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Coaching Client Goal & Progress Planner

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What you'll get
Full digital product — instant access after purchase
Works on any device — phone, tablet, desktop
Free lifetime updates included
30-day satisfaction guarantee
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A complete digital product, made by experts and yours to keep for good. Get instant access the moment you buy. Compatible with all devices.

30-day guarantee — full refund if the tool doesn't match its description or you can't access it. Once accessed, refunds aren't available for change of mind.

Instant digital delivery — access immediately after purchase. Works on phone, tablet, or desktop. Includes free lifetime updates.

CAREER & FINANCES • HTML PLANNER

Turn Sessions Into Visible Progress

A shared coaching workspace for one client. It holds the goal, the milestones, the commitments made between sessions and the blockers that keep returning — and turns all of it into a momentum score and a ready next-session agenda.
 
🔥 It names the next coaching move

A single interactive HTML planner that scores whether a client is actually moving. Goal clarity, milestones reached, commitments completed and wins logged combine into one momentum figure — and whatever is missing becomes the next thing you raise in session.

Made for anyone who has opened a session by asking “so, where did we leave off?”

🔓 Get Instant Access

✓ Instant access to the HTML planner

✓ Built to fill in, not just to read

✓ Works on any device, lifetime access
 
SOUND FAMILIAR?

The conversation goes well. Proving it moved is harder

The last session is a page of notes somewhere

Six weeks in, and nobody in the room can say plainly what has actually changed since the start.

“How’s it going?” is not a measurement

The client feels different about it, and neither of you can point at a single thing to prove it.

What was agreed quietly evaporates

Committed to at the end of an hour, remembered by nobody, and never mentioned again next time.

The same blocker comes back three times

It gets discussed, it never gets written down, and nobody notices it is the same obstacle until much later.
 
SEE IT BEFORE YOU BUY

What opens when you download

Not a CRM to administer between sessions — a single file that holds one coaching relationship, in your browser.

Opening screen of the coaching planner showing a client momentum score with milestones, actions and blockers

One client, one honest number. Momentum, milestones reached, commitments completed, confidence and how many blockers are still open — with the next coaching move written underneath, based on whichever of those is weakest.

 

The goal map step with outcome, reason, current reality, barriers and strengths

The goal gets written down properly. The outcome, why it matters, the honest starting point and what the client already has going for them — then dials that make “progress” specific instead of a feeling.

 

The milestone ladder with achieved and not-yet-achieved milestones, each carrying its success evidence

Milestones described by what you would see. Each one carries the observable evidence that it happened, which is what makes progress reviewable in the next session rather than arguable.
 
8
coaching focuses 		4
dials on the goal map 		5
milestones to the goal 		100%
stays on your device
 
WHAT’S INSIDE

What it puts in your hands

Six things that turn a good conversation into something you can both point at.

 01

A number that says whether it is moving

 

One figure built from the goal, the milestones and what actually got done.

  
02

A next move that changes as you go

 

It names the weakest part of the work before you have to spot it yourself.
 
03

Milestones described by what you would see

 

Observable evidence, rather than a shared feeling that things are better.

  
04

Commitments that survive the week

 

What was agreed, whether it happened, and where exactly it got stuck.
 
05

Wins and blockers caught before they vanish

 

The pattern you would otherwise notice three sessions after it started.

  
06

Next session’s agenda, already written

 

Assembled from where the work genuinely stands, not from what you remember.
 
ONE SITTING

One session in, and the work has a shape

It isn’t something you read. You open it during or after a session, put in what was actually said and agreed, and close it with the next conversation already half-prepared.

01

Open it

One file in your browser. No install, no login, no account for the client to create either.
02

Set up who you are working with

The client, the stage you are at, and the focus — or answer a few questions and let it suggest one.
03

Write the goal down properly

The outcome, the reason behind it and the honest starting point, then move the dials to where things actually sit.
04

Log what happened between sessions

Commitments done or stuck, milestones reached, wins worth keeping and blockers worth naming out loud.
05

Print the review before you meet again

Where the work stands and what to open with — so the first ten minutes are not spent reconstructing the last six weeks.

The point isn’t a tidier file. It’s that the client can see they moved, in something other than your reassurance.
 

Stop asking where you left off. Start opening the file

Coaching that can be pointed at behaves completely differently from coaching that can only be described. Instant download, lifetime access, opens in any browser.

🔓 Get Instant Access

 

A coaching organisation tool only. It structures notes you write yourself and is not therapy, or career, legal or financial advice.
 

At a glance

Format
Interactive HTML planner (single file) 		Access
Instant download after checkout
Compatibility
Phone, tablet, laptop — any device 		Structure
Eight sections, one client at a time
Output
A printable review and copyable session notes 		Written for
Coaches, mentors, advisors and their clients
Saving
Everything stays in your own browser 		Price
$PRICE
 

HERE’S EVERYTHING YOU GET

Everything inside — yours for $PRICE

The full eight-section workspace

Client profile, goal map, milestone ladder, action tracker, session workspace, history, progress pulse and the review

 Included

A focus finder with eight directions

A few questions about the client, and it recommends a coaching focus with three things to work on inside it

 Included

A goal map with four dials

Outcome, reason, current reality and strengths, plus clarity, motivation, confidence and support scored honestly

 Included

Milestones and commitments in one place

Up to five milestones with their success evidence, and actions carrying effort, area, due date and a stuck state

 Included

Session history you can copy and send

Insight, observation, decision and follow-up question saved per session, ready to paste into a recap message

 Included

Instant download, private and offline

Available the moment your payment clears, and everything you type stays in your own browser

 Included
Regular price
Your price today
SAVE OFF
$PRICE
 

Download now
 
BEFORE YOU BUY

Questions, answered
How do I get it after paying?
+

It’s an instant download — the file is available the moment your payment clears, straight from your order confirmation. Nothing ships and there’s no email delay.

What devices can I use it on?
+

Any device with a browser — phone, tablet or laptop. You open the downloaded file the same way you’d open a web page, and the layout adapts to the screen size.

What’s the refund policy?
+

Refunds are handled under our store’s Refund Policy (30 days), which covers the details for digital access.

Can I run several clients in it at once?
+

It holds one coaching relationship at a time, deliberately — it’s a live file rather than a client database. Coaches with a full roster keep a separate copy per client, and print the review before clearing it for the next.

Is it for the coach or for the client?
+

Both, and that’s rather the point. It’s written as a shared structure between sessions, so the same goal, the same milestones and the same commitments are visible to whoever opens it.

Do I need to be a certified coach to use it?
+

No. Mentors, career advisors, managers running development conversations and people coaching themselves all use the same shape. It organises the conversation; it doesn’t tell you how to have one.

Does it message or share anything with my client?
+

No. Nothing is sent anywhere. You copy the session feedback into whatever you already use, or print the review and bring it with you.

What is the momentum number actually made of?
+

How completely the goal is written down, where the four dials sit, how many milestones are reached, how many commitments got done, and the wins logged along the way. Nothing about it is a judgement of the client.

Where does my information go?
+

Into your own browser and nowhere else. Nothing is uploaded, which matters more than usual with coaching notes — so use the same device each time, and print the review if you want a lasting copy.

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Digital Product Delivery

This is a digital product. Upon payment, you receive immediate access via your account and a confirmation email. No physical shipment involved.

30-Day Satisfaction Guarantee

If this product is materially different from its listing or you experience a technical issue, you are eligible for a full refund within 30 days of purchase.

Lifetime Updates

Your purchase includes access to all future updates at no additional charge. Updates are delivered automatically to your account.

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