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Session & Progress Tracking
Client Onboarding Packet
The welcome worksheet that sets expectations, captures baseline info, and starts the coaching relationship cleanly.
Try the complete worksheet
Preview entries are temporary. They are not saved or transferred through signup. Download a blank fillable PDF to complete offline.
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What does success look like for you at the end of our work together?*
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What have you already tried, and what happened?*
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How do you learn and reflect best (writing, talking, visuals, movement)?*
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What are three things I should know about you to coach you well?*
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How do you want me to handle it when you show up unprepared or miss a commitment?*
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What is your preferred way to be reminded of assignments and sessions?*
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On a scale of 1–10, how ready are you to do the work between sessions?*
Educational Guide
Onboarding is where the culture of the coaching container is set. This packet establishes radical responsibility from day one. By asking the client how they learn best, what they want to achieve, and how they want to be held accountable when they stumble, it shifts the dynamic from 'coach as savior' to 'coach as partner.'
Built for the Client Experience
- Sent via magic-link directly to client's email or SMS
- Requires no client app installation or portal login
- Responses stream instantly back to your coach dashboard