Coaching Action Plan Template: Copy-and-Paste for 2026
A coaching action plan template is the one-page agreement between you and a client about what will actually happen between sessions: the outcome they want, where they are starting from, the milestones that prove progress, the small weekly actions, the habits to track and the dates you will review it together. Below is a complete, free coaching action plan template you can copy today, with twelve sections written for coaches, a guide to every section, a filled example for a fictional client and a comparison of ways to send and store it.
We make Coachful, so we will also show how the plan runs inside it. In Coachful, the questions that feed the plan go out with the booking, the coaching agreement is signed before the first call, and the finished plan becomes goals, weekly tasks, habits and check-ins that sit on the client record next to their sessions, notes and invoices. You can still use the template as a Google Doc or a PDF; the wording works anywhere.
What is a coaching action plan, and when does a client need one?
A coaching action plan turns a goal the client said out loud into specific actions, owners and dates. It is shorter and more operational than a full coaching plan, which covers the whole engagement, and it is more concrete than a personal development plan, which can run for a year or more.
Most clients need one at three moments:
- After the first or second session, once the presenting goal has been explored and the real goal has surfaced. Writing the plan before that point usually locks in the wrong target.
- At the midpoint of a program, when the original plan has met real life. A mid-program check-in is the natural place to rewrite it.
- After a stall or relapse, when the client needs a smaller, restartable plan. Our relapse prevention plan template goes deeper on that case.
The plan belongs to the client. You hold the structure, ask the questions and keep it visible; they choose the actions. That matches the ICF's description of facilitating client growth, where the coach partners with the client to design goals, actions and accountability measures (see the ICF Core Competencies).
Where does the action plan sit in the client journey?
The action plan sits between the discovery work of the first session and the weekly rhythm that follows. It should not be the first document a client sees, and it should not live in a folder nobody opens after week two.
Here is the order that works for most one-to-one practices:
- Enquiry and booking. The client books a consultation and answers three to five intake questions. Those answers pre-fill the "where you are now" part of the plan.
- Agreement and payment. The coaching agreement is signed and the first invoice is paid before the first full session. The plan refers to the agreement; it never replaces it. If you need one, start with the coaching contracts page or the executive coaching agreement template.
- Session one. You explore the goal, the stakes and the current situation. You do not finish the plan here; you draft the outcome and the baseline.
- Between sessions one and two. The client completes sections 4 to 8 on their own, using your prompts.
- Session two. You refine the plan together and both of you confirm it.
- Weekly rhythm. Actions, habits and check-ins run between sessions. The plan is reviewed briefly at every session and rewritten at set review dates.
- Close. The final review compares the end state to the baseline and feeds the next goal or the offboarding conversation. The coaching exit interview questions fit here.
| Journey stage | Template sections filled | Who fills them |
|---|---|---|
| Booking and intake | Rough draft of 1 and 2 | Client, through intake questions |
| Agreement signed | Header line and section 11 reference the agreement | Coach |
| Session one | 1 and 2 refined, 3 started | Client and coach together |
| Between sessions one and two | 3 to 8 | Client, from your prompts |
| Session two | 9, 10 and 12 confirmed | Client and coach together |
| Every session after | 5 and 6 updated, quick review | Client leads, coach asks |
| Day 30, 60 and 90 reviews | 2 re-scored, 4 checked, plan versioned | Client and coach together |
The point of mapping this out is practical: every section of the template has a moment when it gets filled in, and a person responsible for it. A plan that the coach writes alone in session one tends to read like the coach's plan.
The coaching action plan template (copy and paste)
Copy everything from "Coaching action plan" to the sign-off into a document, a form or your coaching platform. Replace every [bracketed] item. Prompts in italics are for the client; delete them once answered if you prefer a cleaner page.
Coaching action plan
Client: [client name] | Coach: [your name] | Plan version: [1] | Date agreed: [date]
Engagement: [program or package name], [number] sessions from [start date] to [end date]
This plan sits under the coaching agreement signed on [date]. The agreement governs fees, cancellations, confidentiality and scope.1. The outcome in your own words
- By [date, usually 90 days out], I want to be able to say: "[one sentence the client would say if this worked]."
- Why this matters now, and what happens if nothing changes: [two or three sentences].
- This goal is mine because: [what the client controls, as opposed to what depends on a boss, partner or market].
2. Where you are today (baseline)
- On a scale of 1 to 10, where 10 is the outcome above fully in place, I am at: [number].
- What already puts me at that number rather than zero: [strengths, resources, things that already work].
- What one point higher would look like in an ordinary week: [observable description].
- Relevant numbers today: [for example hours per week on the priority, applications sent, revenue, training sessions, conversations held].
3. How we will know it worked (success measures)
- Lead measure (what you do): [for example "four focused hours on the portfolio per week"].
- Lag measure (what changes as a result): [for example "three interviews booked by [date]"].
