Business Life Balance Wheel
Introduction
Starting a coaching business isn’t easy. You’ve taken all of your trainings
and yet you don’t really understand how to move forward. Clarity is the
key in everything you need to do to create a profitable business.
So let’s begin with 3 simple questions:
1. How much do you want to build this business?
2. How hard are you willing to work to get what it is that you really
want?
3. What do you see as your weakest links?
Remember:
● You are the product.
● You have the ability to do great things.
● You can find success.
● You just need to design a system.
But first, let’s gain some clarity and assess your areas of greatest need.
The following pages are assessments to help you discern where you feel
your weakest links are in relation to you business. Take some time to
rate how you feel about your level of success regarding each of the
questions. After you complete these you will have better clarity about
where you’ll need to focus your attention and what kinds of trainings
you might want to invest in.
The good news is at DiscoverYourPathU we have course offerings to help
you in all areas of your coaching business design.
Each ring on the wheel is worth 20 points. Print out the wheel and color in your scores for each category.
Core Values Check
It is imperative that your entire business be in alignment to your core values.
This will help you stay on track when things get difficult, as well as be a guide
for the decisions you make.
If for some reason you are not familiar with your top Core Values, please reach
out to a fellow Life Coach and ask for help to discover them. Being in touch and
alignment to them is truly life changing!
My top 5 core values are:
- ————————————————————————————–
- ————————————————————————————–
- ————————————————————————————–
- ————————————————————————————–
- ————————————————————————————–
The ways my core values can impact my business:
- —————————————————————————————
- —————————————————————————————
- —————————————————————————————
- —————————————————————————————
Mindset
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1. | I know my top 5 Core Values | |
| 2. | I know my BIG WHY | |
| 3. | I have a clearly defined Mission for my business | |
| 4. | I have a clearly defined Vision for my Business. | |
| 5. | I have a “three minute message” which I can use at a moment’s notice to explain my business to anyone | |
| 6. | I have a signature story which I comfortably share with potential clients. | |
| 7. | I am comfortable sharing my business with anyone who asks. | |
| 8. | I am committed to building my business no matter how long it takes or difficult it feels | |
| 9. | I know, without a doubt, that this is the work I am meant to do. | |
| 10. | All aspects of my business are in alignment with my top 5 core values. |
| What area (s) of your business mindset needs the most attention right now?
|
||
|
Clients
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1-10 | ||
| 1. | I have a clearly defined who my ideal client is | |
| 2. | I have determined at least 5 problems I can help my clients solve. | |
| 3. | I have determined at least 5 results my clients can expect. | |
| 4. | I have designed a process to help my clients achieve results. | |
| 5 | I have designed a clearly defined intake process for my clients including contracts, welcome packets and session plans | |
| 6. | I am comfortable running a session with any of my clients and redirecting them as needed | |
| 7 | My sessions are a specific length of time and I’m able to bring closure at the end. | |
| 8 | I am not afraid to deal with difficult clients and their problems | |
| 9. | I have accountability standards designed for my clients | |
| 10. | I know the number of clients I can comfortably serve |
| What area (s) of your client services needs the most attention right now?
|
||
|
Deliverables
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1-10 | ||
| 1. | I have designed at least one coaching package. (how many sessions, how long, etc.) | |
| 2. | My process is clearly designed for the client to achieve their best results. | |
| 3. | I have combination packages available | |
| 4. | I have clearly defined prices for my services. | |
| 5. | I have designed an “on-ramping” process for new clients | |
| 6. | I have a consistent stay in touch method for current clients | |
| 7. | My clients leave each session feeling like they’re getting the results they want. | |
| 8. | I listen to my clients needs and design new products to help them. | |
| 9. | I am comfortable delivering my products to my clients. | |
| 10. | I have a session note/recording sharing process established |
| What area (s) of your business design needs the most attention right now?
