The Ultimate Sleep Consulting Business Checklist

Whether you are just starting out or you have been consulting for a while and want to make sure you have not missed anything important, this checklist covers everything you need to run a professional, sustainable sleep consulting business.

Certification and training

Complete a recognised certification program in infant and child sleep consulting. Choose one that covers multiple sleep methods, newborn through toddler age ranges, and business fundamentals. Keep up with continuing education — the field evolves and your knowledge should too.

Business and legal setup

Register your business name and get an ABN. Open a dedicated business bank account — mixing personal and business finances is a headache you do not need. Get professional indemnity insurance. Draft your terms and conditions, cancellation policy, and refund policy before you take on your first client.

Client systems

Set up a proper client management system before you need it, not after. You need somewhere to store client information, consultation notes, and sleep logs securely. You need a way to send invoices and track payments. And you need a parent-facing tool for sleep tracking that does not rely on screenshots and WhatsApp messages.

mytoucan handles all of this in one place — client profiles, sleep tracking, analytics, and invoicing — so you are not stitching together five different tools.

Packages and pricing

Define at least two or three service tiers. Know your minimum viable rate — the number below which you cannot afford to work. Build your pricing around the value you deliver, not just your time. Review your pricing at least every six months.

Online presence

Website with a clear description of your services, pricing or a starting from rate, client testimonials, and a booking or enquiry form. Instagram account set up and posting consistently. Google Business profile if you serve local clients. An email list — even a small one — so you are not entirely dependent on social media algorithms.

Client experience

A warm, professional welcome sequence for new clients. A thorough intake form. A clear consultation process. Follow-up check-ins after your program ends. A system for requesting reviews and referrals from happy clients.

Financial management

Invoice promptly and follow up on late payments. Track your income and expenses. Set aside money for tax — a common mistake for new sole traders. Consider working with an accountant once your income reaches a meaningful level.

Ready to tick the client systems box off your list? Try mytoucan free at mytoucan.io.