Coaching agreement
Eight short sections a client will actually read, with merge fields for the name, package, price and dates.
Open template →Templates
Templates to start from
Five documents coaches need and rarely have time to write. Read them here, download them as PDF or Word, and make them yours.
Intake questionnaire
Ten questions in three types: text for the substance, choice for the facts, a scale for the baseline.
Open template →Session notes
One page per session: what to read before, shared notes the client sees, private notes they never do, and a four-line checklist after.
Open template →Goal-setting worksheet
The goal, the why, one or two metrics, two or three habits, three first actions and the most likely obstacle, on one page.
Open template →Package pricing worksheet
Four numbers to find your floor, a table for two or three packages, and a check that the model adds up to the year you want.
Open template →