What if setting up and operating your coaching business wasn’t so overwhelming?
Inside the Certified to Successful mentor guide, you’ll get everything you need to set up your coaching business the right way so you can focus on coaching, not admin.
A step-by step roadmap
Designed to work at your pace
Helps simplify decision making
Most coaches wait too long to treat their business like a business.
Certified to Successful: The Business Foundation & Set Up Mentor Guide for Coaches is your step-by-step roadmap for building or strengthening your coaching business foundation with confidence, clarity, and ease.
It takes the guesswork out of what to do, when to do it, and how to avoid costly mistakes—so you can focus on coaching and growing, not spinning your wheels.
Learn from an ICF PCC-accredited coach with 10 years of experience creating and managing multiple service offerings under one business—someone who knows what works (and what doesn’t).
DOES ANY OF THIS SOUND FAMILIAR?
You’re a certified (or soon to be certified) leadership coach, but…
You want to build a professional, credible coaching business foundation that aligns with your values.
You’ve researched online and asked for advice, but the information is scattered and you don’t know where to start turning it into a real business.
You’ve started setting up your coaching practice but feel overwhelmed by or avoid legal, financial, or operational tasks.
You may have been operating for a while, but administrative and operational work keeps pulling you off track and feels disorganized.
You want to set up—or polish—your coaching business so it runs as smoothly and easily as possible - without overwhelm or guesswork.
IMAGINE THERE WAS A SIMPLE WAY TO...
Build your coaching business foundation quickly and confidently—without wasting time on guesswork or overwhelm...
Feel clear and assured that your business is set up the right way, aligned with your values and goals...
Spend more time coaching clients and less time tangled in confusing admin and operations...
Wake up knowing your business systems support your work instead of holding you back or creating MORE work...
Move forward with confidence, focusing on growth and impact instead of second-guessing every step...
All of that is possible inside
CERTIFIED TO SUCCESSFUL
the business foundation & set up mentor guide for coaches
Within the Certified to Successful Business Builder Guide, you’ll learn how to set up a solid, professional coaching business —covering everything from vision and legal setup to systems and growth strategy—so you can operate confidently and grow sustainably.
What's inside the Mentor Guide?
Foundation 6™ Framework (Core Roadmap)
The heart of the guide: a clear, step-by-step system covering every critical phase of building your coaching business foundation with confidence and clarity.Weekly Action Checklists
Integrated weekly task lists designed to keep you focused and on track, breaking down complex business setup into manageable actions.Curated Tools & Resource Recommendations
Thoughtfully selected recommendations for trusted tools, free and low cost templates, and resources included inside the guide to save you research time and simplify your setup.Example Tax Calendars
Practical calendar examples embedded in the guide to help you start creating your own - and stay organized and compliant without stress.Real-World Business Guidance
Experience-backed advice woven throughout the guide to help you avoid costly mistakes and make confident decisions at every step.
Optional Add-On: Pro Edge AI Suite
Not everyone wants to use ChatGPT. But for those who do, this is available as an affordable add-on for coaches who want to speed up your business set up with proprietary scripts.
You don’t have to purchase this add-on to get full value from the Certified to Successful Guide, but if you want an extra boost to simplify and accelerate your setup significantly, it’s a great option to consider.
Every script in this suite has been tested and refined in real coaching businesses, designed to walk you step-by-step through creating the exact business assets, messaging, and workflows you need to run a high-caliber coaching business.
*Scripts may not be repurposed, reused, or redesigned and used for your own clients. The Pro Edge AI Suite is licensed to you for individual use only as part of the purchase of the Certified to Successful Mentor Guide if the add-on option is chosen.
Who It's For
The Newly Aspiring Coach
You’re eager to start your coaching business but feel overwhelmed by all the steps you need to take. You want a clear, practical roadmap to guide you through the steps to setting up and organizing a legitimate, professional coaching business. This course helps you avoid common beginner mistakes so you can set up and organize your business with confidence from day one.
The Established (Needs Order) Coach
You’ve been coaching for a bit but your business setup feels patchy and inconsistent. You want to use the guide to check your foundation so your coaching practice feels credible and runs smoothly. This course helps you fill any gaps—like getting organized, formalizing a business plan, and starting to identify automation opportunities that save you time and boost your professionalism.
The Career Transitioner
You’re coming from a corporate or other professional background and ready to launch your coaching business, but you’d love to have a mentor show you how they did it. This course gives you a straightforward, values-aligned blueprint to set up and organize your coaching business so you can confidently—and more quickly—step into this new career.
This is for you if...
You want to build a professional, credible coaching business foundation that aligns with your values.
You’ve researched online and asked for advice, but the information is scattered and you don’t know where to start turning it into a real business.
You’ve started setting up your coaching practice but feel overwhelmed by legal, financial, or operational tasks.
You may have been operating for a while, but administrative and operational work keeps pulling you off track and feels disorganized.
