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Health Coaching Business Plan Template

Written by Dave Lavinsky

health coach business plan

Health Coaching Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their health coaching companies.

If you’re unfamiliar with creating a health coaching business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a health coaching business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Health Coaching Business Plan?

A business plan provides a snapshot of your health coaching business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Health Coaching Business

If you’re looking to start a health coaching business or grow your existing health coaching company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your health coaching business to improve your chances of success. Your health coaching business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Health Coaching Businesses

With regards to funding, the main sources of funding for a health coaching business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for health coaching companies.

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How to write a business plan for a health coaching business.

If you want to start a health coaching business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your health coaching business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of health coaching business you are running and the status. For example, are you a startup, do you have a health coaching business that you would like to grow, or are you operating a chain of health coaching businesses?

Next, provide an overview of each of the subsequent sections of your plan.

  • Give a brief overview of the health coaching industry.
  • Discuss the type of health coaching business you are operating.
  • Detail your direct competitors. Give an overview of your target customers.
  • Provide a snapshot of your marketing strategy. Identify the key members of your team.
  • Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of health coaching business you are operating.

For example, you might specialize in one of the following types of health coaching businesses:

  • Fitness health coaching : Fitness health coaches work with clients to improve overall health by eating balanced meals and creating a comprehensive fitness plan.
  • Holistic health coaching: Coaches offer plant-based diets, along with integrated mind and body health platforms.
  • Wellness health coaching: Wellness health coaches concentrate on clients’ behavioral and mind-body integration.
  • Nutritional health coaching : Primarily focused on nutritional balance and performance in the body, nutritional health coaches work to reduce food allergies and other irritants to good health via selective eating plans.

In addition to explaining the type of health coaching business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include the number of clients served, the number of cases with positive outcomes, reaching X number of successful clients, etc.
  • Your legal business Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the health coaching industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the health coaching industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your health coaching business plan:

  • How big is the health coaching industry (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential target market for your health coaching business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your health coaching business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, families, and HR personnel in corporations.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of health coaching business you operate. Clearly, individuals would respond to different marketing promotions than HR personnel in corporations, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other health coaching businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes medical clinics, alternative healers, and fitness gyms. You need to mention direct competition, as well.

For each direct competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

  • What types of customers do they serve?
  • What type of health coaching business are they?
  • What is their pricing (premium, low, etc.)?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide options for the uninsured?
  • Will you offer health products or services that your competition doesn’t?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a health coaching business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type of health coaching company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide holistic health coaching with a balanced program of all components: mind, body, and spirit?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your plan, you are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your health coaching company. Document where your company is situated and mention how the site will impact your success. For example, is your health coaching business located in a busy retail district, a business district, or in a standalone office? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your health coaching marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

  • Advertise in health and natural wellness magazines
  • Reach out to websites
  • Distribute flyers
  • Engage in email marketing
  • Advertise on social media platforms
  • Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your health coaching business, including answering calls, planning and providing coaching sessions, billing clients,  etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth session, or when you hope to reach $X in revenue. It could also be when you expect to expand your health coaching business to a new city.

Management Team

To demonstrate your health coaching business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing health coaching businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a health coaching business or successfully running a small natural health store.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you see 10 clients per day, and/or offer packaged sessions? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your health coaching business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a health coaching business:

  • Cost of equipment and office supplies
  • Payroll or salaries paid to staff
  • Business insurance
  • Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of insurance plans you accept.

Writing a business plan for your health coaching business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert and understand how to start a health coaching business. You will understand the health coaching industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful health coaching business.

Health Coaching Business Plan FAQs

What is the easiest way to complete my health coaching business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your health coaching business plan.

How Do You Start a Health Coaching Business?

Starting a Health Coaching business is easy with these 14 steps:

  • Choose the Name for Your Health Coaching Business
  • Create Your Health Coaching Business Plan
  • Choose the Legal Structure for Your Health Coaching Business
  • Secure Startup Funding for Your Health Coaching Business (If Needed)
  • Secure a Location for Your Business
  • Register Your Health Coaching Business with the IRS
  • Open a Business Bank Account
  • Get a Business Credit Card
  • Get the Required Business Licenses and Permits
  • Get Business Insurance for Your Health Coaching Business
  • Buy or Lease the Right Health Coaching Business Equipment
  • Develop Your Health Coaching Business Marketing Materials
  • Purchase and Setup the Software Needed to Run Your Health Coaching Business
  • Open for Business

Where Can I Download a Free Business Plan Template PDF?

Click here to download the pdf version of our basic business plan template.

Our free business plan template pdf allows you to see the key sections to complete in your plan and the key questions that each must answer. The business plan pdf will definitely get you started in the right direction.

We do offer a premium version of our business plan template. Click here to learn more about it. The premium version includes numerous features allowing you to quickly and easily create a professional business plan. Its most touted feature is its financial projections template which allows you to simply enter your estimated sales and growth rates, and it automatically calculates your complete five-year financial projections including income statements, balance sheets, and cash flow statements. Here’s the link to our Ultimate Business Plan Template.

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Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to hire someone to write a business plan for you from Growthink’s team.

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Business Plan Template for Wellness Coaches

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Are you a wellness coach with big dreams of starting your own thriving practice? Look no further than ClickUp's Business Plan Template for Wellness Coaches! This template is designed to help you outline your vision, mission, target market, marketing strategies, financial projections, and operational details, so you can turn your dreams into a reality.

With ClickUp's Business Plan Template for Wellness Coaches, you'll be able to:

  • Clearly define your goals and objectives to create a roadmap for success
  • Identify your target market and craft effective marketing strategies to reach them
  • Develop a comprehensive financial plan to ensure the financial health of your business
  • Organize and streamline your operational details to run your practice smoothly

Don't let your dreams of a successful wellness coaching practice stay just dreams. Get started with ClickUp's Business Plan Template for Wellness Coaches today and take the first step towards building your empire!

Business Plan Template for Wellness Coaches Benefits

Starting a wellness coaching business requires careful planning and organization. With the Business Plan Template for Wellness Coaches, you can:

  • Clearly define your vision, mission, and core values to guide your business strategy
  • Identify and target your specific market, ensuring that your services reach the right audience
  • Develop effective marketing strategies to promote your wellness coaching practice and attract clients
  • Create realistic financial projections to manage your budget and set achievable goals
  • Outline operational details, such as staffing, facilities, and equipment, to streamline your business operations and ensure smooth functioning
  • Set yourself up for success by having a comprehensive and well-structured plan in place.

Main Elements of Wellness Coaches Business Plan Template

ClickUp’s Business Plan Template for Wellness Coaches provides the essential elements to help you create a comprehensive and strategic business plan for your wellness coaching practice:

  • Custom Statuses: Track the progress of each section of your business plan with statuses like Complete, In Progress, Needs Revision, and To Do.
  • Custom Fields: Use custom fields like Reference, Approved, and Section to add additional details or categorize different components of your business plan.
  • Custom Views: Access different views such as Topics, Status, and Timeline to organize and review your business plan from different perspectives. Utilize the Business Plan view to see an overview of all sections and details, and consult the Getting Started Guide for tips and guidance throughout the planning process.
  • Collaboration: Invite team members, collaborate on specific sections, and assign tasks to ensure everyone is aligned in executing the business plan effectively.
  • Integrations: Seamlessly integrate with other tools and platforms to streamline data and enhance productivity in developing your wellness coaching business.

How To Use Business Plan Template for Wellness Coaches

If you're a wellness coach looking to create a business plan, the Business Plan Template in ClickUp can help you get started. Follow these four steps to create a comprehensive plan for your wellness coaching business:

1. Define your vision and mission

Start by clarifying your long-term vision and mission for your wellness coaching business. What do you hope to achieve? Who do you want to serve? Having a clear vision and mission will guide your decision-making and help you stay focused on your goals.

Use a Doc in ClickUp to outline your vision and mission statement, and make sure it aligns with your overall business objectives.

2. Identify your target market

Next, identify your target market for your wellness coaching services. Who are your ideal clients? What are their demographics, interests, and pain points? Understanding your target market will enable you to tailor your services and marketing efforts to attract the right clients.

Create custom fields in ClickUp to categorize and track information about your target market, such as age, gender, location, and specific wellness goals.

3. Develop your service offerings

Now it's time to outline the specific services you'll offer as a wellness coach. Will you provide one-on-one coaching sessions, group workshops, online courses, or a combination of these? Clearly define the benefits and outcomes your clients can expect from each service offering.

Use tasks in ClickUp to create a list of your service offerings and assign them to different categories, such as individual coaching, group programs, or online courses.

4. Create a marketing and sales strategy

To attract clients and grow your wellness coaching business, you'll need a solid marketing and sales strategy. Determine the most effective channels to reach your target market, such as social media, email marketing, or partnerships with local wellness businesses. Develop a plan for how you'll promote your services and convert leads into paying clients.

Use the Automations feature in ClickUp to automate certain marketing tasks, such as sending follow-up emails or scheduling social media posts. This will save you time and ensure consistency in your marketing efforts.

By following these four steps and using the Business Plan Template in ClickUp, you'll have a comprehensive plan in place to kickstart and grow your wellness coaching business.

Get Started with ClickUp’s Business Plan Template for Wellness Coaches

Wellness coaches and aspiring entrepreneurs can use the Business Plan Template for Wellness Coaches to create a comprehensive plan for their coaching practice.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a successful wellness coaching business:

  • Use the Topics View to outline and organize different sections of your business plan, such as Vision, Mission, Target Market, Marketing Strategies, Financial Projections, and Operational Details.
  • The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do.
  • The Timeline View will allow you to set deadlines and milestones for each section of your business plan.
  • Use the Business Plan View to get a high-level overview of your entire plan and easily navigate between different sections.
  • The Getting Started Guide View will provide you with step-by-step instructions on how to use the template and create your business plan.
  • Customize the template by adding custom fields like Reference, Approved, and Section to provide additional information and track important details.
  • Update statuses and custom fields as you work through your business plan to keep track of progress and ensure everything is on track.
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Health Coaching Business Plan

Executive summary image

The health coaching business enables you to pursue your passion, take charge of your professional future, and build a company that aligns with your principles and goals along with giving you monetary rewards.

So are you intending to be a health coach? If yes, then planning everything first is a wise option.

Need help writing a business plan for your health coaching business? You’re at the right place. Our health coaching business plan template will help you get started.

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Free Business Plan Template

Download our free health coaching business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

  • Fill in the blanks – Outline
  • Financial Tables

How to Write A Health Coaching Business Plan?

Writing a health coaching business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

  • Market Opportunity: Summarize your market research, including market size, growth potential, and marketing trends. Highlight the opportunities in the market and how your business will fit in to fill the gap.
  • Marketing & Sales Strategies: Outline your sales and marketing strategies—what marketing platforms you use, how you plan on acquiring customers, etc.
  • Financial Highlights: Briefly summarize your financial projections for the initial years of business operations. Include any capital or investment requirements, associated startup costs, projected revenues, and profit forecasts.
  • Call to Action: Summarize your executive summary section with a clear CTA, for example, inviting angel investors to discuss the potential business investment.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Describe what kind of health coaching business you run and the name of it. You may specialize in one of the following health coaching businesses:

  • General health and wellness coaching
  • Nutrition and diet coaching
  • Fitness and exercise coaching
  • Stress management and mindfulness coaching
  • Weight loss coaching
  • Corporate wellness coaching
  • Describe the legal structure of your health coaching business, whether it is a sole proprietorship, LLC, partnership, or others.Explain where your business is located and why you selected the place.
  • Owners: List the names of your health coaching business’s founders or owners. Describe what shares they own and their responsibilities for efficiently managing the business.
  • Mission Statement: Summarize your business’ objective, core principles, and values in your mission statement. This statement needs to be memorable, clear, and brief.
  • Future Goals: It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals; they can be specific targets for revenue, market share, or expanding your services.

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

  • Competitive Analysis: Identify and analyze your direct and indirect competitors. Identify their strengths and weaknesses, and describe what differentiates your health coaching services from them. Point out how you have a competitive edge in the market.
  • Regulatory Environment: List regulations and licensing requirements that may affect your health coaching company, such as licensing & certification, insurance coverage, privacy & confidentiality, scope of practice, etc.

Here are a few tips for writing the market analysis section of your health coach business plan:

  • Conduct market research, industry reports, and surveys to gather data.
  • Provide specific and detailed information whenever possible.
  • Illustrate your points with charts and graphs.
  • Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

  • Personalized health plans
  • Initial assessment and goal setting
  • Individual coaching sessions
  • Progress monitoring and adjustments
  • Group programs & workshops
  • Describe your approach: Describe the strategy and process you employ in your coaching practice. Highlight the guiding principles, philosophies, or methods used in your coaching. Talk about the holistic strategy you use to care for your client’s physical, mental, and emotional needs.
  • Showcase your expertise: Draw attention to the areas of your expertise and any training or certificates you may have. For instance, if you have a specialty in prenatal health, stress treatment, or weight management, describe your training and expertise in these fields.
  • Additional Services: Mention if your health coaching company offers any additional services. You may include services like, meal planning, educational workshops, etc.

In short, this section of your health coaching plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

  • Pricing Strategy: Describe your pricing strategy—how you plan to price your services and stay competitive in the local market. You can mention any discounts you plan on offering to attract new customers.
  • Marketing Strategies: Discuss your marketing strategies to market your services. You may include some of these marketing strategies in your business plan—social media marketing, Google ads, brochures, email marketing, content marketing, and print marketing.
  • Sales Strategies: Outline the strategies you’ll implement to maximize your sales. Your sales strategies may include direct sales calls, partnering with other businesses, offering referral programs, etc.
  • Customer Retention: Describe your customer retention strategies and how you plan to execute them. For instance, introducing loyalty programs, discounts on annual membership, personalized service, etc.

Overall, this section of your health coaching business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your health coaching business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

  • Staffing & Training: Mention your cleaning business’s staffing requirements, including the number of employees or health coaches needed. Include their qualifications, the training required, and the duties they will perform.
  • Operational Process: Outline the processes and procedures you will use to run your health coaching business. Your operational processes may include client intake & assessment, goal setting & action planning, progress tracking & evaluation, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your health coaching business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

  • Founders/CEO: Mention the founders and CEO of your health coaching business, and describe their roles and responsibilities in successfully running the business.
  • Organizational structure: Explain the organizational structure of your management team. Include the reporting line and decision-making hierarchy.
  • Compensation Plan: Describe your compensation plan for the management and staff. Include their salaries, incentives, and other benefits.

This section should describe the key personnel for your health coaching services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

  • Profit & loss statement: Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement . Make sure to include your business’s expected net profit or loss.
  • Cash flow statement: The cash flow for the first few years of your operation should be estimated and described in this section. This may include billing invoices, payment receipts, loan payments, and any other cash flow statements.
  • Balance Sheet: Create a projected balance sheet documenting your health coaching business’s assets, liabilities, and equity.
  • Financing Needs: Calculate costs associated with starting a health coaching business, and estimate your financing needs and how much capital you need to raise to operate your business. Be specific about your short-term and long-term financing requirements, such as investment capital or loans.

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your business plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

  • Add a table of contents for the appendix section to help readers easily find specific information or sections.
  • In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
  • Provide data derived from market research, including stats about the industry, user demographics, and industry trends.
  • Include any legal documents such as permits, licenses, and contracts.
  • Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your health coaching business plan should only include relevant and important information supporting your plan’s main content.

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This sample health coaching business plan will provide an idea for writing a successful health coaching plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our health coaching business plan pdf .

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Frequently asked questions, why do you need a health coaching business plan.

A business plan is an essential tool for anyone looking to start or run a successful health coaching business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your health coaching business.

How to get funding for your health coaching business?

There are several ways to get funding for your health coaching business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your health coaching business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your health coaching business plan and outline your vision as you have in your mind.

What is the easiest way to write your health coaching business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any health coaching business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software .

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Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Download Health Coaching Business Plan

How to Start Your Life Coaching Business Plan & Template

Life Coaching Business

Perhaps like many of us, you’re unsure where to start. Maybe you’re disillusioned by the lack of clear, actionable information available and have shelved your plans – for the moment, at least.

But don’t give in. Help is at hand.

This article introduces many of the answers to the question, “How do I start a life coaching business?”

In doing so, we borrow heavily from a book written by one of our founders at PositivePsychology.com, Seph Fontane Pennock, The 7 Pillars of a Profitable Practice . It is a great read and highly recommended; however, this article offers a powerful starting point regardless, with actionable points, a business plan, and a free template.

This Article Contains

How to start your life coaching business, 3 requirements for setting up your practice, crafting your business model plan: a template, how to market and advertise your coaching business, 10 best names for coaching practices, building and promoting an online coaching business.

  • 10+ Software & Forms to Use in Your Practice

A Take-Home Message

Life coaching can have far-reaching and diverse positive impacts on clients’ lives (Clutterbuck et al., 2016).

Many of us have toyed with the idea of starting a life coaching business, helping people change health-related behavior, improve wellness, boost their careers, and strive for personal goals (Karmali et al., 2020; Mann et al., 2022).

You most likely feel you have something to give: highly transferable skills learned from harsh life lessons and/or expertise in psychology, learning, leadership, self-development, and communication.

Or perhaps you are simply great at making people feel so empowered that they stop being “stuck” and take the bold steps to overcome obstacles holding them back.

Whatever your reason and motivation, we will help you get there, and the best place to begin is right here.

Begin at the beginning!

We start by recognizing our barriers.

What’s stopping us? Most likely, it’s our mindset rather than something physical. The following beliefs are potential obstacles, blocking us before we even start:

  • Fear of failure : We are afraid we will not succeed.
  • Not enough time: “I would give it a try, but I simply don’t have enough time.”
  • Self-doubt: Our lack of confidence sabotages our entrepreneurial journey.

It’s not about ignoring the fear or letting it determine how we act; it’s about accepting it as an inherent part of our journey.

Accept fear as part of your journey.

Next, evaluate your existing time commitments. Prioritize your current tasks, dropping some of the nonessentials, and plan to set aside time to start your life coaching business. This is something you’ve dreamed of doing and aligns with your bigger life goals.

There will always be things to do, but by changing your mindset and prioritizing this dream, you will find the time to make it a reality.

Everyone has 24 hours in a day. What will you accomplish with yours?

Finally, recognize your feelings of self-doubt but don’t let them control you. Reflect on some of your past successes and reach out to those closest to you for their support, encouragement, and practical advice.

We’d like to share a great article with you that can help, as it includes tips for increasing your self-confidence. Have a look at What Is Self-Confidence? (+9 Proven Ways to Increase It) .

To build confidence, you have to practice confidence.

If we don’t start, we will never know

Now that we have faced our barriers and established a healthier relationship with them, it’s time to step outside our comfort zone and start the journey.

Who is our dream client?

We can’t be great at everything, so we need to narrow our focus and reach and find an authentic niche.

For example, perhaps you enjoy helping people in the workplace . So, maybe your dream client has worked for several years but now feels stuck in their career. They need help to reevaluate where they are, where they want to go, and how to change their mindset to move toward a more fulfilling career.

