# Fit assessment — Coaching Platform Fit Pack

A fill-in worksheet. Answer in your own words, from your own records. Every field is a question to you, not a template for what your answer should be. Blank is permitted and honest — things you do not know go to Section 7 rather than into a guess.

**Ground rules before you start**

1. **Answer from what you can observe.** A fact you can point to in a policy, a receipt, or your own message history beats an estimate from memory. Counts you have not measured stay blank.
2. **Keep identity and credentials out of this file.** Never record identity documents, account logins, tax numbers, or payment credentials here. Their absence from this worksheet is deliberate, not an oversight.
3. **The conclusion is administrative.** The label at the end is this worksheet's filing system, not a scoring system. It is not any platform's approval or eligibility decision.

## 1. Owner and offer context

- Business name (optional; nothing in this pack needs real names):
- What you sell, in one sentence:
- Is the offer recurring? If yes, what is the billing rhythm (monthly, seasonal, other):
- How is it delivered — community, cohort, membership, mix:
- Where does the offer run today — the platform or platforms, the website, any manual process:

## 2. Current checkout and access workflow

Walk this section in the order your customer experiences it. The purpose is simple: reviewing the payment-to-access journey can surface questions about manual work and delivery of access. It is an area to investigate, not a problem to assume — what you find may be tidy, and that is a finding worth having.

- Where does a customer pay today (checkout page, payment provider):
- What happens immediately after payment — what is automatic, what is done by hand:
- How does the customer get access to the group or programme? Who or what adds them, and when:
- What happens when a customer cancels or a card fails — who removes access, when:
- How many hands-on steps did you actually perform this month (a count you observed, not an estimate; leave blank if you have not counted):

## 3. Evidence of a specific problem — or none

Write down what you have actually observed, with dates or counts where you have them:

- Missed checkouts or failed payments you know about:
- Time your hands-on steps took in the last month (observed, not estimated):
- Complaints about access delays, drawn from your own messages or tickets:
- Anything that has already made you consider a platform review:

If you have observed none of these, write "no observed problem" plainly. That is a legitimate finding here — it changes what the sensible next step is, rather than grading your business.

## 4. Subscription and refund terms

Copy these as written facts, from your own policies and records, not from memory:

- What the customer receives (the deliverables, written plainly):
- Access period (open-ended, fixed term, renewal-gated, other):
- Refund policy, as written:
- Renewal terms, as written (price, cadence, notice required):
- Cancellation terms, as written (how a customer cancels; what happens to their access):
- Where each of the above is published to the customer:

## 5. Platform and payment-instrument inventory

List every piece of the machine you actually run:

- Platforms and community tools in use (community platform, scheduling, CRM — whatever is really there):
- Payment instruments your customers actually use, as seen in your records (card-on-file, transfer, wallet — what really appears):
- Payment providers (processors) in use:
- Subscription tools, if any, and what they manage:

One documented fact, so the inventory is read fairly: the migration tool described in this pack's research covers Stripe subscriptions only, and names Link, ACH, and SEPA instruments as excluded. If your subscriptions run on Stripe with plain card-on-file, a documented path exists. If you use any of the excluded instruments — or your offer runs first on a different platform — do not assume that path covers you. Record that below as a question for review, and read it as needing further work, not as settled.

## 6. Owner-controlled information

These belong to you to check, and to no one else:

- Your current provider's fee schedule, as published (from its pricing page or your own correspondence, not memory):
- The identity, country, and account details your provider holds for your business: yours to verify, yours to enter, whoever later helps. If a fuller review or any future application ever follows, no assistant may substitute their identity or credentials for yours — accounts and payment records stay in the owner's name. This worksheet collects none of those details, and never should.

## 7. Unanswered questions

- Items needing your own action (a policy never written down, a count not yet made):
- Items needing a platform's or provider's answer (which one, and the exact question):
- Items better served by a fuller review than this worksheet:

## 8. Conclusion

Choose one label and write it here, with one line of reason:

- **Information complete for review** — every section above is filled from records you could actually retrieve, and what remains unknown is written in Section 7 as named questions with a named owner.
- **More information needed** — something load-bearing is blank and cannot be resolved offline by you alone (typically: terms that were never written down, or instrument questions only a provider can answer).
- **Outside this pack's scope** — the question has moved past documentation: the offer turns out to be unclear or restricted in ways only a further review can address, or you have decided a review is not wanted.

Whatever label you choose, it states your information position as of today — readiness, not eligibility. No platform has seen this worksheet, scored it, or promised anything because of it. If your notes say review, the next step is a fuller review in its own right; this pack does not provide one.