How it is used in a coaching business
Founders say nothing is worse than having to give money back, and they are right, because a refund costs the sale, the acquisition cost and the delivery already done. Refund requests almost always trace to the first month: the client did not get a fast win, could not find their way around the portal, or found that the coach on the sales call is not the coach on the delivery call.
Those figures are for courses rather than high-ticket coaching, but they show the pattern: the more a client paid without a relationship attached, the more likely they are to ask for it back.
- Track refunds by days since purchase. A cluster in week one is an onboarding problem.
- Disclose the delivery model on the sales call. Surprise associate coaches cause refunds.
- Answer every refund request within one business day, by a person, with an SOP behind them.


