This guide to coaching tools and forms will take you through everything you want to know including lots of helpful coaching tools examples! In this article we will discuss, experience, and explore together:
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What is Life Coaching Tools?
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Coaching Tools Examples – 12 Different Types of Life Coaching Tools and Exercises
- Powerful Discovery Questions
- An Inquiry or Journaling Prompt
- A Sequence of Questions
- Powerful Lists!
- A Visual or Get Your Clients Drawing!
- A Reframe
- Stories and Metaphor
- A Helpful Model, Concept, or Technique
- Seeing the Truth (Recording the Facts)
- Informational Handouts/eBooks
- The Coaching Quiz
- Coaching Activities
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Who Uses Life Coaching Tools?
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Why Use Life Coaching Tools and Exercises?
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How & When to Use Life Coaching Tools
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Our Top 5 Most Popular Products
What Are Life Coaching Tools?
Commonly, Life Coaching Tools are forms, worksheets, or exercises given to the client to help them move forwards, learn something new or take action. Each coaching tool covers a particular topic, that when matched to a client’s situation, deepens their understanding of themselves, helping them see things differently, learn and make changes in their lives.
In the broader coaching context a life coaching tool could be anything from a coaching question, journaling prompt, metaphor, or story to a multi-step personality assessment with pages of questions to be answered, interviews, and a 100-page report.
But importantly, Coaching Tools are always a supplement to the coaching relationship and conversation. They provide extra opportunities for our clients to reflect, solidify their learnings and move forwards. And they can also share information, offer inspiration and provoke new ideas.
In short, Coaching Tools enhance the experience for your client and help your client get results more easily or faster!
And you can use coaching exercises in a lot of ways – in one-on-one coaching sessions, as handouts or guide your workshops, in webinars, groups, or as homework.
So Life Coaching Exercises are a powerful tool in your toolbox! You work your coaching magic – and draw on various coaching tools and worksheets as appropriate to boost your clients’ learning and growth.
Here are 12 Broad Types of Coaching Tools & Resources
- A Coaching Exercise or Workbook around a Specific Topic
- Coaching Questions
- Quizzes
- Journaling Prompts (questions, lists, dialoguing, and more)
- Metaphors or Stories (whether client or coach generated)
- Personality and Psychological Assessments
- Coaching Books or eBooks
- Physical Card Decks e.g. Letting Go Cards or Spirit Cards. [Find a great selection at The Coaching Toys Store]
- Coaching Games
- Mindfulness and Meditation
- Inspirational Quotes
- An Activity (intended to teach the client something or help them learn a new skill)
12 Different Types of Life Coaching Tools and Exercises (with Examples):
The best way to explain coaching tools and exercises is to give you some practical coaching tools examples. Below we outline the key types of career and life coaching tools, and then offer some specific examples for you to explore.
Here are 12 Different Types of Life Coaching Tools and Exercises
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- Powerful Discovery Questions
- An Inquiry or Journaling Prompt
- A Sequence of Questions (that walk your clients through a learning process)
- Powerful Lists!
- A Visual or Get Your Clients Drawing!
- A Reframe
- Stories and Metaphor
- A Helpful Model, Concept, or Technique
- Seeing the Truth / Recording the Facts
- Informational Handouts/eBooks
- The Coaching Quiz
- Coaching Activities
One-on-one coaching conversations are just one option available to you. Coaching forms, worksheets and exercises are another tool in your toolbox – and another opportunity to help your client learn and grow. Emma-Louise Elsey
1. Powerful Discovery Questions
A life coaching tool can be created around powerful discovery questions that brainstorm or explore possibilities for the client. These deep and open-ended questions help clients explore themselves/particular topics. The goal is to maximize the amount of information and self-learning.
Powerful discovery question coaching tool examples:
- Give your client a Powerful Pondering Questions Worksheet when you start with them.
- Action Brainstorming Worksheet (Free) – What behaviors do and don’t serve your clients as they move towards their goals?
- Career Ideas Exploration Worksheet – This coaching worksheet asks 21 stimulating questions to help clients come up with ideas and rediscover buried career hopes and dreams.
2. An Inquiry or Journaling Prompt
Journaling prompts and coaching inquiries make great exercises for motivation, goal-setting, decision-making, and self-discovery. In particular, journaling is great for deeply exploring a client’s vision and values. You can also use journaling to help a client get super-motivated—aligning their lives with what matters most to them.
Inquiry and journaling life coaching tools examples:
- Offer your client The Rocking Chair Exercise, to help them envision what they want the rest of their life to be about.
