🌱 Coaches & Therapists Pack
Bookings, reminders, session notes and content, so you spend your time with clients, not paperwork.
For: Coaches, tutors, personal trainers and therapists (admin only). Fill in anything in [square brackets].
1. Booking reply
A new client asks about sessions: [message]. Reply warmly with my availability [slots], how sessions work and the next step. Show me before sending.
2. Welcome email
Write a welcome email for new clients: what to expect, how to prepare, cancellation policy [policy] and how to reach me.
3. Session reminder
Draft tomorrow's session reminders for these clients [list], with time, location or video link, and a gentle note about the cancellation policy.
4. Session notes tidy-up
Turn my rough session notes [paste] into a tidy summary: themes, actions agreed and what to revisit next time. Keep it private and factual.
💡 Keep client notes in a secure place; don't paste names if you don't need to.
5. Homework sheet
Create a one-page between-session exercise for a client working on [goal], with three simple steps and a reflection question.
6. Progress check-in
Write five gentle check-in questions to send a client mid-programme to see how they're getting on.
7. No-show follow-up
A client missed today's session without notice. Draft a kind, non-judgemental message checking they're OK and offering to rebook.
8. Programme outline
Outline a [number]-week programme for [type of client] working towards [goal], with a theme and outcome for each week.
9. Testimonial request
Draft a message asking a happy client for a short testimonial, with three prompt questions to make it easy.
10. Content idea bank
Give me 20 post ideas that show my expertise in [area] without giving away client details.
11. FAQ page
Write an FAQ page for my practice: price, session length, what happens in the first session, cancellations and confidentiality [details].
12. End-of-programme summary
Draft a warm end-of-programme letter for a client summarising their progress [notes] and suggesting next steps.