- Felt measure (how you will experience it): [for example "Sunday evenings without dread, rated 7 or higher"].
4. Milestones
- Day 30, by [date]: [a finished, checkable result, not an activity].
- Day 60, by [date]: [result].
- Day 90, by [date]: [result that matches the outcome in section 1].
5. Actions for the next two weeks
- [Action], by [day and date], takes about [minutes], done when [definition of done].
- [Action], by [day and date], takes about [minutes], done when [definition of done].
- [Action], by [day and date], takes about [minutes], done when [definition of done].
Rule: no more than three actions per fortnight. If you write a fourth, choose which one it replaces.
6. Habits to track
- Habit 1: [behaviour], [how often], tracked by [check box, app, calendar], starting [date].
- Habit 2 (optional): [behaviour], [how often], tracked by [method], starting [date].
- Minimum version for a bad day: [the two-minute version you will still do].
7. Obstacles and if-then plans
- Most likely obstacle: [obstacle]. If [trigger], then I will [response].
- Second obstacle: [obstacle]. If [trigger], then I will [response].
- The thought that usually talks me out of it: "[thought]." What I will tell myself instead: "[reply]."
8. Support and resources
- People I will tell about this plan: [names or roles].
- What I need from them: [specific ask].
- Resources from my coach: [worksheet, course module, reading, template].
- Time protected in my calendar: [days and times].
9. Accountability and check-ins
- Sessions: [frequency, length, format, for example "every other Tuesday, 60 minutes, video"].
- Between sessions I will: [for example "complete the Friday check-in by 6 pm"].
- My coach will: [for example "reply to check-ins within two working days and flag anything that has stalled for two weeks"].
- If I miss two check-ins in a row, we agree that: [for example "my coach sends one message and we use the first ten minutes of the next session to reset"].
10. Review dates
- Quick review: start of every session, five minutes, "done, partly done, not started, changed".
- Full review: [date around day 30], [date around day 60], [final date].
- Re-score the 1 to 10 baseline at each full review: [number] / [number] / [number].
11. Boundaries of this plan
- This is a coaching plan, not therapy, medical, legal or financial advice. If something in it calls for one of those professionals, we will pause that part and I will be encouraged to see one.
- Things that are out of scope for this engagement: [for example "my relationship with my sibling", "investment choices"].
- What I will share in check-ins, and what stays out of writing: [client's choice].
12. Commitment
- What I am saying yes to: [one sentence].
- What I am saying no to, to make room for it: [one sentence].
- Client: [name], [date] | Coach: [name], [date]
- Next full review: [date]
The template above is deliberately long enough to cover a 90-day engagement and short enough to fit on two pages. For a six-week sprint, drop sections 8 and 11 into the agreement and keep the rest. For a twelve-week group program, pair it with the 12 week coaching program template so that the group curriculum and each member's individual plan line up week by week.
What does each section do, and what should you watch for?
Each section exists to answer one question the client will otherwise leave vague. The table below explains why it matters and the most common way it goes wrong in practice.
| Section | Why it matters | What to watch for |
|---|---|---|
| 1. Outcome in your own words | Gives the client a sentence they can repeat and recognise, so they own the goal. | Goals that depend on someone else ("my manager promotes me"). Rewrite toward what the client controls. |
| 2. Baseline | A starting score and current numbers make progress visible later, when memory flattens it. | Clients scoring themselves at 1 out of politeness or 8 out of pride. Ask what earns the number. |
| 3. Success measures | Separates effort from results, so a client who does the work but has not yet seen results can still see progress. | Only lag measures. If every measure depends on the market, motivation collapses in a slow month. |
| 4. Milestones | Breaks 90 days into three checkable results. | Milestones written as activities ("work on CV") instead of finished results ("CV sent to two reviewers"). |
| 5. Two-week actions | Keeps the plan close enough to today that the client can start tonight. | Too many actions. More than three per fortnight is usually a wish list. |
| 6. Habits | Daily or weekly behaviours carry most goals; tracking makes them visible to both of you. | Five habits at once. Start with one, add a second after two good weeks. |
| 7. If-then plans | Pre-decides the response to the obstacle the client already knows is coming. | Generic obstacles ("time"). Ask for the exact moment: which day, which room, which thought. |
| 8. Support | Names the people and time that make the plan possible outside sessions. | Support people who have not been asked. The action is to ask them. |
| 9. Accountability | States both sides of the between-session agreement, including yours. | Coach commitments you cannot keep across your whole roster. |
| 10. Review dates | Builds rewriting into the plan so changing it is normal, not failure. | Review dates that are never put in a calendar. |
| 11. Boundaries | Records scope in writing and gives a clear path to referral. | Health, money or legal topics creeping in without being named. |
| 12. Commitment | The "no" line forces a trade-off and exposes overcommitment early. | A blank "no" line. If nothing is being given up, the plan probably will not fit the week. |
Two of these sections draw on well-known ideas you can explain to clients in a sentence. Success measures and milestones follow the logic of SMART criteria: specific, measurable and time-bound targets are easier to review. The if-then lines in section 7 are a form of implementation intention, a planning technique studied in goal research where a person links a situation to a response in advance. Neither turns the plan into a guarantee; they make it easier to review honestly.
