One-Page Business Plan for

Coaches & Consultants

The OneġPage Business Plan for Coaches and Consultants gives you the framework, clarity and
confidence to build a sustainable business.

As an independent coach or consultant, it’s tempting to charge in and start booking clients.
Although you may achieve some early wins, without a real plan you’ll constantly struggle to forecast
revenue. This uncertainty makes it extremely difficult to plan for the future of your professional and
personal life. On the flip side, you may not initially be able to book any clients, cause you to cut your
rates and wonder if you truly have what it takes to be successful.

This exercise will help you avoid either scenario by making sure you have everything in place to
launch and scale a sustainable business. As a result, you’ll be able to make a positive impact among
those you help for years to come.

Now, keep in mind that this isn’t meant to be a substitute for a detailed marketing plan or industry
analysis. Consider this the foundation for a living document and you can always expand on it with
additional detail as you see fit.

Before we get started, take a moment to pause and reflect on what you’re about to do. You’re going
to build or audit the blueprint for creating a sustainable business. What will it feel like to have the
time, lifestyle and financial freedom you desire? How will you spend your days? What will you be
known for? What will your living environment look like?

To live in that vision, you have to plan accordingly, and that’s what we’re doing right now. But,
there’s no rush! There’s no prize for completing this as quickly as possible. The real prize comes
from deliberately laying out a plan to achieve the goals you’ve set for yourself.

There are three parts to this workbook:

− An explanation of how to create your One Page Business Plan
− An example of a completed One Page Business Plan
− A template for you to create your own plan

I suggest blocking off some time and finding a quiet place to work. You’re always welcome to revise
this at a later time, but don’t let perfection be the enemy of progress. Just get something down and
make changes as you see fit. This will help you avoid getting trapped in the cycle of saying you’re
“working on a business plan” without actually completing it. Beyond that, if someone else will be
reviewing on your behalf, you should anticipate making revisions. But, they can’t help you if they
don’t have anything to go off of.

So, when you’re ready, let’s get started!

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Below you’ll see descriptions for and examples of the content to be included in your business plan.

Business Name: If you haven’t started your business yet, don’t get stuck here. It may come to you
when you’re not trying to think of something.
Spencer Bell Consulting

Target Client: Who do you help? It’s important to get as specific as possible. Instead of “startups”
consider something along the lines of “tech startups with less than 10 employees”.
Small business owners with an eCommerce presence.

Client Problem(s): What goal(s) do they seek, and what are the biggest challenges they face on a
daily basis? What impact does this have on their personal life and/or business?
Unsure how to leverage paid Facebook and Instagram ads. Have tried in the past, but didn’t see
good results.

Solutions Wanted: If they could wave a magic wand, what would change?
Step by step training and documentation on how they can create and optimize their paid social
media campaigns. They would also like to be made aware of and trained on all the latest updates.

What: What specific service do you offer?

I consult internal teams on how to create and optimize paid social media campaigns in-house.

How: How do you solve these problems? What is your solution at a high level?
A five step program to help them create and launch their paid social media campaigns.
− Determining Objectives
− Establishing Key Performance Indicators
− Selecting Campaign Tactics
− Measuring Outcomes
− Optimizing Campaigns

Positioning Statement: Clearly describe how you’ll help a specific audience solve their problems,
and the associated impact. I help (specific audience) (specific action) so they can (specific
outcome).
I teach eCommerce companies how to internally manage paid social media campaigns so they can
effectively reach their audience without wasting money.

+u. Unfair Advantage: Stop. Don’t overthink this one. Sometimes your unfair advantage is your
personality, or the fact that your previous experiences make you different from other experts in
your industry. Maybe it’s because you’ve been in the same shoes as your target audience. It could
be that you have children and are so time constrained that you’re forced to be extremely efficient,
and you pass that same efficiency along to your clients.
I previously worked at an advertising agency. Beyond that, some of my friends have small
ecommerce businesses and I’ve previously helped them with their social media ads.

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Why: Why are you doing this; what is the Big Picture? What is the impact you’ll have on those you
help, and what lifestyle will you have as a result?
Although I enjoyed working with larger clients, I’m now more interested in helping small businesses
get access to the information and resources they need to succeed. I also want more autonomy
around my schedule, and how I’m rewarded for my work.

F I N D I N G & AT T R A C T I N G C L I E N T S

Where: What channels are they on? What organizations do they belong to or follow?
My target audience is active on LinkedIn, Instagram and in various eCommerce related communities.
They follow organizations including eMarkerter, Shopify and AdWeek.

How: What message and medium will you leverage? Ex: “How to” content on YouTube or industry
updates on LinkedIn.
I’ll provide actionable “How to” content on LinkedIn, Instagram and YouTube. This content will
be based on common activities they’ll need to perform as part of campaign management, but I’ll
express in a way that’s easy for a non-expert to understand.

Lead Magnet: What free content will you provide in exchange for their email address. Ex: A handy
checklist or free online course.
I will create a free online course “5 Free Ways to Generate More Revenue from Instagram”. This
short course will provide some quick wins to earn their trust. I’ll then follow up with an offer to chat
with me about paid social campaigns.

