Your tools for building each step of your coaching package. Find AI assessor prompts, questionnaire guides, PowerPoint templates, completed examples, and checklists. Each lesson will direct you to the resource you need. Return here whenever you’re ready to use it again. Copy what you need, make it yours, and reuse it with every client.

Build the foundation for your coaching journey. First, create an AI assessor that reflects your coaching approach and helps you interpret client responses. Then, use it to develop a 50-question questionnaire that reveals your client’s strengths, challenges, and priorities. You’ll leave with a reusable assessor prompt and a questionnaire ready to support your Day 1 assessment.

Create a session that helps your client understand where they are, recognize what is already working, and identify what needs attention. Use their answers and experiences to establish a shared picture of the change they want and explain how your sessions will help them work toward it. What you’ll create: An assessment presentation with strengths, priorities, a desired outcome, and a roadmap for the sessions ahead.

Create a session that makes your coaching process easy to understand. Organize your expertise into clear stages, explain the purpose of each stage, and identify an early win your client can work toward. Help them see where the journey begins, how it progresses, and what completion looks like. What you’ll create: A presentation that introduces your method, explains its stages, and defines meaningful milestones.

Create a session that connects your method to your client’s everyday life. Identify the resources, habits, tools, or support they already have, then uncover what is missing. Help them decide what needs to be in place to follow through. What you’ll create: A presentation that maps existing resources, identifies obstacles, and establishes a workable support plan.

Create a session that helps your client apply what they have learned to a real situation. Use relevant examples, guide them through an exercise, and help them choose an action to complete outside the session. Give them a clear way to reflect on what happened and what they learned. What you’ll create: A presentation with a demonstration, guided practice, and a specific action assignment.

Create a closing session that brings the experience together. Review what your client has learned and completed, identify what still needs attention, and explain what materials they will keep. Present appropriate options for moving forward independently or with continued support, and help them choose their next step. What you’ll create: A presentation with a progress review, a clear handoff, continued-support options, and a next-step decision.