Coaching Business Plan Template [Updated 2023]

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II. Company Overview

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name], located in [Location], is a new career coaching business that provides services that help clients achieve their professional goals, improve their performance, and increase their productivity and efficiency. The company’s mission is to help each and every client with their career goals and help them become the best version of themselves in their place of work. We aim to become one of the leading career coach companies in the area by providing support, empathy, and guidance to each of our clients.

Millions of people find themselves in professional careers but don’t know how to get the job of their dreams or reach their next career goal. [Company Name] provides numerous services to help people reach their highest potential in their careers. Whether a client needs some help with their job search or wants to completely reassess their career path, we can help them in any way they need to achieve their goals.

All the coaching programs will aim to provide transformational results. [Company Name] will ensure that its services are of the highest standards and meet the client’s needs precisely and completely through thorough follow-ups and assessments of the clients’ progress.

[Company Name]’s History

Upon surveying the local client base and finding a potential office location, [Founder’s Name] incorporated [Company Name] as an S-Corporation on [Date of Incorporation].

[Founder’s Name] has selected an initial location and is currently undergoing due diligence on the property.

Since incorporation, the company has achieved the following milestones:

  • Developed the company’s name, logo, and website
  • Determined the list of services to be offered
  • Determined equipment requirements
  • Began recruiting key employees

[Company Name]’s Products/Services

[Company Name] will provide the following services:

  • Career mapping and assessments
  • Job search assistance
  • Mock interviews
  • Resume help
  • Guidance on how to get unstuck and advance one’s career
  • Guidance on how to improve skills, performance, and productivity
  • Other general career guidance and advice
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