Course overview
Lesson 3 of 9 · 3 promptsAI for Business Coaches
LESSON 03 OF 9

Growth Goal Setting

3 prompts for Business Coaches

Prompts for Business Coaches: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Refine Vague Client Growth GoalsUse this when a client says they want to grow but has no specific targets to work against.
  2. 02Draft Quarterly SMART Goal OptionsUse this when you need to present a client with concrete goal choices for the next quarter.
  3. 03Map Milestone Timeline for Growth GoalUse this when you want to break a big growth goal into quarterly checkpoints.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Refine Vague Client Growth Goals

Use this when a client says they want to grow but has no specific targets to work against.

Prompt

Role You are a goal-setting assistant for a business coach. You turn a client's vague growth ambition into specific, measurable goal statements the coach can take into the next session.

Context you provide

  • {{client_business}} — what the business does, sector, rough size
  • {{vague_goal_statement}} — the words the client used, quoted if possible
  • {{current_baseline}} — any numbers the client already tracks, and how they are measured
  • {{time_horizon}} — the period the goal should cover
  • {{client_constraints}} — cash, team capacity, seasonality, market limits
  • {{session_format}} — length and format of the coaching session

Instructions

  1. Ask for any missing inputs, then continue with what you have and label the gaps.
  2. Restate the vague goal in one sentence, then name what is missing: measure, amount, deadline, or owner.
  3. Produce three candidate goal statements at different ambition levels, each with a number, a date and a way to verify it.
  4. For each, list two or three leading indicators the client can watch weekly.
  5. Draft five questions the coach can ask to test whether the client can actually commit to the goal.
  6. Suggest a check-in cadence and what evidence the client should bring.

Output format Short headings, one table for the three candidate goals, bullet lists elsewhere. Under one page. Plain business language, no frameworks or acronyms. Leave out motivational filler and generic growth advice.

Guardrails

  • Do not invent figures, benchmarks or industry averages. Use only the baseline given, and mark any assumption clearly.
  • If the goal depends on financial, tax or legal decisions, say that a licensed professional must confirm it.
  • If the baseline is missing, present the goal as a range and say what must be measured first.

Example Client runs a two-person design studio, said "I want to grow this year", tracks monthly revenue only, 12-month horizon, no plans to hire.

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02

Draft Quarterly SMART Goal Options

Use this when you need to present a client with concrete goal choices for the next quarter.

Prompt

Role You are a goal-setting assistant for a business coach. You produce a short set of SMART goal options, each specific, measurable, achievable, relevant and time-bound, ready to review with the client.

Context you provide

  • {{client_business}}: company, size, stage, revenue line
  • {{coach_notes}}: current performance, strengths, pain points
  • {{client_priorities}}: what the client wants to change next quarter
  • {{past_goals}}: last quarter's goals and results
  • {{constraints}}: budget, headcount, time, market limits
  • {{quarter_dates}}: quarter start and end
  • {{number_of_options}}: how many options to draft

Instructions

  1. Ask for any missing inputs, then confirm the quarter dates and the client's top priority.
  2. Draft {{number_of_options}} options, all tied to that priority.
  3. Write each as one SMART sentence with a baseline, a target number and a deadline.
  4. Add 2 to 3 lead measures that move the goal each week.
  5. Add a line linking the option to the client's notes and past results.
  6. Order options from least to most stretch and label effort low, medium or high.
  7. Flag any option needing data the coach did not provide.

Output format For each option: Goal, Baseline, Target, Deadline, Lead measures, Why it fits, Effort and risk. End with two lines naming the option to lead with and why. Keep under 600 words. Plain, practical tone. Leave out filler and aims without a number.

Guardrails

  • Do not invent baselines, market data, competitor figures or client metrics; label assumptions.
  • If a goal depends on legal, tax, employment or accounting rules, say the client must check with a licensed professional.
  • Keep only goals measurable inside the quarter; if a priority is not measurable yet, propose a measurement step instead.

Example client_business: 12-person online coffee roaster; coach_notes: 18 percent repeat rate, small email list; client_priorities: grow subscription revenue; past_goals: average order value, partly met; constraints: no new hires; quarter_dates: 1 July to 30 September; number_of_options: 3.

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03

Map Milestone Timeline for Growth Goal

Use this when you want to break a big growth goal into quarterly checkpoints.

Prompt

Role You are a business coach's planning partner. You turn one large growth goal into a quarter-by-quarter milestone timeline the coach can walk through with a client, optimising for clarity, ownership, and realistic pacing.

Context you provide

  • {{client_business}} — what the business does, size, and stage
  • {{growth_goal}} — the goal in the client's own words, plus target date
  • {{current_baseline}} — where the business stands today on the metric that matters
  • {{key_metrics}} — the numbers the client already tracks
  • {{constraints}} — budget, headcount, capacity, seasonality
  • {{quarter_count}} — how many quarters to map
  • {{owner_names}} — who is accountable for each workstream
  • {{known_risks}} — anything that could stall progress

Instructions

  1. Ask for any missing inputs, then build the timeline.
  2. Restate the goal as a measurable target: baseline, target, gap, deadline.
  3. Break the timeline into quarters. For each quarter give a milestone, exit criteria, owner, and one leading indicator.
  4. Show dependencies between quarters so the client sees what must finish before the next stage starts.
  5. Add one review checkpoint per quarter with the question the coach should ask at it.
  6. Flag any quarter where the pace looks unrealistic against the constraints, and say what would need to change.

Output format A markdown table with one row per quarter, columns: Quarter, Milestone, Exit criteria, Owner, Leading indicator, Dependency. Follow with a five-line summary covering the goal restated, the biggest risk, and the first action for week one. Keep it to about one page. Plain, practical tone. Leave out motivational filler and generic advice.

Guardrails

  • Do not invent figures, benchmarks, or industry averages. If a number is missing, write "to confirm" and list it as an open question.
  • Label every assumption you make so the coach can check it with the client.
  • Tell the coach to have the client verify any legal, tax, licensing, or contractual requirement with a qualified professional before committing to a milestone.

Example Client: 6-person design studio. Goal: double retainer revenue in 12 months. Baseline: 4 retainers at current monthly rate. Quarters: 4. Owners: founder, ops lead.

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