Coach / Consultant
A practical business plan template for launching as a coach / consultant. All figures are pre-filled realistic estimates — replace them with your own numbers using the Prévio spreadsheet.
Executive Summary (Template)
Replace brackets with your details.
[Name] launches as a coach / consultant serving [target audience].
Mission: [one-line promise].
Year-1 objective: $51 200 revenue, break-even in month 1.
Model: [main revenue type] + [secondary stream].
Key differentiator: [why you, why now].
Market Snapshot
Coaching and consulting are among the fastest-growing solo service segments; executive/business coaching rates run $150–$500/hour (estimation). Productizing (group programs, workshops) breaks the time-for-money ceiling.
Offer & Pricing
- 1:1 session package (6 sessions): $900–$2,400
- Group program (8 weeks): $500–$1,200/person
- Corporate workshop day: $1,500–$3,000
Marketing Plan (3 Channels)
Three acquisition channels, started in this order:
1. LinkedIn thought leadership (3 posts/week) + DM funnel
2. Free masterclass → offer call
3. Speaking/podcast guesting circuit
3-Year Forecast
| Month | M1 | M2 | M3 | M4 | M5 | M6 | M7 | M8 | M9 | M10 | M11 | M12 | Y1 |
| Revenue | 800 | 1 600 | 2 400 | 3 100 | 3 700 | 4 300 | 4 800 | 5 300 | 5 700 | 6 100 | 6 500 | 6 900 | 51 200 |
| Fixed costs | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 500 | 6 000 |
| Variable costs | 96 | 192 | 288 | 372 | 444 | 516 | 576 | 636 | 684 | 732 | 780 | 828 | 6 144 |
| Net result | 204 | 908 | 1 612 | 2 228 | 2 756 | 3 284 | 3 724 | 4 164 | 4 516 | 4 868 | 5 220 | 5 572 | 39 056 |
| Cumulative | 204 | 1 112 | 2 724 | 4 952 | 7 708 | 10 992 | 14 716 | 18 880 | 23 396 | 28 264 | 33 484 | 39 056 | — |
| Year | Revenue | Costs | Net Result |
| Year 1 | $51 200 | $12 144 | $39 056 |
| Year 2 | $95 000 | $17 700 | $77 300 |
| Year 3 | $120 000 | $21 015 | $98 985 |
Break-even Analysis
Break-even is reached in month 1, when cumulative profit turns positive.
- Fixed costs: $500/month · Variable costs: 12% of revenue
- Contribution margin per euro/dollar of revenue: 88%
- Break-even revenue: $568/month ≈ $568 monthly revenue
- Reached in month 1 in the model below.
Risks & Mitigations
- Client concentration — No client should exceed 30% of revenue; keep prospecting even when busy.
- Price race to the bottom — Compete on specialization and outcomes, never on hourly discounting.
- Income volatility — Hold 3 months of fixed costs in reserve; push retainers/subscriptions.
- Burnout / capacity ceiling — Productize offers and raise prices instead of adding hours.
- Platform dependency — Never let one platform exceed ~50% of lead flow; build an email list.
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Figures marked “estimation” are indicative market estimates, not audited data. This document is a planning template, not financial advice.