Business setup
Services, booking, payments, and your working connections.
THE COACHING BUSINESS BUNDLE
The parts that support the work.
Shaped through a working coaching practice, from setting up services to returning to a client’s plan.
Training · Learn
Learn the shared approach and current product information.
Resources · Explore
Find the references and education that fit the moment.
Session tools
Teach visually and build a plan together.
Client journey
Give each visit a clear beginning, plan, and handoff.
Follow-up
Check in, learn what happened, and decide what comes next.
THE COACHING VISIT
Twelve steps, one conversation.
Follow the numbers down the first column, then the second. The order supports a consistent visit while the coach brings judgment and their own voice.
01–06 · Prepare and understand
- 01Prepare
Review the intake, previous work, and reason for the visit.
- 02Welcome
Settle in and explain what you’ll work through together.
- 03Listen
Ask what is happening and what matters most now.
- 04Look closer
Clarify patterns, routines, and circumstances.
- 05Reflect back
Share what you heard and check your understanding.
- 06Choose a focus
Agree on the most useful place to begin.
07–12 · Teach and carry forward
- 07Teach
Explain what may be happening and why support fits.
- 08Build the plan
Choose actions and resources for this phase.
- 09Make it usable
Cover how to begin and what to watch for.
- 10Check understanding
Ask how the plan fits real life and adjust together.
- 11Carry it forward
Give a clear plan and the few resources needed now.
- 12Return
Agree on a check-in and revisit the response.
This describes coaching service. Clinical information belongs in a separate EHR.