Once we’ve defined our ideal client, we can consider each of Seph’s seven pillars for starting and growing a coaching practice sustainably:

  • Pillar #1 – Promise We need to be able to make a pledge to our dream client. The five Ps will help: People : Who are we helping? Place : Where are we helping them? Problem : What are we helping them solve? Product : What will we use to do this? Price : What will we charge to do it?
  • Pillar #2 – Leads We need to attract more of the right sort of clients (ideally, they will contact us). We must think about how our dream client will find us, perhaps via YouTube, a blog post, a personal website, or social media (think LinkedIn, Instagram, Facebook, etc.).
  • Pillar #3 – Clients How will we convert leads into clients? It may involve screening out those who are not a good fit for our services (depending on our coaching philosophy ) and following up quickly with compatible ones.
  • Pillar #4 – Traffic Reducing the legwork associated with finding leads is crucial; ultimately, it gives us more time to help others.
  • Pillar #5 – Retention Attracting and converting new leads is vital, yet so is holding on to existing clients. What potential offers can we share with existing clients to maintain (or boost) engagement?
  • Pillar #6 – Products How can we generate more income without spending extra time? It might include offering group coaching sessions or additional training, downloadable PDFs, podcasts, or webinars.
  • Pillar #7 – Team We can’t achieve everything alone. Over time, a successful coaching business may expand and include dedicated staff performing those administrative activities that take our time away from coaching.

Best coaching platform

What is the best platform for a life coaching business?

Traditionally, life coaching was practiced face to face and involved a great deal of manual administration behind the scenes.

Thankfully, new technology and online platforms mean we can perform coaching remotely through video calls and set up meetings, share activities, and exercises, and take notes online (Ribbers & Waringa, 2015; Kanatouri, 2020).

Our very own Quenza has been designed by and for coaches, counselors, and therapists, and that is why we believe it is the best coaching platform out there. It allows life coaches to focus on client needs, goals, and overcoming challenges and is a scalable solution for a growing business.

Do you need a business license?

You do not need specific qualifications to set up as a life coach, but accreditation can boost potential clients’ confidence in your abilities.

However, obtaining a business license is required in some locations to provide life coaching services legally. If you’re unsure whether you need a license, check with your local government agencies or consult a lawyer or accountant familiar with your jurisdiction (Lumia, 2022; Blackbyrn, 2023).

3 Best life coaching certification programs

There are many life coaching courses available. However, the International Coaching Federation (ICF) is the world’s best-known and respected coaching program certifier.

We list three of our favorite life coaching certification programs, but many others exist.

Spend time researching the one that best matches your coaching plans, availability, and budget.

  • Coaching Out of the Box This fast track to ICF certification can help turn your dream of starting a life coaching business into a reality. It includes group and one-to-one coaching and certification and supports individuals as they obtain documented coaching experience.
  • Barefoot Coaching This ICF and university-accredited coach training offers online coaching expertise to develop the coaching skills required as a life coach, HR professional, or business leader.
  • Life Purpose Institute The institute offers the coaching tools and marketing expertise to build a life coaching practice plus the training hours required to get ICF credentials. The number of students in online courses is limited, and students can learn the skills needed to coach individuals, groups, and workshops.

For further training opportunities, see our articles, 19 Best Coaching Training Institutes and Programs and 8 Best ICF Coaching Certification Programs and Courses .

A life coaching business plan doesn’t need to be complicated and must remain current, capturing the key actions and challenges.

Use the Life Coaching Business Model Plan or one of our templates from our How to Write a Life Coaching Business Plan: 5 Templates article to create an initial plan.

In this example, we target people who feel stuck in their career or their life (or both).

Business identity

What is the business called? “Clarity Life Coaching”

Target client

Our target clients are individuals who feel stuck, lost, or uncertain in their personal or professional lives. We focus on mid-career individuals or those experiencing significant life changes, such as divorce or career transitions.

Client pain points

Our clients struggle with a lack of direction, feel overwhelmed, and lack clarity about their goals and values. They may feel stuck in unfulfilling jobs or relationships and experience high stress or anxiety.

Your solution

Clarity Life Coaching provides personalized coaching services to help individuals clarify their values, goals, and priorities. Our coaching process helps clients identify their strengths and areas for improvement, develop a plan to achieve their goals, and overcome obstacles that may stand in their way. We use various coaching techniques , including goal setting, visualization, and Cognitive-Behavioral Therapy.

Your competition

Several life coaching businesses in the local area provide similar services, but our unique approach and personalized coaching services set us apart from the competition. We focus on a highly customized coaching experience tailored to each client’s needs.

Revenue streams

Our revenue streams include one-on-one coaching sessions, group coaching sessions, and workshops on topics such as goal setting and stress management.

Marketing activities

We use online advertising, social media marketing, and partnerships with local businesses and community organizations. We will also attend local events and conferences to promote our services and network with potential clients.

Existing and future expenses include rent for our coaching space, coaching materials, advertising and marketing costs, and attending events and conferences.

Team and their key roles

The team will consist of one life coach responsible for providing coaching services, managing client relationships, and handling administrative tasks such as scheduling and billing.

Initial thoughts on milestones include:

  • Launching the business and securing our first clients within the first three months
  • Expanding our client base by 25% within the first year
  • Increasing revenue by 35% within the first year
  • Hosting a successful workshop or seminar within the first six months of operation

Help mid-career individuals gain clarity and direction and achieve their personal and professional goals.

Your plan will evolve and should be revisited regularly to grow and manage your life coaching practice.

Marketing your business

For many of us, marketing and advertising can fill us with fear – an unknown and confusing process.

So here are a few valuable pointers drawn from Seph’s The 7 Pillars of a Profitable Practice and Steve Chandler’s book How to Get Clients: New Pathways to Coaching Prosperity .

Your coaching website should be like a funnel

  • When your visitor arrives on your website, they should:
  • Know which problem you can help them solve or which goal you can help them achieve.
  • Find clear evidence of your successful track record.
  • Be confident in your abilities and experience.
  • Be provided with some upfront value (perhaps a free e-book).
  • Do not overcomplicate the website. Consider removing unnecessary content. The goal is for traffic to arrive as visitors and leave as leads (or sales).
  • Make use of a call-to-action, either:
  • Offer a giveaway in exchange for their name and email.
  • Allow them to sign up for their first (complimentary) coaching session.

Productive conversations

Productive conversations and creating relationships lead to new clients.

  • Make sure that you follow up on discussions promptly.
  • After an initial chat, ask the potential client to complete a prequalification survey.
  • Don’t leave them wondering. Tell them when they will receive a follow-up email.
  • Don’t be needy (even if you would like their business).
  • Be aware that the client will remember how you made them feel rather than precisely what you said.
  • Talk less about yourself and your coaching and listen more to their problems.

Online writing

Writing for a personal blog or elsewhere can increase your reach, get you in front of clients, and help others take you seriously. But remember:

  • Aim for quality over quantity – you are targeting the right kind of traffic.
  • Change your mindset from “How do I find more clients?” to “How do my dream clients find me?”
  • Know what people are looking for and create resources on that topic.
  • Earned reach is the organic attention that you receive. Perhaps you got a mention in a podcast or on a news website. Paid reach has a cost, such as Facebook and Instagram ads or using the Google Ads Platform. Consider both.
  • If you post on your website, consider your owned reach. You should appear in the search results, so get to know which keywords people are searching for when they look for help.

In The 7 Pillars of a Profitable Practice , Seph covers in more detail how to rank for keywords and create a content marketing plan that includes platforms with active audiences, such as:

  • The Huffington Post
  • Entrepreneur

Ultimately, your goal is for people with problems to find you so that you can help meet their needs.

Finding the right name for your coaching business is not easy. Too obvious, and it is either likely to be already taken or so bland that it will not be memorable.

One approach involves using AI to create life coaching business names . Use it or your own research to consider and evolve potential names, thinking about:

  • The customers’ first impression
  • The identity and brand of your business
  • The type of customer you wish to attract
  • How memorable the name is (and for the right reasons)
  • Whether the name is already being used

Here are 10 names to start you off:

  • Coaching for Success
  • The Successful Living Academy
  • Evolve Coaching
  • Courage Coaching
  • The Breakthrough Coach
  • The Change Academy
  • Coaching for Vitality
  • Abundant Life Coaching
  • Positive Change Coaching
  • The Courage Academy

Building a life coaching busines

The following articles offer more suggestions regarding how to build and promote an online coaching business.

  • How to Get Clients for Life Coaching [5 Strategies] provides more information and guidance on nailing your business’s value proposition, marketing funnel, and online and offline strategies.
  • How to Start an Online Coaching Business: Step-by-Step Plan is a practical guide for building a successful and profitable business.
  • How to Start a Life Coaching Business From Scratch explores what you will need and your first moves to becoming an online coach.

10+ Software & Forms to Use in Your Practice

There are several online platforms for coaching, many of which are introduced in the article 12 Best Online Coaching Platforms & Tools .

PositivePsychology.com’s dedicated coaching software Quenza is compelling and unique because it:

  • Is extraordinarily user friendly and intuitive
  • Uses the latest SSL encryption to store client results to ensure HIPAA and GDPR compliance
  • Is highly scalable, growing with your business
  • Stores forms as customizable templates
  • Securely delivers exercises and forms to clients
  • Enables form completion on mobile, tablet, or desktop
  • Nudges clients when they need a reminder to do something

In How to Send & Build Counseling Client Intake Forms Digitally , we explore how to create and share online forms using the Quenza platform.

Next, our two articles, Coaching Forms Toolbox: 17 Templates for Your Sessions and How to Create Feedback Forms: 3 Templates + Best Online Tool , explain how forms can be created from scratch, copied, or modified within the tool.

We suggest using the following forms:

  • Pre-coaching questionnaire
  • A self-contract to encourage client accountability
  • Life domain satisfaction questionnaire
  • Strength interview form
  • Session rating scale
  • Coach evaluation form
  • End of therapy evaluation

Many other templates exist, including ones for visualization, mindfulness, goal setting, and benefit finding.

Fear, time constraints, and self-doubt can hold us back from starting a life coaching business. Learning to accept our barriers and shift our focus from ourselves to our clients can dramatically improve our chances of success.

Learning from the experiences of successful business owners like Seph Fontane Pennock can provide valuable insights and help us create a profitable and impactful practice.

You most likely feel like you have something to give to your dream clients. You wish to create an opportunity for positive change in their lives while delivering on a personal vision for a life coaching practice.

Creating a clear and achievable business plan can be simple and will help you find your ideal clients and offer them a path to setting and striving toward their goals.

Having read this article and been inspired to start your life coaching business, why not look at The 7 Pillars of a Profitable Practice and use the many lessons Seph learned along his journey to inform your business plans and give your clients their best chance of success?

  • Blackbyrn, S. (2023, February 17). Does a life coach need a business license? Coach Foundation. Retrieved April 20, 2023, from https://coachfoundation.com/blog/life-coach-business-license/.
  • Clutterbuck, D., David, S. A., & Megginson, D. (Eds.). (2016). Beyond goals: Effective strategies for coaching and mentoring.  Routledge.
  • Lumia. (2022, August 4). Does a life coach need a business license and insurance? Lumia. Retrieved April 20, 2023, from https://www.lumiacoaching.com/blog/does-a-life-coach-need-a-business-license.
  • Kanatouri, S. (2020). The digital coach . Routledge.
  • Karmali, S., Battram, D. S., Burke, S. M., Cramp, A., Mantler, T., Morrow, D., Ng, V., Pearson, E. S., Petrella, R., Tucker, P., & Irwin, J. D. (2020). Clients’ and coaches’ perspectives of a life coaching intervention for parents with overweight/obesity. International Journal of Evidence Based Coaching and Mentoring , 18 (2), 115–132.
  • Mann, A., Leigh Fainstad, T., Shah, P., Dieujuste, N., & Jones, C. D. (2022). “It’s nice to know I’m not alone”: The impact of an online life coaching program on wellness in graduate medical education: A qualitative analysis. A cademic Medicine , 97 (11S), S166–S166.
  • Ribbers, A., & Waringa, A. (2015). E-coaching: Theory and practice for a new online approach to coaching . Routledge.

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Health Coaching Business Plan

Discover how a Health Coaching Business Plan can elevate your coaching services. Learn to create, implement, and track your plan for business success.

business plan wellness coach

By Telita Montales on Jun 20, 2024.

Fact Checked by Ericka Pingol.

Health Coaching Business Plan PDF Example

What is a Health Coaching Business Plan?

A Health Coaching Business Plan is a comprehensive and strategic blueprint enabling health coaches to establish, manage, and expand their businesses effectively. This tactical roadmap covers various critical facets of business operations. Among these are articulating a unique selling proposition, precise target market identification, formulation of innovative marketing strategies, detailed competition analysis, and projection of reliable revenue streams and financial forecasts.

The business plan further incorporates an extensive operational synopsis, concentrating on key operational aspects such as service delivery methods, team structure, and resource management. This streamlines business operations and facilitates effective decision-making.

In a highly competitive landscape of health coaching, possessing a well-structured and thorough business plan is paramount. It empowers aspiring coaches to stand out and cultivate a unique identity in this dynamic market.

A robust business plan is the cornerstone upon which a thriving health coaching enterprise can be built. It offers a clear vision and a structured path to follow, reducing uncertainties and increasing the likelihood of success.

form the structural framework that supports the growth and success of a coaching business.

Printable Health Coaching Business Plan Template

Download this Health Coaching Business Plan Template to elevate your practice.

How does it work?

A Printable Health Coaching Business Plan template offers a streamlined structure to meticulously organize and shape your business ambitions. Here are the key steps involved:

Identify your Vision and Mission

Embarking on your health coaching business journey begins with introspection. Reflect on your driving force behind this venture. What are your aspirations, and how do you envision positively influencing your clients' lives?

Craft your Unique Value Proposition

Differentiation is key in a competitive market. Therefore, identify what sets your health coaching services apart from the rest. What unique benefits can you extend to your clients? Convey your unique value proposition compellingly.

Identify your Target Market

A clear understanding of your ideal clients forms the bedrock of a successful business strategy. Identify their demographic and psychographic attributes. Know their needs, preferences, and expectations to align your services accordingly.

Develop a Marketing and Sales Strategy

Client acquisition and retention are critical for your business's growth. Determine which marketing channels would most effectively reach your target market. Design a comprehensive marketing and sales strategy to attract and retain clients.

Analyze your Competition

A clear understanding of the competitive landscape can provide valuable insights. Identify other health coaches or organizations offering similar services. Learn from their strengths and identify opportunities where you can excel.

Prepare Financial Projections

Financial viability is pivotal for your business's success. Create a detailed financial plan that outlines your projected revenue streams, expenses, and profitability. Use these projections to plan for growth and manage resources effectively.

Choose Suitable Business Tools

Equip yourself with efficient business tools to manage various aspects of your health coaching practice. Consider robust software solutions like Carepatron for managing electronic health records and other administrative tasks, enhancing productivity.

Remember, a well-crafted, printable Health Coaching Business Plan can be a constant reference and guide as you navigate your business journey.

Health Coaching Business Plan Example (sample)

An effective Health Coaching Business Plan typically begins with an executive summary, providing a concise snapshot of your business. Next, it elaborates on the business description, encapsulating your unique selling proposition, service offerings, and future aspirations.

The plan then outlines a strategic marketing approach, detailing how you will attract, engage, and retain your target clientele. A comprehensive competitive analysis follows, delving into the landscape of similar services offered by other health coaches or organizations and identifying opportunities for differentiation and growth.

Subsequently, the business plan highlights the operations strategy, encompassing your service delivery methodology, team composition, and resource management. Finally, the plan concludes with a section on financial projections, laying out anticipated revenue streams, expenditures, and potential profitability.

Each Health Coaching Business Plan should be personalized to align with your business model and objectives. Hence, this template should serve as a foundation that you can tailor to your unique needs. For more detailed guidance, please refer to the Health Coaching Business Plans PDF, which offers in-depth instructions to craft a business plan that resonates with your unique coaching vision and goals.

Download this Health Coaching Business Plan Template Example:

Health Coaching Business Plan Example (sample)

When would you use this Template?

A Health Coaching Business Plan template serves as a valuable resource throughout various phases of your business journey:

Starting a Health Coaching Business

The business plan template is a guiding light when laying the groundwork for your health coaching venture. It facilitates your meticulously planning your initial steps and adeptly maneuvering through the intricacies of setting up a new business. This foundational document aids in crystallizing your vision, defining your unique value proposition, and identifying your target market, setting the course for a successful start.

Growing your Health Coaching Business

As your business progresses and you want to expand, the business plan plays a critical role. It assists in recognizing growth opportunities, developing potent marketing strategies, and managing resources proficiently. Regularly updating your Health Coaching Business Plan, you can maintain strategic alignment with your growth objectives, ensure continued relevance in the market, and adapt to changing client needs.

Seeking Investment or Loans

A well-structured business plan can prove invaluable when you're ready to scale your business and require external funding. By presenting a clear vision, demonstrating a viable market, and showing robust financial projections, your business plan can convince potential investors and financial institutions about the feasibility and profitability of your business.

A Health Coaching Business Plan is not a one-time tool used at the outset of your business; it's a dynamic document that evolves with your business, supporting you at every stage of your entrepreneurial journey.

Using our Free Health Coaching Business Plan offers several advantages:

Structured Approach

Our Free Health Coaching Business Plan provides a systematic approach to planning, helping you cover all crucial business aspects.

Time-saving

Free Health Coaching Business Plan Templates save time by providing a ready-made structure for your business specifics.

Consistency

Maintaining a consistent format throughout the Free Health Coaching Business Plan makes the plan easier to comprehend and present.

Comprehensive

Our Free Health Coaching Business Plan covers every aspect of the business, leaving no room for missed elements or overlooked details.

Research and Evidence

A robust business plan's efficacy and crucial role are well documented in numerous research studies and business literature. The tradition of constructing a detailed business plan can be traced back to the origins of entrepreneurship and has continued to evolve, reflecting changing market dynamics and business practices.

Scientific research consistently underscores the relationship between a well-crafted business plan and superior performance . A study published in the Strategic Management Journal found that ventures guided by formal planning were 16% more likely to remain viable beyond the three-year point. In addition to enhancing business survival rates, another study conducted by William Bygrave , a professor of entrepreneurship, established a positive correlation between the existence of a business plan and profitability.

Applying these findings to a health coaching business context, using a detailed business plan can significantly enhance the chance of success by offering a clear roadmap for the venture. It enables health coaches to outline their unique value proposition, target clientele, marketing strategy, operational plan, and financial projections systematically.

The emergence of business plan templates, like the Health Coaching Business Plan template, has further streamlined this process. These templates provide a structured framework that ensures a comprehensive, professional approach to business planning. They help eliminate potential oversights and maintain a consistent, logical flow when presenting your business concept.

Therefore, the time-tested practice of business planning, supported by substantial empirical evidence, strongly advocates for using a Health Coaching Business Plan when embarking on or growing a health coaching venture.

