Coaching agreement
Eight short sections a client will actually read, with merge fields for the name, package, price and dates.
Open template →Goal-setting worksheet
One page per goal, filled in together. It asks for the why in the client's own words, a number that moves when the goal moves, habits that are about showing up rather than succeeding, and three first steps small enough to finish.
Goal-setting worksheet
One page per goal. Fill it in together in a session, or ask the client to draft it and refine it with them. Keep every answer short enough to read in the morning.
The goal
In one sentence, what will be different?Your answer
Target dateYour answer
Why does this matter to you? (in your own words, two or three sentences)This sits at the top of the goal page. It is the thing you read when the goal feels far away.Your answer
What will you see, hear or feel when it is done?Your answer
How we will know
Pick one or two numbers that move when the goal moves. A number you control is better than one you hope for.
| Metric | Unit | Today | Target | Direction |
|---|---|---|---|---|
| up / down | ||||
| up / down |
Habits
Two or three things you will do, not achieve. Each one should take under thirty minutes and be fully in your control.
| Habit | Days | Reminder time |
|---|---|---|
| daily / Mon Tue Wed Thu Fri Sat Sun | ||
| daily / Mon Tue Wed Thu Fri Sat Sun | ||
| daily / Mon Tue Wed Thu Fri Sat Sun |
First actions
The first three steps, each small enough to finish in one sitting, each with a date.
| Action | Due |
|---|---|
What might get in the way
The most likely obstacle, and what you will do when it shows upYour answer
Check-in
How confident are you today that you will reach this goal?
12345678910
Not at allVery
We will look at this page again onYour answer
More templates
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 →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 →