You want to set up—or polish—your coaching business so it runs smoothly and easily, without overwhelm or guesswork.
But it's not for you if...
You’d rather Google your way through this.
You don't actually want a formal, legally organized business structure. You don't put as much weight into thinks like creating business plans, making insurance decisions, and minding legal requirements.
You find business operations and setting things up a bit overwhelming or maybe even a little boring.
You’re hoping someone will do most of the heavy lifting for you—this guide points you in the right direction, but you’ll need to do the work.
You’re currently enjoying coaching as a hobby and aren’t quite ready to fully commit to building a sustainable business.
If you chuckled (or grimaced) at any of these, I see you—and I want you to know that’s okay. Maybe this isn’t the right time or fit, but I’m here when you’re ready to take the next step—whether that’s mentoring, training, or something else that works for you.
Meet the instructor
HI, I'M EMILY
I’m Emily Chipman, a PCC-credentialed executive coach with nearly 20 years of experience in HR, leadership development, and organizational performance. I’ve logged 800+ hours of leadership coaching—working with leaders from new managers to executives—and partnered directly with HR teams to design and run leader development programs.
Over the last decade, I've set up three brands/business divisions - the leadership coaching company, a company that supports women in leadership, and most recently a company supporting you as a coach. With each one having a unique vision and purpose, I've essentially set up three businesses. It's given me experience. I can now say that setting up the third one was a lot easier!
Along the way, I was honored to be chosen as the first woman to certify coaches worldwide in one of the top-rated leadership coaching methods. I also selected and supervised coaches supporting post 9-11 combat vets. That work has shown me something powerful: when we elevate one coach, we elevate our whole profession—opening doors for all of us.
This guide is designed to give coaches what most certifications don’t—a clear roadmap to setting up and organizing your business.
The good news
Here’s the good news: there’s an order to setting up and strengthening a business — and it doesn’t have to take forever. That’s why I created The Foundation 6™ Framework—a simple, step-by-step approach to setting up your coaching business quickly, so you can move on to what you really love—finding clients and working with them.
I wanted to package all the lessons I learned from building my own coaching business—and the challenges I’ve seen friends, family, and colleagues struggle with —and share them with others who might feel stuck or overwhelmed by all the moving pieces.
Setting up a coaching business doesn’t have to be so challenging or time consuming. There’s a clear path to creating a reliable, well-designed business that feels credible, manageable, and aligned with your lifestyle and values.
I also believe that when one coach builds a stronger business, it raises the bar for all of us. We all look better, more credible, and open more doors for the coaching profession as a whole.
WHAT YOU'LL LEARN INSIDE THE
Certified To Successful Mentor Guide:
Module 1 | Envision
Shape your vision and priorities so your coaching business has direction and purpose from day one.
Shape your vision and priorities so your coaching business has direction and purpose from day one.
Inside this module:
-Get crystal clear on where you're headed and why it matters
-Establish priorities that align with your long-term goals
-Create your company brand and style guide
Module 2 | Establish
Build your foundation the right way so you can operate with confidence and peace of mind.
Inside this module:
-Why cybersecurity just became more important to you than ever
-Recommended resources for professional contract templates
-Tips on making compliance practical and meaningful
Module 3 | Package
Turn your skills into clear, market-ready offers that clients actually want.
Inside this module:
-Pricing insights and what kind of tech coaches commonly invest in
-Sample expenses coaches can reasonably expect to plan for
-Tech stack recommendations for delivering your services professionally
Module 4 | (Simple) Systematize
Simplify your operations and save time by putting the right systems in place.
Inside this module:
-Examples of calendars that help you never miss an important date working FOR you - not against you
-Take your fist step choosing tools and workflows that free up time and reduce admin strain
Module 5 | Attract
Show up where it matters so you can connect with the clients you’re meant to serve.
Inside this module:
-Recommended learning resources to strengthen your marketing and sales skills
-The mindset shift that helped me enjoy showing up for sales conversations
Module 6 | Fuel the Business
Keep your momentum going and stay energized as you grow your coaching business.
Inside this module:
-Complete the business plan you’ve built throughout as you followed the guide like a roadmap
-Choose a growth strategy from real-world examples shared in this -module
OPTIONAL | Pro Edge AI Suite (What's included)
For those comfortable using AI, every bot script in this suite has been tested and refined in real coaching businesses, designed to walk you step-by-step through creating the exact business assets, messaging, and workflows you need to run a high-caliber coaching business.
*Scripts are proprietary and may not be repurposed or repackaged for your own clients.
