Mentorship Offer Checklist

Practical checklist

1. ✓Define the ideal learner or client profile.
2. ✓Describe the problem or transition your mentorship addresses.
3. ✓Choose a format: one-to-one, group, cohort, review, or advisory session.
4. ✓Set session duration and number of sessions.
5. ✓List deliverables such as notes, worksheets, recordings, or action steps.
6. ✓Clarify what the mentee should prepare before booking.
7. ✓Define boundaries around response time, revisions, and follow-up.
8. ✓Set scheduling rules, cancellation windows, and timezone expectations.
9. ✓Explain pricing and payment terms clearly.
10. ✓State what the mentorship does not include.
11. ✓Prepare a simple intake form or discovery questions.
12. ✓Use examples of topics you can help with, without claiming universal expertise.
13. ✓Add honest proof or testimonials where real and approved.
14. ✓Create follow-up steps so mentees know what to do after a session.

Common mistakes to avoid

• •Offering unlimited support without boundaries.
• •Not defining who the mentorship is best for.
• •Confusing mentorship with done-for-you services.
• •Promising outcomes that depend on the mentee’s execution.
• •Leaving scheduling and cancellation expectations unclear.