Life, Mindset & Relationships
Relationship Coaching workflow
Working with individuals or couples on how they connect and communicate.
We have not built a relationship coaching workflow yet, so these are our general picks for life, mindset & relationships coaches. Tell us what you use and we may add a workflow for it.
Session-based coaching lives or dies on what happens between sessions. Start with notes and a free assessment; once you have a full calendar, a homework tool keeps clients doing the work.
I coach
First clients — keep costs near zero
First clients — keep costs near zero
9 tools · 7 free or with a free plan · 2 paid
Attract Clients
Get found and get leads
Same for every coachEverything that happens before someone becomes a client: showing up online, publishing content, and looking credible enough to be worth a message.
See all 6 resources
Canva
Design
Template-driven design that lets a coach produce decent Instagram posts, PDFs and slide decks without hiring anyone or learning design software.
Social posts, lead magnets and a one-page offer sheet without hiring a designer.
Onboard Clients
Turn a lead into a client
Same for every coachThe paperwork and the first conversations. Intake forms, waivers, welcome emails — the part clients judge you on before you have coached them once.
See all 6 resources
Jotform
Forms & Templates
A workhorse form builder with signature fields, payment collection and a large template library — including waivers and health history forms.
Intake forms, waivers and signatures on a generous free tier — enough for your first clients.
Assess
Understand who you are coaching
Baselines, screens, and questionnaires. Whatever you use to find out where a client actually is before writing them a plan.
See all 3 resources
16Personalities
Assessment
A free, fast personality questionnaire clients will actually finish — useful as a conversation opener, not as a diagnostic.
A free, familiar personality test that gives the first session something concrete to discuss.
Plan & Deliver
Do the actual coaching
Programming, nutrition, habits, and the tools you use to deliver all of it week after week.
See all 16 resources
Notion
Coaching Tools
A flexible docs-and-databases tool coaches use to build client dashboards, goal planners and session notes without paying for a purpose-built platform.
Keep session notes and the homework you agreed on in one place per client.
Run the Business
Get paid and stay organised
Same for every coachScheduling, payments, client records, pricing. The unglamorous layer that decides whether coaching is a job or a business.
See all 20 resources
Calendly
Software
Share a link, let clients book into your real availability. The fastest way to stop losing consultations to three rounds of "does Tuesday work?"
Clients pick a time themselves, so booking stops being an email thread.
Zoom
Software
The default video call for coaching sessions — reliable on bad connections, and the one tool your clients already know how to open.
The default for remote sessions — every client already has it installed.
Stripe
Software
Card and subscription payments with no monthly fee — the standard way to take recurring coaching payments without chasing bank transfers.
No monthly fee: take card payments and package subscriptions from day one.
Grow Yourself
Keep getting better
Certifications, books, podcasts, and the rooms where other coaches talk honestly about what is working.
See all 11 resources
The Coaching Habit
Education
Michael Bungay Stanier's short book on seven questions that do most of the work in a coaching conversation — the fastest upgrade to how you run a session.
The question-led style this kind of coaching is built on.
r/lifecoaching
Communities
Reddit's forum for life and mindset coaches — practice-building questions, ethics debates, and a healthy scepticism about the industry's own marketing.
Coaches comparing notes on niches, pricing and getting the first clients.
10 tools · 4 free or with a free plan · 6 paid
Attract Clients
Get found and get leads
Same for every coachEverything that happens before someone becomes a client: showing up online, publishing content, and looking credible enough to be worth a message.
See all 6 resourcesCanva
Design
Template-driven design that lets a coach produce decent Instagram posts, PDFs and slide decks without hiring anyone or learning design software.
Social posts, lead magnets and a one-page offer sheet without hiring a designer.
Onboard Clients
Turn a lead into a client
Same for every coachThe paperwork and the first conversations. Intake forms, waivers, welcome emails — the part clients judge you on before you have coached them once.
See all 6 resources
Kit (formerly ConvertKit)
Client Communication
Email marketing built for creators — welcome sequences, tagging and broadcasts, which covers both your onboarding emails and your newsletter.
A newsletter keeps past clients and warm leads coming back without posting every day.
PandaDoc
Forms & Templates
Document and e-signature software for the contracts end of onboarding — coaching agreements, liability waivers and package terms clients sign online.
Proper contracts and package terms signed online, so onboarding looks as professional as you are.
Assess
Understand who you are coaching
Baselines, screens, and questionnaires. Whatever you use to find out where a client actually is before writing them a plan.
See all 3 resources
Truity
Assessment
Personality and DISC-style assessments with reports written for professional use, plus accounts built for coaches administering tests to clients.
Professional-grade reports when you want an assessment clients take seriously.
Plan & Deliver
Do the actual coaching
Programming, nutrition, habits, and the tools you use to deliver all of it week after week.
See all 16 resources
Quenza
Coaching Tools
A client-facing tool for sending structured exercises, reflections and homework between sessions, with a library of ready-made coaching activities.
Send reflections and exercises between sessions, so the work continues after the call.
Run the Business
Get paid and stay organised
Same for every coachScheduling, payments, client records, pricing. The unglamorous layer that decides whether coaching is a job or a business.
See all 20 resources
Practice
Software
A CRM built specifically for coaches — clients, scheduling, forms, notes, invoicing and a client portal in one place instead of six subscriptions.
Past a dozen clients, one coach CRM for notes, booking and invoices beats five free tools.
Zoom
Software
The default video call for coaching sessions — reliable on bad connections, and the one tool your clients already know how to open.
The default for remote sessions — every client already has it installed.
Stripe
Software
Card and subscription payments with no monthly fee — the standard way to take recurring coaching payments without chasing bank transfers.
No monthly fee: take card payments and package subscriptions from day one.
Grow Yourself
Keep getting better
Certifications, books, podcasts, and the rooms where other coaches talk honestly about what is working.
See all 11 resourcesThe Coaching Habit
Education
Michael Bungay Stanier's short book on seven questions that do most of the work in a coaching conversation — the fastest upgrade to how you run a session.
The question-led style this kind of coaching is built on.
Co-Active Coaching
Education
The book behind one of the best-known coach training models — how to hold a client-led conversation built on curiosity and accountability.
A complete coaching model to practise once you are past the first few clients.
Last reviewed . Picks are editorial — nothing here is paid placement.