The CoachStack Backend Audit Checklist

Most coaches don't have a backend problem. They have a backend visibility problem.

You can't fix what you can't see. This checklist walks you through 15 questions that surface exactly where revenue leaks out of your coaching business.

Use it once a quarter. Score yourself honestly. Anything you can't answer in under 30 seconds is a gap.

1. Can you name every lead in your pipeline right now without opening a spreadsheet?

2. Do you have an automated onboarding sequence that fires the moment a client pays?

3. Is your first client interaction handled by a system, not your inbox?

4. Do you know which clients are at risk of churning this week?

5. Does every new client get the same SOPs, same Looms, same welcome assets?

6. Can a VA run your onboarding without asking you a single question?

7. Is your CRM tagged so you can pull a list of clients by phase, plan, and risk?

8. Do refund requests trigger a recovery sequence, or just an awkward email?

9. Is there a 30-day, 60-day, and 90-day automated check-in for every client?

10. Do you know your client retention rate to one decimal point?

11. Is your client portal one place, or three?

12. Are renewals automated, or do you renegotiate every time?

13. Do you have a single source of truth for client status?

14. Can you offboard a client in under 10 minutes?

15. If you disappeared for two weeks, would the backend still run?

Score yourself out of 15. Anything below 12 is costing you clients and hours every month.

Want the PDF version with the scoring rubric? Book the free backend audit and we'll send the deeper version with your call confirmation.