Life Coach Kit:

This kit includes:

Client Data Form
Life Coaching Agreement
Email to Client
Energy Drainers Worksheet
Between Sessions Preparation Form
First Sessions Overview with Session Plans

Please change content of forms as you need to in order to

reflect your policies and style as a coach.

Forms for your coaching practice:

The content within the forms was created in reference to
the book, “Therapist as Life Coach: An Introduction for
Counselors and Other Helping Professionals”

First Sessions Overview:

You will find examples of two kinds of intro coaching sessions
as well as types of problems/goals and prioritization skills:

Session Guides:

Reverse Engineering Planning

Life Focus Discovery
 Client Data Form

Date:

Name:

Occupation:

Business Name:

Preferred Address:

E-Mail Address:

Billing Address:

Phone:

Preferred means of communication:

Date of birth:

Preferred coaching schedule:

day of week
time of day

Important people in client’s life (spouse, partner, parents,

children, friends, etc.)

Emergency Contact:

How you heard about my coaching services?

What has brought you to coaching?

Have you ever been coached? If so, please describe your

experience.

Are their goals you have for coaching? If not, what areas of
life are you interested in creating goals within?

Explain your main roles and responsibilities day to day

(special relationships, duties, interests).

What parts of life do you enjoy the most?

What seems to need the most improvement in your life?

How do you like to start your day?

Life Coaching Agreement (change as needed)

Name
Initial term (months, sessions etc.)
Fee per session
Per month
Per program
First session date
Duration of session
Duration of coaching
Referred by

Ground Rules:
(Decide what applies to your practice)
1. How do we meet (in person, skype, phone)
2. Emails between sessions
3. Included members of family in sessions
4. Fees for cancellation
5. Emergency sessions

1. As a client, I understand and agree that I am fully

responsible for my well-being during my coaching calls,
including my choices and decisions. I am aware that I can
choose to discontinue coaching at any time. I recognize
that coaching is not psychotherapy, medical advice, or
psychiatric care and that professional referrals will be
given if needed.
2. I understand that “life coaching” is a relationship I have
 with my coach that is designed to facilitate the creation/
development of personal, professional, business, health,
spiritual and other personal goals and carry out a strategy/
plan/action for achieving those goals.
3. I understand that life coaching is comprehensive and may
involve exploration into all areas of my life, including
work, finances, health, spiritual, relationships, education,
and recreation. I acknowledge that deciding how to
handle these issues and implement my choices is
exclusively my responsibility.
4. I understand that life coaching does not treat mental
disorders as defined by the American Psychiatric
Association. I understand that life coaching is not a
substitute for counseling, psychotherapy, psychoanalysis,
mental health care, or substance abuse treatment, and I
will not use it in place of any form of therapy.
5. I promise that if I am currently in therapy or otherwise
under the care of a mental health professional, that I have
consulted with this person regarding the advisability of
working with a life coach and that this person is aware of
my decision to proceed with the life coaching
relationship.
6. I understand that the information will be held as
confidential unless I state otherwise in writing, except as
required by law.
7. I understand that certain topics may b anonymously
shared with other life-coaching professionals for training
or consultation purposes.
8. I understand that life coaching is not to be used in lieu of
professional advise. I will seek professional guidance for
legal, medical, financial, business, spiritual, or other
matters. I understand that all decisions in these areas are
exclusively mine, and I acknowledge that my decision and
my actions regarding them are my responsibility.

I have read and agreed to the above.

Client signature
Date
Above coaching agreement 8 acknowledgements come from
the book, Therapist As Life Coach. Please change as you need
or are advised to for legal reasons specific to your individual
practice, where you live, and other professions you may
have.

Before the first session with your client you may want to ask
them to send you an email with the following information:

You may want to ask for a photograph of your client.

You may want to ask for a general letter from the client.
Below is an example of how to write this request.
Email to Client asking for their information in a
letter form:

I am really looking forward to our first session on

____________ day at _______time.

If you have time I would love to learn more about you. Please
send me any highlights about you and your life that you feel
it is important for me to understand before we begin
coaching. You may write in any style and about any part of
your life. Let me know if what you are describing is current,
past or future information. If possible I would also like a
photograph of you.

