How to Create Passive Income as a Coach or Service Provider

Shannon Martel | October 2, 2025
Unlock new avenues for growth and impact! As a coach or service provider, leveraging passive income streams can transform your business, offering more freedom, scalability, and consistent revenue. Imagine serving more clients without trading more time, or creating evergreen resources that continue to generate income while you focus on what you do best.
Ready to build a business that works for you, even when you’re not actively working?
🚀 Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)?
Join The Hub today — it’s included along with everything else you need to launch & scale your business!
You became a coach to change lives. Not to be chained to back-to-back calls every day.
If you’re reading this, you’ve likely wrestled with this exact question: “How can I create income in my business that isn’t directly tied to my hours?”
Welcome, you’re in the right place! In this guide, I’m going to lay out a real-world, step-by-step process to help you start building passive income as a coach, consultant, or service provider — no massive audience or complicated tech required.
As a special bonus, grab my free Ultimate Course Creation Planner to help you brainstorm your course topics and validate your offers as you go.
👉 You can download it here: https://link.visionary-edge.com/course-planner. Let’s dive in!

Ready to unlock even more potential? ✨ Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)?
Join The Hub today — it’s included along with everything else you need to launch & scale your business. Don’t miss out! 🚀
Understand What Passive Income Really Means
Let’s bust a myth: Passive income is not instant. But it is scalable, sustainable, and incredibly freeing — once it’s set up properly. For coaches and service providers, the most powerful passive income vehicle is a digital course that packages your expertise into a step-by-step process your audience can follow.
This means:
– No more repeating yourself with every new client
– No more trading time for every dollar earned
– No more burnout from packed calendars
Ready to unlock this freedom for your coaching business? Dive into a world where your expertise works for you, not the other way around. Want access to exclusive workshops, trainings, and done-for-you templates that simplify every step?
Join The Hub today — it’s included along with everything else you need to launch & scale your business. ✨
1. Start with One Repeatable Transformation
Think about your 1:1 clients. What’s the transformation they pay you for again and again? That’s your course topic. Instead of trying to teach everything, choose one specific, repeatable result you can deliver in a step-by-step process.
Ready to turn your repeatable transformation into a profitable digital course? The Ultimate Course Creation Planner, with its powerful prompts to help you identify your most profitable idea, is just one of the many invaluable resources available to guide you. Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)? Join The Hub today — it’s included along with everything else you need to launch & scale your business.
2. Validate Before You Build
Here’s where most creators get stuck: They spend months building a course… only to launch it to crickets. Don’t build your course until you’ve validated that people want it.
How can you ensure there’s demand? Start by engaging with your audience: share polls, quizzes, or valuable posts on social media to gauge interest. Consider offering a mini-session or workshop as a preview of your content.
Most importantly, ask your audience directly what they’d love help with! You can also leverage tools like Answer the Public or Google Trends to identify popular search queries and trending topics. For more in-depth strategies, explore 3 Proven Ways to Validate Your Course Idea Before Launch.
Ready to validate your ideas and get everything you need to launch and scale?

Learn How To Pre-Sell Your Online Course With 3 Emails to secure early interest. Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)? Join The Hub today — it’s included along with everything else you need to launch & scale your business. ✨
3. Then — and only then — create a simple offer to pre-sell your course.
If people pay, you know you’re onto something. Want a step-by-step walkthrough of this workshop (and ALL of my workshops, trainings, and done-for-you templates)?
Watch the video to discover how to presell you course with 3 emails… before creating a single lesson.
🚀If you are ready to dive deeper, join The Ultimate Course Creators Hub today — it’s included along with everything else you need to launch & scale your business! Click here to join The Hub!
4. Build a Simple Value Ladder
Your value ladder is the journey someone takes from first discovering you to becoming a loyal buyer. Here’s what it could look like:
1. Free Lead Magnet
Grab your Ultimate Course Creation Planner to kickstart your journey: Download Now!
2. Intro Offer
Master course validation in the One Hour to Course Clarity Workshop. This workshop is included inside The Hub! Learn More & Enroll!
3. Core Offer
Ready for massive growth? Explore the comprehensive Course Creators Academy: Discover the Academy!
4. Membership
The ultimate all-in-one resource! Join The Ultimate Course Creators Hub for monthly membership, ALL workshops, trainings, and templates. Launch & scale your business today! 👉 Join The Hub!
5. High-Ticket — 1:1 Strategy Calls or Coaching Packages
Ready to dive deep with personalized guidance? Explore my various coaching package examples and see how we can elevate your business: https://academy.visionary-edge.com/services
Remember, you don’t need to build everything at once. Start simple, focus on your first few steps, and let your offers evolve naturally.
5. Choose Your Course Platform
Don’t get stuck in tech overwhelm! Start simple with these trusted recommendations, tailored to your current needs:
– All-in-One Solution: TekMatix
Perfect for running your funnels, email list, and courses all in one seamless place.
– Self-Hosted: WordPress + MemberPress
Best for advanced users who desire complete control and customization.
– Hosted Simplicity: Teachable
Great for new creators who want to plug and play without the technical fuss.
Ready to get serious about launching and scaling your course business?
Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)? Join The Hub today — it’s included along with everything else you need to launch & scale your business. 🚀📚👉 Click here to join The Hub!

