A pre-session check-in that rates mood, progress, energy and consistency from one to ten, tracks the trend between sessions and flags what needs attention.
Quick answer
A pre-session check-in that rates mood, progress, energy and consistency from one to ten, tracks the trend between sessions and flags what needs attention.
Between sessions is where coaching results are made or lost. This checklist takes two minutes of the client's week: rate how they feel, progress against the last commitment, energy and consistency, then answer what shifted and what is now in the way. Because every entry is scored, the per-client trend shows a slide long before a client says "I have been struggling".
| Template | Client Check-in Checklist |
|---|---|
| Category | Coaching & Consulting |
| Format | Repeatable worksheet with AI summary report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) per response, plus an AI consultant chat reached from the report QR |
| Best for | Coaches with busy clients · Package holders · Group programme leads |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
What you get when you copy this template.
Feel, progress, energy and consistency, comparable week to week.
What changed, and what is in the way now.
What the client needs from you before the next session.
Scores in sequence, so direction is visible.
Four steps from copy to a usable result.
Weekly or between sessions, at the client's choice.
Two minutes, four ratings, two sentences.
A falling trend is the flag, not a single low number.
Raise it in session or offer support in writing.
Where this fits in a coaching practice.
Stay current without extra calls.
Keep momentum between paid sessions.
One check-in rhythm across many participants.
What makes it work as a professional deliverable.
Real items from the template - the live version scores each response and writes a personalized AI report.
