Operations Mavenue
Coaching Business Operations Manual
Coaching Business Operations Manual
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This is a customizable template on Notion that includes a comprehensive framework specifically designed for coaching businesses, with 60+ pre-built SOPs and sections that you can tailor to match your unique operations.
BONUS: On purchase, you will also receive access to the Template-to-Tailored Roadmap that we built that guides you and breaks down the tailoring process into manageable pieces.
✨ Ideal for coaching business owners who want to keep a clean, organized, and easy-to-navigate single source of knowledge for their business and team.
✨ Your Operations Manual is a one-stop-shop of operational knowledge base for your business. It includes your business systems, processes, SOPs, workflows, checklists, best practices... It tells your employees: "This is how we do things here".
Think of it as your "business playbook".
TL;DR
✔️ Inspired by The E-myth: Read "The E-myth" but struggling to create an operations manual for your coaching business? All your systems are in your head but you don't know how to extract and/or neatly organize them in a single place? With this pre-built template, you don't have to try to set up a manual from scratch.
✔️ Suitable for any size of coaching business: Whether you’re a solo coach on the verge of growth, or an established practice looking to streamline operations, this pre-built template will provide invaluable support.
✔️ Business-Specific & Ready-Made: 60+ sections fully pre-packed with standard and best practices in operating a successful coaching business.
✔️ Fully Customizable: Tailor any part of the Manual to fit your coaching style and business needs.
✔️ Evergreen: An evergreen, living resource that you can update and expand as your business grows.
✔️ Easy-to-use & Aesthetically Designed: Easy to use, and eye-pleasing by default with no cramped look.
✔️ Powered by Notion: This Manual is built on Notion. Unlike traditional PDFs or Word documents, this Manual is interactive, searchable, and always up-to-date thanks to Notion’s real-time editing and collaboration features. If you’re unfamiliar with Notion >> https://www.youtube.com/watch?v=oTahLEX3NXo.
✔️ Quick Start: On purchase of this Manual, you will receive an URL link to access and copy the template to your Notion workspace. You will also receive access to our Notion Basics Video Library that we curated for our customers and clients, which includes Notion Basics Tutorials, our FAQ Videos, and Product Demos.
✔️ Template-to-Tailored Roadmap: To help you with the tailoring process, you will also receive a detailed roadmap that walks you through each step of adapting the manual to your business, ensuring it aligns perfectly with your operations.
Why do you need to build systems in your business?
- Systems make it easier to delegate to other people. Written systems make it clear what is the way in which you want things to be done.
- Having written systems reduces training and onboarding time of new hires, removes guesswork in day-to-day operations for your team, and allows your team to find the information they need faster.
- Systems create consistency. When we don't have systems to work with, we (and our team) tend to do things differently from time to time which gets us inconsistent results and an inconsistent experience for your clients.
- Having solid systems in your business allows you to scale, franchise, or sell your business with ease. (You get top dollar when selling your business because systems-run businesses are always worth more. This is because systems-run businesses function without key person dependency.)
What's inside?
Section 1: Introduction
This section briefly introduces the purpose of the manual, what information is included, how it is used, and what you and your employees can expect from using it.
Section 2: Business Overview
Knowing the history, mission, and vision of the business can provide your employees with a sense of ownership and pride which is likely to result in their commitment to the business’s success. You can include your business's history, mission, and vision, and any other relevant information here to give an overview of your practice before your employees and new hires dive into the rest of the manual.
Section 3: Our Culture & Values
At the heart of successful businesses is a clear set of values and a strong company culture. Values give people guiding principles to make their own choices when things are NOT explicitly described in the systems. You'll see recommended values in this section and can adopt or customize them to suit your business’s culture.
Section 4: Organizational Chart
Successful businesses are organized around roles and positions, not personalities or dependency on individual employees' individual strengths and knowledge. You'll find a template and sample organizational chart setup in this section and can customize it to reflect the hierarchical structure of your business.
Section 5: Job Descriptions
Having clear job descriptions is essential for everyone to understand the roles and responsibilities that come with their title. If everyone knows what they are accountable for, it leads to a more organized workflow. You'll have a template and fully built job descriptions in this section and can adopt or customize them to suit your business.
Section 6: SOPs Hub ⭐
The heart and backbone of your operations lie in this section. Think of it as your ultimate hub for your SOPs where every essential process, workflow, system, and instruction is documented. It's here that you lay down the blueprint for how things run in your business.
