What is the Coaching Practice Audit?
15 questions
5 dimensions
4 minutes
Full PDF report
The five dimensions
Client Presence
How present is your thinking when you're not in the room? Clients make decisions between sessions. This measures whether your influence carries into those moments or disappears until the next call.
Revenue Architecture
Is your income tied to your calendar, or have you built revenue streams that grow without proportional time? This is where most advisory ceilings become visible.
Practice Resilience
How robust is your practice against client concentration, market shifts, and the growing availability of generic AI? Demand today doesn't guarantee relevance tomorrow.
Leverage & Legacy
Does your practice build lasting assets, or is every engagement consumed and gone? This dimension looks at whether your work compounds or just sustains.
IP & Methodology
How much of your thinking is captured vs trapped in your head? Advisors with strong methodologies often haven't structured them in ways that work beyond live delivery.
What you get
Your results include a score across all five dimensions and your practice archetype:
Capacity-Constrained
Fully booked, but growth means more hours. Revenue has a hard ceiling.
Established but Static
Strong reputation, loyal clients, but the model hasn't evolved. Vulnerable to shifts you're not preparing for.
Partially Leveraged
Some structure in place, but key gaps are limiting what the practice can become.
Compounding Practice
Demand, IP, and revenue architecture are working together. The practice grows beyond your calendar.
