Tuesday Workshop:

• Choosing the right business structure: LLC vs. Sole Proprietorship

• Do you need a business license? What to consider by state

• Introduction to taxes (including 1099s) and how your structure impacts your filings

• Understanding the basics of health coach insurance — what's covered, what's not

• HIPAA, privacy, and client protection for solo coaches

• Crafting your service pricing and package tiers

• Mindset shift: stepping into business ownership with clarity and conviction

• Submit questions for CPA Q&A

Thursday Breakout:

• Workshop your pricing, intentions, and ideal client

• Group sharing: vision-setting and accountability

• Current business audit (what you need support on / what is not and what is working)

📄 This week’s worksheet: Business structure map + revenue vision

Tuesday Workshop:

• Branding that reflects your mission (colors, fonts, messaging)

• Choosing a website platform (Squarespace, Wix, WordPress, etc.)

• What pages your site must include — and what they should say

• SEO 101 for coaches: be searchable from day one

• Legal must-haves: privacy policy, terms, disclaimers

Thursday Breakout:

• Share brand boards or moodboards

• Workshop wireframes or rough website sketches

• SEO support and strategy circle

📄 This week’s worksheet: Build-your-own brand brief + site outline

Tuesday Workshop:

• HIPAA-compliant client platforms (Practice Better, SimplePractice)

• E-signatures & digital consent forms (HelloSign, DocuSign)

• Invoicing, payments, and bookkeeping basics

• Scheduling made easy (Acuity, Calendly, etc.)

• What legal documents do you need to protect yourself?

Thursday (Special Q&A with a Lawyer):

• Risk mitigation, contracts, and protecting your practice

• Collaboration dos and don’ts (joint ventures, co-coaching, shared events)

• Understanding your exposure: malpractice basics for coaches

📄 This week’s worksheet: Client journey + legal audit checklist

Tuesday Workshop:

• Digital income for coaches: what’s possible?

• Building online courses, workshops, ebooks, and templates

• Choosing a platform (Kajabi, Teachable, Thinkific)

• Passive vs. active revenue — what’s right for your audience?

• Case studies + examples from fellow coaches

Thursday Breakout:

• Brainstorm product ideas with feedback

• Share early outlines for courses/workshops

• Get feedback on pricing and packaging

📄 This week’s worksheet: Product builder + passive income brainstorm

Tuesday Workshop:

• Building your list (Flodesk, ConvertKit, Mailchimp, etc.)

• Creating irresistible lead magnets

• Writing email sequences that build trust and sell services

• Automation tools & systems for busy coaches

Thursday Breakout:

• Draft your lead magnet ideas

• Share your welcome email for review

• Compare email platforms

📄 This week’s worksheet: Build your funnel + email sequence planner

Tuesday Workshop:

• Picking your platforms: where your audience actually is

• Content pillars to keep you consistent

• Showing up with clarity & confidence — even when you’re not "selling"

• How to automate, schedule, and systematize your content

• Collaborations: how to reach out, what to pitch, who to look for

Thursday Breakout:

• Workshop bios, content ideas, and platforms

• Share visibility strategy + outreach goals

📄 This week’s worksheet: Social strategy builder + outreach script guide

Tuesday and Thursday:

• Each participant delivers a 10-minute capstone presentation showcasing their business, unique brand, core message, and 90-day action plan

• Group feedback and celebration to honor progress and growth

• Q&A to clarify next steps and set intentions for continued success

• Final reflections and networking

• Sharing resources and ongoing support options

📄 Worksheet: Capstone Presentation Guide + 90-Day Plan Template