Built in the open,
with you.

9 element types: short text, long text, rating 1–10, multiple choice, checkbox, yes/no, number, date, and section headers.

8 ICF-aligned templates ready to use: intake form, Wheel of Life, weekly check-in, SMART goals, session prep, habit tracker, reflection prompts, and 90-day review.

Add clients by name and email. They receive a branded invitation and can access worksheets without any friction.

Send now, schedule for a future date, send X days before a session, or set recurring weekly/monthly assignments that go out automatically.

Clients fill via email link — no login. Answers save automatically so they can come back later and pick up where they left off.

See each client's status in real time: assigned, opened, in progress, submitted, or overdue — without asking them.

Clients receive an assignment email, a 48-hour reminder, and a 24-hour final nudge. If no due date is set, a reminder goes out 3 days after assignment.

See a client hasn't opened their worksheet? Hit nudge and they get a warm personal-feeling email — no writing required on your end.

Before every session, AI reads your client's most recent submission and gives you a 3–4 sentence brief: energy state, challenges, focus areas, commitment level.

Analyzes your client's entire submission history and surfaces 8 coaching-framework conclusions: goal clarity, commitment rate, energy trend, interference patterns, readiness to change, values alignment, progress, and unacknowledged growth.

Leave written feedback on any submission. Clients can see your notes when they view their response history.

Ask a client to redo a worksheet, or cancel an assignment entirely before submission if something changes.

Clients can see all their past submissions in one place — a quiet record of their growth over the engagement.

Free forever for up to 3 clients. Pro unlocks unlimited clients, AI summaries, all templates, and reminder sequences. 14-day trial, no credit card.

Upload your existing Canva or Word PDFs and AI converts them into fully interactive CoachSheets worksheets. Start from what you already have.

Import your client list from Paperbell or any CSV export. Column mapping included so you're set up in under a minute.

When a client submits one worksheet, the next is automatically assigned. Build structured onboarding sequences or 12-week frameworks without manual dispatching.

Describe what you need in plain English and AI builds the worksheet for you. Works from a prompt or from a specific client's submission history.

See what your client is writing as they fill — before they hit submit. Creates natural accountability without you having to chase anyone.

After a client submits, AI sends them a brief personal reflection on what they wrote. Makes the act of filling in a worksheet feel meaningful, not like homework.

Add your logo, brand colors, and custom domain so every worksheet your clients see feels like it came from your practice — not a third-party platform.

Create groups, assign worksheets to all or part of a group, and manage program-based coaching alongside your 1:1 clients.

AI analyzes a worksheet sent to a whole group and surfaces the top shared challenges — plus which clients are carrying each problem most acutely, so you know who needs the floor in group sessions.

Give clients a private login where they can view all their assigned worksheets, browse your template library, and self-assign resources between sessions.

Connect Paperbell, CoachAccountable, or Practice Better directly inside CoachSheets. Set rules like "when a client purchases a session, send this intake form 2 days before" — no Zapier account needed.

Embed any worksheet directly into your coaching website. Clients fill it without leaving your domain.

Clients see their own submission streak — a quiet motivator that makes consistent engagement feel rewarding without gamification gimmicks.

A native app so clients get push notifications and can fill worksheets without opening email.

Show or hide questions based on previous answers — so a client who rates their energy 3/10 gets a different follow-up than one who rates it 9/10.

For coaches working in clinical-adjacent niches who need stricter data handling. Not targeting therapists, but we know some coaches need this.

Coaches share their best worksheet templates with the community. Browse, install, and adapt without starting from scratch.

Let clients record a short video response instead of writing — for coaches where verbal reflection lands better than text.