For a practice that runs smoothly
Wellness coaching forms for onboarding, sessions and reviews
Forms are the quiet infrastructure of a coaching practice. When they exist, every client gets the same standard of care and you stop rewriting the same document at 9pm. This set covers the full arc of a programme.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time. 60-day money-back guarantee.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time.
Forms for the whole client journey
- Onboarding: intake, consent and coaching agreement
- Sessions: structured session notes and action-step record
- Between sessions: weekly check-in and accountability form
- Mid-programme: progress review with measurable markers
- Offboarding: results summary and next-steps plan
- Feedback and testimonial request form
Consistent notes make better coaching
The session note template captures what was discussed, what was agreed and what to follow up on, in the same three places every time. Six weeks later you can see a client's arc at a glance instead of scrolling through loose notes.
Progress reviews clients can see
The review form sits energy, sleep, habits and the client's own words side by side so improvement is visible even when the scale hasn't moved. It's the single best form for a renewal conversation.
Your branding, your wording
Every form is editable. Change the fields, adjust the language to your niche, add your logo and colours, then save your version and reuse it with every client.
Explore the rest of the vault
Set up your forms once, use them with every client
Full access to the form set, plus handouts, plans, trackers and workshop decks.
$39/month. Billed monthly. Subscription renews automatically each month until canceled. Cancel at any time.