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Coaching Offer Process Builder

1. The Big Picture

• What is the main transformation or result your coaching program helps clients achieve?

  (Example: Go from inconsistent content to generating leads daily through authority-driven videos)

• From start to finish, how many main phases does it take for a client to reach that transformation?

  (Example: 5 Phases → Foundation, Content Strategy, Creation, Conversion, Optimization)

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2. Step Breakdown

For each step, explain briefly:

• Step Name:
• What happens here?
• Why is it important?
• What outcome should be achieved by the end of this step?

(Repeat for each step until the entire transformation is covered.)

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3. Phase Grouping

Now group your steps into bigger phases of your program (typically 3–5).

For each phase, fill out:

• Phase Name:

• Which steps are included?

• Goal of this phase:

  (What do clients walk away with or accomplish at the end?)

• Key Materials/Resources Needed:

  (Modules, templates, call replays, worksheets, etc.)

• Actions the Client Must Take:

  (What must they complete to move forward?)

• What You (the Coach) Do in This Phase:

  (What's expected from you—calls, feedback, reviews, accountability?)

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4. Phase Progression

• What needs to happen before a client can move from one phase to the next?

  (Example: Submit onboarding deliverables, complete worksheet, implement system, etc.)

• How do you track that progress or verify completion?

  (Example: Review form, tracker, or feedback check-in)

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5. Final Outcome

• Once all phases are complete, what final transformation should your client confidently have achieved?

• What proof or deliverables show that they've succeeded?

  (Example: A working content system, a launched offer, 5 booked calls/week, etc.)

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Coaching Offer Blueprint (SOP)

1. Program Overview

• Program Length: [e.g., 12 weeks coaching + lifetime course access]
• Offer Structure:
  • Done-With-You (Coaching)
  • Do-It-Yourself (Course + Resources)
  • Done-For-You (Templates/Assets, optional)

Purpose: Provide clarity on what students receive, how they're supported, and the transformation they'll achieve.

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2. Done-With-You: Coaching Structure

A. Coaching Schedule

• Coaching Days: [Choose 3 days per week — e.g., Mon/Wed/Fri]
• Availability Window: [e.g., 5–6 hours per day available for sessions]

B. Group Coaching

• Format: [Live group calls, Q&A style, peer learning]
• Frequency: [e.g., 2 group calls per week]
• Purpose: Address common questions, share solutions, create community accountability.

C. 1:1 Coaching

• Frequency: [Weekly] 1:1 call per student
• Condition: Students unlock each call only after completing deliverables from the prior call.

D. Ongoing Support

• Platform: [Discord/Slack/FB group]
• Support Method: Daily Q&A, feedback threads, and direct answers from coach.
• Objective: Ensure students can get help between calls, keep momentum, and feel supported. </aside>

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3. Do-It-Yourself: Course Material

A. Content Library

• Modules: Step-by-step trainings aligned with the 12-week roadmap.
• Format: [Videos, worksheets, checklists]
• Focus: Take students from setup → implementation → scaling.

B. Roadmap Integration

• Every DIY module matches the week-by-week coaching process.
• Students can always revisit training to reinforce learning.

C. Self-Paced Access

• Access Level: Lifetime access after the 12-week live coaching ends.
• Updates: [Specify if ongoing updates are included]. </aside>

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4. Done-For-You: Resources & Assets

A. Pre-Built Resources

• Guides/Workbooks: [Templates, SOPs, worksheets]
• Tools: [Swipe files, scripts, plug-and-play frameworks]

B. Application

• Designed to save students time (no starting from scratch).
• Aligned directly with course modules and coaching calls. </aside>

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