The Coach's CEO Toolkit

A serene landscape featuring rolling hills, a vibrant sunset, and a calm lake reflecting the colorful sky.

This suite of tools are available for you to pick up one at a time and add to your toolkit. The order of these 5 phases is intentional as they build upon each other. Flowing through this suite of tools will intentionally resolve any uncertainty or stress about running your business. The result - your business runs efficiently and is ready to grow with ease.

Phase 1 - Systems & Automation

Welcome! Let's begin with using technology systems to automate routine tasks and set your business up for success.

1. Business Operating Model (pdf)Download

2. Top Technology Tools (pdf)Download

Phase 2 - Time Management

Now we will ensure that any time spent working on your business is used wisely and effectively. Having your time management systems in place will give you freedom from confusion about what to do next and worry whether it is the "right" thing.

3. Business Calendar (pdf)Download

4. Daily Power Agenda (pdf)Download

Phase 3 - Process

In the journey from a prospect coming across you and your work to them as a loyal client, there are steps that you can take to support them for the best client experience for them and efficiency for you.

5. Business Operations Workflows (pdf)Download

Phase 4 - Tracking & Measuring

Use these templates to form good habits in keeping track of your growing business including your contacts, financials, and the business itself.

6. Contact Tracker (xlsx)Download

7. Revenue Expense Tracker (xlsx)Download

8a. Business Metrics (pdf)Download

8b. Business Metrics Template (xlsx)Download

Phase 5 - Business Growth & Development

Looking towards the future of your business, organize all your creative ideas for growth here for consistent action in bringing them to life.

Congratulations on reaching the final phase of our work together - celebrate this investment in your business and your service to clients!

9. Growth Strategy (pdf)Download

10. Business Project Plan (pdf)Download

Choose Your Next Step

Whether you prefer reading, listening, or watching, there's a resource here for you.

Browse Free Resources

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