Business Coaching Service Guide

Business coaching service guides save you time on repeat questions and show your professionalism as a coach. This way, prospective clients see your value and book you faster.

A properly structured service guide helps business coaches in:

• Setting expectations about the structure of the coaching sessions.
• Answering repetitive questions about your packages and pricing.
• Helping potential clients review your details without needing multiple emails.

Plus, these service guide templates provide scheduling links, invoices, and eSign contracts, making it an all-in-one marketing and sales hub for business coaches.

A service guide for a business coach must contain the following essential information:

• Coaching approach: Explain your type of coaching and the specific problems you help solve.
• Service tiers: Break down your packages, including 1-on-1 coaching and group workshops.
• Process roadmap: Offer a step-by-step visual of what the first 90 days might look like.
• Deliverables: List down exactly what the client will receive, including weekly calls, email support, or specific workbooks.
• Payment details: Give clients a pricing range, along with payment plan options and refund or cancellation policies.
• Client questionnaire: Include a brief questionnaire to gather initial information about the client.
• Social proof: Add a short testimonial or client review to show your credibility as a business coach.
• Next steps and CTA: Guide clients on what they can do next, whether it's booking a discovery call or completing the questionnaire.
• eSign contract: It's optional, but a more dynamic service guide could include eSign contracts to help close deals more conveniently.

More than informing your clients about your coaching programs, your service guide should also be an extension of your brand voice. Making yourself relatable is what makes your business coaching service guide more effective.

• Incorporate a client-centric language and focus on their pain points. Service guide templates make it easier for you to modify your content based on the client you'll give it to.
• Aim for brief sections using short paragraphs, bullet points, and clear headings. Clients might not have the time to read long documents.
• Include information about how you've successfully coached a previous or current client. Short testimonials or data points help potential clients warm up to your coaching approach.
• Maintain a consistent brand voice. You can modify the content of the service guide, but ensure that you have the same visual and communication style.

Most business coaches share their service guide after the first discovery call, but you can also use it in other stages of the client journey:

• Include it in automated inquiry responses, particularly in your social media channels.
• Share as a reference for the client after the discovery call.
• Attach the guide to your business coaching proposal, ensuring that it's modified to the specific client.
• Place the service guide in welcome materials to help onboard new clients.

If you have a website or a Linktree, make sure that you embed links to your service guides.

Instead of starting from scratch, you can customize HoneyBook's business coaching service guide templates and add their unique branding. It's a dynamic file where clients can select the coaching service they need and pay in one go.

These ready-to-use templates allow business coaches to easily modify workflows in their service guides, particularly in the following areas:

• Edit text in different sections, including coaching philosophy, pricing details, and program structure.
• Swap out images, fonts, and color themes to match your unique branding.
• Automate sending the guide when you receive new inquiries.
• Save it as a reusable document for you to modify in the future.
• Track user engagement, particularly when a lead opens the file.

HoneyBook's dynamic templates come with automation features, saving you time and allowing you to properly respond to inquiries.