Checklists and worksheets you can download and use today. No signup.
Reviewed for 2026, updated September 8, 2026.
A first-week setup checklist for every new coaching client, covering the agreement, intake, client record, package terms, baseline, goals and privacy conversation, so nothing that matters in month three is left to memory.
Open the templateA one-page worksheet for a client progress review that puts each goal beside its baseline, latest marker, commitments kept and evidence in the client's words, so the review is a comparison rather than an impression.
Open the template