Turn your expertise
into a practice.
You know how to help people. Setting rates, structuring contracts, choosing a business entity, and getting insured before your first paying client is a different skill set. BossWorks gives you a plan for the business side.
Dashboard
Budget
$162,000,
Available
$162,000
Tasks
Visit Lunch Hours at Competitor 1
Market Research
Visit Lunch Hours at Competitor 2
Market Research
Research competitor analysis
Market Research
Key Financial Projections
You know your craft.The business part is what slows you down.
Pricing, contracts, liability, entity structure. Everyone you ask gives you a different answer, and the stakes feel high when your reputation is on the line.
“I have no idea what to charge.”
Hourly, per session, project-based, retainer. There's no industry standard, and every pricing guide contradicts the last one. Most new coaches underprice because they don't know what the market supports in their niche and city.
“One bad client could ruin me.”
When you're advising people on their careers, finances, or life decisions, liability matters. Professional liability insurance, clear contracts, and the right business entity aren't optional. But most coaches don't set this up until something goes wrong.
“I don't know if I need an LLC or what it even does for me.”
Sole proprietorship is simpler but offers no liability protection. An LLC protects personal assets but costs money and varies by state. Most coaches delay it because the decision feels too complicated.
Set up your practice the right way.
Business entity, liability insurance, contracts, and pricing structure.
You need liability insurance before your first paying client, not after. Your plan lays out every task with specific deadlines.
Know what it costs to run your practice.
Your plan calculates startup costs, tracks spending, and models breakeven.
Insurance premiums, website, scheduling software, and coworking. BossWorks totals your costs and projects when client revenue covers your overhead.
Find funding to grow your practice.
Grants, microloans, and small business programs matched to your profile and niche.
Grants and microloans exist for service-based, women-owned, and minority-owned businesses. We find the matches for your practice.
Pricing, contracts, and liability. Ask and get an answer.
Six AI assistants that know your practice: who you serve and where you're based.
"Should I use hourly or retainer pricing?" "What should my cancellation policy say?" Ask and get guidance specific to your niche.
Already coachingor consulting?
Whether you're raising your rates, adding group programs, or bringing on associate coaches, BossWorks can help.
Raise your rates
Your plan helps you model the revenue impact of a rate increase and gives you a framework for communicating the change.
Add a group program
Moving from one-on-one to group coaching means different pricing, different contracts, and potentially different insurance.
Bring on associate coaches
Hiring or contracting with other coaches changes your tax obligations, insurance needs, and legal structure.
Your completecoaches & consultants plan.
Every task, every cost, every requirement for your business type and city.
Why BossWorks?
Your plan is built for how coaches and consultants actually work: service-based revenue, client relationships, and liability considerations that generic business templates ignore.
Frequently asked questions
Yes. Whether you're a life coach, executive coach, business consultant, health coach, or career counselor, your plan is built around your specific niche and state requirements.
Yes. Professional liability insurance (also called errors and omissions or E&O insurance) protects you if a client claims your advice caused them financial harm. General liability covers bodily injury and property damage if you meet clients in person. Both are important and relatively affordable — typically $500–$1,500 per year combined. BossWorks includes insurance setup as a step in your launch plan.
Retainers provide predictable monthly income and are generally better for both parties in ongoing engagements. Hourly is simpler for project-based or short-term work but caps your income at your available hours. Package pricing (fixed fee for a defined outcome) is increasingly common and removes the tension of clients watching the clock. BossWorks helps you model each pricing structure based on your market and target income.
At minimum: scope of work, deliverables, timeline, payment terms, cancellation policy, confidentiality clause, intellectual property ownership, and a limitation of liability clause. For coaching specifically, you should also include a client responsibility clause clarifying that you're not providing therapy, legal, or medical advice. BossWorks includes a contract checklist in your plan.
As a sole proprietor, your personal assets (home, savings) are exposed if a client sues you. As an LLC, your liability is generally limited to your business assets. For consultants and coaches, where professional liability claims are a real risk, an LLC provides meaningful protection. The annual cost of maintaining an LLC is typically $50–$300 in state fees — worthwhile once you have paying clients.
The most effective early channels are direct outreach to your existing network, LinkedIn (especially for B2B consulting), speaking or teaching in your area of expertise, and referral incentives for early clients. Cold outreach works but requires volume. BossWorks builds a client acquisition plan specific to your niche and target client profile.
No. Many coaches start part-time and transition to full-time. Your plan works at any stage and models when your client revenue supports going independent.
If you're advising clients on decisions that affect their careers, finances, health, or life direction, professional liability insurance protects you if something goes wrong.
ChatGPT gives you a wall of text. BossWorks gives you a structured plan that tracks your progress, knows your niche and pricing model, and updates as your practice grows.
Get started at bossworks.ai.