Once you've poured your expertise and knowledge into this section, you can confidently step back knowing that your team has a robust go-to resource. New hires? They'll be trained seamlessly. Existing team members? They'll have clear guidance to follow. This is your playbook for clarity, consistency, and efficiency.
Without a comprehensive and well-organized section like this, businesses risk the chaos of inconsistency, with everyone marching to the beat of their own drum. But by dedicating time and effort here, you ensure a harmonious, unified approach to serving your customers and growing your business.
You’ll find 50+ fully built SOPs in this section based on standard and best practices in coaching business operations, which you can adopt or customize to suit your business.
This section is also split into 3 subsections: Client Relations, Employee Relations, and Administrative Processes.
Section 7: Checklists, Forms, Templates & More
This section is where your employees can locate the business’s checklists, forms, email templates, and other job aids. You'll see examples and templates in this section that you can adopt or customize to your business needs.
Section 8: Client Resources Library
This section serves as a central repository where you, as a coach, can store and organize various resources that you frequently share with your clients. Whether it's informative articles, Youtube videos, industry reports, podcast episodes, book recommendations, or else, you keep all your resources easily accessible here.
Section 9: Tutorials & Growth Center
This section is where you keep your resources library, video trainings (remember those recordings we create on Loom for our team? :)), tutorials, and other resources for your team for their professional and personal development. You'll find some examples to guide you here.
Section 10: Owner-Only Section
In this section, you'll find the systems and processes that shouldn’t necessarily be accessible to your employees. These are the information that only you should know, and data you will track, as an Owner of your business.
Section 11: Glossary
Any key terminology and acronyms that are commonly used in your business can be added to this section. By maintaining a comprehensive and up-to-date Glossary section, you will ensure that everyone in your team is on the same page and able to communicate effectively.
Section 12: Directory
Having a comprehensive list of important contacts is essential for your business to run smoothly, especially if/when the management is unavailable. This helps your employees handle any situation that may come up and ensures that the business keeps running without any hiccups.
Section 13: Emergency Procedures
If your practice has a physical office, you can use this section to store your emergency procedures for quick access through the homepage of your manual. You'll find a comprehensive list of emergency procedures in this section.
Section 14: Company Wall of Love
This is a place where you can showcase the positive feedback your clients send you in the form of testimonials, Google reviews, messages, emails… You can also display here the milestones you/r team has achieved. Feel free to add videos, text, images, screenshots of comments from social media, etc. here.
As this Manual will be accessible to your new hires, and work as a regular reference for your seasoned team members, what better way to immerse oneself in your company's culture than to dive into a page that echoes your collective successes?
Section 15: New Hire Onboarding Quizzes
When you hire a new team member and ask them to read this Manual, you can test their knowledge with a short quiz to make sure that they have read it carefully and captured the important details. You'll have an example quiz in this section that you can modify the questions as you’d like.
Why do we use Notion to build the Manual?
- Notion combines documents, databases, checklists, templates, and collaboration tools into a single workspace. Instead of juggling multiple apps like Google Docs, Google Drive, and spreadsheets, everything you need is in one place—organized, structured, and easily accessible.
- Traditional PDFs and Word documents quickly become outdated. With Notion, your manual is a living document that can be edited, expanded, and updated in real-time.
- Notion’s powerful search function, linked databases, and categorized sections make it effortless to find the right SOP, checklist, or workflow in just a few clicks.
- Notion allows you and your team to access your Manual from any device. No need to email files or download bulky PDFs — just open Notion and everything is at your fingertips.
- Notion is built to grow with your business. Whether you’re a solo consultant or a large firm, this system adapts to your needs, helping you standardize operations, onboard new hires faster, and prepare for expansion.
✅ Perfect for:
- Solo coaches ready to build scalable systems.
- Growing coaching practices that need clear documentation.
- Coaches looking to step away from day-to-day admin operations.
- Anyone tired of reinventing the wheel with every new hire or client.
❌ This isn't for you if:
- You're looking for a copy-paste solution with no customization needed.
- You're not willing to invest time in tailoring systems to your business.
- You prefer to wing it rather than follow documented processes.
Need a custom-made Operations Manual?
If you'd like a custom Operations Manual developed for your business by a seasoned Business Operations Management Consultant, please refer to our Custom Operations Manual Development service offering.
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