches in other for them to overcome their eating challenges and achieve their personal health goals and also to enable them become peak performers in their careers and in their family life. This is the major reason why the services of health coaching firms will always be needed.

We are well positioned to take on the available market in Las Cruces – New Mexico and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six months of operation and grow our health coaching business and our clientele base.

We have been able to critically examine the health coaching market, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. Below are the sales projections for McIntosh Jason & Co® Health Coaching Firm, LLC, it is based on the location of our health coaching firm and of course the wide range of services that we will be offering;

• First Fiscal Year: $150,000
• Second Fiscal Year: $350,000
• Third Fiscal Year: $750,000

N.B : This projection was done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there are stiffer competitions amongst health coaching firms in the United States of America; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be equipped to meet their targets and the overall goal of McIntosh Jason & Co® Health Coaching Firm, LLC. We want to build a standard health coaching business that will leverage on word of mouth advertisement from satisfied clients.

Our goal is to grow McIntosh Jason & Co® Health Coaching Firm, LLC to become one of the top 10 health coaching firms in the United States of America which is why we have mapped out strategies that will help us take advantage of the available market and grow to become a major force to reckon with in Las Cruces – New Mexico.

McIntosh Jason & Co® Health Coaching Firm, LLC is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our health coaching firm by sending introductory letters alongside our brochure to corporate organizations, religious organizations, households and key stake holders in and around Las Cruces – New Mexico.
• Print out fliers and business cards and strategically drop them in offices, libraries, public facilities and train stations et al.
• Use friends and family to spread word about our health coaching firm
• Post information about our health coaching firm on bulletin boards in places like schools, libraries, and local coffee shops.
• Place a small or classified advertisement in the newspaper, or local publication about our health coaching firm
• Advertise our health coaching firm in relevant educational magazines, newspapers, TV and radio stations.
• Attend relevant educational expos, seminars, and business fairs et al
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients.

11. Publicity and Advertising Strategy

We have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to become the number one choice for clients in the whole of Las Cruces – New Mexico which is why we have made provisions for effective publicity and advertisement of our business.

Below are the platforms we intend to leverage on to promote and advertise McIntosh Jason & Co® Health Coaching Firm, LLC;

• Place adverts on both print (community based newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events/programs
• Leverage on the internet and social media platforms like; Instagram, Facebook, Twitter, YouTube, Google + et al to promote our brand
• Install our billboards in strategic locations all around Las Cruces – New Mexico.
• Distribute our fliers and handbills in target areas
• List our health coaching firm in local directories / yellow pages
• Advertise our life health coaching firm in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our schools’ logo et al.

12. Our Pricing Strategy

Counseling and coaching services are billed on per hour billing rate and flat fees on a weekly or monthly basis as it applies. As a result of this, McIntosh Jason & Co® Health Coaching Firm, LLC will charge our clients flat fees except for few occasions where there will be need for us to charge special clients on hourly basis.

At McIntosh Jason & Co® Health Coaching Firm, LLC we will keep our fees below the average market rate by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to all our clients at regular intervals.

• Payment Options

The payment policy adopted by McIntosh Jason & Co® Health Coaching Firm, LLC is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options McIntosh Jason & Co® Health Coaching Firm, LLC will make available to her clients;

• Payment via bank transfer
• Payment with cash
• Payment via online bank transfer
• Payment via mobile money
• Payment via Point of Sales Machines (POS Machines)
• Payment via check

In view of the above, we have chosen banking platforms that will enable our client make payment for our services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials.

13. Startup Expenditure (Budget)

Starting a health coaching firm can be cost effective because on the average, you are not expected to acquire expensive machines and equipment. What you should be concerned about is the amount needed to secure a standard office facility in a good and busy business district, the amount needed to furniture and equip the office, pay bills, promote the business and obtain the appropriate business license and certifications.

However, this is what it would cost us to start our own standard health coaching firm in the United States of America;

• Business incorporating fees in the United States of America will cost – $750.
• The budget for liability insurance, permits and license will cost – $3,500
• Acquiring an office space that will accommodate the number of employees we intend employing for at least 6 months (Re – Construction of the facility inclusive) will cost – $35,000.
• Equipping the office (computers, printers, projectors, markers, pens and pencils, furniture, telephones, filing cabinets, and electronics) will cost – $10,000
• The cost for accounting software, CRM software and Payroll Software – $3,000
• Phone and Utilities (gas, sewer, water and electric) deposits – ($3,500).
• The cost for launching an official website will cost – $500
• Amount need to pay bills and staff members for at least 2 to 3 months – $70,000
• Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000
• Miscellaneous – $5,000

Going by the report from the market research and feasibility studies conducted, we will need about one hundred and fifty thousand (150,000) U.S. dollars to successfully set up a medium scale but standard health coaching firm in the United States of America.