- The “Retirement or Big Birthday Party” or “Newspaper Article Exercise” to help a client hone in on what matters most, and what success looks like or means for them.
- An inquiry to “Describe your ideal day” or an inquiry that asks, “What advice would I give my younger self?”
3. A Sequence of Questions that Walk your Clients through a Learning Process
This type of life coaching exercise helps your clients take action in a particular area of their life. It offers a series of questions and answers that flow from one to the next to build the learning. And it usually ends with actions to be taken. Both coach and client are rewarded when the client’s responses are explored more deeply in the following coaching session. These also tools make great homework!
Examples of these kinds of life coaching exercises:
- Give your client the Daily Success Habits Exercise to help them develop new supportive habits.
- The Identifying Personal Values Workbook takes your clients through a multi-step process to identify and (importantly) prioritize their top 10 values in life.
- 21 Questions To Extraordinary Goal-Setting (Free) This free coaching form has a list of 21 coaching questions that lead a client through the process of setting a powerful SMART goal. Alternatively, a coach can use these questions for a coaching session or inspiration.
4. Powerful Lists!
Never underestimate the power of list-making to give your clients important insights! These coaching tools examples ask clients to make a list and sometimes review and explore each item on the list for a deeper result. Powerful lists can be used in every area of coaching!
Powerful list coaching tool examples:
- My Favourite Powerful List to give clients is What Makes My Heart Sing? Help clients find more happiness – where they are right now.
- What are you Tolerating? (Free) Do you know what you’re tolerating in your life? When we see a list written down, we have a better understanding of how draining it can be.
- Detox Your Relationships Understand who drains you and who inspires you with this list and scoring system. Helps clients spend more time with people who support them.
5. A Visual or Get Your Clients Drawing!
Using visual life coaching tools is a powerful way to help our clients make sense of things. Images access a different part of our brain and can inspire us, help us see patterns, create new links, and think about things in a creative new way or angle.
Examples of visual life coaching exercises:
- Possibly the most powerful example of a visual life coaching tool is the Wheel of Life Template (Free).
- The Life Map is a fabulous coaching exercise for new clients—helping them and you visually appreciate the key highs and lowlights of their life.
- There are many other ideas here including asking clients to draw themselves and discussing that, or asking a client to Draw Their Gremlin or Inner Critic and coaching them around it.
6. A Reframe
A powerful way to ‘shake-up’ a client’s limiting beliefs and patterns is to offer them (or ask them to come up with) a reframe. This is where your client gets to view a problem or situation in a new, unexpected way. Reframes can be turned into powerful life coaching tools and exercises that shake people out of habitual and often limiting ways of thinking.
Coaching tools examples that reframe:
- Coaching questions are the easiest way to reframe. A common reframe is to turn what is currently viewed as a “problem” into an “opportunity”. You could ask, “Where could this problem become an opportunity—or even the solution?”.
- Love Your Weaknesses. In this tool, the client is asked, “How do your weaknesses serve you?”. This helps them see their so-called weaknesses in a new, more positive light.
- The Not To Do List turns the idea of a To Do list on its head, helping people achieve success by identifying what NOT to do…
7. A Story or Metaphor
Stories and metaphors are powerful transformational tools—offering learning in an easy-to-digest format. In particular for common life challenges, a story or metaphor helps a client feel less alone and may give them ideas to problem solve or see an issue in a new light.
Examples of these life coaching exercises:
- The Build a Bridge Exercise! This uses the idea that we don’t need to see the other side to take the next step to get clients moving on something they feel stuck on.
- What Do I Need to Let Go Of? There is a Buddhist teaching story about how we hold onto things, and how it clouds our mind unnecessarily. This prompts clients to make a list of things they could similarly let go of.
- The Big Rocks, Little Rocks Exercise This powerful metaphor helps people understand that they need to work on their priorities first, or they will fill their lives with minutiae.
8. A Helpful Model, Concept, or Technique
There are so many helpful models and concepts out there that offer new ideas, techniques, or learning to help people get more done, manage their time better, and be happier! Often these come with acronyms or helpful names.
Models, concepts, or techniques as life coaching tools:
- A common and extremely helpful example that I have shared with many of my clients is The Urgent-Important Matrix. This coaching form helps clients realize that if they focus on the important things, it reduces the number of things that become urgent – and disruptive in our lives
- SMART Goals are extremely popular and help people create more powerful, motivating goals.