Talk with you soon!

First Sessions
Energy Drainers Worksheet

Understanding what energy drainers exist in a clients life can

be very helpful to the client.

These might be expectations, emotions, relationships, lack of

skills, tendencies etc.

Together you can list all Energy Drainers at work, home, in

social life or any other part of life which is a focus for your
session or general coaching.

Energy Drainers at Work:

Energy Drainers at Home:

Energy Drainers Related to Beliefs:

Between Sessions Preparation Form

To get the most out of our coaching it is helpful to spend a few minutes before
each session preparing. Please email me the answers to the following
questions.

Coach- you may want to do this with client over phone or in person instead of
having this sent to you.

What I took action on since our last session (HW, Directive, Action Step):

What I feel good about that I did between sessions (this might not have been
suggested during coaching but is significant):

What I didn’t get to but would like to be held accountable for:

Describe any important question, thought, happening or focus that you want to
explore this week in coaching:
First Sessions Overview:

Prioritization in Coaching
• Outcome- Most people are not very articulate about what is
bothering them - it's a feeling. Just like chiropractic patients
can report leg pain that is actually a back problem, clients
often complain about a symptom rather than the originating
source. Therefore, we must prioritize.

• In any system, there is only one bottleneck or constraint, just

as in a stream, there is only one point that is constricting the
flow most. In a factory assembly line, there is one constraint at
a time that is slowing down production. Once you fix that
point - a new constraint shows up. So you are always looking
for the most urgent issue that is preventing other solutions
from taking place.

• If the problem that is brought up focuses on another person’s

actions or thoughts then search for the client’s actions,
interpretations, intentions, and find new ways to see the
“problem” person. Help the client learn to activate the other
person to highlight the parts they love about them or what
they share.

When coaching you can ask yourself: What is the most urgent
and serious problem I've heard about? What do they seem to
really want, and what's holding them back? How can the client
and I discover a skill or action that will support them in doing
what they want to do?

EXAMPLES:

Situation: Husband is cold and aloof towards his wife

Questions: Where is this coming from? What are his parents like?
Are there cultural differences? What are his rules for being
together? What are his expectations from home life, from
himself, from his work?
Situation: Adult siblings don't get along
Questions: What is the family culture and relationship to the
parents? Has this always been the case or is it recent? Were
there any significant events that shifted the relationship? Was
there an injustice or unfairness to one or both? Was there a
disagreement about the parents? What are the life stages of the
respective siblings?

Situation: A child with a persistent problem that is not

congruent with the rest of their life
Questions: What is the parent's relationship like? Is there
something intimidating, unfair, or painful in the
child's life? Who can the child trust? Who can tell me more?

Situation: A client who doesn't like people at work

Questions: What is the company like? Who is the boss? What is
the relationship with the colleagues like? Is it very competitive?
Does the client like their work?

Types of Problems
Ask yourself after or during sessions: what type of problem or
challenge were we working on?

Presenting Problems- I come for coaching with this challenge

to overcome.
Goal Bases Not a Problem- a towards goal. I came to have
support to reach my goal.
Secondary Gain- Benefits I get from having the problem.
Safe Problems- The problem is part of me. I’ve had it for
decades or years. I talk about it often. Part of me doesn’t want
to solve it.
Situational Problem- A physical ailment, a job loss, a problem
that is greater than the individual (country is at war.)
Systemic Problem- A triangle between three people. A work
relationship which goes beyond the team members.
Problems based in the past- I can’t stop thinking about… Most
sadness comes from over focus on the past.
Problems based in the future- Thinking about the future
prevents action and clarity about the present. This can lead to
anxiety and overwhelm which then limits the person from taking
action and creating change.
Life Stage Problems- I never experienced a certain stage. I
loved being… so much it is hard to move past that stage.
Key Decision Problems- I’m the way I am because of a decision
I made a long time ago.
 6 Types of Coaching Goals

There are 3 primary perspectives for understanding your

client. A client is usually focused on one of these lenses. As a
coach you can change the lens to create an improvement and
add in a strength. This is when it is helpful to ask yourself,
“What is missing?” The client is often focused on only one type
of goal.

