Scribd
Upload
1 views

8-Week Coaching Buildout Program Implementation Plan

The document outlines the responsibilities of team members during Week 1 of an 8-week coaching business buildout, focusing on achieving clarity on the client's business and ideal client profile. Key tasks include conducting strategy calls, onboarding processes, creating project timelines, and setting up client profiles in GoHighLevel. It also emphasizes process improvements such as centralized workspaces, automated reminders, and weekly progress reports to enhance efficiency and communication.

Uploaded by

Trisha Kerstin
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
1 views

8-Week Coaching Buildout Program Implementation Plan

The document outlines the responsibilities of team members during Week 1 of an 8-week coaching business buildout, focusing on achieving clarity on the client's business and ideal client profile. Key tasks include conducting strategy calls, onboarding processes, creating project timelines, and setting up client profiles in GoHighLevel. It also emphasizes process improvements such as centralized workspaces, automated reminders, and weekly progress reports to enhance efficiency and communication.

Uploaded by

Trisha Kerstin
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Week 1: Offer Clarity & Deep Discovery

Goal:
Achieve full clarity on the client's coaching business, offer structure, and ideal client profile to set
a solid foundation for the 8-week buildout.

Brandon
Responsibilities:

​ Conduct Deep-Dive Strategy Call (Zoom)


​ Lead the strategy session to:
○​ Understand the client’s niche, offer, and goals.
○​ Clarify target audience and transformation journey.
○​ Confirm the coaching model, pricing, and fulfillment method.
○​ Discuss monetization options and revenue projections.
​ Assign initial client tasks (content gathering & existing materials).
​ Provide the roadmap overview for the 8-week journey.
​ Document key insights from the call into a Google Doc (Client Discovery Notes).
​ Save the recording of the session in the shared Google Drive folder.

Trisha
Responsibilities:

​ Onboarding Process:
○​ Send Welcome Email + Onboarding Checklist (Google Docs template).
○​ Send Intake Form (Google Forms) to gather client information.
​ Organize insights from strategy calls into a structured framework (Google Doc).
​ Follow up with the client to ensure intake forms are completed on time.
​ Track assigned client tasks in Google Sheets Progress Tracker.
​ Send reminders if tasks are incomplete.
​ Report weekly updates to Brandon/Lee on client progress.

Lee
Responsibilities:

​ Create Project Timeline in Google Sheets with Week 1-8 milestones.


​ Assign Week 1 tasks to the internal team.
​ Ensure all client documents are uploaded to Google Drive before moving to Week 2.
​ Communicate deadlines and dependencies to team members.
​ Maintain Internal Progress Tracker in Google Sheets.
​ Flag any delays or missing documents.
​ Share Google Drive Folder with pre-organized subfolders:
○​ Discovery Call Notes
○​ Client Materials (PDFs, Frameworks, Templates)
○​ Program Outline
○​ Competitor Research

Michelle/Gladys
Responsibilities:

​ Set up a client's profile inside GoHighLevel.


​ Create pipelines for:
○​ Leads
○​ Applications
○​ Consult Calls
​ Automate lead nurturing sequences:
○​ Application Confirmation Email
○​ Follow-up Sequences
​ Share automation flow chart with Brandon, Lee, and Trisha in Google Docs.
​ Test all automations before Week 2.

VA (Trisha/Lee to Temporarily Handle)


Responsibilities:
●​ Research top 3 competitor offers (price points, structure, positioning).
●​ Compile competitor insights into Google Sheets Competitor Analysis.
●​ Provide at least 3 messaging/branding inspirations (Instagram, Websites, or PDFs).

Client's Responsibilities
​ Complete Intake Form (Google Forms)
​ Upload Existing Materials to Google Drive
​ Approve Offer Outline (Google Docs)
​ Confirm Coaching Model, Pricing, and Transformation Journey
Process Improvements
1.​ Centralized Workspace:
○​ Google Drive Master Folder for each client
○​ Standard folder structure:
■​ Discovery
■​ Content
■​ Research
■​ Final Assets
■​ Automation
2.​ Automated Reminders:
○​ Set Google Calendar reminders for client follow-ups.
○​ Slack reminders for internal team deadlines.
3.​ Weekly Progress Reports:
○​ CSM to fill out the Client Progress Report (Google Docs) every Friday.
○​ Shared with Brandon + Lee.
4.​ Client Task Tracker:
○​ Google Sheets with clear deadlines and completion status.
○​ Access granted to client + team.

You might also like