- The Spheres of Influence I love this concept which encourages people to focus on what they can control, and let go of things they can’t…
9. Seeing the Truth (Recording the Facts)
Often people need to see proof of an issue before they will change. So another type of coaching tool is more of a life coaching form that enables the client to record the facts of their world or life.
This type of life coaching form could take the shape of recording your spending or where you spend your time and then reviewing that for patterns and themes we can learn from.
Examples of life coaching forms:
- One of the life coaching forms I often use with busy clients is Expose My Hidden Time Wasters. This records the time spent in different areas of our life. Similar to the latte factor, it’s powerful! Clients get to see—how I spent 10 hours on social media this week, but only 3 hours of quality time with my partner…
- Interruptions Blaster Workbook This life coaching form and workbook aims to reduce and manage interruptions so we can be more efficient! In particular, a key piece is to record and observe our interruptions so we can do something differently in the future.
- Other examples could include recording spending, sleep, sugar/calorie/alcohol consumption, etc.
10. Informational Handouts/eBooks
Sometimes life coaching tools can take the shape of a list to refer to, some reading, or other reference material around a specific topic. These could be Handouts, Special Reports, or Ebooks with useful information to help your clients learn and grow!
Coaching tools examples (informational handouts/eBooks):
- The Cognitive Distortions List (Free) This sider life coaching tool outlines the 10 key ways we distort our experience and beliefs with our thinking. It can be a powerful wake-up call for clients – and coaches!
- Values Example List (Free) Sometimes clients get stuck trying to think of “value” words. This is not a “pick list” for clients, instead, it supports the coach and client as they go through the values identification process.
- 549 Powerful Coaching Questions! This eBook has 549 coaching questions organized into coaching areas for inspiration and ideas! It’s still our most popular freebie—and you can get yours by signing up for our newsletter!
11. The Coaching Quiz
We’ve all seen and completed quizzes in magazines and books. A coaching quiz can be great to give clients a quick overview of where they are. Yes, we need to be careful not to “tell” people who or what they are. Instead, the quiz results are simply a way to raise awareness and start a conversation about a particular topic.
Coaching tools examples (coaching quizzes):
- A good example of this is the Motivation Quiz. This life coaching quiz helps clients understand if they are ready to “do anything” to achieve a goal or whether they’re only willing to do a little. It includes some helpful tips about how your coach can help you and the advantages and disadvantages of each motivation level.
- The handy Self-Care Quiz coaching quiz raises our clients’ self-awareness around their self-care. Because sometimes it’s obvious that escapes us! Great for life balance coaching.
- Life Satisfaction Quiz (Free) This quiz asks clients to rate their satisfaction with different areas of their lives. Then they identify how they would like coaching to help them. This is a great life coaching tool to give prospects or clients when they start with you.
12. Coaching Activities
This kind of life coaching tool is more of a get out there and do it tool—and may have a physically active component. Many of these activities are good for groups and workshops or can be done without paper if needed.
Examples of life coaching exercises as activities:
- The (Free) Tic-Tac-Toe Icebreaker Exercise A fun exercise to get people moving and connecting at the beginning of a workshop or training.
- Do Anywhere 5 Things (Free) Gratitude Tool! This simple coaching exercise helps clients identify 5 things to be grateful for – and can be done any time, anywhere.
- You may also like our 21 ½ Workshop Games & Exercises eBook with lots of ideas for your workshops, groups, and teams.
Also, administrative tools and life coaching forms can help you manage your clients
Life coaching forms can also be administrative and help you manage your client engagement professionally from being a prospect through to a client wrap-up.
Examples of administrative life coaching forms:
We have many administrative forms and tools in our all-time biggest selling product—the Coaching Welcome Packet. This includes a coaching agreement (coaching contract, client agreement, client contact details, etc). Other examples include:
- Coaching Goals Worksheet Essential to every client engagement—know what your client wants to get out of coaching with you! Refer back to this often.
- Coaching Contract or Agreement It’s helpful to have an actual coaching agreement or contract for your client to sign.
- Intake Session Template Checklist (Free) Emma-Louise still uses this checklist with her clients in the first session. It includes reminders to set up the next session, take payment, and discuss how to reschedule sessions.
- Wrap-up Session Questions (Free) This is the form Emma-Louise developed and still uses to help clients understand how they have grown during their coaching engagement.
So, what do we mean by life coaching tools and exercises?
At The Coaching Tools Company, we specialize in practical, actionable coaching resources for coaches. So when we talk about life coaching tools, we mean tangible documents—life coaching exercises, worksheets, templates, and activities—printable tools that get clients away from technology and distractions.
