50 free coaching templates: discovery quizzes, client intake forms, scored assessments with AI reports, session worksheets and feedback surveys.
← All templatesLead magnets, fit checks and booking forms that turn an enquiry into a qualified first conversation.
A scored diagnostic that shows a prospect where they stand, which gaps come first and how coaching would close them.
View template →Checks a prospect against your ideal client profile - stakes, urgency, budget fit and readiness - before you take the call.
View template →Gets a prospect to name, rate and rank their real challenge in their own words before the first call.
View template →Collects preferred slots, format, context and a one-line goal so the consultation call starts prepared.
View template →The agenda, expectations and context a client fills in before the first consultation, so the call is not spent on cold reading.
View template →Scores an enquiry on readiness, urgency, budget fit and alignment, so you know which leads deserve the call slot.
View template →Routes a prospect to the right coach, package or format from their stated goals, constraints and preferences.
View template →Intake, consent, values, strengths and goal sheets that set up an engagement properly before the work starts.
Background, goals, history and logistics for a new client, captured once, before the first session.
View template →Confidentiality, limits, scope and terms acknowledged clause by clause and signed before the first session.
View template →Eight life areas rated and plotted, with an AI report on where the imbalance actually costs the client.
View template →Ranks core values, scores how far daily life honours them and names the value collisions behind the stuckness.
View template →Splits skill from energy across six activity clusters to surface the strengths a client is sitting on unused.
View template →Splits a goal into outcome proof, actions and a dated plan, with the obstacles written down before they appear.
View template →Sleep, energy, stress, health context and current support captured up front so the plan matches real capacity.
View template →Records how each new client found you and what made them act, so referral channels get measured instead of guessed.
View template →Client-side prep: progress since last time, the win, the blocker, the avoidance and the one question to answer today.
View template →Coaching questions sorted by session moment, with a log of which ones actually moved the client.
View template →Check-ins, habit logs, accountability reviews and obstacle work - the part that decides whether coaching actually lands.
Topics, quoted insight, dated commitments and follow-ups kept as one structured record per session.
View template →Two-minute weekly ratings on feel, progress, energy and consistency, trended so slippage shows early.
View template →Scores milestones with the evidence behind them and tells a pace problem from a wrong-direction problem.
View template →Sorts blockers into time, money, skill, environment, fear and habit, then rates what really blocks and what can actually move.
View template →Ticks habits daily, counts the streak and records why the misses happened, so review works from evidence.
View template →Compares last week's promises with what shipped, names the cause of the gap and locks one commitment forward.
View template →Six fixed prompts that turn an event or session into a pattern note plus one concrete next move.
View template →Weights the criteria before scoring the options, so the hidden decider in a stuck choice becomes visible.
View template →Leadership, communication, EQ, personality and readiness instruments that return a personalized AI report per client.
Profiles a leader across five modes and names the situation where their default style stops working.
View template →Scores directness, questioning, listening and friction response, then explains where the style clash lives.
View template →Scores the five conflict modes - competing, collaborating, compromising, avoiding, accommodating - and reads the radar against real situations.
View template →Scores planning and boundaries against the four procrastination triggers, then matches a fix to the dominant one.
View template →Scores the five EQ domains with scenarios, flags where self-rating runs hot and gives one practice move each.
View template →Scores clarity, market reality, runway, support, evidence and timing, then names the gate blocking the leap.
View template →Six safety dimensions scored anonymously and compared to the team mean, so the silence gets located precisely.
View template →Scores how a person absorbs change - clarity, control, coping, meaning and support - and shows which of the five is driving the resistance.
View template →OCEAN self-report that translates traits into workplace friction predictions - and says where it cannot predict.
View template →Sorts preferences across energy, information, decisions and structure into a type profile, with the report on how each pair shows up under stress.
View template →Scores stress, recovery and attention together so the fix targets the constraint, not the symptom.
View template →Satisfaction, NPS, ROI, retrospective and testimonial forms that document what the coaching was worth.
Rates coach, process and value on separate axes after each session, so renewal risk shows up before the conversation.
View template →Quantifies value gained, cost avoided and time recovered against the real fee, producing a defensible one-page case.
View template →Guides a client through a real before-shift-result story and records usage permission per channel.
View template →The 0-10 recommend score with a forced reason and uplift question, split into promoters, passives and detractors.
View template →Scores the original goals at start and now, names what produced the change and writes the rule to keep it.
View template →Asks past clients what still needs work, in what format, and what would actually bring them back.
View template →Sign-up, corporate scoping, scheduling, refund terms, credentials and certification for running the practice.
Picks the tier, captures the goal, agrees the terms and books session one in a single sign-up flow.
View template →Names the failing behaviours, headcount, constraints, budget band and sponsor before you price a proposal.
View template →Sign-up and pre-work in one flow, so the facilitator knows the room's level before it arrives.
View template →Scores an ideal-client profile and budget fit together, so the pipeline sorts into pursue, nurture and release.
View template →Books, moves and cancels within your stated rules, with the reason and status trail recorded per client.
View template →Notice, refund scope, pause and transfer terms acknowledged clause by clause and signed before payment.
View template →Accreditation, hours, supervision and expiry kept current per coach, so a credential never lapses unnoticed.
View template →Competency-mapped exam with a real pass mark, issuing a numbered certificate and naming the weak areas.
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