🚀 Phase 1
✅ Business Pre-Launch Checklist

Before you can scale, you need a clear foundation. This checklist walks you through the non-technical steps that matter most: defining your offer, structuring your process, speaking clearly about your value, and knowing exactly who you're here to help. With your UltraLyfe systems already set up, this module ensures you’re prepared to grow — not just launch.

✅ UltraLyfe-Aligned Pre-Launch Checklist

Everything you need to do — beyond your tech setup — to launch a real, thriving practice.

🎯 Step 1: Clarify Your Flagship Offer & Delivery Model

Define your signature coaching program with full clarity:

  • Program title, number of sessions, and format (Zoom, phone, etc.)
  • What’s included: homework, assessments, voice support, etc.
  • Clear outcome: “By the end of this program, you will...”

Why this matters: You can’t sell or market well until you own your offer.

🧠 Step 2: Develop Your Core Transformation Framework

Create a repeatable process that outlines how your clients get results:

  • Break your method into 3–5 core phases or pillars
  • Examples: Awareness → Reset → Practice → Mastery
  • Define what happens at each stage

Why this matters: You’re not selling sessions — you’re selling structured results.

💬 Step 3: Build Your Consult Script & Objection Rebuttals

Write a clear flow for 30–45 minute discovery calls:

  • Intro → Ask about their goals → Uncover pain → Explain program → Share pricing → Ask for decision
  • Prep answers for: “I need to think about it” / “I can’t afford it” / “Can I start later?”

Why this matters: This is the moment trust becomes commitment.

👥 Step 4: Define Your Ideal Client Profile (ICP)

Clarify exactly who you're here to help:

  • Demographics: age, life stage, profession
  • Psychographics: core frustrations, fears, beliefs
  • Write out 2–3 sample bios for your perfect-fit client

Why this matters: You must speak to someone — not “everyone.”

🧩 Step 5: Map Your Client Journey (Before, During, After)

Build the full lifecycle of a client:

  • Before: How they find you, what they see, what drives them to book
  • During: Week-by-week session flow, check-ins, support
  • After: Testimonials, continuation offers, referral flow

Why this matters: Systems create retention and reduce stress.

🔍 Step 6: Define Your Messaging Themes

Pick 4–6 core topics you want to create content about consistently:

  • Examples: Stress tips, nutrition myths, success stories, behind-the-scenes, your story
  • Write 10 content ideas under each pillar

Why this matters: Consistency builds authority — and trust.

🎤 Step 7: Practice Talking About What You Do

Write out 3 versions of your elevator pitch:

  • For social events
  • For HR/business owners
  • For potential clients in a discovery call

Why this matters: Confidence in your message builds clients.

🌱 Step 8: Set Up Retention & Referral Incentives

Decide how you'll keep clients coming back — and get referrals:

  • Offer continuation packages or monthly retainers
  • Set referral bonuses ($25 off, free session, etc.)

Why this matters: Repeat and referred clients cost you nothing and stay longer.

📈 Step 9: Start a Weekly CEO Ritual

Commit 1 hour per week to work on the business:

  • Review what worked / didn’t
  • Calls booked, clients signed, revenue tracked
  • Set an intention or theme for the week ahead

Why this matters: What gets measured — grows.

📢 Step 10: Choose ONE Outreach Channel to Start

Start simple. Pick 1 way to connect with your ideal client:

  • Instagram: share content, go live, use stories
  • LinkedIn: message HR contacts, post insights
  • Email list: weekly value-packed tips or updates
  • In-person: community partnerships, workshops

Why this matters: Mastering one channel is better than dabbling in five.

🎯 After Completing This Checklist

You’ll be confidentl