Client Lifecycle Workflows

Complete process maps and templates guiding clients from lead → discovery → intake → onboarding → first 30 days → ongoing sessions → progress reviews → offboarding & reactivation.

Complete Client Journey

Follow this proven workflow sequence to deliver consistent, transformational coaching experiences.

Lead
Discovery
Intake
Onboarding
First 30 Days
Ongoing Sessions
Progress Reviews
Offboarding & Reactivation

Core Workflow Templates

Essential processes every life coach needs to deliver professional, results-driven coaching experiences.

Discovery Call SOP

30-minute script template with note-taking framework to qualify prospects and close ideal clients.

Get Script Template →

Coaching Intake Process

Essential questions, consent forms, and red flag identification to set proper boundaries.

View Intake Forms →

Onboarding Week 1

Set expectations, establish metrics, and define success milestones for new coaching relationships.

Get Checklist →

First Session (60-Min) Agenda

Structured flow: Open → Goals → Plan → Next Steps with timeboxed segments.

View Agenda →

Progress Tracking

Scorecards, OKRs, and habit tracking systems to measure and celebrate client growth.

View Tracking Tools →

Review Cadence & Accountability

Weekly, biweekly, and monthly review frameworks to maintain momentum and accountability.

Setup Reviews →

Client Relationships

Communication protocols, conflict resolution, and building trust for long-term coaching relationships.

Build Relationships →

Escalations & Boundaries

Scope management, time boundaries, and mental health triage protocols for professional practice.

Set Boundaries →

Offboarding & Reactivation

Graduation processes, referral systems, testimonial collection, and reactivation strategies.

End on High Note →

Ready-to-Use Templates

Download professional templates and forms to implement these workflows immediately.

Discovery Call Notes

Google Doc template

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Intake Forms

PDF + Typeform versions

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First Session Slides

Google Slides template

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Progress Tracker

Google Sheets template

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