|
||
|
Marketing
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1-10 | ||
| 1. | I have a marketing plan. | |
| 2. | My marketing copy clearly defines who I am and what I do (emails, messages, FB, blog) | |
| 3. | I have a well defined brand | |
| 4. | I have a Valuable Free Offer available to reach out to potential clients | |
| 5. | I have a script designed for my Get Acquainted Call | |
| 6. | I feel comfortable using “clean selling” techniques to lead the client to “the ask” | |
| 7. | I am clear about my offers and can easily explain them to clients. | |
| 8. | I am comfortable handling objections and can either help the potential client overcome them or let them go. | |
| 9. | I have a referral system designed to benefit my current clients. | |
| 10. | I am comfortable with all forms of client communications (email, phone, text, etc.) |
| What area (s) of your business branding needs the most attention right now? | ||
|
Technology
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1-10 | ||
| 1. | I have an updated computer and cell phone. | |
| 2. | I have a website that’s published and reflects my brand | |
| 3. | My audience can easily arrange an appointment on my website | |
| 4. | I have a business email account | |
| 5. | I have multiple social media accounts | |
| 6. | I can create a presentation | |
| 7. | I am confident when editing or changing my website | |
| 8. | My online audience can contact me easily | |
| 9. | I know the difference between the various social media audiences | |
| 10. | My website shows my message or vision, it is clear to potential clients. |
| What area (s) of your business technology needs the most attention right now?
|
||
|
Networking
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1-10 | ||
| 1. | I belong to at least 3 groups where I am comfortable sharing the work I do | |
| 2. | I’m comfortable sharing client stories and struggles with my networking group | |
| 3. | I am comfortable speaking to a group of people | |
| 4. | I use workshops and webinars to network with potential clients as well as my peers | |
| 5. | I currently have a mentor who I meet with on a frequent basis | |
| 6. | I belong to Mastermind Groups for support and idea design | |
| 7. | I have an Accountability Partner I meet with on a frequent basis | |
| 8. | I attend events led by my peers for networking and idea generation | |
| 9. | I am comfortable setting up networking events | |
| 10. | I’m comfortable in sharing my profession with everyone. |
| What area (s) of your networking needs the most attention right now? | ||
|
Support
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1. | I belong to a group of coaches who support and encourage me | |
| 2. | I have peers who help drive me to do my best | |
| 3. | I have people who help hold me accountable to reach my goals. | |
| 4. | I have a place where I can practice my skills | |
| 5. | I have access to others who will give me honest and kind feedback | |
| 6. | I have access to discussion groups and masterminds | |
| 7. | I have access to courses and a path for continued growth and development | |
| 8. | There is a group of peers where I feel accepted and uplifted | |
| 9. | I have a place where I can support and uplift fellow coaches | |
| 10. | I have other people to share my wins and success with |
| What area (s) of your networking needs the most attention right now? | ||
|
Financial/Administrative
On a scale of 1 (low) to 10 (high) how close are these statements to being true?
| 1-10 | ||
| 1. | I have a business bank account. | |
| 2. | I’m comfortable using financial software to keep track of my business numbers | |
| 3. | I have current E & O Insurance | |
| 4. | I have a business plan, operating agreement and policy. | |
| 5. | I have a system for billing and collecting payments | |
| 6. | I have a system to organize all of my files. | |
| 7. | I understand my current business financials | |
| 8 | I use a system to keep track of my clients (CRM, Sheets, Files, Etc) | |
| 9. | My business bills are paid in a timely manner. | |
| 10. | I’m comfortable with the systems I have in place and feel organized. |
| What area (s) of your Financial/Administration needs the most attention right now? | ||
|
Remember
| It’s ok to do it your own way!
Join the Discover Your Path U Private Facebook Group Here you’ll find: ● A community of like minded peers ● A schedule of live events to help you build a stronger business. ● Practice sessions to improve your skills ● Challenges to excite you ● And check out our new learning platform DiscoverYourPathU Where every life can teach and everyone can grow! |