The front half of a coaching relationship, made repeatable: chemistry calls, intake, contracting, baseline assessment, lightweight 360s, and goal-setting — each with a template you can use tomorrow.

Starting the Engagement

A ready-to-use call script and fit scorecard for the first prospect call. Copy it to keep in your toolkit, then download the script and run your discovery calls straight from it.

The first call decides everything. Here's a script that turns it into a coaching demo — not a sales pitch.

The Chemistry Call: A Script for Winning the Right Clients

A complete client intake questionnaire, plus how to read the answers. Copy it for your toolkit and download the questionnaire to send to each new client before session one.

A great intake form isn't admin — it's an instrument that does the work before you ever meet. Here's one, and how to read it.

The Intake Questionnaire That Surfaces What Matters

A plain-language coaching agreement template. Copy it, download the template, adapt it to your practice, and use it to contract every engagement.

The agreement isn't legal boilerplate — it's where you name the hard parts before they happen. A plain-language template, plus how to talk it through.

The Coaching Agreement: Contracting for a Real Partnership

A printable leadership self-assessment. Copy it for your library and download the wheel for each client to score now and re-score later to show progress.

You can't show a client how far they've come without a starting line. Here's a leadership baseline you score now — and re-score to prove the change.

The Leadership Wheel: A Whole-Picture Baseline

A kit for running a fast, interview-based 360. Copy it and download the kit — invite template, question script, and synthesis sheet — to gather honest stakeholder feedback for a client.

Five honest conversations beat a sixty-item survey. Here's how to gather real feedback by interview — and feed it back without burning your client.

The Lightweight 360: A Stakeholder Interview Kit

A one-page plan that turns vague hopes into trackable goals. Copy it and download the template to fill in with each client and revisit through the engagement.

"Be more confident" is a wish, not a goal — so progress stays unprovable. Here's a one-page plan that turns wishes into goals you can both see move.