Why use Carepatron as your Health Coaching Business Plan app?

Carepatron is a globally trusted and compliant practice management system, providing an ideal platform for managing your health coaching business. It delivers a seamless experience of simplicity, compliance, collaboration, and global applicability. Here's why Carepatron makes the perfect Health Coaching Business Plan Software:

  • Simple to Use: Carepatron offers a user-friendly interface that eliminates the need for extensive training. It allows you to focus on your clients rather than navigating complex software, making it an optimal choice for health coaches.
  • Globally Compliant: With adherence to worldwide security requirements like HIPAA, GDPR, and HITRUST, Carepatron ensures your work and client data remain safe and secure.
  • Comprehensive Suite of Features: Carepatron provides many essential tools for managing your health coaching business. These include:
  • Efficient Client Management: Maintain and access your client information effortlessly.
  • Streamlined Appointment Scheduling: Coordinate and manage appointments without the hassle.
  • Hassle-free Billing: Keep track of your finances with ease.
  • Built for Collaboration: Carepatron facilitates effective sharing across your team, professional network, and clients as if everyone were co-located, fostering better communication and coordination.
  • Tracking and Alignment with the Business Plan: Carepatron allows you to integrate your business plan into your day-to-day operations seamlessly. It helps you stay aligned with your business objectives and enables you to track your progress effectively.

Supported by a global community of users, Carepatron works diligently to deliver a beautiful experience every day, making it an excellent choice for your Health Coaching Business Plan app. Sign up today!

Practice Management Software

  • https://smallbusiness.chron.com/business-planning-performance-2535.html  
  • http://www.mim.ac.mw/books/Bygrave's%20Entrepreneurship%202nd%20Edition.pdf   ‍
  • https://openstax.org/books/entrepreneurship/pages/11-4-the-business-plan

Commonly asked questions

Primarily, health coaches use it to structure, manage, and grow their businesses.

It is used during the inception of a health coaching business, while seeking funding, and for strategic growth planning.

It outlines the business's vision, mission, strategies, and operational and financial plans. It helps in tracking progress and making informed business decisions.

Related Templates

Coaching Business Plan PDF Example

Popular Templates

List of Neuromuscular Training Exercises PDF Example

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How to Create a Health Coach Business Plan

Through fostering a positive mindset around health and well-being, health coaches empower and motivate their clients to become experts on their health. Health coaches have the tools and knowledge to share with their clients about holistic health and how to enact sustainable behavioral changes.

Coaches empower clients to learn what makes them feel good, not just what they’ve been told is “healthy” or what they “should” or “shouldn’t” do as it relates to their health. They guide clients toward sustainable diet and lifestyle changes by equipping them with the mental and emotional tools to achieve great health, such as how to find the foods and lifestyle practices that work for them.

Health coaches can work in many different roles including at doctor’s offices, hospitals, spas, schools, gyms, and wellness centers. Many coaches begin their journey into small business ownership by creating their own health coaching business. But creating and building a successful business doesn’t happen overnight or without hard work – and you can set yourself up for success by creating a business plan.

What is a Business Plan?

Business plans are just what they sound like: a way to guide you through the stages of starting and managing a business. Business plans act as a map for how to structure, run, and grow your business, and they can be (and should be) tailored to you and your business’s unique needs. Your business plan can also aid in securing funding or new business partnerships. Investors will look for proof they’ll see a return on their investment, and your business plan is the tool you’ll use to convince them.

What to Include in Your Business Plan

As you create your business plan, you may come across competitive advantages you didn’t know you had or discover obstacles you need to overcome before you start taking on clients. Writing a business plan is a chance to outline how you want to run your business, and it can keep you accountable down the road.

Executive summary

This brief introduction to your business plan gives an overview of your company, skills, service offerings, and how you plan to run your health coaching business. Think of this section as the highlights – it needs to be able to draw people in.

Industry overview

People not currently involved in the health and wellness fields may not know what Health Coaches are or what they do. This section should cover the health coaching industry and where you fit into it. Use facts and statistics to back up your claims – like the fact that holistic Health Coaches contribute to improving health outcomes.

Mission statement

The mission statement of your business should be a direct, short statement that highlights your overall strategy and goals for your business. Your mission statement is the “why” behind your business; it shows potential investors the person behind the company.

Business structure and operations plan

This section will show who is involved with your health coaching business and how their roles contribute to its success. If you’re the sole proprietor and are running a one-person show, you can use this section to explain your credentials and discuss your earlier experience as a Health Coach. Make a clear and compelling statement about the unique value your company brings to the market.

The operations plan should explain the organization of how your business will run. How will you gain clients? Who will handle the day-to-day operations (if not you)? How will you be generating revenue? In this section, consider how your clients will be communicating with you, how you’ll interact with them , and how you’ll turn those interactions into long-term revenue streams. Discuss how you’ll measure what success looks like for your business.

Description of services

Describe what you’re selling or the services you offer. Explain how this will help clients and how you’ll keep them on long-term. The services section can also describe what clients can achieve with the help of your coaching business. Will you offer one-on-one meetings with clients ? Meal plan and create workout regimens? Provide financial counseling? Outline every service you intend to offer.

Target market and competition analysis

This section of your business plan may have been completed much earlier on in your business development process – conducting a SWOT analysis is a smart first step when coming up with any business idea. A SWOT analysis considers the Strengths, Weaknesses, Opportunities, and Threats of your business or the health and wellness community. Strengths and Weaknesses look specifically at the business’s inner workings, where Opportunities and Threats focus on your specific industry and the market.  

Once the SWOT analysis is completed, you should identify your ideal clients, target markets, and preferred customers. You can create one or two examples of the people you’re looking to attract to your health coaching business. These examples should highlight who your clients will be, what their lives and health look like, what they want to achieve, and any other demographics that can help you identify potential clients in your marketing plan.

Marketing plan

The marketing section of your business plan should explain how you’ll reach your target market through advertising and marketing. This should include what social media platforms you’ll be using (and their potential for conversion), how you’ll utilize your website, where and when you’ll advertise, if you’ll be partnering with any public relations firms or influencers, and your launch and pre-launch marketing plans. Provide examples of any flyers, ads, business cards, or branding guidelines that showcase your business.

Pricing overview

Detail the prices you will offer for your services and how they compare to your competitors. This should include any discounts you plan to offer, how you’ve come to the amount you’re charging, and any fees you anticipate having clients incur. You can also detail how you’ll coordinate bookings for appointments and point-of-sale solutions for processing payments.

Financial projections

The goal of this section is to show that your health coaching business will be successful financially. This section is incredibly important when it comes to seeking investors. They want to know that they’ll get their money back, should they support your business. Highlight featured services, explore the cost of running your business and your profit margins, and establish your revenue goals.

If you’ve got an already-established business, include income statements, balance sheets, and cash flow statements for the last three to five years. Use graphs and charts to tell the financial story of your business and what you hope to achieve.

The Bottom Line

Consistency is key when it comes to marketing yourself, and Integrative Nutrition’s IINBiz platform offers done-for-you content specifically curated for wellness entrepreneurs. IINBiz a premier marketing platform that provides graduates with ready-to-use marketing materials like client forms, handouts, newsletter templates, webinars, and more – to its graduates.

Starting any new business can be a daunting task, so it’s important to remember that you don’t need to be perfect to get started - but having a plan can help you start off strong. Starting with set goals, financial objectives, marketing strategies, and other targets will help keep your business on the path forward.

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Katy Weniger

Related articles, how health coaches can support clients to manage stress, nine essential coaching skills for effective health coaches, how to become an online wellness coach, the original health coaching program.

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  • Health Coach

7 Steps to Create a Health & Life Coaching Business Plan

Becoming a health and life coach already holds plenty of benefits, not just in your career and financial progress, but in your holistic personal growth. 

Now, imagine these benefits multiplied when you build your very own health and life coaching business .

While building any type of business takes time and effort, these seven steps for success will help guide you to coaching glory.

What Does It Take to Have Health and Life Coaching Success? 

Having your own health and life coaching business requires a hefty amount of determination and passion. There can be challenges along the way that could discourage you from pursuing your goals. This is true for any goal worth pursuing.

But don’t let that deter you from going after your dreams of living your healthiest life and helping others do the same! If you know exactly what milestones to aim for throughout your coaching business journey, the path toward success can be a whole lot smoother. So, here’s your step-by-step guide; follow it closely and prepare to welcome in financial abundance and clients who can’t wait to work with you.

7 Steps to Build a Profitable Health Coaching Business

If you’re wondering how you can ultimately build a profitable health and life coaching business, look no further. Here are seven simple steps to get you started.

1. Complete an Accredited Health & Life Coaching Course

If you are starting from scratch, the first thing you need to secure is a certification from an accredited health coach training program . 

Online courses are proliferating nowadays. However, in selecting the program that could guarantee a workable path to a successful health and life coaching business, it’s imperative to consider the accreditation the course holds.

Health Coach Institute’s Become a Health & Life Coach program is Continuing Coach Education (CCE) accredited by the International Coach Federation (ICF). Both the Health Coach and Life Coach portions of the training have been reviewed by ICF and have been given program accreditation approval via the CCE designation. 

2. Get Your Health Coach and Life Coach Certificate

Most health coach training programs only award a Health Coach Certificate upon completion of the program. Health Coach Institute’s Become a Health & Life Coach program offers a dual certificate for Health Coach AND Life Coach upon completion.

Getting certified as a health coach enhances your reputation and reliability in the field. It’s a necessary step if you are committed to further monetizing your health coaching practice. In addition, having the dual certification opens doors of opportunity that other courses just don’t offer. 

3. Establish a Network With Successful Health & Life Coaches

A business, after all, depends heavily on people.

In this sense, a health and life coaching business relies on the kind of relationship you have not only with your clients but with other practitioners in the field. And in the business world, networking can be a game-changer . 

As a health and life coach, you may benefit from establishing a healthy relationship with those who have already established themselves in the profession. Doing so may give you access to strategies and industry secrets that can catapult you into a successful health and life coaching career.

The Health Coach Institute offers you the ability to connect with a like-minded community via online groups and live networking events. Your peers will support, stretch, and encourage you to build the career and life of your dreams.  

4. Successful Coaches Create a Business Plan

Once you’re ready to rock your business, you’ll want to put all the awesome thoughts and ideas bouncing around in your head onto paper, and sort them into an actionable plan that  propels you down the path to coaching success. You’ll do this by creating a business plan. (Don’t worry, it’s not as scary as it sounds.)

What Is a Business Plan?

A business plan contains your specific targets and the corresponding actions you need to take so you can hit (or even surpass!) those targets.

Your business plan encompasses your SMART goals (specific, measurable, attainable, relevant and timely), budget allocations, marketing strategies and revenue projections.

Now, if some of those words make you cringe, don’t panic. As part of the Health Coach Institute’s Pillar 4 of training, you’ll receive all the tools and resources necessary to create your health coaching-specific business plan. No stone goes unturned in the training, and you can feel confident you’ll have all the info you need.

Why Should Coaches Create a Business Plan?

Business plans are imperative for you to have full control, vision, and accountability over your coaching career. They allow you to scale growth in a sustainable way. For instance, a business plan can help you figure out how many clients you’d need to take on in order to make back the cost of your health coach enrollment fee. 

A strong business plan will also enable you to set goals, measure performance and track progress. Writing down your business plan also encourages you to get extremely specific about your coaching niche, identify any potential challenges within that niche, and observe how other coaches within that niche are pricing their products.

What Should Your Health and Life Coaching Business Plan Include?

Your business plan will be personal to your professional goals, so there isn’t one specific template you should be following. Though you’ll definitely want to include information on your specific offerings, your coaching niche and a financial plan.

Other things to potentially include in your business plan:

  • Coaching/company mission statement
  • Overarching business plan (also called an executive summary)
  • Marketplace statistics around your niche
  • Target audience demographics
  • 30-60-90 day goals

5. Develop a Marketing Strategy for Your Health and Life Coaching Practice

Even before you launch your business, you absolutely need to develop a viable marketing strategy that attracts your target clients. 

To market your health coaching business, study where your target market spends most of its time. Keep in mind that although digital marketing is all the rave nowadays, we cannot discredit the effectiveness of traditional marketing such as word of mouth or referrals. The latter becomes even more effective if you have built your credibility in the field. 

Health Coach Institute will give you a successful Health Coach business marketing plan to build from as part of your training. 

6. Set Up Your Website

Now more than ever, health and life coaching is in demand, and businesses (like yours!) can easily be set up online. You can even meet clients through virtual meetings and follow-up via online private messaging.

How exactly do you do it? 

Easy! Set up your website and work your way to becoming an authority in the field. Your own website is beneficial in the following ways:

  • It helps your credibility
  • It increases your chance to get more leads
  • It makes communication more efficient
  • It expands your digital marketing options

There are many ways to create your website. The most basic way is to add your business listing to Google My Business so that your services are able to be found on the web. There are also plenty of free or low-cost website builders like WordPress, Squarespace, GoDaddy and Weebly. But if you want an even more professional looking website, you can always hire an expert to take over this step. 

Regardless of which way you take, a website will increase your value as a committed health and life coach. 

7. Find Your First Clients

When all the logistics are set, you are now ready to welcome your first clients. Remember, it’s perfectly natural for this step to take some time (though you’ll learn loads of tips and techniques in your Become a Health and Life Coach training). Don’t feel discouraged if you’re not inundated with clients on day one—just keep moving toward your goals and lean on the HCI community for encouragement whenever you need it.

Here are some other great tricks:

  • Conduct a workshop
  • Connect with your previous clients
  • Network with doctors and other healthcare professionals for referrals
  • Join online forums or social media groups
  • Offer a free discovery call to your potential clients 

Attracting clients for your online health coaching business on a monthly or weekly basis requires consistency but can also be really fun. When you’re showing up for yourself and your clients, your enthusiasm shines though, and can go a long way in establishing long-term client-coach relationships that lead to referrals.

Final Thoughts on Building a Profitable Health & Life Coaching Business

To become a board-certified health coach requires a real passion for helping other people. 

And while your dreams of a lucrative career may certainly become a reality, you’ll need the drive and determination to stay consistent in your business. Luckily, you’re in a career that strengthens not only your physical health but your mental wellness, too. (Plus, you’ll have an amazing community of like-minded friends to back you up!)

Sounds like a winning recipe for success, wouldn’t you say?

How to Enroll at the Health Coach Institute

Ready to start the next chapter of your life? This is the sign you’ve been waiting for. Head here to learn more about our six-month Become a Health & Life Coach program. There you’ll be able to download the course catalog, get 72-hour access to the program, and join a free upcoming live workshop. If you’re looking to talk to somebody directly, connect with a Clarity Coach at 1-800-303-2399 and they can answer your questions and address any concerns.

By: Health Coach Institute

More to explore, you might also like, how hci transformed alysha harris's coaching career, pathway to holistic wellness: laura butler's inspiring health coaching journey, from newsroom to coach: richard taliaferro's professional pivot, 3 top webinars we love, the history of health coaching, what is health coaching, why you should enroll in health and life coaching this summer, 6 questions to ask before enrolling in a health coach mastery program, ready to learn more.

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32 Health and Wellness Business Ideas for 2024  

So, you love health and wellness, and you’ve also always wanted to be your own boss. Wouldn’t it be great to work in an industry that you love – every day?

Unfortunately, being passionate about wellness isn’t enough to earn you a healthy income! You’ll need to turn your passion into a business, and in this article, we’ll cover 32 types of wellness businesses.

There are many types of wellness business that suit different people. It really depends on your interests and skills, but also your desired lifestyle:

  • Do you want to be location independent? If so, you’ll want to look for a business that lets you work online, so you don’t need to be in a physical location.
  • Do you want to work with clients 1:1 or in groups, or not at all?
  • Do you want to write books, or create courses, or teach classes?
  • Do you want to create a physical product to sell?

Knowing YOUR interests is the first step to choosing the best health and wellness business for YOU to start.

On The Wellpreneur Podcast , I’ve interviewed over 100 wellness entrepreneurs about how they’ve built successful businesses.

These wellpreneurs range from health coaches to personal trainers to yoga teachers to authors to retreat planners to natural skincare brands .

There are so many ways that you can create a job you love in the wellness industry.

Starting a Health and Wellness Business in 2024

2024 is the year that we need to start thinking more outside of the box about wellness. It is time to take a more serious approach to alternatives available in the healthcare industry while finding new ways to serve our communities. Creating a personal wellness business in 2024 is also a great way for many to find fulfillment in their lives as they continue to grow.

FREE CHECKLIST

Start Your Wellness Business -  from scratch!

If you are here, then you are already interested in starting a business in the health and wellness industry, so here are a few tips to get you going before we get into our top 32 ideas for 2024.

Find Your Focus

This is going to be the first step. The focus is on what helps determine what kind of service or product you are going to provide. In the health and wellness industry, there are several ways to go, including something more clinically focused or spa focused, for example.

Determine Startup Costs

This is going to be the amount of money you need to get started. Consider the initial and monthly costs of the rent for any office space you may need to secure along with the costs of materials for any business cards, letterheads, flyers, or brochures you need. Also, factor in the costs of building a website, obtaining a web host, and securing a domain.

In addition, you should also take into consideration any costs there may be for owning your business. For example, are there additional taxes you have to pay? Do you have the income to continue to live comfortably while building your business?

Identify a Target Audience

When you have a clear focus, it will be much easier to identify your target audience. When identifying your target audience, make sure to pinpoint what is also going to set you apart from your competition.

Obtain Proper Licenses

You want to familiarize yourself with the laws and licensing requirements in your state. You need to make sure that your business and any contractors you hire are fully licensed by the state you are in.

Naming Your Business

Finally, when it comes time to establish a  name for your health and wellness business , first make sure that the name is available through your state's Secretary of State directory and then develop your logo and website to promote your new business. To help you with your name, you can also use a business name generator to help you come up with ideas.

Check the Competition

Always research other businesses in the area that are offering the same products and services as you. Check their website, their pricing, and research who their ideal customer is. Having all this information will help you grow and scale your own business and establish your own health and wellness career.

Here are 32 ideas to get you started, categorized by type of business.

Health and Wellness Business Idea: Personal Services

health and wellness business idea personal services

Health and Wellness Coach (or Holistic Health Counselor)

A health or wellness coach helps their clients to make sustainable, healthy changes in their life, based on that client’s personal goals and lifestyle.

Health Coaching is a really popular wellness business because it can easily complement other modalities or products.

For example, many wellpreneurs are yoga teachers AND health coaches. Or personal trainers AND health coaches. Or you could be a health coach who also sells essential oils or other products that support a healthy lifestyle.

Another benefit of the health coaching business is that it’s quite flexible. You can work in-person or online, 1:1 or in group coaching programs , or package up your programs into online courses or books.

Plus, many wellpreneurs say that going through health coach training helps them and their families live a healthier life too! You can try a sample class from health coach training here .

Should you become a health coach?

Get our FREE Health Coach Decision Kit

Corporate Wellness Coach / Trainer / Consultant

Corporate wellness is a booming niche market.

