A 1:1 coaching onboarding workspace for life coaches, executive coaches, and consultants running personal engagements. Capture goals, schedule sessions, track journal entries, and let an AI coach agent personalize the program to each client in Taskade.
What's Included
- Goal-Setting Intake: Top 3 outcomes, current obstacles, success metrics, and preferred cadence captured upfront
- Session Scheduler: Calendar view of upcoming sessions with prep notes and recurring availability
- Progress Journal: Per-session notes, action items, and self-reflection entries on a Table view
- Coach Agent: AI agent reads the goal intake and journal history, then drafts pre-session prep and post-session homework tailored to each client
- Check-In Automation: Mid-week reminder email that asks the client one question based on their last session — no manual chasing
Why This Template Wins
- Personalized without manual prep: Most coaches spend 30 minutes prepping each session. The Coach Agent reads the journal and drafts your prep notes in 30 seconds — saving 5 hours a week at 10 clients
- Clients show up engaged: The mid-week check-in automation keeps the work alive between sessions so clients arrive ready to discuss progress, not catch up on what they forgot
- Memory across the engagement: Every journal entry feeds the Coach Agent, so by session ten it knows the client's patterns better than a coach relying on hand-written notes
How to Use
- Clone this template into your Taskade workspace
- Customize the intake form for the questions you ask in discovery sessions
- Train the Coach Agent on your coaching framework and tone
- Schedule recurring sessions in Calendar view — connect Google Calendar for two-way sync
- Set up automation triggers for mid-week check-ins and post-session homework
FAQ
Is this private enough for personal coaching content?
Yes. Each client gets their own scoped workspace with role-based permissions — only you and the client see the journal and goal data. For regulated industries (therapy, medical), Business and above add audit logs.
Can I use this with my existing scheduling tool?
Yes. Connect Calendly, Google Calendar, or Outlook and sessions auto-populate the workspace calendar. The Coach Agent prep happens regardless of which scheduler created the session.
What plan handles 20+ active coaching clients?
Pro ($16/mo annual) handles unlimited clients comfortably. The Coach Agent uses about 100-200 credits per prep+homework cycle, so volume coaches typically size up to Business ($40/mo) for the higher credit ceiling.
CTA
Try this template free in Taskade. For agent training, see /learn/agents/custom-agents. To generate a custom coaching portal, try the AI Client Portal Generator. Browse coaching apps in the Community Gallery.