The best preparation for a business-coaching onboarding call is a clear picture of your starting point. You do not need a presentation. You need accurate facts, examples of your work and a useful question.
This lets the conversation focus on the next decision instead of spending most of the session reconstructing what you currently do.
Write down who you coach, what support they receive, how you charge and how many clients you serve. If the offer is still an idea, label it as an idea. Do not turn an assumption into a fact to make the business look further along.
Bring the current page, message or document you use to explain the service. The words prospects actually see are more useful than a new description created for the call.
Explain how someone first hears about you and what happens next. Include enquiries, conversations, calls, payment and onboarding. Mark any step you are not tracking.
If you have numbers, include the period they cover and where they came from. If you do not, say so. A simple honest baseline is a better starting point than a guessed conversion rate.
"Marketing is not working" is broad. "People ask about coaching, then stop replying after this message" gives your coach something specific to inspect.
Remove unnecessary personal details before sharing a client conversation. Include enough context to understand the decision and what you have already tried.
End the call knowing what you will make, when you will work on it and how you will request feedback. Confirm which support channel to use for different questions.
Keep a short decision record. A useful note states the problem, the agreed action and the evidence you will bring back. It prevents you from collecting several conflicting opinions without testing any of them.
If you are still exploring Propane rather than preparing for an agreed onboarding call, start with the free training. It gives you the context to decide whether the approach matches the business you want to build.
Related guide: Does Propane run your coaching business for you?.
For the wider process, read our guide to planning and managing your coaching work.
See how Propane approaches building an online coaching business and decide whether the approach fits your next step.
Watch the Propane training *DISCLAIMER: The sales figures stated above and in this training are our personal sales figures or sales figures of our clients. Please understand our results are not typical. We're not implying you'll duplicate them (or do anything for that matter). The average person who buys any "how to" information gets little to no results. We're using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. All business entails risk as well as consistent effort and action. If you're not willing to accept that, please DO NOT register for this training.
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