Practice Continuity Plans for Coaches
A plan for your clients, even when life doesn’t go as planned.
Illness, emergencies, the unexpected - your clients should never be left wondering. With us, they’ll always get a call.
You’ll have peace of mind, knowing your clients are taken care of.
You built something real. It deserves a real plan.
Most coaches haven't set anything up to address the unexpected. Not because they don't care — because until now, there wasn't an easy, affordable way to do it.
1 in 4 Americans will experience a disabling illness or injury before retirement age
Source: Social Security Administration$69 per year, less than one coaching session, so your clients are always taken care of
Most coaches have never put a continuity plan in place for their clients
30 min — the average time it takes to set up your plan
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Your plan lives in our system, gets reviewed annually, and activates only if something actually happens.
Three steps. Then you’re covered.
Complete your intake
A 30-minute guided form captures your practice details, scheduling platforms, client count, trusted contacts, and your wishes. No attorney appointment. No call required. Save and return anytime.
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Receive your Continuity Plan
We generate your Professional Continuity Plan — a structured document that names your trusted contacts, documents your platforms and files, and outlines exactly what should happen if you're unable to continue. Reviewed annually and kept current.
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Your plan gets executed
If something happens, your trusted contact activates your plan and follows the notification template and instructions you've prepared — reaching your clients using the CRM access you set up in advance. Add Client Notification & Access if you'd rather our team handle outreach directly.
What You’re Actually Buying
You’re not just paying for a document. You’re paying for execution.
The continuity plan is the planning artifact. What you're actually buying is: someone knows exactly what to do when you can't. Your clients aren't left guessing. Imagine this: you have a medical emergency, or worse, and you cannot attend your sessions. No one informs your clients, they show up to your standing appointment and - crickets. They feel confused, frustrated, or abandoned.
You need to have a plan other than “I’m sure nothing will happen to me anytime soon” or “I’ll figure it out later”.
Most coaches who think about this end up with a Google Doc that goes stale, a trusted contact who's never seen it, and no clear instructions for what to actually do when it matters. We solve the infrastructure problem so you don't have to.
At $69 a year — less than a single coaching session for most practitioners — the question isn't whether it's worth it. It's why you haven't done it yet.
What’s Included
Everything you need to take care of your clients and practice.
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A structured comprehensive document, personalized to your business and practice.
Your plan is kept safe in our system, accessible when needed.
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Things change over time - we’ll contact you each year to provide any updates needed.
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You designate up to two trusted individuals during intake. Those individuals can trigger an activation by us, if needed.
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On the base plan, your trusted contact reaches out to your clients directly, using the notification message and access you've prepared in advance.
Add Client List Access & Notification if you'd rather our team make those calls for you.
Add Temporary Unavailability separately to cover short-term absences, not just permanent ones — free to set up, billed only if it's ever actually used.
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A reference list of your CRM, scheduling tool, session notes, recordings location, and other business accounts - plus how your trusted contact actually gets in (secondary admin access, your own password manager's Emergency Access feature, or a shared file, depending on what you choose). We never see or store your passwords.
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Coverage is available anywhere in the US, as coaching is not bound by state licensing laws.
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This is not a legal will or estate document. We do not provide HIPAA-covered record management.
If you’re looking for a professional will compliant with licensing board standards, including HIPAA-covered record management, check out our sister site, Clinical Continuity Partners (CA-based clinicians only).
Running a coaching business means doing it all - let us take something off your plate.
30 minutes now means your clients and business are covered.
Have Questions? Let's Chat.
Send us a quick note and we’ll get back within one business day.