3 Primary Types of Goals

1. External Goals are measured by time, money, material
possessions, marital status Objectives: how to figure out,
achieve, improve, fix defects. Dealing with cause & effect.
Examples: career shift, weight loss, financial goal…
coordination is often needed.
Focus on: sequence of needed steps, how to get them done,
accountability, logistics, meaning and results broken down into
doable actions.
Working backwards by reverse engineering the problem.

2. Internal Goals (my experience, emotions, meanings,

memories, patterns)
Objectives: how to feel, enjoy, experience, and create
meanings and experience.
Examples: feels lost, depressed, frustrated, disappointed,
wants to feel joy, desire, fulfillment, excitement.
Focus on: compelling future, reframe of meaning, goals &
desires, and needs.

3. Relational (how you communicate, relate, feel, and

experience relationships with other people).

Objectives: how we communicate, understand, and enjoy each

other in the moment, plan the future, and what meaning we
create from the past.

Examples: conflicts between parents & children, couples,

business colleagues, friends, family members and desire to
have more closeness, passion, collaboration within different
relationships.

Focus on: meaning, purpose, planning, communication, roles,

agreements, needs, rules, patterns, triggers, and experiences/
actions. You should also understand the past while focusing on
helping the client move forward into the present.

Sometimes you’ll need to address these 3 types of goals.

These three goals often become part of the conversation
because of special circumstances or something very urgent.

4. Situational/Structural (dealing with a difficult external

constraint that will not change quickly.
Examples: long-term health issue, limiting location, loss of
job, financial constraint, family responsibility

Focus on: working around the constraint, values and emotions,

finding meaning in steps & actions, finding someone to help
and support the client in their own life.

5. Structural- the structure of people & relationships is

undermining cooperation – loss of trust, leadership, instability.

Examples: CEO is corrupt, parent is abusive or irresponsible,

injustice, employee more powerful than manager, cultural
limitations or biases are causing problems, company going out
of business.

Focus on: injustice, hierarchy, roles, apologies, reparations,

breaking out of group beliefs

6. Historical Perspective- Something happened in the past

that is too problematic to skip. This can be a trauma,
injustice, betrayal, key decisions. The coach will question a
person’s past as it relates to their current life and
relationships.
 Reverse Engineering Demo and Planning Sessions

Focus on working backwards from client’s future goal Finding

the monthly, weekly, daily actions needed

Giving a directive to a client which will empower them to take

action

Complimentary discussion points and complimentary sessions

are: client’s strengths, key people, success zones, relationship
to time and organization skills

Life Focus Discovery Session

The purpose of this session is to understand the clients life as much

as possible. The client will be choosing areas to focus on during
sessions. This will help the coach and client target areas for adding
into the clients life activities, relationships, actions and
understanding.

You can ask the client to choose a number between 1 and 5 for each
area of life. One representing the least satisfaction and 5
representing the greatest satisfaction. You can then ask the client to
circle four areas of life which they would most like to improve
through coaching. Let the client know that sometimes a session or
week will focus only on this one area and other times you may be
covering several areas.

Together you will be understanding the skills, actions, and tools the
client needs to make each area of focus a four or five level of
satisfaction. Some clients will want great balance in life and some
clients will want to put everything into just a few areas of life. It is
not our job to convince a client to change this preference. Most of
the time there is a natural evolution which occurs as a person finds
they can create greater satisfaction in several areas of life. They
feel the drive to spread their success into more challenging areas of
life.

Environment
Career
Purpose
Family
Friends
Community
Finances
Romance
Intimacy
Health
Self Care
Hobbies
Interests
Social Life
Personal Growth Activities
Spiritual Development