Pre-Coaching Discovery Worksheet (Client-Ready)
Trying to understand whether a potential client is ready for coaching, what they need support with, and what they want to work on before moving forward? This pre-coaching discovery worksheet helps surface goals, challenges, strengths, and priorities before the first conversation so you can gather clearer insight and make a more informed decision about fit.
Designed as a client-ready reflection tool, this worksheet helps potential clients think through what is bringing them to coaching, where they feel stuck, and what outcomes they want. Instead of starting with vague answers or scattered thoughts, you get a clearer picture of their needs, readiness, and focus areas before the coaching relationship begins.
Key Features:
Fillable PDF for easy digital use
Client-ready, non-editable format
Covers key coaching focus areas like goals, challenges, and strengths
Ideal for use before the first Discovery Session
Pairs perfectly with other coaching tools like the Coaching Intake Form and Client Progress Tracker
What's Included
Pre-Coaching Discovery Worksheet (fillable PDF, non-editable)
Instructions and Licensing Guide
Licensing & Usage Notice
This version is for client-ready use only and may not be edited, resold, or redistributed without permission.
You may use it in your own coaching practice with clients.
You may not share or sell this document as a standalone product.
){kind=link}