Coachtap: A Done-for-You Pack for Coaches
Coachtap · delivered 2026-10-19
As a coach, you wear many hats: business owner, strategist, facilitator, and mentor. With Coachtap, we've curated a set of essential templates to help you streamline your coaching practice, save time, and deliver more value to your clients. These templates are designed to be flexible and adaptable to your unique needs, so you can focus on what matters most - coaching.
Client Intake Template
This template helps you gather essential information from new clients, ensuring you have a clear understanding of their goals, challenges, and preferences.
Client Information
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* Name: [_______________]
* Email: [_______________]
* Phone: [_______________]
Coaching Goals
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* What are your primary goals for coaching? [_____________________]
* What specific areas of your life or business do you want to improve? [_____________________]
Challenges and Obstacles
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* What are the main challenges or obstacles you're facing? [_____________________]
* How do you think coaching can help you overcome these challenges? [_____________________]
Pre-Coaching Questionnaire
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* What are your expectations from our coaching sessions? [_____________________]
* Are there any specific topics or areas you'd like to focus on during our coaching sessions? [_____________________]
Session Planning Template
This template helps you plan and prepare for each coaching session, ensuring you're well-prepared to meet your client's needs.
Session Planning
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* Client Name: [_______________]
* Session Date: [_______________]
* Session Time: [_______________]
* Topic(s) to Cover: [_____________________]
Objectives
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* What specific objectives do you want to achieve during this session? [_____________________]
* What are the key takeaways or insights you want to help the client gain? [_____________________]
Pre-Session Tasks
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* What tasks or activities should the client complete before our next session? [_____________________]
* What resources or materials should the client have available for our next session? [_____________________]
Progress Tracking Template
This template helps you track your client's progress, identify areas for improvement, and make data-driven decisions to optimize your coaching practice.
Progress Tracking
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* Client Name: [_______________]
* Session Date: [_______________]
* Session Time: [_______________]
* Progress Made: [_____________________]
* Challenges or Obstacles: [_____________________]
Action Plan
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* What specific actions should the client take to continue making progress? [_____________________]
* What support or resources do you need to offer the client to help them achieve their goals? [_____________________]
Client Feedback and Evaluation Template
This template helps you gather feedback from your clients, evaluate the effectiveness of your coaching practice, and make improvements for future success.
Client Feedback and Evaluation
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* Client Name: [_______________]
* Session Date: [_______________]
* Session Time: [_______________]
* Feedback: [_____________________]
* Evaluation: [_____________________]
Action Plan for Improvement
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* What specific actions will you take to address any challenges or areas for improvement? [_____________________]
* What new skills or knowledge will you acquire to enhance your coaching practice? [_____________________]
With Coachtap, you'll be equipped with the tools and templates you need to deliver high-quality coaching services, grow your practice, and achieve your business goals.
