Choose an approach

Worksheet, workbook, bundle, program, or package?

Choose the format around how your client should work, rather than how much material you have.

Open in CoachSheets
Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Make the choice

  1. Use a worksheet for one exercise, such as a weekly reflection.

  2. Use a workbook for chapter-based material and a bundle for a collection of worksheets delivered together.

  3. Use a program for different worksheets released over time, such as a check-in followed by values and an action plan.

  4. Use a signature package when you want a combined coaching offering. Inspect its included materials before deploying it.

How you know it worked

You have a format that matches the client’s next step. For one exercise tomorrow, a scheduled worksheet is enough.

YOUR NEXT STEP

How do I schedule a worksheet for later?

A scheduled send holds one assignment until the selected time. The due date is a separate deadline for completion.