Complete process maps and templates guiding clients from lead → discovery → intake → onboarding → first 30 days → ongoing sessions → progress reviews → offboarding & reactivation.
Follow this proven workflow sequence to deliver consistent, transformational coaching experiences.
Essential processes every life coach needs to deliver professional, results-driven coaching experiences.
30-minute script template with note-taking framework to qualify prospects and close ideal clients.
Get Script Template →Essential questions, consent forms, and red flag identification to set proper boundaries.
View Intake Forms →Set expectations, establish metrics, and define success milestones for new coaching relationships.
Get Checklist →Structured flow: Open → Goals → Plan → Next Steps with timeboxed segments.
View Agenda →Scorecards, OKRs, and habit tracking systems to measure and celebrate client growth.
View Tracking Tools →Weekly, biweekly, and monthly review frameworks to maintain momentum and accountability.
Setup Reviews →Communication protocols, conflict resolution, and building trust for long-term coaching relationships.
Build Relationships →Scope management, time boundaries, and mental health triage protocols for professional practice.
Set Boundaries →Graduation processes, referral systems, testimonial collection, and reactivation strategies.
End on High Note →