Generating Funds/Startup Capital for McIntosh Jason & Co® Health Coaching Firm, LLC

McIntosh Jason & Co® Health Coaching Firm, LLC is a partnership business that will be owned by Dr. McIntosh Jason and his business partner, Dr. Lance Pearson. They are the only financiers of the business which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources.

• Generate part of the startup capital from personal savings and sale of his stocks
• Generate part of the startup capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $50,000 (Personal savings $35,000 and soft loan from family members $15,000) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers that they have, the capacity and competence of their employees, their investment strategy and the business structure. If all of these factors are missing from a business, then it won’t be too long before the business close shop.

One of our major goals of starting McIntosh Jason & Co® Health Coaching Firm, LLC is to build a business that will survive off its own cash flow without injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our health coaching services a little bit cheaper than what is obtainable in the market and we are prepared to survive on lower profit margin for a while.

McIntosh Jason & Co® Health Coaching Firm, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.

We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

• Business Name Availability Check : Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of Insurance for the Business: Completed
• Leasing a standard office facility in a good location plus reconstruction: In progress
• Conducting Feasibility Studies: Completed
• Generating part of the startup capital from the founders: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents : In Progress
• Design of Logo for the school: Completed
• Printing of Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the needed software apps, furniture, office equipment, electronic appliances and facility facelift: In progress
• Creating Official Website for the business: In Progress
• Creating awareness for the business in Las Cruces – New Mexico: In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in various industries: In Progress

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How to Start a Successful Health Coaching Business

Curious about how to start a health coaching business? Find out the type of education, business planning, and marketing tips you may need.

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If you’re infatuated with the world of health and intrinsically enjoy helping others reach their wellness goals, becoming a health coach could be the right path for you. Plus, according to the U.S. Bureau of Labor Statistics , of health education specialists and community health workers in particular is expected to keep growing at an exponential rate of 12% until 2031, which is much faster than the average of all occupations.

With the right research, education, and planning, you can also establish exactly where you want to work—potentially including the flexible option of self-employment. If this piques your interest, let’s explore how to start a health coaching business and the next steps you can take.

1. Get the Right Education and Training

As a health coach working directly with clients, you likely won’t concentrate on just one aspect of health, such as fitness. Health coaches may examine the wider wellness picture that encompasses everyday nutrition , lifestyle, movement, stress management, and more. In order to become well-versed in all of these concentrations and help clients professionally, it’s critical to get the right education and training first.

Although there isn’t a concrete degree requirement to begin a health coaching business, getting an education in health and wellness can help you grasp the fundamentals and could prepare you for The National Board for Health and Wellness Coaching national certification—an accolade that most health coaches strive to secure before working one-on-one with clients.

So what type of credible education can prepare you for this certification? Students enrolled in Escoffier’s Holistic Nutrition & Wellness program can dive into a well-rounded curriculum that starts with a foundation in healthy cooking methods. From there, they can explore essential entrepreneurial skills , such as pitching a business idea to investors, coaching, and interpersonal influence.

“A distinguishment of the Holistic Nutrition and Wellness programs is the intersection of multiple disciplines: we can teach classical culinary techniques alongside foundational nutrition information and integrative approaches to wellness. We’re uniquely positioned to help students navigate cooking for health and how other forces influence a person’s lifelong well-being. Learning these skills can help students pursue multiple avenues relevant to health and wellness – from being a part of a culinary team that creates dishes for companies or organizations looking to nourish their employees/customers, community food education programs, coaching, and health educators.”* Stephanie Michalak White, Escoffier Lead Chef Instructor

2. Start Business Planning

Once you feel confident with your education and training, it’s time to develop an action plan for your health coaching business. Even though this might seem tedious in the beginning, drafting a business plan could help you build a rock-solid foundation and help keep you on track before making important decisions. You can also find several business planning templates online that can help you architect the structure of your business plan.

Here are a few planning components to consider when devising a business plan.

“When you’re putting together a business plan, always account for little stuff [like light bulbs, payroll taxes, and liability insurance]. All these little nickel-and-dime things start to add up.”* Lead Chef Instructor Jason Goldman

Identify Your Target Audience

Who are you passionate about helping? When beginning your business plan, it’s critical to first identify your ideal target audience, so you can eventually tailor your branding and messaging toward them. For example, maybe you choose to work only with professional athletes—devising nutrient-rich meal plans and strengthening the competitive mindset from a holistic point of view . Or perhaps your expertise is assisting working professionals in corporate nutrition—giving valuable presentations at large corporate conferences centered around healthy lifestyle choices.

The world is your oyster, but it can certainly help if you can get crystal-clear on your ideal client archetype—which could quickly set you apart from other health coaches. Knowing who your target audience is could also help shape your health coaching mission statement and value proposition down the line.

