A Simple Business Plan for Enneagram Professionals
Create clarity, focus, and direction in your work—without the overwhelm
When you started your journey as an Enneagram professional, you probably felt deeply called to the work.
You wanted to help people grow. You were passionate about the insights and transformation the Enneagram offers.
But when it came time to build a business around it… things might have started to feel a little murky.
Do you need a formal business plan?
What should be in it?
How do you make one that actually helps instead of making you feel like you’re failing at being a “real” entrepreneur?
Let’s simplify things.
You don’t need a 40-page business plan to clarify what you do, who you help, and how you’ll build momentum.
You just need a flexible, focused roadmap that evolves with you.
Here’s a simple business plan, explicitly tailored for Enneagram coaches and practitioners.
1. Define Your Purpose and Niche
Why are you doing this work, and who is it for?
Before anything else, get clear on your why. Then narrow in on who you’re most passionate about helping.
Questions to consider:
What transformation do you want to help people experience through the Enneagram?
What types of clients or situations light you up?
Are there specific identities, industries, or issues you feel uniquely equipped to support?
💡Example: “I help overwhelmed moms rediscover their voice and identity using the Enneagram, with a focus on Type 2s and boundary work.”
2. Clarify Your Services
What are you actually offering, and how can people work with you?
You don’t need to offer everything. Start with one to three clear offers that match your capacity, strengths, and clients’ needs.
Popular offers for Enneagram professionals:
Typing interviews
1:1 coaching packages
Enneagram workshops (for individuals, couples, or teams)
Digital resources or group programs
Make sure each offer includes:
What it is
Who it’s for
What’s included
How to get started
For more on what to offer as a new Enneagram professional, check out this blog post here.
3. Choose Your Marketing Channels
How will people find out about your work?
You don’t need to be everywhere, but you need a consistent way to connect with the right people.
Choose 1–2 platforms to start with and commit to showing up regularly.
Options include:
Instagram: Great for visual, relational content
Pinterest: Ideal for blog posts, evergreen content, lead magnets
LinkedIn: Especially for corporate or leadership audiences
Email marketing: A powerful long-term asset for nurturing trust
Speaking or podcast guesting: Great for connection + credibility
4. Set Income + Time Goals
What does sustainability look like for you?
This is about more than revenue; it’s about designing a business that supports your life.
Start by answering:
How many hours per week do I want to work?
What income do I want (or need) to bring in?
How many clients or sessions would I need to hit that number?
Then map out your pricing and service capacity based on those numbers.
Need more help on how to price your services? Check out this blog post.
5. Build (or Refine) Your Client Journey
What does the path from stranger to client look like?
A solid client journey includes:
Discovery: Where new people find you (social media, podcast, referrals)
Nurture: How you build trust (email list, free content, workshops)
Conversion: What helps them decide to work with you (sales page, free call, testimonials)
Make sure you’re supporting people at each step, not just promoting your service and hoping they jump in.
6. Keep It Simple and Repeatable
Sustainable businesses are built on systems, not hustle.
Instead of reinventing the wheel every time you post or get a new client, set up simple systems:
Templates for onboarding emails
A content calendar (even if it’s just 2 posts a week!)
A weekly CEO check-in with yourself
These help you build consistency without burnout.
Final Thoughts
You don’t need a fancy business plan to start or keep going.
What you do need is clarity, commitment, and a plan that reflects the heart of your work.
Whether you’re just starting out or refining your focus after a few years, use this simple structure to check in with your business, make intentional decisions, and grow in a way that feels aligned with who you are.
Need help refining your business vision?
Book a 1-Hour Strategy Session to clarify your offers, messaging, and next steps. It’s like a personalized roadmap to help your Enneagram business grow with intention.
