Coaching agreement
Eight short sections a client will actually read, with merge fields for the name, package, price and dates.
Open template →Session notes
A page for each session with three parts: a minute of preparation, the shared notes your client reads in their space the same day, and the private notes that are yours alone. The actions section is the most important line on the page.
Session notes
ClientYour answer
Session number and dateYour answer
Before the session
What did they check in on since last time? Habits kept, actions done, metrics logged.Your answer
One line from their intake or last notes to open with.Your answer
Shared notes (the client sees these)
What we coveredYour answer
Actions agreed, each with a dateVerb, object, date. One per line. Small enough to finish in one sitting.Your answer
To think about before next timeYour answer
Private notes (for you only)
Observations, hunches, things to come back toYour answer
What I want to ask next timeYour answer
After the session
- Shared notes saved and visible to the client
- Actions created with due dates
- Next session booked
- Anything to change in their goals, habits or metrics
More templates
Intake questionnaire
Ten questions in three types: text for the substance, choice for the facts, a scale for the baseline.
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 →