Pick the platform that supports your goals — and don’t overthink it.
6. Start Building Your Audience
You don’t need a big list to launch — but you do need a relevant audience. Focus on attracting people who already want the result you help with. This can be through:
- Weekly blog posts (like this!)
- YouTube videos or podcast interviews
- Guest teaching inside other communities
- Lead magnets promoted via Pinterest, Facebook, or Instagram
Ready to supercharge your audience growth? Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)?
✨ Join The Hub today — it’s included along with everything else you need to launch & scale your business!

7. Map Out Your Course Content
You’ve validated your idea. You’ve pre-sold a few seats. Now it’s time to outline the actual course. Keep it simple:
– 3 to 6 core modules
– 1 clear transformation per module
– Short videos, checklists, templates, or worksheets
By structuring your course this way, you ensure a clear learning path and deliver maximum value to your students. Ready to take your business to the next level?
Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)? 🚀 Join The Hub today — it’s included along with everything else you need to launch & scale your business. ✨

I personally use StreamYard to record and Descript to edit my course videos quickly
— even if you’re not techy, it makes it super easy. I recommend StreamYard for recording and Descript for editing – both are beginner-friendly and powerful.
8. Automate Your Delivery
Once you’ve taught your course live or pre-recorded it, set it up so that new buyers can get instant access without needing your time. Tools like TekMatix or Teachable let you:
- Drip content weekly
- Automate welcome emails
- Deliver bonus resources
- Track student progress
Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)? ✨ Join The Hub today! 🚀 It’s included along with everything else you need to launch & scale your business. 💼
Combine that with email marketing from TekMatix, MailerLite or ActiveCampaign
and you’ve got a smooth system that sells and delivers for you. I recommend starting with TekMatix, MailerLite, or ActiveCampaign for reliable email automation.
9. Set Your Price Strategically
You don’t need to start with a $2,000 course. In fact, I recommend beginning with a starter offer that’s priced between $27–$297 depending on the transformation and your audience.
Here’s a quick framework:
1. Lead magnet
2. Kickstarter course
3. Authority-level course
4. High-touch coaching/program
Ready to level up your offerings? 🚀 Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)?
✨ Join The Hub today — it’s included along with everything else you need to launch & scale your business! ➡️
Not sure how to strategically price your offers?
Unlock the secrets inside The Hub! ✨ Want access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)? Join The Hub today — it’s included along with everything else you need to launch & scale your business. 🚀
10. Stack Smart Bonuses & Upsells
Bonuses help you:
- Increase conversions
- Reduce objections
- Add extra value for your buyers
The key is to offer bonuses that:
- Make it easier to implement your course
- Help prep them before starting
- Lead to the next step in your value ladder
Examples:
- Templates or scripts
- Mini-trainings
- Strategy calls or community access
I love using tools like Conversion Blueprint Funnels to build branded, high-converting upsell pages and funnels.
Final Thoughts: It’s Time to Get Your Course Out There
Passive income isn’t a dream — it’s a system. And it starts with clarity. You don’t need a massive audience. You don’t need a complicated funnel. You just need a plan that works — and the tools to support you.
If you want my exact framework for going from idea to pre-sold course in one focused hour, you can find it in my “One Hour to Course Clarity Workshop“.
But why stop there? Want instant access to this $67 Workshop (and ALL of my workshops, trainings, and done-for-you templates)?
Join The Ultimate Course Creators Hub today 🚀 — it’s included along with everything else you need to launch & scale your business!
You’ve got something powerful to teach. Let’s package it — and get it out into the world.
Click here to join The Hub now ✨ and get instant access to the workshop, templates, checklists, tech training, and my full library of course-creator resources.
Let’s build the business you were made for!
Shannon x