This is an especially good option for aspiring wellpreneurs who are  transitioning from a corporate day-job  into entrepreneurship. Companies realize that improving the health of their employees is good for business (fewer sick days, lower stress, happier employees, etc) – and they’re ready to invest in workshops, programs, and coaching.

You can  train as a health coach to do corporate wellness , or get connected with an existing corporate wellness company. Here’s an interview I did with one health coach who  started providing wellness services within his current company .

Yoga Teacher

If you’re a passionate yogi, who wants to teach others how to do yoga safely and regularly, you could consider training as a yoga teacher. Most yoga teachers work with students in person, via 1:1 or group classes. However, there is a growing trend in teaching yoga online. Here’s an  interview about teaching yoga online .

Personal Trainer

Becoming a personal trainer is another hugely popular avenue to entrepreneurship for wellness entrepreneurs. While many people believe you have to work in-person as a personal trainer, that’s not the case.

Similar to yoga, there’s a trend of personal trainers either creating online courses or working with a client via video call to deliver training no matter where they live! Don’t miss this interview with Betty Rocker about how she runs a  successful fitness and wellness business online .

Nutritionists and Nutritional Therapists

Although it takes a bit more schooling, becoming a nutritionist is a well-proven path to working in health and wellness. Nutritionists are in-demand at hospitals, wellness centers, gyms, spas, corporations, and more. It’s a well-known profession that allows you to work as an employee or entrepreneur.

Herbalists help their patients improve their health using medicinal herbs and foods. This career also requires extensive schooling, but if you’re passionate about plants and health, it is a great option. Typically, herbalists would work in person with their patients, but it’s also possible to create online courses or write books. Have a listen to this interview about how to take your herbal medicine practice online .

Acupuncturist

Acupuncture is a holistic therapy that comes from Traditional Chinese Medicine, where you stimulate specific points on the body using very thin needles. You’ll need extensive training to do this safely, and it can also be complementary to other therapies or modalities such as health coaching, massage, or aromatherapy. In this interview, we learn how an acupuncturist complements her in-person practice with online wellness programs .

Weight Loss Coach

Weight Loss is the main motivation for many people to get serious about their health fitness and wellness, so working with clients to lose weight never goes out of style! There are many certifications you could do to help with weight loss, from personal training to health coaching to nutrition and more. Here’s a case study about how one weight loss coach enrolled 70 students in her first group program !

Personal Chef

A personal chef either teaches their clients how to prepare healthy meals, teaches cooking classes, or even prepares daily or weekly meals directly for their clients. You might not realize that you can expand your personal chef business to teaching online classes, as well. In this interview, we learn how this personal chef made the transition to online business .

Massage Therapist

Massage therapy is a hugely popular route into the wellness industry. Many people first become interested in massage because it feels so good, but then realize that it’s a viable business option as well. Massage therapy complements many other modalities, such as aromatherapy or health coaching.

Services Related to Aging and Senior Health

The percentage of elderly people is growing in many western countries, and that means that products and services which support healthy aging are in demand! You could focus on delivering any of the above services specifically to target aging concerns, or even become a wellness provider within a retirement community or other wellness center focused on healthy aging.

Wellness Retreats

Running health and wellness retreats is a huge trend this year – and growing! At a retreat, you invite a group of people for a multi-day experience, which often includes their housing, delicious healthy meals, classes, workshops, treatments, tours, experiences, and more.

As a retreat leader, you can choose to run your wellness retreats at centers around the world, giving you the opportunity to travel while you’re working. In this interview, I speak with a wellpreneur who runs luxury wellness vacations .

Health and Wellness Business Ideas: Physical Wellness Products

health and wellness business ideas physical wellness products

Essential Oils

Essential Oils are hugely popular to support natural health. You can join a popular essential oil company and sell these oils either as your full business or as a complement to your other health and wellness work. Selling essential oils is especially popular for health and wellness coaches and massage therapists.

Dietary Supplements

If there’s a dietary supplement that has personally helped you to achieve your health and wellness goals, you might be able to sell it to others as well. Each company has its own way of handling this, from a multi-level marketing approach to being a reseller or distributor. You could also partner with a company or scientist to create your own supplement brand.

Specialize in a Type of Workout CLOTHING (yoga, cross-fit, cycling, etc.)

Workout enthusiasts always need new clothing to support their practice – and you could provide it! You can either partner with an existing brand to sell their products, or you could manufacture your own products and sell them.

Specialize in a Type of Workout GEAR (yoga, cross-fit, cycling, etc.)

Similar to workout clothing above, there’s always a need for more specialized or better quality gear to support our health and fitness habits. You could choose to sell an existing brand’s product, or you could manufacture and sell your own workout gear.

Healthy Food Products

From breakfast bars to shakes, chia seeds to teas, wellness enthusiasts are always looking for new healthy food products! You could either sell an existing product or manufacture your own! Here’s an interview about a wellpreneur who started selling avocado ice cream .

Natural Beauty Products

Once you’ve read an ingredient label and realized how much chemical junk goes into our beauty products, you’ll want to go natural – and your clients will too! You can either sell existing natural beauty products or manufacture your own. In this interview, we learn how this wellpreneur created her own natural skincare brand .

Anti-Aging Products

Anti-aging products are always popular. Whether it’s food, beauty, supplements, or workouts – if your product can help people to feel better longer, it could fall into the anti-aging category. You can manufacture your own product to sell, or possibly resell existing products in this category.

Weight Loss Products

Like Anti-Aging, there is always a need for weight loss products! Many people get interested in health and wellness solely to lose weight, so they are always looking for products to support their weight loss. You could manufacture your own product or sell an existing one to a new market.

Healthy Cooking Kitchen Products

People who love to cook often also love healthy cooking gadgets and food products. Do you have a product that can make preparing healthy meals easier, quicker, or cheaper? You could sell an existing product or manufacture one of your own! Check out this interview with a pair of wellpreneurs who also sell physical products through their website .

Health and Wellness Business Ideas: Physical Locations

health and wellness business ideas physical locations

Wellness Center, Studio or Clinic

Many wellpreneurs dream of creating a wellness center. You might create a large, professional clinic with numerous professionals, or a cozy natural wellness center with an organic cafe and yoga studio. When you set up a center, studio, or clinic, you have the opportunity to bring in other wellpreneurs to work with you (or to give classes or services in your center.)

The spa industry is well-established and popular. You could create a spa that provided hydrotherapy as well as treatment rooms where other practitioners can provide their wellness services.

Retreat Center

Retreats are becoming more and more popular! If you create a retreat center in a location that you love, you can invite other wellpreneurs to run their own retreats at your center.

Juice bars have gone mainstream, although that means there’s more competition for them as well. You could set up a juice bar in a physical location or consider franchising with an existing brand.

Healthy Restaurant or Cafe

Starting a healthy restaurant is a continually popular idea for wellpreneurs. Of course, having experience in the restaurant industry will help here, plus you’ll need money up-front to rent your space, fit it out, and get all the food and equipment needed for a restaurant!

Health and Wellness Business Ideas: Technology + Media

health and wellness business ideas technology media

Mobile Wellness and Health Tracking Apps

If you’re into technology, why not partner with a developer to create an app that supports health and wellness? You could create an app for nutrition, fitness, healthy habits, quantified-self, buying guides, corporate wellness, connection with other health-minded people, and more.

Books (Print + Digital)

If you love to write and have the expertise to share, you can write and publish your own book. While a single book probably won’t be enough to replace your full-time income, you can write a series of books, or use your book as a lead generation tool to book speaking engagements or 1:1 clients! In this podcast episode, I share the process I used to write my first book .

Software to Support Wellpreneurs

As the wellness industry grows, so do the needs of wellness practitioners. Consider creating a software product to support wellpreneurs in growing their businesses – for example, software for working with coaching clients, managing an email list, or creating amazing meal plans are just a few ideas.

Health + Wellness Blog

Yes, there are lots of health and wellness blogs – but when done well, your health blog can generate revenue and could even replace your full-time income if your site became popular enough.

But you need to understand that simply writing a blog doesn’t generate income. The key is to build your audience.

Once you have a big enough audience, and you’re a trusted, credible blog, you can then generate revenue through advertising, selling affiliate products, or even creating your own online products and courses.

If you’d like to get started blogging, I have a free 5-day blogging challenge here , just for wellness entrepreneurs!

Health + Wellness Podcast

If you love to interview people and don’t mind the sound of your own voice, consider starting a health and wellness podcast. While the podcast alone doesn’t generate revenue, once you have an established audience, you can sell sponsorships or advertising, recommend affiliate products, or even sell your own products and services through your podcast. You can check out my wellness business podcast here.

Media Hub for Wellness

You could create a media site that becomes the ultimate source for a specific type of health information. With a media site, you might work with other experts as guest writers to create authoritative content for your site.

Like the other online business ideas above, your revenue potential starts when you’ve built a big enough audience for your site. Then you can sell advertising or affiliate products, run online courses, workshops, or seminars, or branch out into books and other products to expand your online brand.

Of course, having a great idea for your wellness business is just the first step .

Next, you’ll want to connect with some people already running that type of business and talk with them about their experience. Listening to interviews with successful wellpreneurs can also be really helpful (if you want to become a health coach, definitely check out our  Health Coach Decision Kit here !)

What’s the most important factor for you in deciding what type of wellness business to start? Tell us in the comments!

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Creating a Health Coaching Business Plan

Learn how to create a business plan for health coaching. Healthie’s all-in-one platform helps health coaches build out their offerings.

Learn how to create a business plan for health coaching. Healthie's all-in-one platform helps health coaches build out their offerings.

Steps to Creating a Business Plan for Health Coaching

Starting a health coaching business can be an exciting and rewarding venture. However, like any entrepreneurial endeavor, it requires careful planning and strategizing to ensure long-term success. One essential tool that can guide you through the process is a well-crafted health coaching business plan. Allow us to outline the steps to create a comprehensive business plan specifically tailored for health coaching. Whether you're a seasoned health coach or just starting out, this guide will help you develop a solid foundation for your business.

Step 1: Executive Summary

The first step in any health coach business plan template is the executive summary. The executive summary provides an overview of your health coaching business. It should include a brief description of your services, target market, unique value proposition, and goals. This section should capture the attention of potential investors, partners, or lenders, and provide a snapshot of what your business aims to achieve.

Step 2: Company Description

Provide a detailed description of your health coaching business. Include information such as your mission statement, legal structure (sole proprietorship, LLC, etc.), and key personnel involved in the business. Explain your coaching approach, specialty areas, and the benefits clients can expect from working with you.

Step 3: Market Analysis

Conduct thorough research to gain a deep understanding of your target market, competitors, and industry trends. Identify your ideal client profile and demographics, their needs, and pain points. Analyze your competitors' strengths and weaknesses and determine how you can differentiate your services to stand out in the market. Use this information to develop effective marketing strategies and identify opportunities for growth.

Step 4: Services and Pricing

Describe the health coaching services you will offer and the pricing structure for each service. Outline the benefits and features of your coaching programs, including any additional resources or tools you will provide. Determine your pricing based on factors such as the value of your services, market demand, and the competition. Be sure to consider your target market's willingness and ability to pay when setting your prices.

Step 5: Marketing and Sales Strategies

In this section of the health coach business model, outline your marketing and sales strategies to attract and retain clients. Identify the channels you will use to promote your services, such as social media, website, referrals, partnerships, or speaking engagements. Develop a content marketing plan that includes creating valuable blog posts, videos, or podcasts to establish yourself as an authority in the health coaching industry. Outline your sales process, including how you will convert leads into paying clients and retain them for long-term engagement.

Step 6: Operations and Management

Detail the day-to-day operations of your health coaching business. Describe the systems and processes you will put in place to manage client onboarding, scheduling, and communication. Discuss how you will ensure client privacy and data security, particularly if you offer virtual coaching services. Outline your team structure, if applicable, and describe the roles and responsibilities of each team member. If you plan to outsource any aspects of your business, specify those tasks and the criteria for selecting reliable partners or contractors.

Step 7: Financial Projections

Create financial projections for your health coaching business, including income statements, cash flow statements, and balance sheets. Estimate your revenue and expenses for the first three to five years. Consider factors such as marketing costs, office space or equipment expenses, software subscriptions, and professional development. Conduct a break-even analysis to determine the number of clients needed to cover your costs and start generating profits.

Step 8: Evaluation and Monitoring

The last step in this business plan for health coaching is establishing how you will evaluate and monitor your business. Define the key performance indicators (KPIs) you will use to measure the success of your health coaching business. These may include client retention rates, revenue growth, client testimonials, or social media engagement. Establish a regular review process to track your progress against these KPIs. 

What To Do After You Have Created a Health Coaching Business Plan

Once you have written your health coaching business plan, it is time to take action and market your business to potential clients. It is time to identify your target market and build an online presence. Today, businesses with an online presence have the advantage of connecting with similar health and wellness businesses. Make good use of your new network and head to social media. Ask your new connections to collaborate on social and schedule an Instagram live or guest post. If you are in the same niche this is a great way to gain new leads. Be sure to regularly post fresh content that will generate new followers and keep your current audience engaged.

 Here are a few steps to take once you have completed your health coach business model and established your audience. 

  • Review and refine : Go through your business plan and ensure all sections are clear, concise, and aligned with your goals. Update any information that may have changed since you initially wrote the plan.
  • Seek feedback : Share your business plan with trusted advisors, mentors, or other health coaching professionals. Consider their feedback and make necessary revisions.
  • Create an implementation timeline : Develop a timeline that outlines the steps you need to take to launch and grow your health coaching business. Assign deadlines and prioritize tasks.
  • Monitor and adjust : Regularly review your business plan and track your progress. Evaluate the effectiveness of your strategies and make adjustments as needed.

By following these steps and taking action on your business plan, you will be well on your way to building a successful health coaching business. The next stip is partnering with a health coaching business platform desinged to help you scale. Healthie is an all-in-one telehealth platform tailored to the needs of health coaching businesses, and now is available to try for free! 

The Healthie platform specializes in scheduling, billing, and client engagement. With Helathie you can 

  • Send forms and collect client paperwork completely electronically
  • Store your clients’ notes and data in a cloud-based EMR, designed for small practices
  • Send bills or pre-filled insurance claims, and receive card payments via Stripe
  • Feel confident you’re maintaining complete HIPAA compliance

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Health Coaching Business

Back to All Business Ideas

How to Start a Health Coaching Business

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on April 5, 2022 Updated on June 5, 2024

How to Start a Health Coaching Business

Investment range

$4,050 - $11,600

Revenue potential

$58,500 - $130,000 p.a.

Time to build

Profit potential

$52,000 - $117,000 p.a.

Industry trend

People around the world are more health-conscious than ever and always looking for ways to boost wellness. Sometimes they need a helping hand, which is why the health coaching industry is booming, worth over $14 billion and expected to expand an impressive 80% by 2030. You could become a certified health coach, start your own health coaching business and help people live healthier lives while riding that market growth to a good living.  

First, though, you’ll need to gain some entrepreneurial knowledge. Fortunately, this step-by-step guide provides all the know-how you need to launch a successful business and start building your health coaching empire.

Looking to register your business? A limited liability company (LLC) is the best legal structure for new businesses because it is fast and simple.

Form your business immediately using ZenBusiness LLC formation service or hire one of the Best LLC Services .

Step 1: Decide if the Business Is Right for You

Before we begin, it’s important to clarify what a health coach is. Health coaching involves offering advice in several different areas including nutrition, physical fitness goals, habit management, and wellness techniques like meditation or mindfulness. It may also include coaching on goal setting and problem solving, similar to a life coach.

Pros and cons

Starting a health coaching business has pros and cons to consider before deciding if it’s right for you.

  • Do Something Valuable – Help people live healthier lives
  • Good Money – Make up to $200 per hour
  • Flexible – Run the business from home, set your own hours
  • Education Needed – For credibility purposes you need certification
  • Time – It will take time to build a reputation and client base

Health coaching industry trends

Industry size and growth.

health coaching industry size and growth

  • Industry size and past growth – The global health coaching industry was worth $14.5 billion in 2021, up 5% from the previous year.(( https://www.precedenceresearch.com/health-coach-market ))
  • Growth forecast – The global health coaching industry is projected to grow nearly 80% by 2030. 

Trends and challenges

health coaching industry Trends and Challenges

Trends in the health coaching industry include:

  • Health coaching has begun to embrace the hybrid model, with clients choosing both in-person and virtual coaching.
  • Health coaching is becoming broader, including nutrition coaching, physical fitness coaching, habit management, and overall wellness coaching.
  • The number of corporate wellness programs is increasing, presenting an opportunity for health coaches to enter a huge new market.

Challenges in the health coaching industry include:

  • The rise of online health coaching is making the industry more competitive, but it also presents an opportunity for the tech-savvy entrepreneur.
  • The low barriers to entry for a health coaching business is making the industry more competitive.

Demand hotspots

health coaching industry demand hotspots

  • Most popular states – The most popular states for health coaches are Indiana, District of Columbia, and Ohio.(( https://www.zippia.com/health-coach-jobs/best-states/#south-dakota ))
  • Least popular states – The least popular states for health coaches are Florida, Montana, and South Carolina.

What kind of people work in Health Coaching?

health coaching industry demographics

  • Gender – 72.3% of health coaches are female, while 23.1% are male.(( https://www.zippia.com/health-coach-jobs/demographics/ ))
  • Average level of education – The average health coach has a bachelor’s degree.
  • Average age – The average health coach in the US is 42.2 years old.

How much does it cost to start a health coaching business?

Startup costs for a health coaching business range from $4,000 to $11,000. The largest expenses are for a website and training and certification.

You can complete a health coach training program and become a certified health coach through places like the Health Coach Institute . The program takes 6 months.

Start-up CostsBallpark RangeAverage
Setting up a business name and corporation$150 - $200$175
Business licenses and permits$100 - $300$200
Insurance$100-$300$200
Business cards and brochures$200 - $300$250
Website setup$1,000 - $3,000$2,000
Training and certification$2,500 - $7,500$5,000
Total$4,050 - $11,600$7,825

How much can you earn from a health coaching business?

health coaching business earnings forecast

Health coaching ranges from $50 to $200 per hour. When you’re first starting, if you’re certified you can probably charge $75. Your profit margin will be high, around 90%.

In your first year or two, you might work 15 hours per week, bringing in $58,500 in annual revenue. This would mean more than $52,000 in profit, assuming that 90% margin. As you ramp up your marketing and start to get referrals, you could raise your price to $100 and work 25 hours a week. With annual revenue of $130,000, you’d make a tidy profit of $117,000.

What barriers to entry are there?

There are a few barriers to entry for a health coaching business. Your biggest challenges will be:

  • The time and cost of health coaching certification
  • Acquiring customers in a competitive market

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Step 2: hone your idea.

Now that you know what’s involved in starting a health coaching business, it’s a good idea to hone your concept in preparation to enter a competitive market. 

Market research will give you the upper hand, even if you’re already positive that you have a perfect product or service. Conducting market research is important, because it can help you understand your customers better, who your competitors are, and your business landscape.

