Businesstry
(Business + Ministry)
(Business + Ministry)
Your step-by-step guide to planning, tracking, and filling your next launch with 20+ consultation calls.
If you're ready to stop guessing, stop winging it, and finally launch your coaching program with clarity, strategy, and confidence — this planner gives you the exact blueprint.
Built around the Businesstry Conversion Funnel, this template shows you how to map out your exposure, track your numbers, schedule out your consultations, and follow a simple 3-week launch plan that actually leads to clients.
Whether you're launching a 1:1 coaching program, a group program, or your signature offer — this planner helps you stay organized, stay on track, and hit your goals.
✨ Conversion Funnel Breakdown
Understand how many people you need at the top of your funnel to reach your client goal (ex: 10k reach → 20 consults → 5 clients).
✨ Fillable Funnel Worksheet
Write in your real numbers and see where your funnel is strong — and where you need more eyes.
✨ Consultation Call Goal Planner
Plan your 20 calls across a 3-week launch timeline with simple weekly pacing.
✨ 3-Week Launch Plan
A step-by-step guide for 3 Weeks Before, 2 Weeks Before, and the Week Of your program launch.
Includes daily tasks, exposure reminders, and call-booking routines.
✨ “Check Your Numbers” Tracking System
Know exactly how to monitor your exposure across social posts, boosted posts/ads, emails, and community engagement.
✨ Consultation Scheduling Map
Decide which days you will host calls and how to structure your “talk days” for the month.
✨ Launch Math Made Easy
Use simple fill-in sections to calculate:
• Your exposure target
• Calls needed
• Conversion goals
• Projected revenue
✔ Biblical Life Coaches
✔ Businesstry Coaches
✔ Ministry leaders offering coaching
✔ New coaches launching their first program
✔ Experienced coaches who need structure
✔ Anyone planning a 3-week launch with 20 consultation calls
✔ Takes the guesswork out of launching
✔ Helps you stay consistent and organized
✔ Gives you a realistic path to fill your program
✔ Keeps you focused on what actually creates clients
✔ Designed to work for ANY coaching niche
This is a Google Doc template that you can customize, print.
Give your clients a smooth, professional onboarding experience—without creating anything from scratch.
This easy-to-use Client Intake Form Template is designed for Businesstry coaches who want their new clients to feel supported, seen, and guided from day one. Whether your work is 1:1, group, hybrid, or membership-based, this intake form helps you gather everything you need to coach with confidence and clarity.
Built in a clean Google Doc format, it’s simple, editable, and ready to use. Just add your name, share the link, and your clients can type directly into their own copy.
✨ About You Section
Collect contact info, time zone, communication preferences, and key background details.
✨ Current Season Assessment
Understand how your clients are really feeling—emotionally, mentally, and spiritually.
✨ Faith & Spiritual Life Questions
A gentle, faith-forward section that helps you gauge where clients connect with God and where they feel stuck.
✨ Goal-Setting + Breakthrough Clarity
Discover what your clients truly want so you can coach with direction and impact.
✨ Patterns, Blocks & Habits Section
Identify common behaviors that may hold them back and tailor your coaching accordingly.
✨ Readiness & Capacity Check-In
Measure their willingness, commitment level, and honesty in the process.
✨ Final Thoughts Section
Space for clients to share anything else they want you to know before coaching begins.
✔ Ready to use — no setup required
✔ Completely editable in Google Docs
✔ Clients can type directly into their copy
✔ Protects your master file using a simple “Make a Copy” link
✔ Faith-forward but still professional & neutral for all coach types
✔ Perfect for 1:1, Group, Hybrid, and Membership coaching models
Your students receive clear instructions on how to share the form with clients using a forced copy link, so every client gets their own private fillable document.
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