Coaching Group: setup checklist
LaunchMyServer · launchmyserver.com · Updated 2026-11-12
Setup
- Create roles and categories
- Write confidentiality rules
- Create the 1:1 channel template and duplicate per client
Community features
- Enable Community (needed for forums and Onboarding)
- Onboarding questions
- AutoMod
Launch
- Schedule recurring calls as events
- Invite clients individually
- Post first check-in as an example
Offboarding
- Swap role to Former Client
- Archive the client's 1:1 channel
Roles to create (top to bottom)
- Coach: Owner/coach
- Assistant: VA or assistant coach
- Mastermind: Top tier
- Group Client: Group program
- Former Client: Program ended; keeps START HERE only
Channels to create
START HERE
- ☐ welcome (text): Everyone can read; only Staff can post
- ☐ rules (text): Everyone can read; only Staff can post
- ☐ announcements (announcement): Everyone can read; only Staff can post
GROUP
- ☐ group-chat (text): Client roles only
- ☐ weekly-check-ins (forum): Client roles only
- ☐ hot-seat-requests (forum): Client roles only
- ☐ resources (text): Client roles: read; Coach posts
- ☐ group-call (voice): Client roles only
MASTERMIND
- ☐ mastermind-chat (text): Mastermind role only
- ☐ mastermind-call (voice): Mastermind role only
1:1 CLIENTS
- ☐ client-firstname (text): That client + Coach only (member-specific override)
STAFF
- ☐ coach-notes (text): Hidden from everyone except Staff
- ☐ mod-log (text): Hidden from everyone except Staff
Back to the Coaching Group blueprint
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