Why? Identify an opportunity

Research health coaching businesses in your area to examine their services, price points, and customer reviews. You’re looking for a market gap to fill. For instance, maybe the local market is missing a business that offers integrative nutrition coaching, or a health coaching business that is also a life coaching business.

business plan wellness coach

You might consider targeting a niche market by specializing in a certain aspect of your industry, such as nutrition coaching or overall wellness coaching.

This could jumpstart your word-of-mouth marketing and attract clients right away. 

What? Determine your coaching services

You can offer a range of coaching services including:

  • Nutrition coaching
  • Weight loss
  • Physical fitness coaching
  • Habit management coaching
  • Mental wellness coaching (for example stress reduction coaching)
  • Sleep coaching
  • Time management coaching
  • Life coaching
  • Overall wellness coaching
  • Corporate wellness coaching
  • Coaching for educator wellness

How much should you charge for health coaching?

Prices for health coaching range from $50 to $200 per one-hour session. Check prices in your area to make sure you’re competitive. Your ongoing expenses will be very low, so you should aim for a profit margin of 90%.

Once you know your costs, you can use this Step By Step profit margin calculator to determine your mark-up and final price points. Remember, the prices you use at launch should be subject to change if warranted by the market.

Who? Identify your target market

Your target market will be very broad — basically anybody who’s interested in maintaining decent health and nutrition. You should spread out your marketing to include TikTok, Instagram, Facebook, and LinkedIn.

Where? Choose your business premises

In the early stages, you may want to run your business from home to keep costs low. But as your business grows, you may need to hire workers for various roles and may need to rent out an office. You can find commercial space to rent in your area on sites such as Craigslist , Crexi , and Instant Offices .

When choosing a commercial space, you may want to follow these rules of thumb:

  • Central location accessible via public transport
  • Ventilated and spacious, with good natural light
  • Flexible lease that can be extended as your business grows
  • Ready-to-use space with no major renovations or repairs needed

health coaching business idea rating

Step 3: Brainstorm a Health Coaching Business Name

Here are some ideas for brainstorming your business name:

  • Short, unique, and catchy names tend to stand out
  • Names that are easy to say and spell tend to do better 
  • Name should be relevant to your product or service offerings
  • Ask around — family, friends, colleagues, social media — for suggestions
  • Including keywords, such as “health coaching” or “health and wellness”, boosts SEO
  • Name should allow for expansion, for ex: “Healthy Habits Coaching” over “Heart Health Coaching”
  • A location-based name can help establish a strong connection with your local community and help with the SEO but might hinder future expansion

Once you’ve got a list of potential names, visit the website of the US Patent and Trademark Office to make sure they are available for registration and check the availability of related domain names using our Domain Name Search tool. Using “.com” or “.org” sharply increases credibility, so it’s best to focus on these. 

Find a Domain

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Finally, make your choice among the names that pass this screening and go ahead with domain registration and social media account creation. Your business name is one of the key differentiators that sets your business apart. Once you pick your company name, and start with the branding, it is hard to change the business name. Therefore, it’s important to carefully consider your choice before you start a business entity.

Step 4: Create a Health Coaching Business Plan

Here are the key components of a business plan:

types of business insurance

  • Executive Summary: A concise summary outlining the core elements of the health coaching business, including its mission, goals, and key strategies.
  • Business Overview: An in-depth description of the health coaching business, covering its mission, vision, values, and the problem it aims to solve in the market.
  • Product and Services: Clear details about the health coaching services offered, emphasizing their unique features, benefits, and how they address the needs of the target audience.
  • Market Analysis: A comprehensive examination of the health and wellness industry, identifying trends, target demographics, and potential opportunities for the health coaching business.
  • Competitive Analysis: Evaluation of competitors in the health coaching sector, highlighting strengths, weaknesses, and distinctive factors that set the business apart.
  • Sales and Marketing: Strategies for promoting the health coaching services, including target customer profiles, marketing channels, and sales tactics to attract and retain clients.
  • Management Team: Profiles of key individuals responsible for the health coaching business’s success, showcasing their expertise, roles, and contributions to the venture.
  • Operations Plan: Detailed insights into how the health coaching business will function on a day-to-day basis, covering logistics, technology, and processes to deliver effective coaching services.
  • Financial Plan: A comprehensive overview of the health coaching business’s financial projections, including startup costs, revenue forecasts, and budgeting for sustainable growth.
  • Appendix: Supplementary materials such as additional data, charts, or supporting documents that provide further context and information to strengthen the health coaching business plan.

If you’ve never created a business plan, it can be an intimidating task. You might consider hiring a business plan specialist to create a top-notch business plan for you.

Step 5: Register Your Business

Registering your business is an absolutely crucial step — it’s the prerequisite to paying taxes, raising capital, opening a bank account, and other guideposts on the road to getting a business up and running.

Plus, registration is exciting because it makes the entire process official. Once it’s complete, you’ll have your own business! 

Choose where to register your company

Your business location is important because it can affect taxes, legal requirements, and revenue. Most people will register their business in the state where they live, but if you’re planning to expand, you might consider looking elsewhere, as some states could offer real advantages when it comes to health coaching businesses. 

If you’re willing to move, you could really maximize your business! Keep in mind, it’s relatively easy to transfer your business to another state. 

Choose your business structure

Business entities come in several varieties, each with its pros and cons. The legal structure you choose for your health coaching business will shape your taxes, personal liability, and business registration requirements, so choose wisely. 

Here are the main options:

types of business structures

  • Sole Proprietorship – The most common structure for small businesses makes no legal distinction between company and owner. All income goes to the owner, who’s also liable for any debts, losses, or liabilities incurred by the business. The owner pays taxes on business income on his or her personal tax return.
  • General Partnership – Similar to a sole proprietorship, but for two or more people. Again, owners keep the profits and are liable for losses. The partners pay taxes on their share of business income on their personal tax returns.
  • Limited Liability Company (LLC) – Combines the characteristics of corporations with those of sole proprietorships or partnerships. Again, the owners are not personally liable for debts.
  • C Corp – Under this structure, the business is a distinct legal entity and the owner or owners are not personally liable for its debts. Owners take profits through shareholder dividends, rather than directly. The corporation pays taxes, and owners pay taxes on their dividends, which is sometimes referred to as double taxation.
  • S Corp – An S-Corporation refers to the tax classification of the business but is not a business entity. An S-Corp can be either a corporation or an LLC , which just need to elect to be an S-Corp for tax status. In an S-Corp, income is passed through directly to shareholders, who pay taxes on their share of business income on their personal tax returns.

We recommend that new business owners choose LLC as it offers liability protection and pass-through taxation while being simpler to form than a corporation. You can form an LLC in as little as five minutes using an online LLC formation service. They will check that your business name is available before filing, submit your articles of organization , and answer any questions you might have.

Form Your LLC

Choose Your State

We recommend ZenBusiness as the Best LLC Service for 2024

business plan wellness coach

Step 6: Register for Taxes

The final step before you’re able to pay taxes is getting an Employer Identification Number , or EIN. You can file for your EIN online or by mail or fax: visit the IRS website to learn more. Keep in mind, if you’ve chosen to be a sole proprietorship you can simply use your social security number as your EIN. 

Once you have your EIN, you’ll need to choose your tax year. Financially speaking, your business will operate in a calendar year (January–December) or a fiscal year, a 12-month period that can start in any month. This will determine your tax cycle, while your business structure will determine which taxes you’ll pay.

business plan wellness coach

The IRS website also offers a  tax-payers checklist , and taxes can be filed online.

It is important to consult an accountant or other professional to help you with your taxes to ensure you’re completing them correctly.

Step 7: Fund your Business

Securing financing is your next step and there are plenty of ways to raise capital:

types of business financing

  • Bank loans : This is the most common method but getting approved requires a rock-solid business plan and strong credit history.
  • SBA-guaranteed loans : The Small Business Administration can act as guarantor, helping gain that elusive bank approval via an SBA-guaranteed loan .
  • Government grants : A handful of financial assistance programs help fund entrepreneurs. Visit Grants.gov to learn which might work for you.
  • Friends and Family : Reach out to friends and family to provide a business loan or investment in your concept. It’s a good idea to have legal advice when doing so because SEC regulations apply.
  • Crowdfunding : Websites like Kickstarter and Indiegogo offer an increasingly popular low-risk option, in which donors fund your vision. Entrepreneurial crowdfunding sites like Fundable and WeFunder enable multiple investors to fund your business.
  • Personal : Self-fund your business via your savings or the sale of property or other assets.

Bank and SBA loans are probably the best option, other than friends and family, for funding a health coaching business. You might also try crowdfunding if you have an innovative concept. 

Step 8: Apply for Licenses/Permits

Starting a health coaching business requires obtaining a number of licenses and permits from local, state, and federal governments.

Federal regulations, licenses, and permits associated with starting your business include doing business as (DBA), health licenses and permits from the Occupational Safety and Health Administration ( OSHA ), trademarks, copyrights, patents, and other intellectual properties, as well as industry-specific licenses and permits. 

You may also need state-level and local county or city-based licenses and permits. The license requirements and how to obtain them vary, so check the websites of your state, city, and county governments or contact the appropriate person to learn more. 

You could also check this SBA guide for your state’s requirements, but we recommend using MyCorporation’s Business License Compliance Package . They will research the exact forms you need for your business and state and provide them to ensure you’re fully compliant.

This is not a step to be taken lightly, as failing to comply with legal requirements can result in hefty penalties.

If you feel overwhelmed by this step or don’t know how to begin, it might be a good idea to hire a professional to help you check all the legal boxes.

Step 9: Open a Business Bank Account

Before you start making money, you’ll need a place to keep it, and that requires opening a bank account .

Keeping your business finances separate from your personal account makes it easy to file taxes and track your company’s income, so it’s worth doing even if you’re running your health coaching business as a sole proprietorship. Opening a business bank account is quite simple, and similar to opening a personal one. Most major banks offer accounts tailored for businesses — just inquire at your preferred bank to learn about their rates and features.

Banks vary in terms of offerings, so it’s a good idea to examine your options and select the best plan for you. Once you choose your bank, bring in your EIN (or Social Security Number if you decide on a sole proprietorship), articles of incorporation, and other legal documents and open your new account. 

Step 10: Get Business Insurance

Business insurance is an area that often gets overlooked yet it can be vital to your success as an entrepreneur. Insurance protects you from unexpected events that can have a devastating impact on your business.

Here are some types of insurance to consider:

  • General liability : The most comprehensive type of insurance, acting as a catch-all for many business elements that require coverage. If you get just one kind of insurance, this is it. It even protects against bodily injury and property damage.
  • Business Property : Provides coverage for your equipment and supplies.
  • Equipment Breakdown Insurance : Covers the cost of replacing or repairing equipment that has broken due to mechanical issues.
  • Worker’s compensation : Provides compensation to employees injured on the job.
  • Property : Covers your physical space, whether it is a cart, storefront, or office.
  • Commercial auto : Protection for your company-owned vehicle.
  • Professional liability : Protects against claims from a client who says they suffered a loss due to an error or omission in your work.
  • Business owner’s policy (BOP) : This is an insurance plan that acts as an all-in-one insurance policy, a combination of the above insurance types.

Step 11: Prepare to Launch

As opening day nears, prepare for launch by reviewing and improving some key elements of your business. 

Essential software and tools

Being an entrepreneur often means wearing many hats, from marketing to sales to accounting, which can be overwhelming. Fortunately, many websites and digital tools are available to help simplify many business tasks. 

You may want to use industry-specific software, such as Healthie , HoneyBook , or better , to manage your bookings, schedule, invoicing, and payments. 

  • Popular web-based accounting programs for smaller businesses include Quickbooks , Freshbooks , and Xero . 
  • If you’re unfamiliar with basic accounting, you may want to hire a professional, especially as you begin. The consequences for filing incorrect tax documents can be harsh, so accuracy is crucial. 

Develop your website

Website development is crucial because your site is your online presence and needs to convince prospective clients of your expertise and professionalism.

You can create your own website using website builders . This route is very affordable, but figuring out how to build a website can be time-consuming. If you lack tech-savvy, you can hire a web designer or developer to create a custom website for your business.

They are unlikely to find your website, however, unless you follow Search Engine Optimization ( SEO ) practices. These are steps that help pages rank higher in the results of top search engines like Google. 

Here are some powerful marketing strategies for your future business:

  • Professional Branding — Reflect health, vitality, and personal growth through a professional logo, business cards, and a visually appealing website that resonates with your wellness philosophy.
  • Website SEO — Develop a comprehensive website that highlights your services, shares client testimonials, and features a wellness blog. Optimize the site for SEO to rank for keywords related to health coaching and wellness.
  • Social Media Engagement — Leverage platforms like Instagram to share health tips and client success stories, LinkedIn for professional networking, and Facebook to engage with a wider audience.
  • Content Marketing — Maintain a wellness blog with informative articles on nutrition, exercise, and mental health. Host webinars and online workshops to share valuable health and wellness information and demonstrate your expertise.
  • Direct Outreach and Networking — Network with local gyms, wellness centers, and health food stores. Offer free workshops or seminars to introduce potential clients to your services and establish relationships.
  • Email Marketing — Send regular newsletters updating clients and prospects on new services, health tips, and client success stories to keep your audience engaged.
  • Experiential Marketing — Conduct health and wellness workshops at community centers, gyms, or health fairs. Participate in local wellness events to increase your visibility and connect with potential clients.
  • Collaborations with Wellness Professionals — Partner with dietitians, personal trainers, and yoga instructors to offer comprehensive wellness packages, enhancing the value you provide to clients.
  • Customer Loyalty and Referral Programs — Implement a referral program that rewards clients for bringing new customers. Offer follow-up consultations to past clients to keep them engaged and committed to their health journey.
  • Targeted Online Advertising — Use digital advertising platforms like Google Ads and Facebook to target individuals specifically interested in health improvement and wellness coaching.
  • Local Media and Influencer Partnerships — Collaborate with local wellness influencers or bloggers to extend your reach and credibility within the health and wellness community.

Focus on USPs

unique selling proposition

Unique selling propositions, or USPs, are the characteristics of a product or service that sets it apart from the competition. Customers today are inundated with buying options, so you’ll have a real advantage if they are able to quickly grasp how your health coaching business meets their needs or wishes. It’s wise to do all you can to ensure your USPs stand out on your website and in your marketing and promotional materials, stimulating buyer desire. 

Global pizza chain Domino’s is renowned for its USP: “Hot pizza in 30 minutes or less, guaranteed.” Signature USPs for your health coaching business could be: 

  • Live better with guidance from a certified health coach
  • Nutrition coaching to get your health back on track
  • Health and wellness coaching to help you enjoy your life 

You may not like to network or use personal connections for business gain. But your personal and professional networks likely offer considerable untapped business potential. Maybe that Facebook friend you met in college is now running a health coaching business, or a LinkedIn contact of yours is connected to dozens of potential clients. Maybe your cousin or neighbor has been working in coaching for years and can offer invaluable insight and industry connections. 

The possibilities are endless, so it’s a good idea to review your personal and professional networks and reach out to those with possible links to or interest in coaching. You’ll probably generate new customers or find companies with which you could establish a partnership. 

Step 12: Build Your Team

If you’re starting out small from a home office, you may not need any employees. But as your business grows, you will likely need workers to fill various roles. Potential positions for a health coaching business include:

  • Health Coaches – health coaching services
  • General Manager – scheduling, accounting
  • Marketing Lead – SEO strategies, social media

At some point, you may need to hire all of these positions or simply a few, depending on the size and needs of your business. You might also hire multiple workers for a single role or a single worker for multiple roles, again depending on need. 

Free-of-charge methods to recruit employees include posting ads on popular platforms such as LinkedIn, Facebook, or Jobs.com. You might also consider a premium recruitment option, such as advertising on Indeed , Glassdoor , or ZipRecruiter . Further, if you have the resources, you could consider hiring a recruitment agency to help you find talent. 

Step 13: Run a Health Coaching Business – Start Making Money!

The health coaching market is growing rapidly, so it’s a good time to seize the opportunity and start your own health coaching business. You can become a certified health coach in only six months, and then get your business off the ground. Once you have some experience, you could earn up to $200 an hour, so there is good money to be made. 

Now that you’ve received your business coaching, go ahead and get your health coaching training and be on the road to entrepreneurship!

  • Health Coaching Business FAQs

To market yourself as a health coach, you can use various strategies such as networking with other professionals in the health and wellness industry, creating a strong online presence through social media and a professional website, offering free resources such as blog posts or webinars, attending health and wellness events, and getting referrals from satisfied clients.

One effective approach is to offer free consultations or introductory sessions to potential clients to help them understand what you offer and how it can benefit them. You can also use social media, online directories, and word-of-mouth referrals to find potential clients. 

To differentiate your health coaching business from competitors, you can focus on a specific niche or specialization within the health and wellness industry. For example, you can specialize in weight loss, nutrition, or stress management. You can also offer unique coaching packages or programs that cater to the specific needs of your clients. 

To handle and manage client accountability and motivation, you can establish clear goals and objectives with your clients and track their progress through regular check-ins and evaluations. You can also offer personalized feedback and support to help your clients stay motivated and accountable. 

Yes, starting a health coaching business on the side is possible. However, it is important to be realistic about how much time and energy you can devote to the business while balancing other responsibilities. Starting small and gradually scaling up the business can help you manage your time and resources effectively. 

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  • Decide if the Business Is Right for You
  • Hone Your Idea
  • Brainstorm a Health Coaching Business Name
  • Create a Health Coaching Business Plan
  • Register Your Business
  • Register for Taxes
  • Fund your Business
  • Apply for Licenses/Permits
  • Open a Business Bank Account
  • Get Business Insurance
  • Prepare to Launch
  • Build Your Team
  • Run a Health Coaching Business - Start Making Money!

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35 Health and Wellness Business Ideas

35 Health and Wellness Business Ideas

Published on July 14, 2022

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Guides & Templates

Learn how to create a successful health coach business plan, learn how to create a successful health coach business plan and launch your company. we’ll also discuss why creating an actionable business plan matters..

business plan wellness coach

You have what it takes to become a health and wellness coach . If you deeply understand the human body, enjoy watching people achieve their health goals, and perhaps have earned a certification in your field, you’re ready to set up shop. 

But having the skills and education necessary to excel at health coaching doesn’t mean you’re a business strategy master. And launching a health coaching company isn’t as easy as renting office space. 

Creating a business plan should be the first step of your roadmap. This plan will guide the rest of your career, laying a foundation you can tweak when necessary. 

In this article, we’ll explain how to make a health coach business plan that’ll get your company up and running as efficiently as possible. 