Formulate SMART Goals

When it comes to fleshing out additional details of your business plan, consider keeping the SMART goal framework in mind:

• Specific : The more detailed your goals are, the higher your chances might be of actually achieving them.
• Measurable : It’s critical to also add criteria to your goal and quantify them to the best of your ability.
• Achievable : Your goals should be challenging, yet not impossible to achieve.
• Relevant : Ensure that your goals align with your business objectives and mission statement.
• Time-Bound : To increase the probability of success, it’s pivotal to include a deadline to complete your goals.

At this point, you’ve likely discerned your niche, but there are several more questions to address, especially when it comes to being an independent health coach.

Health Coach Business Planning Questions:

• What type of schedule works best for my circumstances?
• How many clients do I want during my first month of practice?
• What is my personal client capacity six to 12 months from now?
• What type of client environment do I want to cultivate?
• Do I need to develop additional resources for my clients to flourish?
• What will my overhead costs look like?
• What should my annual income look like?
• What will my hourly rate be to hit my annual income goal?

By answering these questions, you could be on your way to developing SMART goals that fit exactly what your dream health coaching business looks like. As your business continues to grow, you may need to revise your answers to these questions on an ongoing basis and find a practice that works for you.

Research and Apply for Licenses

Although it’s best to speak with a lawyer before registering for a health coaching business license, you can conduct your own preliminary research to ensure you’re following the proper regulations. Keep in mind that in order to legally establish a business, you’ll need to double-check state, city, county, and federal laws .

At this point, you may also need to determine how to register your business. For example, there might be benefits to starting out as a Sole Proprietor first, instead of a Limited Liability Corporation, or vice versa. Again, one of the most effective ways to check these boxes is by seeking small business legal advice to grasp the difference between each option.

3. Develop a Clear Communications and Branding Strategy

After you work through the important business development details for your health coaching business, it’s time to create a succinct communications and branding strategy. Here are a few essential components to consider.

Pick a Business Name

As an entrepreneurial health coach, you are establishing a trustworthy personal brand from the beginning. The business name you choose should reflect your personality, core values, and your niche. It should also be easy to remember and not too difficult to spell. Keep in mind that longer, more complex business names are more challenging to promote on social media. Lastly, before settling on this, do a bit of research to see whether that name is trademarked and the website domain is available online.

Start a Brand Guide

Now it’s time to tap into your creativity. Similar to a business plan, a brand guide is another essential planning tool that will help you clearly speak to your target audience. You also don’t need to be a professional graphic designer or brand marketer to create one, since there are plenty of user-friendly branding tools out there, such as Canva .

One of the first steps is to create your logo, which can be done in a platform like Canva, or you may want to hire a professional graphic designer to exactly execute your vision.

Aside from the logo, you may want to include critical elements such as:

• Brand colors
• Tone of voice
• Specific verbiage
• Color palette
• Font and sizes
• Additional logo guidelines
• Layout design and key visuals

Design a Website

With a brand guide in place, you can begin to design a website that incorporates all of the key elements that can help you stand out. The great news is that there are a plethora of user-friendly website design platforms available that already give you customizable layout options—you can simply plug in your logo and messaging.

Here are a few most commonly used website platforms:

• Squarespace

4. Devise a Marketing Plan

Once you launch your health coaching business, you may want to think about how to reach your ideal clients through a strategic marketing plan . Your first few clients will likely be through personal connections and word-of-mouth.

However, a marketing plan can help you expand beyond this first phase of clientele. Also, with so many marketing tools and strategies available, try to approach marketing with an open mind and be willing to test the waters to see what delivers the best return on investment.

What social media planning may look like when building a health coaching business.

Social Media Marketing

Where does your demographic spend most of their time? Chances are, you might already know the ins and outs of your target market, which could help you pinpoint what social media platforms to post on. Regardless of the platform, you may want to plan your content a week or even a month out and define a consistent posting schedule.

Known as “effective frequency,” most people need to see a message around three times to take action, which underscores why consistency is key. Also, don’t be afraid to experiment with types of content. For example, if Instagram is your primary social media hub, consider posting reels, photos, and IG live videos. You can even incentivize followers to sign up for exclusive content through Instagram subscriptions .

Pro Social Media Marketing Tips:

• Consider automating your content schedule through apps like Planoly .
• Aim to engage with everyone who comments or interacts with your content.
• Instead of resharing content from other users, try to create original content that displays your branding and that highlight your unique health coach tips. When others share your unique content, this naturally drives new traffic to your social media account.
• As you’re starting out, testimonials can hold the power to bring in several more client inquiries. Consider prioritizing this as you develop your content plan.

Email Marketing

Just like social media marketing, sending frequent emails to new or existing clients is key to keeping them engaged with your health coaching business.

