Editable vs. Client-Ready Coaching Worksheets: Which Is Right for You?
- Dr. Amber Martinez Llanes
- Apr 13
- 2 min read
Updated: May 8
Coaching sessions are where transformation happens—but what about everything in between?
That’s where coaching worksheets come in. Whether you prefer editable tools you can brand, or ready-to-go PDFs for quick use, there’s a solution for every coach and every client.
Option 1: Editable Coaching Worksheets
Editable coaching worksheets are designed for coaches who want flexibility and branding control. You receive a Word document that you can personalize with your logo, tweak language, or format to match your brand.
✅ Best for:
Coaches who want to add their own branding
Use in signature programs or retreats
Customizing prompts to match your niche
Coaches building a toolkit of repeatable assets
💡 Popular Example:
Editable Transition Wheel Worksheet — based on the William Bridges model, guiding clients through Endings, Neutral Zone, and New Beginnings.
Option 2: Client-Ready Coaching Worksheets
Client-ready worksheets come pre-designed and formatted, ready to share immediately. These are typically PDFs, meant to be sent to clients without any need for edits or customization.
✅ Best for:
Coaches who want instant tools to support sessions
Providing reflection prompts between appointments
Having a professional touch without design work
Staying focused on coaching, not content creation
💡 Popular Example:
Client-Ready Coaching Worksheets — simple, guided tools that can be uploaded to client portals or used in live sessions.
Which Should You Choose?
If You Want To... | Go With... |
Add your logo and share as your own — no content edits needed | Editable Worksheets |
Use instantly with zero prep | Client-Ready Worksheets |
Build a branded coaching toolkit | Editable Worksheets |
Reinforce learning between sessions | Client-Ready Worksheets |
Pro Tip: Many coaches use both—editable versions for signature programs or long-term clients, and client-ready ones for quick wins and mid-session support.
Final Thoughts
There’s no one-size-fits-all solution in coaching. That’s why we created both editable and client-ready coaching worksheets—so you can support your clients your way, without the heavy lifting of design or formatting.
