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Coaching Business Step by Step

A Coaching Funnel Full of Variety: The Secret Sauce to Client Success

It can be important to have different levels of coaching options and services available in every part of our business, from free coaching calls to VIP days or mastermind retreats. A variety helps new potential clients go from just getting to know you to becoming big supporters more easily, and it’s also a great way to help your business have a healthy cash flow through an effective coaching funnel.

Begin with a Broad Range

You likely have a variety of services and products already available, which are the building blocks of your client journey. Start by taking inventory of what you offer, such as:


  • Self-Study Courses
  • Free Webinars or Workshops
  • Complimentary Coaching Calls
  • Lead Magnets
  • Your Existing Coaching Offers
  • Ebooks, Tools, and Other Resources


Your most accessible offerings, especially the free ones, serve as the welcoming entry point for potential clients. Consider hosting a monthly call where people can ask questions related to your expertise, setting the stage for your coaching funnel.

The Entry Point Matters

From there, you can create offers for people to reach out to you on free call days. On these days, a potential client can pick up the phone for a short (10—to 15-minute) free one-on-one session with you. During that call, you should (if it’s a good fit) make it a point to offer one of your paid programs, leading her further into your coaching funnel.

Excellence in Every Offering

It’s quite common for a client’s first purchase to be something more affordable, like a self-study course, a low-ticket item like an ebook, or a similar item at a lower price point. It’s unusual for a new client to go from a free offer directly to your most expensive offering without first getting a better sense of who you are.


Keeping this in mind, it’s crucial to ensure that your mid-range products and services are exceptionally valuable. Not only should the content be solid and informative, but the way it’s presented needs to be seamless, and the overall design should have a professional touch. This is your chance to show your new customer that you’re capable of delivering high-quality, well-crafted coaching.

From Introduction to In-Depth Coaching

After engaging with your initial courses and products, the next step is to introduce actual coaching programs. These can range from email coaching to group sessions or one-on-one coaching. Offering a variety of formats is helpful, but guiding clients toward the most affordable option is a practical first step.


If you notice a significant price gap between your offers, such as a $27 ebook and a $1500 mastermind retreat, it might be time to create intermediate offerings. A more comprehensive self-study program or personalized coaching sessions can bridge this gap. The goal is to gradually increase engagement and investment, facilitating a smooth progression through your funnel.

In Conclusion

Variety in coaching services is not just about adding options; it’s about creating a structured path that guides clients from initial curiosity to committed engagement, all while supporting the financial health of your business. Take a moment to review your offerings. Are they structured in a way that nurtures growth and transformation for your clients? Ensuring a balanced, engaging experience is key to a successful client journey!


Let’s make it a rewarding adventure for both you and your clients!

Hi, I'm Heather, Your Course Creation & Membership Sidekick

I’ve spent over 5 years in the course and membership creation industry, handling everything from tech setups to polished design work. I’m here so you feel supported and confident, not overwhelmed.

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