A guide to making a business plan for coaching

If you’re a first-time entrepreneur, we’ve got good news. Business plans are fairly standardized documents you can easily customize to suit your coaching specialty . They typically include the following sections:

  • An executive summary: Provide a high-level view of your mission, services, and goals, including what makes your business unique and the purpose it intends to fulfill.
  • Market analysis: Successful business owners understand their competition. Research other health coaching companies in your area, their services, and how much they cost. Figure out their target market — this is likely yours as well. This information will help you create a successful health coach marketing strategy.
  • Organization and management: As your business scales, you’ll need help. Define any resources and employees you expect to take on, their roles, and expected salaries.
  • Services offered: Describe the health coaching services you’ll provide and any programs or unique plans you’ll run, outlining how you plan to deliver your services (in-person or online ). Your business description may include a specific wellness focus or information on any specialized health coaching programs you offer, like a long-term stress management course . Use this space to describe the projected costs of each service.

After writing your business plan, you can use this information to plan the first steps you’ll take after launching: 

  • Marketing and sales: One of the first steps after completing your business plan is looking for prospective clients. You’ll do this by implementing your marketing strategy. A twenty-first-century marketing plan needs to go beyond flashy business cards. You’ll need a website and social media accounts. You may also want to use paid online or print advertisements. Outline your target audience, the marketing tactics you plan on employing and when, and how much you expect everything will cost. ‍
  • Financial projections: This section is non-negotiable — it must be included in your plan. Outline your operational costs, overhead, and any debt you accrued through an initial investment to get your business running. Set short and long-term goals and milestones you hope to reach in specific time periods. If possible, include balance sheets and cash flow statements. 
  • ‍ Pitch to investors: A business plan isn’t just a guide for the person creating it — it’s a resource for investors. Once you’ve outlined what services you’ll offer and how profitable they’ll be, you can find someone to invest in your business to help you hit the ground running.

If you’re a startup that’s creating your first business strategy, try a business plan template that outlines each section and helps you organize your information. 

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The benefits of having a business plan

A business plan helps us know our next move, just as action plans help our clients. It gives us an understanding of where we’re at, what we want, and how to get there. 

Here are some specific reasons creating a business plan is worthwhile:

  • It provides the information necessary to gain financial backing. If you’re looking for investors or plan on getting a bank loan, the information in this document will help them assess your financial status and how serious your business will be. ‍
  • It helps you understand your audience. You’ve studied health and coaching, but not necessarily your local market. Making a business plan will help you set reasonable prices in line with what potential clients are willing to pay for this service based on where you live and how experienced you are. ‍
  • It’s an opportunity to learn. The more you understand about health and wellness coaching and those that need it, the more prepared you’ll feel and the more reputable your business will become. Creating a business plan offers you the opportunity to learn more about this industry and the needs of your ideal client. 

I made my business plan. What’s next? 

Now for the exciting part: launching your business. Once it’s legally registered, you can kick off your marketing tactics. Consider offering a discount to your first clients to get people through the door. Once you’ve had a few successful experiences with clients, ask them to leave a good review online or write a testimonial for your website. 

We recommend starting with just a few clients while you get the hang of things. You can scale as you become more comfortable managing multiple plans at once. Remember to update your business plan as you gain hands-on experience and learn more about this profession.

A final tip

A business plan provides a solid foundation for starting your company, but you must also create a base for receiving new clients. 

A customer relationship management (CRM) tool will help you stay organized. Practice allows you to safely store documents such as client intake forms and coaching proposal templates , communicate directly with clients, and schedule appointments. Plus, you’ll join a welcoming community of coaches. Try it today .

Give your clients a simple and professional experience

Simple client management designed for teams, free form templates from practice.

Fill out our End of Coaching Program Feedback Form Template to provide valuable feedback and insights to your coach. Quick, easy and professional!

Get a complimentary wellness consultation template to help you provide personalized health advice for your clients. Start optimizing their wellness today!

Boost your mindset coaching sessions with this pre-session form template - perfect for professionals to capture client data and set the stage for success!

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How to Start a Successful Health Coaching Business

Curious about how to start a health coaching business? Find out the type of education, business planning, and marketing tips you may need.

The essential guide cover

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Is 'mentoring others' your superpower? Discover if a career as a holistic health coach aligns with your strengths, plus get a career roadmap!

Clicking the "Get the Survey Now" button constitutes your express request, and your express written consent, to be contacted by and to receive automated or pre-recorded call, texts, messages and/or emails from via phone, text, and/or emails by Auguste Escoffier School of Culinary Arts at the number(s)/email you provided, regarding furthering your education and enrolling. You understand that these calls , texts, messages and/or emails may be generated using an automated or pre-recorded technology. You are not required to agree to receive automated or pre-recorded calls, texts, messages or emails as a condition of enrolling at Escoffier. You can unsubscribe at any time or request removal of street address, phone number, email address via Escoffier website .

If you’re infatuated with the world of health and intrinsically enjoy helping others reach their wellness goals, becoming a health coach could be the right path for you. Plus, according to the U.S. Bureau of Labor Statistics , of health education specialists and community health workers in particular is expected to keep growing at an exponential rate of 12% until 2031, which is much faster than the average of all occupations.

With the right research, education, and planning, you can also establish exactly where you want to work—potentially including the flexible option of self-employment. If this piques your interest, let’s explore how to start a health coaching business and the next steps you can take.

1. Get the Right Education and Training

As a health coach working directly with clients, you likely won’t concentrate on just one aspect of health, such as fitness. Health coaches may examine the wider wellness picture that encompasses everyday nutrition , lifestyle, movement, stress management, and more. In order to become well-versed in all of these concentrations and help clients professionally, it’s critical to get the right education and training first.

Although there isn’t a concrete degree requirement to begin a health coaching business, getting an education in health and wellness can help you grasp the fundamentals and could prepare you for The National Board for Health and Wellness Coaching national certification—an accolade that most health coaches strive to secure before working one-on-one with clients.

So what type of credible education can prepare you for this certification? Students enrolled in Escoffier’s Holistic Nutrition & Wellness program can dive into a well-rounded curriculum that starts with a foundation in healthy cooking methods. From there, they can explore essential entrepreneurial skills , such as pitching a business idea to investors, coaching, and interpersonal influence.

“A distinguishment of the Holistic Nutrition and Wellness programs is the intersection of multiple disciplines: we can teach classical culinary techniques alongside foundational nutrition information and integrative approaches to wellness. We’re uniquely positioned to help students navigate cooking for health and how other forces influence a person’s lifelong well-being. Learning these skills can help students pursue multiple avenues relevant to health and wellness – from being a part of a culinary team that creates dishes for companies or organizations looking to nourish their employees/customers, community food education programs, coaching, and health educators.”* Stephanie Michalak White, Escoffier Lead Chef Instructor

2. Start Business Planning

Once you feel confident with your education and training, it’s time to develop an action plan for your health coaching business. Even though this might seem tedious in the beginning, drafting a business plan could help you build a rock-solid foundation and help keep you on track before making important decisions. You can also find several business planning templates online that can help you architect the structure of your business plan.

Here are a few planning components to consider when devising a business plan.

“When you’re putting together a business plan, always account for little stuff [like light bulbs, payroll taxes, and liability insurance]. All these little nickel-and-dime things start to add up.”* Lead Chef Instructor Jason Goldman

Identify Your Target Audience

Who are you passionate about helping? When beginning your business plan, it’s critical to first identify your ideal target audience, so you can eventually tailor your branding and messaging toward them. For example, maybe you choose to work only with professional athletes—devising nutrient-rich meal plans and strengthening the competitive mindset from a holistic point of view . Or perhaps your expertise is assisting working professionals in corporate nutrition—giving valuable presentations at large corporate conferences centered around healthy lifestyle choices.

The world is your oyster, but it can certainly help if you can get crystal-clear on your ideal client archetype—which could quickly set you apart from other health coaches. Knowing who your target audience is could also help shape your health coaching mission statement and value proposition down the line.

Formulate SMART Goals

When it comes to fleshing out additional details of your business plan, consider keeping the SMART goal framework in mind:

  • Specific : The more detailed your goals are, the higher your chances might be of actually achieving them.
  • Measurable : It’s critical to also add criteria to your goal and quantify them to the best of your ability.
  • Achievable : Your goals should be challenging, yet not impossible to achieve.
  • Relevant : Ensure that your goals align with your business objectives and mission statement.
  • Time-Bound : To increase the probability of success, it’s pivotal to include a deadline to complete your goals.

At this point, you’ve likely discerned your niche, but there are several more questions to address, especially when it comes to being an independent health coach.

Health Coach Business Planning Questions:

  • What type of schedule works best for my circumstances?
  • How many clients do I want during my first month of practice?
  • What is my personal client capacity six to 12 months from now?
  • What type of client environment do I want to cultivate?
  • Do I need to develop additional resources for my clients to flourish?
  • What will my overhead costs look like?
  • What should my annual income look like?
  • What will my hourly rate be to hit my annual income goal?

By answering these questions, you could be on your way to developing SMART goals that fit exactly what your dream health coaching business looks like. As your business continues to grow, you may need to revise your answers to these questions on an ongoing basis and find a practice that works for you.

Research and Apply for Licenses

Although it’s best to speak with a lawyer before registering for a health coaching business license, you can conduct your own preliminary research to ensure you’re following the proper regulations. Keep in mind that in order to legally establish a business, you’ll need to double-check state, city, county, and federal laws .

At this point, you may also need to determine how to register your business. For example, there might be benefits to starting out as a Sole Proprietor first, instead of a Limited Liability Corporation, or vice versa. Again, one of the most effective ways to check these boxes is by seeking small business legal advice to grasp the difference between each option.

3. Develop a Clear Communications and Branding Strategy

After you work through the important business development details for your health coaching business, it’s time to create a succinct communications and branding strategy. Here are a few essential components to consider.

Laptop sitting on a cluttered desk while someone types with one hand and holds a cup of tea in the other

Pick a Business Name

As an entrepreneurial health coach, you are establishing a trustworthy personal brand from the beginning. The business name you choose should reflect your personality, core values, and your niche. It should also be easy to remember and not too difficult to spell. Keep in mind that longer, more complex business names are more challenging to promote on social media. Lastly, before settling on this, do a bit of research to see whether that name is trademarked and the website domain is available online.

Start a Brand Guide

Now it’s time to tap into your creativity. Similar to a business plan, a brand guide is another essential planning tool that will help you clearly speak to your target audience. You also don’t need to be a professional graphic designer or brand marketer to create one, since there are plenty of user-friendly branding tools out there, such as Canva .

One of the first steps is to create your logo, which can be done in a platform like Canva, or you may want to hire a professional graphic designer to exactly execute your vision.

Aside from the logo, you may want to include critical elements such as:

  • Brand colors
  • Tone of voice
  • Specific verbiage
  • Color palette
  • Font and sizes
  • Additional logo guidelines
  • Layout design and key visuals

Design a Website

With a brand guide in place, you can begin to design a website that incorporates all of the key elements that can help you stand out. The great news is that there are a plethora of user-friendly website design platforms available that already give you customizable layout options—you can simply plug in your logo and messaging.

Here are a few most commonly used website platforms:

  • Squarespace

4. Devise a Marketing Plan

Once you launch your health coaching business, you may want to think about how to reach your ideal clients through a strategic marketing plan . Your first few clients will likely be through personal connections and word-of-mouth.

However, a marketing plan can help you expand beyond this first phase of clientele. Also, with so many marketing tools and strategies available, try to approach marketing with an open mind and be willing to test the waters to see what delivers the best return on investment.

Graphic demonstrating social media planning

What social media planning may look like when building a health coaching business.

Social Media Marketing

Where does your demographic spend most of their time? Chances are, you might already know the ins and outs of your target market, which could help you pinpoint what social media platforms to post on. Regardless of the platform, you may want to plan your content a week or even a month out and define a consistent posting schedule.

Known as “effective frequency,” most people need to see a message around three times to take action, which underscores why consistency is key. Also, don’t be afraid to experiment with types of content. For example, if Instagram is your primary social media hub, consider posting reels, photos, and IG live videos. You can even incentivize followers to sign up for exclusive content through Instagram subscriptions .

Pro Social Media Marketing Tips:

  • Consider automating your content schedule through apps like Planoly .
  • Aim to engage with everyone who comments or interacts with your content.
  • Instead of resharing content from other users, try to create original content that displays your branding and that highlight your unique health coach tips. When others share your unique content, this naturally drives new traffic to your social media account.
  • As you’re starting out, testimonials can hold the power to bring in several more client inquiries. Consider prioritizing this as you develop your content plan.

Email Marketing

Just like social media marketing, sending frequent emails to new or existing clients is key to keeping them engaged with your health coaching business.

With automated email marketing platforms like MailChimp , you can easily use existing templates and plug-in content, such as the following:

  • Business updates
  • Discount offers
  • Client testimonials
  • Health coaching advice

You may also want to consider creating complimentary materials, known as “lead magnets,” that incentivize future prospects to sign up for your emails. These lead magnets are usually PDF guides that are educational in nature, such as a 7-day meal plan or meditation tips.

Paid Advertising

When it comes to the world of paid advertising, there are a litany of options to try that could increase your visibility online, such as Google Ads or AdRoll .

Or if your budget allows, it could be worth hiring a professional advertising agency to set up paid ads for your business. Keep in mind that depending on the parameters set, paid ads usually reach brand-new individuals who are not familiar with your health coaching services. Because of this, it’s pivotal to highlight what makes you different from other health coaches and come up with a strong call to action to entice future clients to “act now.” Perhaps your hook is a complimentary 15-minute consultation call to get started.

In-Person Marketing

Your future clients are likely looking for a health coach who’s confident, trustworthy, and knowledgeable. One of the best ways you can interactively build credibility and spread the word about your health coaching services is through in-person events.

In-Person Event Ideas for Health Coaches

  • Hosting a wellness retreat
  • Starting a nutrition-focused meetup group
  • Attending a health and wellness tradeshow
  • Setting up a community wellness workshop

Although events entail lots of planning, you can consider lightening the load by co-hosting an event with a colleague in your field, or even conducting an online event to cut down on logistics and costs.

5. Build Your Own Support Network

As an entrepreneur, building your own business from the ground up can sometimes feel like an isolating journey. This can be especially the case as a health coach—constantly striving to find solutions and help others in your nucleus. That being said, it’s important to take care of yourself too, and find a network or mentor who can be there to support you. Perhaps this looks like joining a meetup group specifically geared towards health and wellness entrepreneurs or finding your own life/business coach who can guide you.

psychologist holding elderly patient's hands

Finding a support network is critical in building a successful health coach business.

At Escoffier, mentorship is naturally woven into the structure of the Holistic Nutrition & Wellness program. To graduate, students must participate in one to two hands-on industry externships that allow them to work in a real-world setting and build a solid network of professionals in the health coaching field. In turn, this can give them access to long-lasting mentors, as well as connect with like-minded individuals who could provide long-term support.

Launch Your Own Health Coaching Business With Confidence

Although starting your own health coaching business doesn’t happen overnight, you can take the next step by planning ahead. Perhaps you’re ready to create a first draft of your business plan, or maybe your first step is to expand your health coaching skill set, so you can feel 100% confident when working directly with clients.

Escoffier’s Holistic Nutrition & Wellness Program could be the best place to start, helping you to promote healthy lifestyles with a foundation in crafting delicious, balanced meals. If you’re ready to turn your entrepreneurial vision into reality, contact us today to discover more about our programs.

Enjoyed this health coaching article? Try these ones next!

  • What Does a Holistic Health Practitioner Do?
  • What Is a Holistic Diet?
  • Is Getting a Degree in Holistic Nutrition and Wellness Worth it?

*This information may not reflect every student’s experience. Results and outcomes may be based on several factors such as geographical region or previous experience.

Additional Content

  • What Is Holistic Nutrition and Wellness?
  • What Is Holistic Health?
  • How to Start a Career in Holistic Health
  • 5 Holistic Nutrition & Wellness Careers You Should Consider
  • How to Become a Holistic Nutritionist
  • Dietitian vs. Nutritionist: What is the Difference?
  • What Does a Nutrition Coach Do?
  • How Long Can It Take to Become a Nutritionist?
  • Which Degree Do You Need to Become a Nutritionist?
  • How to Become a Health Coach
  • What Can I Do With a Degree Focused on Health and Wellness?

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Creating a Successful Wellness Coaching Business Plan

October 12, 2023 by Jeannie Cotter Leave a Comment

A robust foundation for your venture in the wellness coaching industry begins with a meticulously crafted wellness coaching business plan. This comprehensive blueprint not only outlines your path to success but also serves as a strategic guide to navigate the dynamic landscape of wellness coaching. By fusing your passion for wellbeing with a well-structured plan, you're not only setting yourself up for growth but also ensuring that your mission to guide others towards healthier lives is realized … [Read more...]

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How To Write A Life Coaching Business Plan: 5 Templates

Coaching Business Plan

If you’re passionate about helping others fulfill their potential and reach new heights, life coaching could be a truly rewarding career for you.

This guide will show you how to create a coaching business plan that will help you turn your ideas into reality, so that you can start creating value and deliver real results to your life coaching clients.

5 Tips For Starting Your Life Coaching Business

Starting out as a life coach can seem like a big move, and there’s plenty to consider. For many experienced life coaches, it’s balancing the support, guidance, and coaching theory side of things business admin that can be a little tricky.

Maybe you see yourself more as a development professional than an entrepreneur, or perhaps you’ve helped others professionally but never quite had your own practice.

Regardless of where you are in the coaching game, here are some tips that can help you get started building a life coaching business of your own: [1]

  • Decide on a clear, unique value offer. Life coaching is incredibly popular, and that’s not changing anytime soon. To distinguish yourself as a coach, think about the unique value you’ll create for your clients – what’s original about the results you can help them achieve, or how you help them get from A to B?
  • Consider accreditation. The right life coaching certification can arm you with useful skills and knowledge in your field while boosting your credibility as a coach. There are plenty of qualifications available online for coaches, and you may find one that goes a long way to enhance your marketability.
  • Set your business up, practically. Various states, regions, and countries have different systems for registering and starting an online coaching business. Make sure you allow time to collect or create all the coaching forms you’ll need to enroll and manage your clients.
  • Develop or curate your coaching resources. To practice, you’ll need tools such as life coaching worksheets , lessons, exercises, videos (if you’re using them), and more. Create a database of all the coaching tools you’ll need so you know just where to find them when you land your first client!
  • Create an online presence. Think about how you’ll reach out to clients, and prepare the things that will help you be discovered online. Some examples include a coaching website , social media profile, or listings in online coaching directories. A strategic way to approach this is by developing a marketing strategy, which covers all the ins and outs of how you’ll grow your visibility.

How To Write A Coaching Business Plan: 2 Examples

A coaching business plan should help you clarify why and how you’ll start and run your coaching practice, as well as the tools you’ll need to help others.

Creating a life coaching business plan might sound terrifying, don’t be put off. You can go into more detail if you prefer a comprehensive organizational roadmap, but your business plan should quite simply help you:

  • Clarify your “Why” – What is the ultimate purpose of your business? What is your desired future vision for your practice and clients?
  • Solidify your “How” – What are your coaching objectives/your mission? What approaches will you use to achieve them?
  • Determine your “What” – Understand the interventions, tools, lessons, or solutions that will help you on your mission.

Depending on the depth of detail you’d like to go into, you can break your plan up into more or fewer sections.

The following two coaching business plan examples illustrate this.

