Coaches and consultants templates
Life, business and executive coaching: discovery calls, session notes, homework, packages and client progress. 26 free templates, 9 of them longer notes. Open one to fill in the blanks and copy it.
Client messages
From discovery to results.
- Discovery call invite coach Snippet Free call. Hi [Name], Thanks for your interest in coaching! Let us start with a free 30-minute discovery call to see if…
- Coaching proposal Snippet Package offer. Hi [Name], Based on our call, I recommend the [Package]: [Sessions] sessions over [Months] months, focused…
- Session reminder coaching Snippet Before a session. Hi [Name], looking forward to our session on [today] at [time now]. Come ready to talk about [Topic].
- Session recap Snippet After a session. Hi [Name], Great session today! Key insight: [Insight]. Your commitments before next time: -
- Between-session check-in Snippet Mid-week nudge. Hi [Name], how is [Commitment] going? Any wins or blocks to share?
- Programme completion Snippet End of package. Hi [Name], We have reached the end of our programme! Look how far you have come: [Progress]. I would love a…
- Consulting engagement letter Snippet Scope of work. Hi [Client], This confirms our engagement to [Scope] from [Start] to [End], for [Fee]. Deliverables:…
- Workshop proposal Snippet Team workshop. Hi [Name], For your team, I propose a [Length] workshop on [Topic]. Outcomes: [Outcomes]. Fee: [Fee].
Coaching notes
Sessions and tools.
- Session notes Note One session. Client: [Client] Session: [Number] Date: [today] Focus Insights Commitments - [ ] For next time
- Wheel of life Note Life balance. | Area | Score (1-10) | Notes | | | | | | Career | | | | Money | | | | Health | | | | Relationships | | | |…
- GROW model Note Goal, reality, options, will. Goal Reality Options Will (next steps) - [ ]
- Client intake coaching Note Intake notes. Client: [Client] Why now Goals What they have tried Success looks like
- Consulting findings Note Report findings. Client: [Client] Executive summary Findings 1. Recommendations Next steps
- Powerful questions Note Question bank. - What would make this a great session? - What is really going on? - What have you tried? - What would you…
Session work
Before, during and after sessions.
- Session reminder Snippet Day before. Hi [Name], looking forward to our session tomorrow at [time now]. Think about one thing you want to leave…
- Pre-session questions Snippet Prep prompts. Before we meet, jot down: 1. What went well since last time? 2. What got in the way? 3. What do you want…
- Discovery call invite Snippet New prospect. Hi [Name], I offer a free 30-minute discovery call to see if coaching is a fit. Pick a time here: [Link]
- Package summary Snippet Pricing. The [Package] package includes [Sessions] sessions over [Weeks] weeks, messaging support between sessions,…
- Reschedule policy Snippet Cancellations. Sessions can be moved up to 24 hours before. Later cancellations count as a used session.
- Check-in between sessions Snippet Midweek nudge. Quick check-in: how is [Action] going? Any wins or snags so far?
- Program completion Snippet Wrapping up. We have reached the end of our [Weeks] weeks together. You went from [Start] to [Now]. I am proud of the…
- Testimonial request Snippet Ask for a quote. Would you be willing to share a sentence or two about our work together? It helps others decide if coaching…
- Referral thank you Snippet Thanks for a referral. Thank you for recommending me to [Name]. It means a lot.
Coaching tools
Frameworks for notes.
- GROW session Note Goal, reality, options, will. Goal Reality Options - Will (what, when) -
- Values exercise Note Top values. Top 5 values 1. 2. 3. 4. 5. Where I live them Where I do not
- Client intake Note First session. Client: [Name] Why now: Goals: - Past attempts: Support system: Success looks like: