Life Coach Business Plan Template [Updated 2024]

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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 [insert location here], is a new life coaching business that focuses on providing services that help their clients achieve their personal goals and improve their performance, mental health, confidence and productivity. The Company’s goal is to become one of the leading life coach companies in the area. Their objective is to help each client become the very best version of themselves.

All the coaching programs will aim to provide transformational results. The Company 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. Also, it will build a strong team that consists of people who will not only share the company’s vision but will also be dedicated to their work and their clients.

[Company Name]’s History

[Founder’s Name] is an experienced life coach with extensive skills in personal development, business coaching, therapy and life coaching. [Company Name] will become a well-known life coaching company in [Location].

Upon surveying the local customer 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 each property and the local market to assess the most desirable location for the life coaching company.

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 with experience

[Company Name]’s Services

The Company will be offering the following services:

  • Business coaching
  • Personal improvement coaching
  • Family and relationship coaching
  • Weight loss and fitness coaching
  • Career and financial coaching
  • Executive coaching
  • Online coaching services
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