Our tools can also be life coaching forms, eBooks, user guides, and social media quote graphics & infographics.
Who Uses Life Coaching Tools?
Life Coaching Tools and Exercises are used by a wide variety of mental health professionals including counselors, therapists, and coaches of every kind. Just some of the types of coaches that use Coaching Tools include life coaches, executive, and leadership coaches, career, health and wellness, retirement, parent, teen, small business coaches, and more.
You may be surprised to know that in addition to coaches, professionals from a wide variety of other industries also use career and life coaching tools.
Some of the types of professionals who use career and life coaching tools include
- Human Resources Professionals
- Managers and Leaders
- Wellness Professionals like Personal Trainers and Nutritionists
- Educators
- Pastors
- Mentors
- Financial and Mortgage Advisors
- Organizational Consultants and Trainers
- Corporate Coaching Programs
- Volunteer Organization
Why Use Life Coaching Tools and Exercises?
Running a coaching business is challenging, but coaching tools can help!
Coaching as a vocation is both rewarding and challenging. We get to do meaningful work and help people grow, but the vast majority of us must also learn to run our businesses. And running your own coaching business is extremely hard work. There is so much to do, to learn, and there never seems to be enough time.
Done-for-you coaching tools save you time, energy, and effort.
Help clients and prospects see the value of coaching right away!
When you use tools in coaching they concretize the coaching experience, helping potential clients see the value of coaching right away. Tangible forms and resources offer something the client can literally ‘grab hold of.
When I started as a coach I sent every new client, in ‘snail mail’, a Welcome Packet – with a welcome letter, code of ethics, Wheel of Life, business card, and usually one other life coaching exercise that I thought they would enjoy or find useful.
This created value right away, built trust – and proved to the client the wisdom of their decision to work with me.
When I first began to create Career and Life Coaching Tools for my clients, it was to boost my confidence and save time. I didn’t want to ‘reinvent the wheel with every new client. And then I found there were many extra benefits I didn’t expect.
Here are 8 Benefits of using Coaching Tools and Exercises:
- Provide instant, concrete value to both your clients and prospects.
- Appear established, professional and organized.
- Help clients tackle specific issues and get unstuck.
- Keep your coaching fun, fresh, and interesting for clients.
- Offer great homework and keep clients engaged between sessions.
- Use them as exercises and handouts for workshops, groups, and webinars.
- Inspire clients and boost their creativity and brainstorming potential.
- And many clients just love completing coaching tools!
Life Coaching Tools, Forms, and Exercises help people discover and learn about themselves. This self-connection and understanding motivate people—and help them commit to taking action.
Here’s a Life Coaching Tools Testimonial from one of my clients:
“Her tools are simple, easy to use, and highly effective. What I like most about her coaching and her tools, is that I always walk away with an ‘action plan’ I can implement right away, from which I start seeing results almost immediately. Even though I consider myself already ‘happy’ with my life, working with Emma-Louise inspires me to reach an even greater level of happiness and not settle for anything; she uncovers barriers and desires I didn’t even realize I had. By inspiring the child-like creativity and dreams inside each of us, her methods helped me break free of the ‘daily-grind’ and instead enjoy this ‘adventure called life’ as much as I possibly can!”
How & When to Use Life Coaching Tools?
There are so many ways to use Life Coaching Tools and Exercises. You can use them throughout the coaching life-cycle from your first prospect meeting right through to wrapping up a client engagement.
Just as a plumber has different tools to do different jobs, each coaching exercise has its specific purpose – uniquely suited to the job at hand. Each life coaching exercise will be used at different times and matched to the individual client’s situation.
Here are 10 Different Ways to Use Life Coaching Tools and Exercises:
- In your Welcome Pack. Give clients something concrete that provides value right away and justifies the investment they’ve made in coaching with you!
- In a session with a client to inspire, inform or help solve a problem (or when you’re stuck!)
- As homework. Delve deeper into something that came up in a coaching session, work on self-discovery (like values) AND keep them in a coaching frame of mind between sessions.
- As worksheets in workshops and teleseminars.
- With prospects or in sample sessions. A great way to give people a tangible taste of coaching – and something they can keep or take home with them!
- To demonstrate progress and value. Some tools check-in (using a rating system) with how people are feeling about themselves, their goals, or their life. So, you can come back later and ask them to rate themselves again to demonstrate progress and the value of coaching. (Here’s how to do this with the Wheel of Life and Coaching Goals Sheet).
