Small Business Action Planning



One time fee. PDF module. Debit or credit is processed securely by PayPal, even without creating a PayPal account.

No refunds for digital products. For module content questions, please call or email.

Prerequisite: “Understanding Grief and Healing” and “Master Grief Coaching” if you want to manage a “Master Grief Coaching” business. None if you are already a coach specializing in any area.

Audience: Anybody who wants to start a coaching or related business or is struggling to manage one.

Objective: To teach a coach or individual business owner how to effectively establish and manage their business.

You will learn:

  • The definition of important business-related words.
  • The responsibilities of having your own business.
  • How to design and implement a business action plan.
  • Recommendations on how to have a successful coaching business.
  • How to perform a market analysis and why it is important.
  • Important financial and operational procedures to consider or create.
  • How to brand your coaching business.
  • Marketing components including content, materials, website design, and social media recommendations.
  • Ways to promote your coaching business for free and with an expense.

Editable Forms included:

  • Business Action Planning Worksheet
  • Client and Expense Tracking Worksheet
  • Market Analysis Worksheet
  • Reduced Fee Financial Application

Resources included:

  • Editing Checklist
  • Grief Resources

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