How Optimised Is Your Coaching Business, Really?
Take the Free Quiz to Find Out
You worked hard to become a certified coach. Putting in hours of time, effort with a prestigious school… And now what?
Running a coaching business is deeply rewarding—but it can also be incredibly draining if your back-end operations aren’t running smoothly. If you’ve ever felt like you’re constantly in admin mode, stuck in the weeds of scheduling, follow-ups, client onboarding, or chasing invoices, you’re not alone.
That’s exactly why I created a Free Quiz: Is Your Coaching Business Optimised?—to help coaches and service-based entrepreneurs assess how efficient their current systems are and what’s silently stealing their time and energy.
Why Operational Efficiency Matters for Coaches
When your business operations are optimised, you unlock more than just time. You gain:
Headspace to focus on deep client work
Capacity to grow your offers or income
Confidence in your systems and team
Freedom from unnecessary admin
Higher client satisfaction with seamless experiences
But many coaches are unknowingly operating at a fraction of their potential. They’re held back by:
Disconnected tools that don’t talk to each other
Manual onboarding processes
Lack of email automation
Over-reliance on memory or sticky notes
Little to no documentation or SOPs
If this sounds familiar, it’s time for a simple check-in.
What the Free Quiz Will Reveal
The Free Business Efficiency Quiz takes just 2 minutes to complete and will show you which of the following categories your business falls into:
💥 Highly Optimised – You’re running a streamlined, efficient coaching business. Want to scale even further?
⚙️ On Your Way – You’ve got a few strong systems in place, but you’re still facing friction points that slow you down.
⏳ Time-Leaky & Admin-Heavy – You’re doing everything manually, and it’s likely costing you hours every week.
Depending on your score, you'll receive tailored resources to help you simplify and optimise your coaching business—no tech overwhelm required.
Tools That Can Transform Your Coaching Business
If you're looking for quick wins, here are some of the top tools I recommend to every time-based service provider:
✅ Paperbell – An all-in-one CRM for coaches. Handles scheduling, contracts, payments, and email follow-ups in one beautiful dashboard. No more juggling 5 platforms.
✅ Notion – Create your internal business hub. Build task boards, SOP templates, and track progress in one customisable space.
✅ Zapier – Connects your tools to automate repetitive admin. Think: adding new clients to email lists, triggering follow-ups, and syncing appointments without lifting a finger.
✅ Kit – An easy way to grow your email list and send beautiful, simple newsletters. Ideal for coaches who don’t want to fuss with complicated systems.
These tools, when set up correctly, can save coaches 5–10 hours a week. That’s time you could spend coaching, resting, or building out your next offer.
Download Your Free Coaching Business Guide
After you take the quiz, you’ll get access to a guide that walks you through:
The top time-wasting patterns in coaching businesses
Tools and systems that solve them
Real-world examples of how coaches have streamlined their business
Why outsourcing your operations setup might be your smartest move yet
If you’re looking for help in getting your coaching business built, let’s chat!
