Client Progress Tracker – White Label (Coach + Client Versions)
The Client Progress Tracker – White Label (Coach + Client Versions) gives coaches both versions of the Client Progress Tracker in one download: the coach's internal tracking version in Excel and the client-facing version as an editable Word document. Use them together to track goals, actions, and progress over time while keeping clients focused and engaged between sessions.
What's Included
Coach version: an Excel tracker with editable text fields, dropdown menus for consistent focus area selection, and a dedicated section for confidential coach notes
Client version: an editable Word document with space for client names, session dates, progress notes, client reflections, and next steps
Placeholder for your company logo on both versions for professional, white label branding
Instructions and licensing guide
How to Use
Maintain the coach version as your internal record for capturing insights, documenting milestones, and planning next steps
Share the client version to support accountability and reflection between sessions
Track goals, actions, themes, and progress across the full coaching engagement
Brand both versions with your logo for a polished, professional look
Licensing
This product is licensed for white label use by the original purchaser. You may brand, edit, and share the templates with your coaching clients. Resale, redistribution, sublicensing, or sharing of the editable files is not permitted. Full licensing terms are included in the download.
All sales final. Digital downloads are non-refundable.
What's Included
What’s Included:
Client Progress Tracker (Excel) – Editable fields for client sessions, focus areas, goals, and progress tracking.
Instructions & Licensing Guide (PDF) – Clear guidance on when and how to use the tracker, with detailed licensing terms.
Licensing Terms
This version is intended for personal coaching business use only.
✔ Allowed:
Customize the branding (add a logo)
Use with individual or group coaching clients
Store or print copies for client files
✘ Not Allowed:
Resell, share, or publicly distribute this file
Include in public-facing toolkits or digital marketplaces
Claim exclusive ownership of the design
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