With automated email marketing platforms like MailChimp , you can easily use existing templates and plug-in content, such as the following:

• Business updates
• Discount offers
• Client testimonials
• Health coaching advice

You may also want to consider creating complimentary materials, known as “lead magnets,” that incentivize future prospects to sign up for your emails. These lead magnets are usually PDF guides that are educational in nature, such as a 7-day meal plan or meditation tips.

Paid Advertising

When it comes to the world of paid advertising, there are a litany of options to try that could increase your visibility online, such as Google Ads or AdRoll .

Or if your budget allows, it could be worth hiring a professional advertising agency to set up paid ads for your business. Keep in mind that depending on the parameters set, paid ads usually reach brand-new individuals who are not familiar with your health coaching services. Because of this, it’s pivotal to highlight what makes you different from other health coaches and come up with a strong call to action to entice future clients to “act now.” Perhaps your hook is a complimentary 15-minute consultation call to get started.

In-Person Marketing

Your future clients are likely looking for a health coach who’s confident, trustworthy, and knowledgeable. One of the best ways you can interactively build credibility and spread the word about your health coaching services is through in-person events.

In-Person Event Ideas for Health Coaches

• Hosting a wellness retreat
• Starting a nutrition-focused meetup group
• Attending a health and wellness tradeshow
• Setting up a community wellness workshop

Although events entail lots of planning, you can consider lightening the load by co-hosting an event with a colleague in your field, or even conducting an online event to cut down on logistics and costs.

5. Build Your Own Support Network

As an entrepreneur, building your own business from the ground up can sometimes feel like an isolating journey. This can be especially the case as a health coach—constantly striving to find solutions and help others in your nucleus. That being said, it’s important to take care of yourself too, and find a network or mentor who can be there to support you. Perhaps this looks like joining a meetup group specifically geared towards health and wellness entrepreneurs or finding your own life/business coach who can guide you.

Finding a support network is critical in building a successful health coach business.

At Escoffier, mentorship is naturally woven into the structure of the Holistic Nutrition & Wellness program. To graduate, students must participate in one to two hands-on industry externships that allow them to work in a real-world setting and build a solid network of professionals in the health coaching field. In turn, this can give them access to long-lasting mentors, as well as connect with like-minded individuals who could provide long-term support.

Launch Your Own Health Coaching Business With Confidence

Although starting your own health coaching business doesn’t happen overnight, you can take the next step by planning ahead. Perhaps you’re ready to create a first draft of your business plan, or maybe your first step is to expand your health coaching skill set, so you can feel 100% confident when working directly with clients.

Escoffier’s Holistic Nutrition & Wellness Program could be the best place to start, helping you to promote healthy lifestyles with a foundation in crafting delicious, balanced meals. If you’re ready to turn your entrepreneurial vision into reality, contact us today to discover more about our programs.

Enjoyed this health coaching article? Try these ones next!

• What Does a Holistic Health Practitioner Do?
• What Is a Holistic Diet?
• Is Getting a Degree in Holistic Nutrition and Wellness Worth it?

*This information may not reflect every student’s experience. Results and outcomes may be based on several factors such as geographical region or previous experience.

Additional Content

• What Is Holistic Nutrition and Wellness?
• What Is Holistic Health?
• How to Start a Career in Holistic Health
• 5 Holistic Nutrition & Wellness Careers You Should Consider
• How to Become a Holistic Nutritionist
• Dietitian vs. Nutritionist: What is the Difference?
• What Does a Nutrition Coach Do?
• How Long Can It Take to Become a Nutritionist?
• Which Degree Do You Need to Become a Nutritionist?
• How to Become a Health Coach
• What Can I Do With a Degree Focused on Health and Wellness?

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• And at last the international festival of street arts «Open sky» will represent the various program: carnival processions, a 5-day master class «Mask Art», street shows and performances, performances of Russian and foreign street theatres.

The IX International festival “Heavenly Fair of Ural”

From the 26th to the 3rd of July the IX International festival “Heavenly Fair of Ural” takes place in Kungur. There will be a fight for the I Privolzhski Federal Disctrict Cup for aerostatics and the VII Perm Krai Open Cup for aerostatics.This year Kungur won’t hold rating competitions which results are taking into general account of the pilots. They counted on creating entertainment activities “Air battles over Kungur”. There will be the representatives of sub-units of ultralight aviation, detachment of parachute troops and water means. All the battles will take place straight over the city. And natives will take part in the festival too.According to initial data 15 aeronauts and about 50 ultralight aviation pilots expressed willingness to take part at the festival. And a dirigible pilot confirmed his participation.Ultralight aviation pilots will take part in the “Air games” within the festival. As last year a campsite of ultralight aviation will base in an area near a village Milniki.

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