- As the back-of-room giveaways at networking events, conferences, and your workshops
- To save you time and energy on repeatable tasks (and make sure you don’t forget anything!). This could be anything from admin forms to your client intake/wrap-up sessions.
- To lighten up a serious topic or challenging session.
- And of course, you can use life coaching tools to develop yourself I recommend it!
How Life Coaching Tools Benefit Your Clients
For those who want to make progress, unlock their unique potential, and achieve greater fulfillment, you can play a very valuable supporting role as a life coach.
But while you can foster accountability, create clarity, challenge perspectives, and set your clients on the right track, the responsibility for making positive, lasting change ultimately comes down to the coachee.
That’s why you need effective, reliable life coaching tools—they’re an absolute essential if you want to equip your clients with the specific skills and knowledge they need to:
- Move forward on their own
- Build and sustain motivation for change, and
- Take the action that is required to achieve their goals.
They can be thought of as practical complements to a professional life coach’s specialized skills and the progress that takes place during sessions. They can also take many forms depending on an individual coachee’s specific goals.
Digital life coaching tools are a convenient, affordable, and engaging way for your clients to develop and achieve their goals.
Digital life coaching tools, in particular, have a few specialized benefits. They are:
- A convenient, easily accessible way for clients to develop – especially when clients can access their through smartphone apps or coaching portals
- An affordable way to access knowledge – online learning software being a cost-effective way to deliver and personalize self-paced e-courses and learning modules at scale, and
- Engaging and motivational – because digital tools can be personalized and made interactive to suit a client’s specific needs, goals, interests, and requirements.
14 Best Tools for Life Coaches
The approaches used by life coaches to empower and develop their clients vary widely, and always come down to what’s most suited to their coachee’s unique circumstances.
Some life coaching tools may draw on psychological schools such as mindfulness, values, character strengths, and emotional intelligence to help clients cope with specific challenges, while others may use the same principles to facilitate goal-directed achievement or personal development.
Other life coaches might prefer tools from cognitive or clinical psychology, such as online CBT, ACT, or Applied Behavioral Analysis – but at the end of the day, they must stem from a good understanding of a client’s current context and goals.
6 Life Coaching Assessment Examples
To achieve this, life coaching typically begins with assessment using tools and exercises such as:
- Strengths Assessments, e.g. the Signature Strength Questionnaire (SSQ-72), or a custom Strengths Interview[1]
- Values Assessments, such as the Values in Action Inventory of Strengths (VIA-IS) or Valued Living Questionnaire[2][3]
- Life Satisfaction Assessments, e.g. the Wheel of Life or Satisfaction With Life Scale (SWLS)[4], and
- Emotional Intelligence Assessments, like the Emotional Quotient Inventory 2.0 (EQ-i-2.0)[5]
Knowing more about a specific client’s circumstances can be part of intake or even carried out prior to onboarding, and it helps life coaches and their clients to develop a strong working relationship.
Together, they can work on identifying the goals that will inform a client’s unique development journey.
Here are a few examples of goal-setting and assessment life coach resources.
5 Goal-Setting Exercises for Life Coaching
These example goal-setting exercises are a mix of customizable Quenza Expansion templates and proven approaches that can be used with individuals, groups, workshops, or employee training programs:
- Goal Visualization: as pictured above, this exercise invites your clients to use mental imagery in building clarity and motivation
- Motivational Interviewing: This isn’t an Expansion, but a technique that encourages the coachee to take responsibility for their actions[6]
- A Self Contract: this is Quenza Expansion encourages coachees to take a more active approach to accountability-building
- The Best Possible Self exercise: Here’s another Expansion that uses positive imagery and optimism to build resilience, and
- Habit Journals are among the most popular accountability-building tools for life coaches and can include mood trackers, habit diaries, or gratitude journals like Quenza’s Three Good Things Exercise (pictured below).
3 Life Coaching Tools for Assessment
Before your virtual sessions even begin, intake and assessment tools for life coaching allow you to understand your client’s current status, as well as their goals and drivers.
The following are a few examples of life coaching tools that fall into this category, from Quenza’s Expansion library:
- Pre-Coaching Questionnaire: Before sessions begin, you can use assessments to gather information on your client’s background, hopes, and expectations for their coaching (e.g., Quenza’s Pre-Coaching Questionnaire, pictured above)
- Life Domain Satisfaction Survey: To identify how clients feel about 16 different life domains, e.g. work, relationships, money, and family
- Wheel of Life: One of the best-known life coaching assessments, this versatile tool can give you insight into a coachee’s perceived satisfaction with various domains of life, as pictured below.