Example 1: Lean Life Coaching Business Plan

A lean business plan is ideal for explaining your coaching practice succinctly, or if you’re planning a small coaching business.

Using this USA Small Business Administration sample as a guide, your lean coaching plan might include the following headings: [2]

  • Business identity
  • Target client
  • Client pain points
  • Your solution
  • Your competition
  • Revenue streams
  • Marketing activities
  • Team and their key roles, and

Lean coaching business plans can be particularly helpful if you’re keen to refine and enhance your business plan as you learn and gain experience.

Example 2: Life Coaching Business Plan Template

This life coaching business plan template from Profitable Venture is a more comprehensive example, starting with an executive summary and ending with a startup expenditure budget. [3]

SWOT and market analyses are used for an in-depth assessment of potential opportunities, threats, and rivals in the coaching industry.

3 Helpful Templates and Samples For Your Plan

Here are a few good examples of coaching business plans, including some extra sections you might want to include:

  • 9 Steps to a Lean Life Coaching Business Plan from Coaching Online – this covers a few more sections such as your competition, marketing, and finances [4]
  • Traditional Business Plan from the USA Small Business Administration – a traditional business plan that may work well for larger coaching practices [5]
  • Business Plan Template for a Startup from Score.org – a 9-step template for new business owners. [6]

Creating A Business Plan For Your Online Coaching Business

Once you’ve decided on the most relevant format for your business plan, you’ll want to formalize it by writing it all down.

You will most likely be referring to it regularly, as you structure, run, manage, and grow your coaching practice, so it’s critical to keep your plan along with the rest of your business documents.

A quick, straightforward solution for most coaches is to create a digital business plan, as we’ve started to do below using Quenza:

Quenza Business Plan for Coaching

Using Quenza’s Activity Builder , you can create custom sections for each element in your plan, as well as text boxes for all the information that will go into your tool.

This helps you store your plan in your coaching portal alongside your Client profiles, activities, and other coaching tools, so your plan is always near at hand as you start to build your business.

To create your own coaching business plan using Quenza’s Activity Builder, simply:

  • Open and title a new Activity
  • Create sections for each header of your plan, and
  • Save your Activity to your Library when it’s done!

You can also print your plan as a PDF, or access and edit at any time on Quenza’s client app, as shown below:

how to start an online life coaching business Quenza

There’s no right or wrong way to create a coaching business plan template, so don’t be afraid to add in headers or sections as your plan grows. As long as your plan takes you through each milestone of building and running your business, you’re on the right path to creating a successful, growing practice.

Best App and Software For Your Coaching Business

Quenza is a state-of-the-art solution for coaching professionals, regardless of where you are in the process of running your business.

Not only can you plan out your business as a first-time coach, but Quenza’s tools can help you deliver solutions, stay in touch with clients, and even market your business as you gain traction.

With Quenza’s features, for example, you can:

  • Design, build, and deliver personal and group life coaching solutions
  • Craft coaching programs, curricula, or entire e-courses from your existing tools
  • Drip feed your solutions to coaching clients automatically, on a schedule
  • Create and customize all your coaching contracts , coaching agreements, and feedback forms
  • Collect and securely store all your clients’ data with Quenza’s HIPAA-compliant app and coaching platform
  • Offer clients a centralized online coaching portal
  • Stay in touch with and engage your clients throughout the course of your programs, using notifications, reminders, and multimedia,
  • Track, monitor, and evaluate your clients’ progress in real-time, and
  • Document your sessions with Quenza’s Client notes.

5 Unique Features Included in Quenza

We’ve already seen how important it is to carve out your niche as a life coach – and of course, you’re most efficient when you decide on your own workflow, processes, and style.

With Quenza’s custom features, you have all the flexibility you need to get creative with solutions and market yourself in a way that suits you.

For instance, you can make use of Quenza’s:

  • Multilingual client app – to translate your own or your clients’ Quenza app into 16 different languages, and custom brand colors
  • Group or private chat – to share feedback, reminders, or encouragement
  • White label feature – to promote your brand by adding your logo to tools, forms, and programs
  • Wheel of Life feature – to design personalized life Wheel of Life assessments , and
  • Expansion Library – for customizing popular and evidence-based coaching exercises without starting from scratch!

Leveraging Technology for Efficient Client Management

Integrating technology into your life coaching practice can significantly streamline client management and enhance your service delivery. Utilizing software and applications designed for coaching professionals saves time and ensures a more organized approach to managing client data and scheduling.

For example, client management software lets you keep detailed records of each client’s progress, preferences, and session notes. This can help you tailor your sessions more effectively and provide personalized coaching that meets the unique needs of each client. Having all this information in one place allows you to track progress and adjust your coaching strategies as needed easily.

Additionally, automated scheduling tools can eliminate the back-and-forth communication often required to set up appointments. These tools allow clients to book sessions at their convenience, reducing the administrative burden on you and ensuring that your calendar is always up to date. This improves efficiency and enhances the client experience by providing a seamless and professional service.

Finally, consider incorporating video conferencing software into your practice. This allows you to conduct coaching sessions remotely, expanding your reach to clients who cannot meet in person. Video sessions can be just as effective as face-to-face meetings, and the convenience of remote coaching can be a major selling point for potential clients.

Building a Strong Online Presence

In today’s digital age, having a strong online presence is crucial for attracting new clients and establishing credibility as a life coach. A well-designed website serves as your virtual storefront, providing potential clients with information about your services, testimonials, and an easy way to contact you.

Your website should clearly communicate your unique value proposition and showcase the results you have achieved for your clients. Include case studies or success stories that highlight the impact of your coaching. This builds trust and demonstrates your expertise and effectiveness as a coach.

Social media platforms are also powerful tools for connecting with potential clients and building your brand. Regularly sharing valuable content related to life coaching, such as tips, articles, and motivational quotes, can position you as a thought leader in your field. Engage with your audience by responding to comments and messages, and consider running targeted ad campaigns to reach a wider audience.

Additionally, consider creating a blog to share your insights and experiences as a life coach. Blogging helps improve your website’s SEO and provides valuable content that can attract and engage potential clients. Write about topics that resonate with your target audience, and promote your blog posts through your social media channels.

By leveraging these digital tools and strategies, you can build a strong online presence that attracts new clients and reinforces your credibility as a life coach.

Final Thoughts

These tips, templates, formats, and examples will help you craft a strategic business plan that can get your coaching practice up and running – even if you’ve never started a business in your life.

If you have a template of your own to share with your fellow coaches, do let us know in the comments below.

We hope this article was helpful. Don’t forget to start your 30-day, 1 dollar Quenza trial for all the tools you need to bring your business plan to life!

Quenza’s practitioner tools will help you craft and deliver powerful online coaching solutions from any connected device. They contain everything you need to run your life coaching practice digitally for brilliant client outcomes.

  • ^ Truex, L. (2021). How to start a home-based coaching business. Retrieved from https://www.thebalancesmb.com/how-to-start-a-coaching-business-1794520
  • ^ SBA.gov. (2021). Sample Lean Business Plan. Retrieved from https://www.sba.gov/sites/default/files/2017-12/Sample%20Lean%20Business%20Plan%20-%20Wooden%20Grain%20Toy%20Company.doc
  • ^ Profitable Venture. (2021). Life Coaching Business Plan Template. Retrieved from https://www.profitableventure.com/life-coaching-business-plan/
  • ^ Coaching-Online.org. (2021). 9 Steps to a Lean Life Coaching Business Plan. Retrieved from https://www.coaching-online.org/life-coach-business-plan/
  • ^ SBA.gov. (2021). Write Your Business Plan. Retrieved from https://www.sba.gov/business-guide/plan-your-business/write-your-business-plan
  • ^ Score.org. (2020). Business Plan Template for a Startup Business. Retrieved from https://www.score.org/resource/business-plan-template-startup-business

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How to Become a Certified Mental Health Coach (2024)

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As a dedicated coach, you recognize the profound impact that mental health challenges such as anxiety, depression, anger, stress, shame, guilt, sleep disturbances, and relationship conflicts can have on your clients’ lives. Additionally, issues like minority stress, identity crises, work-related pressures, communication barriers, and time management difficulties can further complicate their journey toward well-being. It’s imperative to support your clients in cultivating self-awareness, self-acceptance, and self-expression while helping them build healthier routines and navigate life transitions.

To truly make a difference, becoming a certified mental health coach is essential. Pursuing certifications from esteemed institutions such as the International Coaching Federation (ICF) will provide you with the advanced skills and valuable insights needed to guide your clients through their challenges with empathy and expertise.

With the certifications, you can empower your clients to confront and overcome self-sabotaging thoughts, embrace their authentic selves, and achieve a state of resilience and balance. Together, you will co-create a transformative journey towards holistic well-being and a more fulfilling life.

What is a Mental Health Coach?

Mental health coaches are dedicated professionals who specialize in guiding individuals towards greater self-awareness, providing them with tools to improve their lives, and helping them work towards specific mental health goals. Coaches offer support for a variety of challenges, including stress, burnout, anxiety, life transitions, managing difficult emotions like anger, and addressing relationship issues. Their goal is to assist individuals in overcoming feelings of being stuck and empowering them to build a more fulfilling life.

Just like therapists, behavioral health coaches intensely listen to their clients, seeking to understand their individual needs, challenges, and aspirations. They tailor their approach based on each client’s unique circumstances, offering invaluable support and guidance.

  • Ask questions that allow people to ponder things from a different angle and be open to making positive changes that can enhance their lives.
  • Mental Health coaches help people build skills to overcome obstacles and offer a fresh perspective to reframe thinking patterns, manage emotions, and address problems effectively.
  • Helps recognize personal strength

What is the Difference Between a Mental Health Coach and a Therapist?

A mental health coach and a therapist serve different purposes in mental well-being. As a coach, you help clients set and achieve personal goals, manage stress, and build resilience without diagnosing or treating mental health disorders. Your coaching focuses on motivational strategies and goal-setting.

In contrast, therapists are licensed professionals who diagnose and treat mental health issues using various therapeutic techniques. They explore past experiences to resolve deep-seated issues, offering a clinical approach to mental health.

While therapists undergo rigorous training and licensure, coaching provides guidance, a thought-provoking process, and support for clients looking to improve their mental wellness and achieve potential life goals.

Understanding these differences helps you identify the best approach for your clients, tailored to their unique needs.

Role of a Mental Health Coach

You hold a unique and transformative role as a mental health coach, which distinguishes you from traditional licensed professionals. Your mission isn’t to diagnose or prescribe; it’s to empower clients to make meaningful, positive changes, especially those already under professional care. 

Your support helps them manage symptoms, build a sturdy support system, and focus on life goals like nurturing relationships, advancing careers, and pursuing education. It’s all about taking decisive action now and crafting a brighter, more fulfilling future.

In the coaching engagement, the client is the true expert of their own life. They decide what matters most, and you bring your expertise to help them explore the path to change. Your work isn’t confined to recovery goals; it’s about unlocking any dreams and aspirations they hold dear. You guide them to make decisions that align with their core values, creating a clear and actionable plan that draws on their strengths and looks toward future possibilities.

You provide the accountability that keeps clients motivated and, of course, a beacon of support that lights the way even in the darkest times. Your compassionate and empathetic approach can profoundly impact their lives, helping them transform their present challenges into stepping stones for a better tomorrow. 

With your guidance, clients can embrace their journey with confidence, resilience, and the unwavering belief that they can achieve their goals and live their best lives.

How to Become a Certified Mental Health Coach

Becoming a certified mental health coach starts with enrolling in a mental health coach certification program . These programs offer more than just knowledge; they provide a pathway to comprehending the intricacies of mental health. 

With the help of these programs, you’ll acquire the skills needed to assist clients in cultivating resilience, developing coping strategies, and enhancing their overall mental well-being.

Earning certification goes beyond personal development; it demonstrates to clients that you are a reliable and capable coach. It improves the credibility of your practice and assures clients of psychological safety.

Top Mental Health Coach Certifications in 2024

Inlp center.

For those seeking ICF mental health coach certification, the iNLP’s Mental Health Coach Certification Training stands out as an ideal choice due to its robust curriculum and its coaching approach based on research and science. The program is widely regarded as one of the most thorough coach training programs available.

This course fulfills the training and mentoring prerequisites for the ICF’s Associate Certified Coach (ACC) and Professional Certified Coach (PCC) credentials.

Upon enrollment in this track, you will commence NLP-integrated Life Coach Training. Upon completion, you will have the opportunity to enroll in Master Coach Training and participate in a Mental Health Coach Training cohort.

The Mental Health Training cohort offers a structured 10-week program with classes limited to 10 students. Each week includes 120-minute live sessions via Zoom, which minimize independent study while maximizing interaction. Students participate in homework activities with partners, emphasizing both personal growth and coaching skills. Successful completion awards 40 ICF CCEs, enhancing professional credentials.

  • Course length: Self-paced
  • Program cost: $7,900 (If you are already enrolled in the Master Coach Training, the cost of Mental Health Coach Training is $2,500)
  • Accreditation: ICF
  • Mode of delivery: Online

Nickerson Institute

The 200-hour Certified Integrative Mental Health Coach Training Program is a fantastic path to certification, taking about 12-18 months to complete. You can work at your own pace with video lessons and join live bi-weekly meetings for extra support. Dr. Wendy Nickerson leads the program, which is accredited by the American Association of Drugless Practitioners (AADP), Health Coach Alliance (HCA), and the Canadian Association of Integrative Nutrition (CAIN).

The program covers the bio-psycho-social-spiritual model of care, blending mindfulness, cognitive-behavioral techniques, and neuroscience across 15 engaging modules. When you finish, you’ll get a digital certificate, a year of mentorship from Dr. Nickerson, four post-graduate sessions, and access to all the professional forms and documents you need. The program gives you the latest evidence-based strategies to help your clients achieve holistic well-being.

  • Program cost: $4,299
  • Accreditation: American Association of Drugless Practitioners (AADP)

Quality Mind

Quality Mind coaching programs are about transforming into a better version of yourself and seeing real, positive changes in your life by the end of your sessions. You’ll engage with your mental health coach through weekly live Zoom sessions, ensuring ongoing support and progress monitoring. You can opt for personalized one-on-one sessions or participate in group counseling classes for more focused attention on specific mental health issues or areas of concern.

This program is carefully designed to integrate elements of positive psychology, neuroscience, the HeartMath Institute, neuro-linguistic programming (NLP), and ancient philosophies. Their Personal Activation System™ is aimed at providing you with a profound insight into the human brain, belief systems, emotional patterns, and how they shape personality and behaviors.

The coaching programs are designed to be flexible to accommodate diverse needs. Whether you opt for a ten-week program to address immediate challenges or choose a more extended six-month or one-year program for comprehensive support, they tailor their approach to suit your journey toward mental well-being.

  • Course length: Depends on your choice
  • Program cost: Depends on the length of the course you choose

School of Mental Health Coaching: Light University

If you are looking to integrate Christian principles with mental health coaching, consider the Mental Health Coach First Responder Training Certification offered by Light University. You have the opportunity to apply for a full scholarship and obtain mental health coach certification at no cost. Your application will be thoughtfully reviewed within 48 hours.

The training consists of three on-demand courses, which are Foundations of Mental Health Coaching, Mental Health Coaching Skills, and Mental and Behavioral Health Disorders covering topics on Mental Illness & Character Disorders, Depression, Mood Disorders and Suicide, Stress, and Anxiety: Overcoming Fear, Phobias, and Panic Disorder, Bipolar, and Spectrum Mood Disorders, The Effective People Helper, Bringing People into God’s Presence, Spirituality and church-based counseling.

  • Program cost: $2,400
  • Accreditation: None

Master Wellness Certification by Transformation Academy

The Master Wellness Certification by Transformation Academy is an online training program that combines four diverse certifications: Health and nutrition Life Coach, Diet Life Coach, Mindfulness Life Coach, and a specialized choice in ketosis, yoga, or BellyCore fitness. You can complete the full course at your own pace in 50-55 hours depending on your chosen specialization.

The program is accredited by the Continuing Professional Development (CPD), and the complete program costs $497 for all four certifications. It is a perfect fit if you’re an  aspiring mental health and wellness coach looking to quickly gain expertise in multiple facets of holistic well-being through convenient online learning.

  • Program cost: $497.00 (For all four courses)
  • Accreditation: Continuing Professional Development (CPD)

Mental Health Care Coach Training by Wave

Wave provides an accredited online mental health coach training program recognized by the National Board for Health & Wellness Coaching. Based on Wave’s transdiagnostic model, the 16-week program emphasizes a comprehensive, holistic approach to emotional well-being rather than focusing on singular diagnoses.

The training includes 100 hours of online learning, featuring a combination of self-paced study and interactive live sessions. Notable program components include live coaching demonstrations, practical insights, and personalized one-on-one mentorship. Tuition for the program is $4,000, with flexible payment options available, allowing for three to nine monthly installments. These options ensure accessibility for dedicated professionals seeking to advance their skills in mental health coaching.

  • Program cost: $4,000
  • Accreditation: National Board for Health & Wellness Coaching (NBHWC)

Factors to Consider When Choosing a Mental Health Life Coach Certification

Considering a mental health life coach certification is a big decision, and it is important to make the right choice. One thing to consider is the program’s cost, ranging from $600 to $8,000. Finding a program that fits your budget while providing valuable education is crucial. The duration of the course is also important to think about.

Some programs take only a few weeks, while others last a year. They offer self-paced learning options to suit your schedule and learning style. Lastly, look for programs accredited by respected bodies like the International Coaching Federation (ICF). These considerations will help you find the right mental health coach certification program that aligns with your professional goals.

Becoming certified as a mental health coach is a journey that allows you to deeply impact lives with empathy and compassion. It’s about nurturing self-awareness, emotional intelligence, and personal growth in others. 

Certification enhances your skills and demonstrates your dedication to professional growth and ethical practice, ensuring you can guide individuals toward holistic well-being and resilience with care and understanding.

Regardless of where you begin, a well-crafted training program can empower you with the necessary skills to excel as a mental health coach. When you feel prepared to put these skills into practice with your clients, know that platforms like Simply.Coach are here to provide unwavering support for your journey.Take the first step with our complimentary trial and discover how we can streamline and enrich your digital coaching path.

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About Simply.Coach

Simply.Coach  is an enterprise-grade coaching software designed to be used by individual coaches and coaching businesses. Trusted by ICF-accredited and EMCC-credentialed coaches worldwide, Simply.Coach is on a mission to elevate the experience and process of coaching with technology-led tools and solutions.  

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Business coaching faqs.

Business coaches are often hired by business owners who want to grow, increase profitability, improve the performance of their employees, or resolve issues such as high worker turnover, low morale, employee burnout, or poor communication. Business coaching can help businesses of all sizes come up with solutions, strategies, and action plans for attaining their goals.

What are the benefits of business coaching?

Company Benefits - Companies can benefit from business coaching by achieving a better corporate culture, more open and productive communication, higher levels of productivity, increased profit, and business expansion.