Over a Dozen Bots, Including:
1. Brand Name & Domain Bot
2. Ideal Audience Avatar Bot
3. Brand Style Assistant Bot
4. Tax Setup Clarity Bot
5. Workflow Plan Builder Bot
6. Market Analysis Bot
7. Service Description Copywriter Bot
8. Tech Stack Recommendation Bot
9. Client Experience & Administrative Work Automation Bot
10. Client Magnet Bot
11. Sales Funnel Mapping Bot
12. Quarterly Business Review Bot
13. Strategy Planning Bot
Two Choices
OPTION 1
MENTOR GUIDE
OPTION 2
MENTOR GUIDE + PRO EDGE AI SUITE
Mentorship in a Guide | 10+ years of real-world coaching business experience distilled into clear, doable steps as if you have a mentor by your side.
Flexible pacing | use it start-to-finish or jump to what you need most.
Built for independent thinkers who can handle deeper work like market analysis and buyer psychology.
Includes tips, tricks and specific examples of what technology has been used in a successful coaching business.
13 Pre-built sequences, mapping, and strategy AI bot scripts you can use to shape your business systems and materials
Platform Flexible | Works in ChatGPT or any AI tool you like, all at once or step-by-step, so you can move at the pace that works for you.
Designed to handle research-heavy work for you — from market insights to buyer psychology — so you can spend your time making decisions, not digging for data.
Mentor Guide
$199
Mentor Guide PLUS Pro Eduge AI
$349
FAQs
What if I’m new to business setup and feel overwhelmed— will the Certified to Successful: The Business Foundation & Set Up Mentor Guide for Coaches help?
Absolutely! Certified to Successful is designed precisely for coaches who feel overwhelmed or uncertain about the business side. The step-by-step Foundation 6™ Framework breaks everything into manageable phases, so you can build confidence as you go. You won’t be left guessing.
How is this different from other coaching business guides?
This guide isn’t just theory—it’s built from real-world experience setting up multiple coaching businesses and serving coaches just like you. It focuses on the right order of foundational tasks and practical systems, not flashy marketing tricks. Plus, the Foundation 6™ Framework is unique and specifically tailored for coaches.
I’m already in business—will this still help me?
Yes! I suggest using the free assessment included to see where your business foundation is strong and where you might benefit from strengthening your business. This guide helps you fill in any gaps and polish your setup so you can move forward with confidence.
What if I don’t have a lot of time—can I do this at my own pace?
Definitely. This is a self-paced guide, so you can move as quickly or as slowly as your schedule allows. The structure helps you focus on priority tasks first, so you make progress without burnout.
I’m worried I’ll still feel lost or stuck—how does this resource support me?
You’re not alone! The guide provides clear instructions and resources - essentially, it's like a roadmap that guides you every step of the way. There are bite-sized checklists to complete in manageable moments, and we let you know when it’s time to seek support from professionals like a CPA.
Will this teach me how to market and sell my coaching services?
This guide focuses on setting up the essential foundation every business needs. It’s not a deep dive into aggressive marketing tactics. Instead, you get a high-level overview of marketing and sales, along with curated resources to help you develop those skills in a way that fits your unique approach.
How much time will I need to invest to see results?
That depends on your starting point and schedule, but many coaches find that following the roadmap consistently for a few weeks to a couple of months brings significant clarity and progress. The goal is sustainable growth—not overnight success.
Is this suitable if I want to coach corporate clients or leaders?
Yes! This is especially valuable for coaches who want to work with companies or leaders. It helps you build a credible business foundation that aligns with professional expectations and organizational needs.
What if I don’t have any experience with legal or financial stuff?
No worries! Most entrepreneurs should consult with a CPA or lawyer for financial and legal matters. The guide breaks down when to reach out to these professionals to ensure you’re on the right track without feeling overwhelmed. It also provides examples of local organizations that may be able to help you with these decisions.
What is the cost? Do you offer refunds?
The mentor guide is $199. If you purchase a bundle with the Pro Edge AI Suite, the cost is $349.
And it's a steal! If we worked through this together 1:1, it would be a coaching program including six private coaching sessions—valued at $250 each—for a total of $1,500.
I created this guide so you could access the same core strategies and proven steps without needing to invest in a full coaching package.
It’s everything I’d walk you through privately—packaged so you can move at your own pace, revisit any section, and apply it exactly when you need it.
AND: It’s the kind of resource I wish I’d had when I started—clear, actionable, and a fraction of the investment.
Sales tax may be added at checkout depending on your location—our payment processor handles that automatically and in compliance with local, state, and country laws.
Because this is a digital product, there are no refunds.
If you've read this far...
You have two options:
Continue to spend more time and energy trying to figure out how to build your coaching business on your own...
Or, finally have a proven step-by-step roadmap to build a solid, credible coaching business foundation so you can confidently focus on coaching and growing your impact.
Imagine where you could be six weeks from now...
You’re ready to move past confusion and overwhelm in building your coaching business.
You’re ready to stop wasting time on tasks that don’t move your business forward.
You’re ready to start operating your business with ease and professionalism.
You’re ready for a proven, step-by-step roadmap designed specifically for coaches.
You’re ready for a coaching business that supports your lifestyle and goals.
You’re ready for Certified to Successful.
