Keeping all aspects of a coaching business organized and running smoothly is difficult at best. And if you don’t have a system or plan for what to do and when, getting it all together can be overwhelming. Even if you have an overview of where you want to be in five years, you still need a quarterly, monthly, and daily plan to coordinate administrative tasks, marketing activities, and content creation.

Let me tell you from experience that “wing it” just doesn’t work. Sitting down to write a blog post, in front of a blank screen with no idea what to write, is an awful and daunting feeling. You have a LOT to say and your audience wants to hear from you, so don’t be afraid of the P word: PLANNING!


There are 3 types of business planning:

1. Plan your goals

2. Plan your marketing strategy

3. Planning of daily tasks


Setting business goals is always the first step in starting a business or starting a new phase/year in your business. Your business goals will be the foundation for the rest of your business planning. Once you decide on, say, an annual income goal, you’ll want to map out the steps you’ll take during the year to reach that goal. When business actions are goal-based, they provide structure and meaning to daily activities, strengthen social connections, and help people get through tough times.

2-Marketing Strategy

Planning your content marketing strategy starts with what you want to promote. Most companies know a year in advance what they want to promote. You may only have one training program to start with, and that’s fine. Start by planning when, where, and how often you’ll promote it. You’ll also want to think about different types of promotions for the same program, for example, a lead magnet, a challenge, a webinar, or an email series.

Later, you can add additional training programs for your advanced customers and/or digital products that you sell for additional income. Then you’ll need to plan when and how you’ll promote each of those items.

3 daily tasks

Now that you have a plan for what you will promote and when, you need to break down the administrative tasks required to get your promotions implemented. For example, a webinar will need a registration and thank you page, a series of follow-up emails, time to write the webinar script (and record it, if ever), and time to make slides, if you’re using them. .

You will need certain amounts of content for each of your promotions. Therefore, content planning should become part of your daily agenda. You won’t have to create content every day, but you should at least schedule when you’ll create it. Think about how often you want to share new content and that will tell you how often you need to spend time creating it.

When I started blogging, I designated every Monday morning to write a weekly article. Sometimes it only took a few minutes and other times it took several hours. But it was done!

Creating an action plan or daily to-do list will help you stay organized and focused from the moment you sit down to work. You will know exactly what you have to do, without a doubt. You’ll know when you need to write blog posts, when to send emails, when to write new content, when to do your billing, and when to schedule your customer calls.

Some entrepreneurs like to use a 90-day planner to schedule their quarterly events, promotions, and general tasks. This gives them the big picture. Then they divide the tasks into monthly, weekly and daily.


become a client

Imagine that you are working with a client who needs help planning their business tasks. What process will you give them for this? Now apply that process to yourself as if you were your own client.

As much as you want a complete training calendar, leave some room to complete your administrative tasks. Running your business is just as important to sustainability as taking care of your customers, so give your business tasks, including content creation, the same priority. Blocking out time is a popular way to schedule longer tasks, such as writing blog posts, recording videos or podcasts, or email marketing.

Set aside an hour or two, write those posts or emails, do the recordings, schedule, and then move on to the next item on the list. If you set aside enough time often enough, you’ll eventually start to have two or three (or more!) pieces of content ready to post as needed, which can relieve some stress.

Remove writer’s block

Create a calendar that makes note of important themes or topics that occur throughout the year.

  • What holidays inspire you to write content?
  • Is there a big event coming up in your city or in your niche? Write about it. Interview panelists and speakers at the event.
  • Are you planning the launch of your flagship product? Create and schedule special content around the release date.


With all the organization that needs to be done in your business, it helps to have what I call “mini planners.” These are planners that help you focus on tasks that are specific to a particular project in your business. There are planners for creating a webinar, for producing a lead magnet, for creating a product or course, as well as for planning your content and social media posts.

The International Association of Professional Life CoachesĀ® provides planners as part of their product line, because it makes perfect sense to use a planner designed to include only the tasks you need to focus on for a given project.

For example…

Tea 90 day planner– Plan the next 90 days of blog posts, videos, social media posts, and email content. Includes pages for monthly and weekly action steps.

Tea Cash Content Planner– Guides you to create profitable content by covering 5 different income streams for a coaching business and how to plan content to generate income from them.

Tea Product Creation Planner– Will walk you through the process of creating a product that you can use as a digital product that you can sell for some passive income, or give away as gifts.

Tea Private Coaching Program Planner– Guides you through the essential steps to turn your proven system into a salable product that delivers your customers the results you promise.

In conclusion: Planning your business tasks, projects, and sources of income will significantly increase the chances of success for your business. Using professionally designed planners by experts will save you time, organize your action steps to reach your goals, and ensure that key elements of your business activities don’t slip away because you didn’t know all the necessary steps involved.

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