Starter Pack: Running coaching meetings

This pack contains all the documents you need to prepare for and run coaching meetings.

The pack includes materials for preparing for, carrying out and following up on coaching meetings. It has some special preparatory materials for your first coaching meeting with a new client as well as a template contract and NDA.

What you get:

  • Coaching Meeting Agenda Guidelines
  • Coaching Meeting Agenda
  • Coaching Meeting Close-out
  • Coaching Meeting Follow-Up
  • Coaching Preparation - Business Assessment
  • Coaching Preparation - Documentation
  • Coaching Preparation - Objectives
  • Coaching Preparation - Personal Assessment
  • First Coaching Meeting Agenda Guidelines
  • First Coaching Meeting Agenda Template
  • Template Coaching Contract
  • Template Non-disclosure Agreement
  • Testimonial Request

The four coaching preparation resources help your first meeting get off to a good start by preparing both you and your client. They also offer early value immediately after the sale; sending these to your client get them focused on their business and how you are going to help them and gives them confidence they have made the right choice.


  • Format: Word

All materials are editable and customisable to your own branding and coach-specific content within the terms of our license.

business coaching resource

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