Choose & send
Start with the right reflection.
Choose a worksheet, personalize it, and send a secure magic link by email or WhatsApp. Give your client one clear next step.
Meet CoachSheets · The client-completion loop
Great sessions.
Even better in between.
Replace PDF homework with interactive worksheets clients can complete on their phone. Keep reflection, follow-through, and your next session connected in one workspace.
No app for your clients. No account to create. Just a secure link.
A clearer picture, before you meet.
The idea behind the loop
Sending homework is a task.
Following through is a relationship.
A useful reflection deserves more than a place in an inbox. It deserves an easy way to begin, a thoughtful reminder, and a coach who brings it into the next conversation. That’s the client-completion loop.
One connected journey
From “I’ll send you something”
to “let’s build on that.”
Support completion
A little support. Less chasing.
Your client opens the link on their phone, with no app or account to create. Scheduled reminders and personal nudges help bring unfinished work back into focus.
Review & prepare
Their words become your starting point.
See completed submissions in your daily queue. Read the original responses alongside an AI summary, and bring the important themes into your next conversation.
Continue the work
Let each session lead somewhere.
Keep submissions, notes, and sessions on the client timeline. Choose the next worksheet or set up a follow-up, so the work carries forward.
A new way to do between-session work
Less filling in.
More figuring out.
Interactive worksheets turn familiar coaching exercises into something clients can explore. Map life balance, sort values, or work through a plan. The reflection happens right on the screen.
Try a real worksheet element
Make balance visible. Rate the different areas of life to see where a conversation could begin.
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Explore freely. These demo responses stay on this page and aren’t sent to a coach.
01 / Made to explore
46 interactive elements, from visual frameworks to reflection questions.
02 / Made for real life
Mobile-friendly worksheets clients open through a secure magic link.
03 / Made for your coaching
Use the drag-and-drop builder to combine exercises and questions in your own way.
Your approach, made interactive
Build it around
the way you coach.
Start from a template or a blank canvas. Drag in interactive exercises, add your own questions, and arrange them into a worksheet that feels like your practice.
Pair a Wheel of Life with a reflection question. Follow a values exercise with an action plan. Preview the experience before you share it with a client.
Explore the worksheet builderA head start, built in
Your next worksheet
is already here.
Start with a library of over 100 ready-to-use worksheets and workbooks. Find a starting point for goals, values, habits, leadership, and life balance, then make it your own.
112worksheet templates
10workbooks
19programs
A single reflection
Send one worksheet for a focused question or an immediate next step.
A deeper workbook
Keep related exercises together in a guided, multi-chapter experience.
A scheduled program
Arrange worksheets into a sequence and schedule delivery over time.
Send. Support. Stay connected.
Meet clients
where they are.
Send worksheets by email or WhatsApp, now or on a schedule. Your client taps their magic link and completes the worksheet in their browser.
Reminders with a rhythm you choose
Set the timing and number of automatic reminders for unfinished worksheets.
A nudge when it matters
See who needs a follow-up in your daily queue and send a personal nudge without losing the thread.
Conductor AI
Less time piecing it together.
More room to be present.
AI helps you prepare, choose what comes next, and create materials. Your judgment stays at the heart of the coaching.
Summarize responses
Find the key themes in a completed worksheet and review the original answers for context. Arrive with a place to begin.
Find the next worksheet
Get a suggested next worksheet based on client responses. Review the recommendation and decide what fits your coaching.
Build with AI
Describe the worksheet you need, or import an existing PDF. Use AI to create a draft, then edit the questions and interactive elements before sending.
Optional AI features. Your team stays in control.Compare plans
Before, during, and after
A session has a time slot.
Progress has a rhythm.
Set up automated pre-session and post-session worksheet sends. Choose your worksheets and timing, with practice-wide defaults you can personalize for each client.
Before the session
Make space for reflection.
Automatically send a check-in or preparation worksheet before you meet. Review what your client brings to the conversation.
In the session
Pick up the thread.
Use responses, summaries, and the client’s history to ground your conversation in what has happened since you last met.
After the session
Give insight somewhere to go.
Automatically send a follow-up reflection or action-planning worksheet so your client can put the session into practice.
The whole thread. One workspace.
Remember the person.
Keep the context.
Client timelines bring worksheets, submissions, notes, and sessions together. Your daily queue shows what needs attention, so you can review completed work, follow up, and prepare for what’s next.
Fits the tools you already use.
Connect calendars and scheduling tools, including Google Calendar, Outlook, Calendly, and Zoom. Use Zapier, Make, or the API to connect more of your workflow.
Explore connected featuresClient work stays private.
Clients access their worksheets through secure magic links. Client notes and phone numbers are encrypted at rest, and you can export or permanently delete client data.
Read our privacy policyA clear next step starts here
Make the space between
sessions count.
Choose a worksheet. Send your first link.
Give your next conversation more to build on.