Client Journey Map

CLIENT JOURNEY MAP CLIENT INFORMATION ================== Client Name: _______________________ Journey Start Date: _______________ Coach: ____________________________ Current Phase: ____________________ JOURNEY OVERVIEW =============== Coaching Program: ___________________ Total Duration: ____________________ Number of Sessions: ________________ Coaching Focus Areas: 1. ______________________________ 2. ______________________________ 3. ______________________________ PHASE 1: DISCOVERY & INITIAL CONTACT =================================== Date Range: From _______ To _______ Touchpoints: ☐ Website visit ☐ Social media interaction ☐ Referral conversation ☐ Discovery call ☐ Consultation session ☐ Proposal/package discussion ☐ Contract signing ☐ Other: _______________ Client's Initial State: Awareness Level: ☐ High ☐ Medium ☐ Low Motivation Level: ☐ High ☐ Medium ☐ Low Readiness for Change: ☐ High ☐ Medium ☐ Low Initial Goals Expressed: • ______________________________ • ______________________________ • ______________________________ First Impressions: Client's Concerns: __________________ Client's Expectations: ______________ Coach's Observations: _______________ Key Decisions Made: Coaching Package Selected: ___________ Session Frequency: _________________ Primary Focus Area: ________________ PHASE 2: ONBOARDING & FOUNDATION ================================ Date Range: From _______ To _______ Onboarding Activities: ☐ Intake form completion ☐ Assessment tools administered ☐ Goal-setting session ☐ Coaching agreement review ☐ Expectation setting ☐ Communication preferences established ☐ First session completed Assessment Results: Tool 1: ___________________________ Results: ___________________________ Tool 2: ___________________________ Results: ___________________________ Established Goals: Primary Goal: ______________________ Secondary Goals: 1. ______________________________ 2. ______________________________ 3. ______________________________ Foundation Building: Rapport Level: ☐ Strong ☐ Good ☐ Developing Trust Level: ☐ High ☐ Medium ☐ Building Communication Flow: ☐ Excellent ☐ Good ☐ Needs Work PHASE 3: ACTIVE COACHING JOURNEY =============================== Date Range: From _______ To _______ Session Progress Tracking: SESSION 1: ________________________ Date: _____________________________ Focus: ____________________________ Key Insights: ______________________ Action Items: ______________________ Client Energy: ☐ High ☐ Medium ☐ Low SESSION 2: ________________________ Date: _____________________________ Focus: ____________________________ Key Insights: ______________________ Action Items: ______________________ Client Energy: ☐ High ☐ Medium ☐ Low SESSION 3: ________________________ Date: _____________________________ Focus: ____________________________ Key Insights: ______________________ Action Items: ______________________ Client Energy: ☐ High ☐ Medium ☐ Low SESSION 4: ________________________ Date: _____________________________ Focus: ____________________________ Key Insights: ______________________ Action Items: ______________________ Client Energy: ☐ High ☐ Medium ☐ Low SESSION 5: ________________________ Date: _____________________________ Focus: ____________________________ Key Insights: ______________________ Action Items: ______________________ Client Energy: ☐ High ☐ Medium ☐ Low SESSION 6: ________________________ Date: _____________________________ Focus: ____________________________ Key Insights: ______________________ Action Items: ______________________ Client Energy: ☐ High ☐ Medium ☐ Low BREAKTHROUGH MOMENTS =================== Session #: ________________________ What Happened: ____________________ ___________________________________ Impact on Client: __________________ ___________________________________ Session #: ________________________ What Happened: ____________________ ___________________________________ Impact on Client: __________________ ___________________________________ CHALLENGES & OBSTACLES ===================== Challenge 1: _______________________ When: _____________________________ How Addressed: ____________________ Outcome: __________________________ Challenge 2: _______________________ When: _____________________________ How Addressed: ____________________ Outcome: __________________________ Challenge 3: _______________________ When: _____________________________ How Addressed: ____________________ Outcome: __________________________ PHASE 4: INTEGRATION & GROWTH ============================= Date Range: From _______ To _______ Skill Development Progress: Skill 1: ___________________________ Initial Level (1-10): ______________ Current Level (1-10): ______________ Skill 2: ___________________________ Initial Level (1-10): ______________ Current Level (1-10): ______________ Skill 3: ___________________________ Initial Level (1-10): ______________ Current Level (1-10): ______________ Behavior Changes Observed: • ______________________________ • ______________________________ • ______________________________ Mindset Shifts: • ______________________________ • ______________________________ • ______________________________ PHASE 5: COMPLETION & TRANSITION ================================ Date Range: From _______ To _______ Final Assessment: Goals Achievement Rating: Goal 1: _______ (% achieved) Goal 2: _______ (% achieved) Goal 3: _______ (% achieved) Overall Satisfaction: ☐ Excellent ☐ Good ☐ Fair ☐ Poor Transition Planning: ☐ Self-coaching tools provided ☐ Maintenance plan created ☐ Follow-up sessions scheduled ☐ Referrals made (if needed) ☐ Resources for continued growth provided Client's Transformation Summary: Where they started: ________________ ___________________________________ Where they ended: __________________ ___________________________________ Biggest changes: ___________________ ___________________________________ EMOTIONAL JOURNEY TRACKING ========================= Map the client's emotional experience throughout: Phase 1 Emotions: ☐ Excited ☐ Nervous ☐ Hopeful ☐ Skeptical ☐ Confused Phase 2 Emotions: ☐ Motivated ☐ Overwhelmed ☐ Committed ☐ Uncertain ☐ Energized Phase 3 Emotions: ☐ Frustrated ☐ Breakthrough ☐ Consistent ☐ Challenged ☐ Growing Phase 4 Emotions: ☐ Confident ☐ Independent ☐ Accomplished ☐ Grateful ☐ Ready Phase 5 Emotions: ☐ Proud ☐ Sad to end ☐ Equipped ☐ Transformed ☐ Empowered SUPPORT SYSTEM EVOLUTION ======================== Beginning Support System: Family: ___________________________ Friends: __________________________ Professional: _____________________ Other: ____________________________ Support System at End: Family: ___________________________ Friends: __________________________ Professional: _____________________ Other: ____________________________ Changes in Support System: ___________________________________ ___________________________________ TOOLS & RESOURCES IMPACT ======================== Most Effective Tools: 1. ______________________________ 2. ______________________________ 3. ______________________________ Least Effective Tools: 1. ______________________________ 2. ______________________________ 3. ______________________________ Resources Client Found Most Helpful: ___________________________________ ___________________________________ CLIENT SUCCESS METRICS ====================== Quantitative Measures: Session Attendance: ____% (___/___sessions) Action Item Completion: ____% Goal Achievement: ____% Program Completion: ☐ Yes ☐ No Qualitative Measures: Self-Awareness Growth: ☐ Significant ☐ Moderate ☐ Minimal Confidence Increase: ☐ Significant ☐ Moderate ☐ Minimal Life Satisfaction: ☐ Much Higher ☐ Higher ☐ Same ☐ Lower POST-COACHING IMPACT =================== 3-Month Follow-up: Date: _____________________________ Status of Goals: ___________________ New Challenges: ____________________ Continued Growth: ___________________ 6-Month Follow-up: Date: _____________________________ Status of Goals: ___________________ New Challenges: ____________________ Continued Growth: ___________________ LESSONS LEARNED =============== For Coach: What worked well: __________________ ___________________________________ What to improve: ___________________ ___________________________________ Approach adjustments for similar clients: ___________________________________ ___________________________________ For Client (to share): Key insights to remember: ___________ ___________________________________ Strategies to continue: _____________ ___________________________________ REFERRAL & TESTIMONIAL ====================== Client Willing to Provide: ☐ Testimonial ☐ Case study participation ☐ Referrals to friends/colleagues ☐ LinkedIn recommendation ☐ Online review Testimonial Text: "_______________________________ ___________________________________ ___________________________________" This journey map serves as a comprehensive record of the client's transformation and provides valuable insights for improving coaching effectiveness.