How To Use Life Coaching Activities and Exercises Effectively
Life coaching tools and exercises are most effective at shaping positive behavior change when they fit neatly into a client’s lifestyle.
When a daily habit journal or mood tracker, for example, is top of mind and easy to access, coachees are more likely to engage with them for longer periods.
Whether you are sharing personal coaching exercises or group coaching programs, therefore, it’s a good idea to use a specialized life coaching app.
With coaching software that has the right tools, you can achieve a few important things.
Most critically, you can:
- Craft standardized and professional, yet personalized tools in less time
- Share them through the one platform, rather than constantly emailing PDFs to your life coaching clients
- Adapt done-for-you, brandable templates and saved exercises rather than recreating all your resources from scratch every time (or reinventing the Wheel of Life!)
- Collect all their responses and data in a way that’s secure, private, and timely (i.e., in real-time)
- Automate the delivery of your tools, so your clients can receive them on a schedule (without you having to log in).
When choosing a platform, make sure you choose a platform that allows you to adapt your tools conveniently, so they align with your client’s capabilities, needs, desires, and interests. This not only helps you deliver more relevant solutions but also allows you to share your own content if you’re looking to differentiate your offer or expand your practice.
Where To Find Customizable Worksheets and Resources
The beauty of specialized life coaching software is that it is uniquely designed to help you coach—with the right tool, you can even find customizable templates for popular life coaching exercises.
Quenza is a great example. The HIPAA-compliant app comes with an entire library of templates (Expansions), including the following life coach resources that you can personalize, brand with your own logo, and share with clients in your coaching programs.
As well as the tools and exercises we already covered, for instance, you might want to include any of the following in your solutions.
4 Most Versatile Life Coaching Tools
- Strength Interview: This example strength-spotting activity guides your clients through an exploration of their capabilities, skills, and positive character strengths. As shown above, you can use a worksheet like this Quenza Expansion to help coachees identify internal resources that they can draw on throughout their development journeys.
- Realizing Long-Lasting Change by Setting Process Goals: This life coaching worksheet can be used to help clients build positive habits that support their goals and guide goal-oriented actions.
- Life Domain Satisfaction: If you help clients find meaning and value, this assessment explores a coachee’s satisfaction with important life categories, including money, work, health, family, friends, learning, and partner, and
- Finding Your Ikigai: This is a universal worksheet that can help clients discover and connect with meaningful life aspects. As shown below, this resource invites them to find where their passions and talents converge with what others need and are willing to pay for. As well as within life coaching programs, it’s a great tool for leadership, career, or executive coaching.
3 Tools For Tackling Limiting Beliefs
Where clients are struggling to overcome perceived obstacles to their development, or where problematic perspectives prevent them from feeling fulfilled, these three life coaching tool Expansions for limiting beliefs can also be helpful:
- Beyond Limitations Question Technique: A customizable life coaching exercise that encourages coachees to think outside of their perceived boundaries, as pictured above
- 20 Guidelines for Developing a Growth Mindset: This activity offers 20 basic rules for developing a flexible, open, and growth-oriented mindset about development, and
- Solution-Focused Guided Imagery: A visualization exercise that helps clients explore their strengths and the actions they need to take to overcome challenges.
An Alternative to Sending PDFs to Clients Over Email
One of the biggest advantages of having a digital life coaching toolkit is that you no longer need to email your PDF worksheets, exercises, and resources to clients.
As soon as you start to build and personalize your solutions with a life coaching app like Quenza, you can start to share them through the platform.
There are two ways to send life coaching tools to your clients with Quenza, both of which afford you full flexibility over when you’d like them delivered to your client’s coaching portal:
- You can send individual tools or Activities directly from your Library in a few clicks, or
- Integrate them as steps in a program, using Quenza’s Pathway Builder.
Sharing Life Coaching Exercises On Autopilot: A Quick Look
Pathways are ideal for sharing entire life coaching journeys to individual or group clients if you already know the order in which you’d like to share your exercises.
They can be used to deliver programs, e-courses, workshops, or tailored sequences such as life coaching packages that you’ve agreed on with a client or class.
As shown below, you can use Quenza’s tools to order your resources as steps in Pathway, then schedule them for delivery ahead of time to ‘drip feed’ your content to clients:
There are infinite ways to enhance your impact with the right tools, and hopefully you find some valuable ways to apply the exercises we’ve shared here.
References