Individual Benefits - Individual business owners, leaders, and employees can benefit from Business Coaching by improving interpersonal and relationship skills, increasing self-confidence, learning time management strategies, and enjoying a healthier work-life balance.

How do I find the right business coach?

A common misconception about business coaches is that they must be experts in your field. While many business coaches possess extensive business knowledge and experience, they need not be experts in your line of business to deliver quality coaching services. The underlying philosophy of business coaching is that the individuals within the company participating in the coaching, whether you are the CEO or the front-line staff, are the experts in your business. The role of the coach is to help you come up with your own solutions, strategies and an action plan for improving the business.

All too often, a perfect action plan is created but there is little to no follow-through. A business coach offers objective, unbiased accountability to execute the plan, learn from the outcomes, revise the plan and take further action. A good business coach will also help create accountability structures that will encourage individuals to take consistent action to improve their performance and the overall performance of the company.

I am a solopreneur. Can a business coach help me?

Of course! Business coaches can help businesses of all sizes grow and improve their performance.

I need help with advertising/marketing/social media presence. Is this something a business coach can help with?

Yes. Many business coaches specialize in specific areas of business growth, including advertising, marketing, social media presence, e-commerce, brand management, etc.

If you need help finding a coach, you can always get a free coach recommendation from a Noomii coach matching expert.

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Creating Wellness and Balance in Your Business and Life

By Joshua Katz / June 28, 2024

Creating Wellness and Balance in Your Business and Life

Make sure to check out this episode and more on  Apple Podcasts ,  Spotify ,  YouTube  or wherever you find your podcasts.

We made it to Episode 70, and we are welcoming Tammy McMahon, one of the newest and most inspiring coaches, to the ONE Coaching Team. Tammy's story is a testament to resilience and transformation, offering a fresh perspective on achieving wellness and balance in both personal and professional realms. Her story is not just about overcoming challenges but about embracing them as catalysts for growth and change. 

Tammy’s passion for health and wellness comes from a near-death experience. After moving with her family, they realized their new home was infested with mold, which not only infected nearly everything they owned but also put Tammy on a journey where she was fighting for her life. Through her experience, she gained a much different perspective on what’s important in life.

 She now shares her story and coaches others to be more mindful of health and wellness. Her passion is now rooted in her belief that accountability and community are essential for sustaining long-term health and success. She emphasizes that wellness is not a solitary journey but ONE that benefits immensely from the support and encouragement of others. Her advocacy for agent wellness extends beyond physical health, encompassing mental and emotional well-being as well. This holistic approach ensures that individuals are not just surviving in their professional roles but thriving.

It’s a fresh change from the typical real estate conversations we have during our podcast and an excellent reminder to have perspective on what’s really important in our lives. Make sure to check out this episode and more! 

Realty ONE Group focuses on the real estate business success of our professionals and franchisee broker-owners. With industry-leading real estate coaching, technology, and our COOLTURE we help our real estate professionals reach their potential while they earn more.  Reach out to learn more about how Realty ONE Group is the only UNbrokerage to help you! 

KEEP READING

A Wealth of Knowledge, Experience, and Passion

A Wealth of Knowledge, Experience, and Passion

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All the Inspiration You Need in ONE Episode

All the Inspiration You Need in ONE Episode

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More From Forbes

Building a lasting legacy: 8 strategies for coaches and trainers.

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Doaa Darwish , CEO at TRAINER'S BOX.

In the ever-evolving world of professional coaching and training, building a business that outlasts one's lifetime requires foresight, strategic planning and an unwavering commitment to excellence. Coaches and trainers have the unique opportunity to impact lives profoundly, and establishing a legacy can help ensure that this influence continues well into the future. Here are eight key strategies to help achieve this enduring success.

1. Develop A Clear Vision And Mission

The foundation of any lasting business is a clear vision and mission. Your vision should encapsulate your long-term goals and the broader impact you want to have in the world. The mission should define your business's core purpose and the services you provide to achieve this vision.

A well-articulated vision and mission serve as guiding stars, helping you make strategic decisions that align with your long-term objectives and resonate with your audience. Communicate these elements consistently across all platforms to build a strong, unified brand identity.

2. Invest In Continuous Learning And Innovation

The coaching and training industry is dynamic, with new methodologies, technologies and insights emerging regularly. To remain relevant and effective, continuous learning is paramount. Attend workshops, obtain advanced certifications and stay updated on industry trends.

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Innovation should also be a cornerstone of your practice. Embrace new technologies, such as virtual reality for immersive training or AI-driven analytics for personalized coaching plans. This commitment to growth and innovation is imperative in enhancing your skills and demonstrating your dedication to providing the best possible service to your clients.

3. Build A Strong Personal Brand

Your personal brand is the perception others have of you and your business. It encompasses your reputation, the quality of your services and your core values. You can leverage social media channels like LinkedIn, Instagram, Twitter and YouTube to share your knowledge, insights and success stories.

Regularly posting content such as tips, client testimonials and thought leadership articles helps you stay top-of-mind and positions you as a thought leader in your field. Actively engage with your audience and run live Q&A sessions, webinars and interactive posts to build a loyal following.

4. Use A Learning Management System (LMS)

A learning management system (LMS) can be a game changer for coaches and trainers looking to scale their business and ensure a lasting impact. An LMS allows you to create, manage and deliver online courses efficiently. With an LMS, you can offer structured learning paths, track client progress and provide resources that can be accessed anytime, anywhere.

Your LMS not only makes your coaching more accessible but also ensures consistent delivery of your methodologies and principles. Moreover, an LMS can be a repository of your knowledge and training materials, preserving your legacy for future generations.

5. Create Scalable Programs And Products

To ensure your business outlasts your active involvement, focus on creating scalable programs and products. Online courses, e-books, membership sites and mobile apps are powerful ways to reach a large crowd without the constraints of one-on-one coaching.

These scalable solutions can allow you to disseminate your knowledge and methodologies to a larger group of people, extending your influence and impact. Additionally, they provide a passive income stream, contributing to your business's financial stability and longevity.

6. Foster A Community And Network

Building a hemogenous network around your brand fosters loyalty and engagement. Create platforms where your clients and followers can interact, share experiences and support each other. Examples of building effective communities are social media groups, forums or live events.

A strong community can enhance the client experience and ensure your influence extends beyond individual coaching sessions. Networking with other professionals in your field can also open doors to collaborations, referrals and new opportunities, further solidifying your legacy.

7. Partner With A Professional Team

Collaborating with a professional team can significantly amplify your impact and ensure the longevity of your business. This team might include other coaches, marketing experts, business consultants and administrative support. By bringing together diverse expertise, you can delegate tasks outside your core competencies, allowing you to focus on what you do best.

A professional team can also bring fresh perspectives and innovative ideas, helping you stay competitive and relevant in the industry. Moreover, a well-structured team can carry on your vision and mission, maintaining continuity even if you step back from active involvement.

8. Plan For Succession And Legacy

Succession planning is critical to building a business that outlasts your lifetime. Identify potential successors within your organization or from your network who share your vision and values. Providing them with the training and resources they need to lead your business effectively is essential.

Additionally, consider creating a legacy plan that outlines your business's future direction, fundamental principles and strategies for growth. This plan should be a living document, updated regularly to reflect new goals and changing circumstances. Legal measures, such as trusts or foundations, can also be established to ensure your legacy is protected and your business continues to operate according to your wishes.

Final Thoughts

We conduct one-on-one meetings to help trainers and coaches with their business vision strategy. When it comes to delivering your self-paced programs, I always advise using software awarded as the learner's best choice, where the user experience (UX) and user interface (UI) exceed expectations.

Your learning management system must also be entertaining and efficient for the instructors and administrators at the back end to leave a 360-lasting experience for everybody who engages with your programs and help it stand for a long time. Your legacy is not just about the business you build, but the lives you touch and the impact you make along the way.

Forbes Coaches Council is an invitation-only community for leading business and career coaches. Do I qualify?

Doaa K. Darwish

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business plan wellness coach

At Hensel Coaching and Consulting, our job is to help you define your goals by asking thought-provoking questions, challenging unconscious assumptions, and being compassionately honest. Getting clear about what matters to you in life is a crucial component to living a fulfilling life you genuinely love. 

business plan wellness coach

Coaching is a partnership that respects your intelligence and capacity to discover your solutions. Together, we create space and time for you to reflect, make choices, and take action to live an abundant and fulfilled life as you define it. Working with a Coach will be motivating, inspiring, bring out your passion, and empower you to be your best. It will provide you a snapshot of where you are today and where you see yourself in the future. It will also build your self-esteem, encourage you to take responsibility, and give you the strength to persevere.

How we conduct our coaching session

The first step in booking your coaching session is to find the coach or consultant that’s right for you. Coaching takes place by phone or video conference with multiple different conferencing app options available, so there are no geographical limitations (we work internationally). If there is not a suitable time on the coaching calendar, we will work together to come up with a schedule that is right for you.

What happens during coaching?

You’ll set the focus of each session, learn from challenges and successes, and commit to actions you want to take by the next meeting. Coaching sessions are designed for us to do deep work together. Based on your specific goals and   objectives, we’ll customize a plan and approach to unleash your potential powerfully. 

Coaching is for you …

If you are ready to have clarity, if you need help in turning goals into action , if you desire to have a life with purpose and systems, so you can double your efficiency. , if you want to positively impact the success and trajectory of your life or business, if you need a shift in the way you see yourself, the way you behave and the way you show up in the world.

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Testimonials

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Photo of Dr. Alexandra R Hershberger, PhD, Psychologist

Dr. Alexandra R Hershberger

Psychologist , phd, my practice at a glance.

Lexington, KY 40514

Qualifications

  • Verified by Psychology Today Licensed by State of Kentucky / 265972 Dr. Alexandra R Hershberger

Specialties and Expertise

  • Chronic Illness
  • Chronic Pain
  • Sleep or Insomnia
  • Weight Loss

Treatment Approach

Types of therapy.

  • Cognitive Behavioral (CBT)
  • Mindfulness-Based (MBCT)
  • Motivational Interviewing
  • Person-Centered

Primary Location

Nearby areas.

  • Cincinnati, OH
  • Lexington, KY
  • Louisville, KY

Neighborhoods

  • Phoenix Hill

IMAGES

  1. Wellness & Health Coach Business Planner Instant PDF

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  2. 20+ SAMPLE Coach Business Plan in PDF

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  3. Wellness & Health Coach Business Planner Instant PDF

    business plan wellness coach

  4. Mapping out a business plan for a health coach is essential to the

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  5. Draft Your Wellness Coach Business Plan in Pictures

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  6. Wellness Coach Health Practitioner Business Plan

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VIDEO

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  3. It’s so important to plan getaway trips to tune into oneself and nature! I am due for another trip!

  4. Diet Therapy

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  6. ऐसा धमाकेदार प्लान नहीं देखा होगा

COMMENTS

  1. Health Coaching Business Plan

    Our AI Business Plan Software Creates Your Health Coaching Plan In Minutes. Try it Free. Create An Incredible Health Coaching Business Plan Quickly Using Our AI-Powered Software.

  2. Business Plan Template for Wellness Business Owners

    A completely customizable business plan template in Microsoft Word for your wellness business. Integrated Microsoft Excel spreadsheets within your business plan that help you to keep your important financials in mind. Download our free business plan template to create a comprehensive plan to achieve your goals.

  3. Health Coaching Business Plan Template [Updated 2024]

    Traditionally, a marketing plan includes the four P's: Product, Price, Place, and Promotion. For a health coaching business plan, your marketing strategy should include the following: Product: In the product section, you should reiterate the type of health coaching company that you documented in your company overview.

  4. Business Plan Template for Wellness Coaches

    If you're a wellness coach looking to create a business plan, the Business Plan Template in ClickUp can help you get started. Follow these four steps to create a comprehensive plan for your wellness coaching business: 1. Define your vision and mission. Start by clarifying your long-term vision and mission for your wellness coaching business.

  5. Creating a Successful Wellness Coaching Business Plan

    A successful wellness coaching business plan blends your passion for helping others with a strategic approach to entrepreneurship. By designing well-structured wellness coaching business plans that encompass your vision, niche, market analysis, services, marketing strategies, and financial projections, you set the stage for a thriving and ...

  6. Health Coaching Business Plan [Free Template

    Writing a health coaching business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan: ... (E.g., general health and wellness coaching, nutrition & diet coaching, stress management coaching), etc. Market Opportunity: Summarize your market research, including market size ...

  7. How to Start Your Life Coaching Business Plan & Template

    How to Start Your Life Coaching Business. Life coaching can have far-reaching and diverse positive impacts on clients' lives (Clutterbuck et al., 2016).. Many of us have toyed with the idea of starting a life coaching business, helping people change health-related behavior, improve wellness, boost their careers, and strive for personal goals (Karmali et al., 2020; Mann et al., 2022).

  8. Health Coaching Business Plan Template & Example

    The business plan template is a guiding light when laying the groundwork for your health coaching venture. It facilitates your meticulously planning your initial steps and adeptly maneuvering through the intricacies of setting up a new business. This foundational document aids in crystallizing your vision, defining your unique value proposition ...

  9. How to Create a Health Coach Business Plan

    Highlight featured services, explore the cost of running your business and your profit margins, and establish your revenue goals. If you've got an already-established business, include income statements, balance sheets, and cash flow statements for the last three to five years. Use graphs and charts to tell the financial story of your ...

  10. Wellpreneur

    Wellness Entrepreneur Business Training. Wellpreneur helps wellness entrepreneurs like health coaches, yoga teachers, nutritional therapists, wellness coaches and more to start and grow a successful business. Learn how to launch your wellness business, create a marketing plan, build an audience, and grow a wellness business that truly fits YOU.

  11. How to Start an Online Health & Life Coaching Business Plan

    Here are seven simple steps to get you started. 1. Complete an Accredited Health & Life Coaching Course. If you are starting from scratch, the first thing you need to secure is a certification from an accredited health coach training program . Online courses are proliferating nowadays.

  12. 32 Health and Wellness Business Ideas for 2024

    Corporate Wellness Coach / Trainer / Consultant. Corporate wellness is a booming niche market. This is an especially good option for aspiring wellpreneurs who are transitioning from a corporate day-job into entrepreneurship. Companies realize that improving the health of their employees is good for business (fewer sick days, lower stress, happier employees, etc) - and they're ready to ...

  13. Creating a Health Coaching Business Plan

    Step 1: Executive Summary. The first step in any health coach business plan template is the executive summary. The executive summary provides an overview of your health coaching business. It should include a brief description of your services, target market, unique value proposition, and goals. This section should capture the attention of ...

  14. How to Start a Health Coaching Business in 2024

    Step 1: Decide if the Business Is Right for You. Before we begin, it's important to clarify what a health coach is. Health coaching involves offering advice in several different areas including nutrition, physical fitness goals, habit management, and wellness techniques like meditation or mindfulness. It may also include coaching on goal ...

  15. Learn How To Create a Successful Health Coach Business Plan

    An executive summary: Provide a high-level view of your mission, services, and goals, including what makes your business unique and the purpose it intends to fulfill. Market analysis: Successful business owners understand their competition. Research other health coaching companies in your area, their services, and how much they cost.

  16. How to Start a Successful Health Coaching Business

    1. Get the Right Education and Training. As a health coach working directly with clients, you likely won't concentrate on just one aspect of health, such as fitness. Health coaches may examine the wider wellness picture that encompasses everyday nutrition, lifestyle, movement, stress management, and more.

  17. How to Grow a Health Coaching Business: An In-Depth Guide to Success

    Step 1: Get Certified. Certification builds trust and credibility with your clients, validating you as a serious business owner and health coach. Be sure to find a credible program that's comprehensive and thorough, preventing any future headaches. Many training programs offer extensive virtual options that are more flexible in terms of ...

  18. Wellness Coaching Business Plan

    A robust foundation for your venture in the wellness coaching industry begins with a meticulously crafted wellness coaching business plan. This comprehensive blueprint not only outlines your path to success but also serves as a strategic guide to navigate the dynamic landscape of wellness coaching. By fusing your passion for wellbeing with a ...

  19. How To Write A Life Coaching Business Plan: 5 Templates

    Example 1: Lean Life Coaching Business Plan. A lean business plan is ideal for explaining your coaching practice succinctly, or if you're planning a small coaching business. Using this USA Small Business Administration sample as a guide, your lean coaching plan might include the following headings: [2] Business identity. Target client.

  20. 6 steps to start an online health coaching business (2021 guide)

    Here is where an online health coaching program comes in. It enables you to stay connected with clients and provide continuous value. Consider the idea of perceived value. You need to ensure that in your customers' eyes, your health coaching business provides value that surpasses the associated costs of your program. Also watch.

  21. Write your business plan

    Common items to include are credit histories, resumes, product pictures, letters of reference, licenses, permits, patents, legal documents, and other contracts. Example traditional business plans. Before you write your business plan, read the following example business plans written by fictional business owners.

  22. How to Become a Certified Mental Health Coach (2024)

    Mental Health Care Coach Training by Wave. Wave provides an accredited online mental health coach training program recognized by the National Board for Health & Wellness Coaching. Based on Wave's transdiagnostic model, the 16-week program emphasizes a comprehensive, holistic approach to emotional well-being rather than focusing on singular ...

  23. Business Coach Sunnyvale CA

    A business coach offers objective, unbiased accountability to execute the plan, learn from the outcomes, revise the plan and take further action. A good business coach will also help create accountability structures that will encourage individuals to take consistent action to improve their performance and the overall performance of the company.

  24. Creating Wellness and Balance in Your Business and Life

    We made it to Episode 70, and we are welcoming Tammy McMahon, one of the newest and most inspiring coaches, to the ONE Coaching Team. Tammy's story is a testament to resilience and transformation, offering a fresh perspective on achieving wellness and balance in both personal and professional realms.

  25. Sunnyvale Wellness Coaching

    Wellness Coaching near Sunnyvale & Cupertino. 1320 S Mary Ave, Sunnyvale, California 94087 . Get in touch now 408-524-0600. Facebook; google; youtube; Active Age Fitness. Services. ... Each session is part of your health package, and is part of the entire wellness plan we design for you.

  26. Building A Lasting Legacy: 8 Strategies For Coaches And Trainers

    3. Build A Strong Personal Brand. Your personal brand is the perception others have of you and your business. It encompasses your reputation, the quality of your services and your core values.

  27. About

    About - Hensel Coaching and Consulting. At Hensel Coaching and Consulting, our job is to help you define your goals by asking thought-provoking questions, challenging unconscious assumptions, and being compassionately honest. Getting clear about what matters to you in life is a crucial component to living a fulfilling life you genuinely love.

  28. Dr. Alexandra R Hershberger

    Dr. Alexandra R Hershberger, Psychologist, Lexington, KY, 40514, (859) 328-2825, Welcome to my page! The name of my practice is Rewired Health and Wellness and I provide virtual, one-on-one health ...

  29. Kairoi Residential building eight-story ...

    Highland Oaks will have a total of 223 units and feature a wellness studio, yoga lawn and rooftop pool. Kairoi Residential plans to build an eight-story residential tower north of Knox Street. The ...