INCOME STREAMS & PRICING

Tripwire: Tripwires are low-cost irresistible products that act as a taster for your core offering. They
usually cost $15-$299 and can include things like an online course that’s longer than your lead
magnet, a workshop or an eBook.
I will offer a workshop “Paid Social Media Marketing for Non-Experts” for $99 per attendee.

Core Product: This should be your main offering and it sits at a higher price point than your
tripwire. At this stage in your sales funnel, you’re weeding out the people who won’t buy from you.
Your core product is a bigger investment or recurring subscription, and it should be what your
business becomes known for. Examples include 1:1 coaching and consulting, employee training,
audits and account management.
My core product will be a three month training program where I’ll teach internal employees how to
manage paid social campaigns. The fee will start at $6,000ċ

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Profit Multiplier: The key to maximizing your revenue potential is to create a profit multiplier, this
is your high end product that makes it easier and faster for clients to get their desired results. Or, a
version of your core product that is delivered across a large organizations, government contracts or
for an extended period of time.
My profit multiplier will be training branding agencies how to pitch, manage and optimize social
media campaigns for multiple clients. This additional scope will allow them to earn more revenue
from their current clients, and attract additional opportunities going forward. The fee will start at
$35,000.

G OA L S

Intermediate: What are you going to do over the next 7 days?

Create lead magnet, survey 50 branding agencies about profit multiplierċ

Short Term: What are you going to accomplish over the next 90 days?
1000 leads captured, 9 core product clients, 3 sales calls booked for profit multiplier.

Long-Term: What are you going to accomplish a year from now?

3 profit multiplier engagements per year, $250k net annual revenueċ

AC T I O N P L A N

What are 3-5 things you must complete over the next 90 days to make impactful progress towards
your goals?

− Finalize copy for website and create in Squarespace.

− Create copy for lead magnet, hire graphic designer to create.
− Survey 50 branding agencies to gauge interest in my profit multiplier and determine how to best
structure the program.
− Email 100 people in my personal and professional network, make them
aware of my service and
ask for referralsċ
− Create social media content calendarċ

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LEVERAGE THE GRAPHIC BELOW AS YOU BEGIN TO BUILD YOUR PLANċ

Lead Magnet

Tripwire
Social Media

Core Product
Speaking
Engagements
Online Course Company or
Team Workshops Profit Multiplier
Podcast
Audits
Appearances Organizational
Hourly Consulting
Training
Coaching
Enterprise Level Engagements
Blogs & Articles Consulting
Government Contracts
Book or eBook Account Management Long-Term
Interviews & Press Partnerships
Group Coaching

Workshops for Conference

Guides & eBook
Individals Appearance
$20,000.00 -
$75,000.00+
Free Webinar

$1,000.00 -
Free Mini-Course $20,000.00

$15.00 -
$500.00
$0

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One-Page Business Plan
BUSINESS NAME:

TA R G E T C L I E N T CLIENT PROBLEM(S)

SOLUTIONS WANTED W H AT S E R V I C E S D O YO U O F F E R ?

W H AT I S YO U R S O L U T I O N AT A H I G H L E V E L? P O S I T I O N I N G S TAT E M E N T

W H AT I S YO U R U N FA I R A DVA N TAG E ? W H Y A R E YO U D O I N G T H I S ? B I G P I C T U R E ?

FINDING & Where:

AT T R AC T I N G How:
CLIENTS
Lead Magnet:

INCOME Tripwire:
STREAMS & Core Product:
PRICING
Profit Multiplier:

G OA L S
Immediate (7 days):

Short Term (90 days):

Long Term (1 year):

AC T I O N What are 3-5 things you must

complete over the next 90 days
PLAN
to make impactful progress
towards your goals?

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C O N G R AT S !

By completing this business plan you’ve taken a major step towards building a sustainable and
rewarding business. But, the real work comes from implementing the framework you’ve developed,
and continuing to make progress towards your goals.

As you’ll notice, we didn’t explore many of the nuances involved by design. Otherwise, this plan
would have taken you months to finish. Again, consider this as a foundation to keep building
upon. Don’t stop the momentum! And, if you’d like more help in doing so, consider joining the
online program "How to Start Your Consulting Business."

You’ll gain access to dozens of training videos, The Coaching & Consulting Playbook (over 100
pages of guides, templates & scripts) and have the opportunity to meet with me every week for
live Q&A. I'm here to answer questions about your business plan, or anything else related to
helping you start and scale your business. As an added bonus, you'll save 30% with the promo
code ENT30. Learn more and sign up today.

Either way, I hope this was helpful, and I wish you the best luck!

terryrice.co itsterryrice /terry-rice

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I N C A S E W E H AV E N ’ T M E T Y E T. . .

My name is Terry Rice, and I’m a business development consultant. I help

coaches and consultants build their brand and revenue so they can monetize
their knowledge without sacrificing their health, family or personal interests.

In addition to my consulting practice, I’ve also been fortunate to share

this information through opportunities with Google, SXSW, Good Morning
America and my Entrepreneur magazine column.

Maybe you’ve been in business for a while, but you know there’s a more
efficient - and rewarding - way to scale. Or, you know you can succeed as a
coach or a consultant, but you don’t want to take that risk without a defined
and vetted path to success.

Either way, my goal is to help you save time and frustration by providing you
with a proven framework to build a sustainable and rewarding business.

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