A ready-made operational backbone for anyone who sells coaching, consulting, or mentorship — containing every template, form, tracker, and script needed to run a structured multi-session engagement from first call to final review. Instead of cobbling together intake forms and session agendas from scratch, the buyer duplicates this kit, swaps in their niche expertise, and immediately looks like a seasoned operator. The product isn't coaching itself — it's the entire productized infrastructure that turns loose 1-on-1 advice into a repeatable, premium-priced program.
Productized Coaching Package Kit
A complete system for packaging expertise into a structured, sellable coaching program — with session frameworks, intake forms, progress trackers, and client-facing resources that make a solo consultant look like a polished operation.
Preview
What it is
What's inside
- Client intake questionnaire with scoring logic to assess starting point
- 12 pre-structured session agenda templates with talking-point prompts and time blocks
- Goal-setting worksheet with milestone breakdown and accountability checkpoints
- Progress tracking dashboard (Google Sheets) with visual charts and auto-calculated metrics
- Homework and action-item templates clients fill between sessions
- Proposal and pricing calculator with tiered package options (single session / 6-week / 12-week)
- Client onboarding email sequence (welcome, logistics, pre-work)
- Offboarding kit: progress summary report, next-steps roadmap, testimonial request script
- Editable Canva slide deck for discovery calls and program overview presentations
Where to sell
Quick start
- 1 Define the program arc — map out a 3-phase structure (discovery → deep work → review) and decide on 6 or 12 sessions with clear outcomes per phase
- 2 Build the intake and tracking layer first — create the client questionnaire in Notion or Google Forms, then the progress dashboard in Google Sheets with formulas that auto-calculate completion and milestones
- 3 Write session agenda templates with placeholder prompts — each template should have a warm-up question, core exercise, and homework assignment so any coach can adapt them to their niche
- 4 Design the client-facing assets in Canva — proposal deck, welcome packet, and progress report — all with consistent branding and editable text fields
- 5 Package everything into a clean ZIP with a setup guide that walks buyers through customizing the kit for their specific coaching niche in under an hour
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