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Trio Coaching SOPs Guide and Workbook

Build a Coaching Practice That’s Aligned, Organized, and Ready to Grow

Whether you’re launching your coaching business or refining systems you’ve outgrown, the Trio Coaching Process SOPs Guide & Workbook gives you the structure and tools to streamline your coaching operations—without losing the heart of your work.

This comprehensive, practical guide introduces a full-cycle coaching process and outlines six essential areas where developing Standard Operating Procedures (SOPs) can help you save time, elevate client experience, and run a more sustainable business. You’ll gain a clear understanding of how to document your processes with intention, so your systems support your success instead of slowing you down.

What’s Inside:

  • A full walkthrough of the coaching process cycle—from awareness and onboarding to offboarding and re-engagement

  • Six SOP categories that support both the coaching experience and the day-to-day operations of your business

  • Space to reflect, plan, and adapt your systems based on your style, goals, and clients

  • Templates, examples, and links to resources that save you time and get you moving quickly

  • Clear notes on how each area aligns with ethical, professional, and competency-based coaching

  • A flexible structure—use it all or in parts depending on your business phase or program model

Designed to Grow With You

This isn’t a one-size-fits-all solution. Your coaching style, business goals, and clients are unique—and your systems should be too. This guide helps you take what works and make it your own. It’s ideal for coaches looking to develop their practice where that's a handful of clients or a sustainable business.

Many Trio Coaching Academy programs incorporate highlights from this guide in live sessions and coursework, giving you added opportunities to apply what you’ve built and get feedback in real time.

Why SOPs Matter in Coaching

Creating clear SOPs not only helps you deliver a consistent, high-value coaching experience—it also sets the stage for growth. From onboarding clients with ease to knowing exactly how to structure engagements and evaluate outcomes, SOPs bring clarity and confidence to your practice.

If you're ready to coach with more ease, intention, and professionalism, the Trio Coaching Process SOPs Guide & Workbook is your next step.

 

Delivery: You will get an email with access to the guide and workbook immediately following purchase. Email us at info@triocoachingacademy.com if you do not see the email.

Note: This is a Single-Use License. This license includes one copy for personal use. Not for resale or distribution. As a small business, we greatly appreciate you following these terms. Contact us at info@triocoachingacademy.com to discuss a Multi-Use Team License or Institutional Access. 

Coaching Process Cycle (2)