Client-Ready Coaching Docs Bundle
The Client-Ready Coaching Docs Bundle includes professional, client-ready coaching documents designed to support your entire coaching workflow from intake through ongoing sessions and progress tracking. These ready-to-use documents help coaches deliver a polished, consistent experience without creating forms from scratch.
What’s included
• Coaching Intake Form
• Pre-Coaching Discovery Worksheet
• Ongoing Session Notes Template
• Client Progress Tracker – Client Version
• Client Progress Tracker – Coach Version
Who this is for
• Coaches working with individual or group clients
• Practitioners who want consistent session flow and documentation
• Coaches who want client-ready tools without building from scratch
How it’s used
• Send intake and discovery forms before the first engagement
• Use session notes during or immediately after sessions
• Track progress with client and coach versions of the tracker
What you receive
• Fillable PDF documents
• Instant digital download
• Talent Refinement branded files
License and Terms
• Licensed for use in your own coaching practice
• Client-ready use only
• Not for resale or redistribution
• Branding must remain intact