If you like scaling questions, section 2 pairs well with the approach in miracle questions and scaling. Ask "what puts you at a 4 and not a 3?" before you ask what would get them to a 5.
What must coaches add before using this plan with clients?
Before you send it, add four things the template cannot know about your practice: your scope of practice, a safety path, how you handle sensitive data, and anything your local law requires.
Scope of practice
Coaching is not therapy, medical treatment, legal advice or financial advice. Write your own version of section 11 that names the topics you do not coach on. A career coach might exclude employment disputes; a health coach must exclude diagnosis, medication changes and treatment of any condition; a money coach may exclude specific investment recommendations if they are not licensed to give them.
A safety and referral path
Decide in advance what you will do if a client's check-in mentions self-harm, an eating disorder, abuse, a medical red flag such as chest pain or fainting, or a crisis that is beyond coaching. Put a short line in your agreement and onboarding, keep local emergency and crisis numbers to hand, and have two or three professionals you can refer to. Health and fitness coaches should also use a pre-participation screen; our health history form template shows one approach, and any client with a red flag needs clearance from a doctor before a training or nutrition plan begins.
Sensitive data
Action plans collect more than people expect: health details, money worries, relationship problems, workplace conflict. Ask only for what the plan needs, tell clients where it is stored and who can see it, and do not put clinical notes in a coaching tool. Coachful is GDPR-ready but it is not HIPAA-certified and does not sign a BAA, so clinical records belong in a clinical system, not in Coachful or in a shared doc.
Local law and professional rules
Data protection, consumer and professional rules differ by country and state. If you work with clients in the EU or UK, your privacy notice must cover what the plan collects. If you hold a licence in another profession (counselling, dietetics, financial planning), your licensing body may have rules about mixing coaching and licensed work. Check with a lawyer or your professional body where it applies to you.
How do you run the action plan in Coachful, step by step?
In Coachful, the plan does not live as a static file: its sections become intake answers, a signed agreement, goals with progress bars, weekly tasks, habits and check-ins, all on the same client record. Here is how each piece maps, and what the client sees at each step.
Step 1: Ask the baseline questions when the client books
Booking pages in Coachful can carry intake questions. Use three questions taken from sections 1 and 2 of the template: the outcome in one sentence, today's 1 to 10 score, and what already works. The answers land on the client record as intake answers, so you walk into the first session with the baseline already drafted. The Intakes page also tracks how many consultations convert, which is useful when you start to sell the plan as part of a package.
Step 2: Get the agreement signed before the first call
Coaching agreements in Coachful are sent for e-signature before the first call and stored on the client record. The action plan then refers to that agreement for fees, cancellations and confidentiality, which keeps the plan itself short. The Agreements tab also accepts a signed PDF if a client signs on paper.
Step 3: Turn the outcome and milestones into goals
Section 1 becomes a goal with a progress bar; the 30, 60 and 90-day milestones in section 4 become the steps that move it. On the client's goal page, the Daily momentum area brings linked tasks and habits together, with daily and weekly reflection tabs below, so the client sees the plan as one place rather than three documents.
Step 4: Load the weekly actions and habits
For clients on a structured offer, build the plan as a multi-week program with weekly goals and daily tasks. Section 5's two-week actions become that fortnight's tasks; section 6's habits become tracked habits with streaks. The client ticks them off in their branded app, and you see completion without asking.
Step 5: Set the check-in rhythm from section 9
Morning and evening check-ins and weekly check-ins are set up as coaching flows. Use the client's section 9 agreement to decide which ones they get: some clients want a two-question evening check-in; others only want a Friday reflection. Ask the same three things each week: what got done, what got in the way, and what one change they will make next week. Our guide to keeping clients engaged between sessions has more question sets.
This short walkthrough shows how check-ins are built and what clients answer:
Step 6: Show the client their plan and progress
The client sees a My Coaching page with tabs for Overview, Programs, Sessions, Progress and Documents. Their journey, goals, upcoming session and any pre-session tasks sit together, under your branding inside the Coachful app. If you also share the written plan as a worksheet, it can sit with their documents and resources.
Step 7: Review it from your side before every session
Each client record holds goals, check-ins, habits, notes, intake answers, sessions and payments, and shows a status of thriving, active, quiet or at risk. That status is your early warning that section 7's obstacles have arrived. Michelle, the built-in AI assistant, can brief you before a session from that live data and summarize recorded sessions, which makes the five-minute plan review at the start of each session quicker. Questions and planning with Michelle are included in your Coachful membership; confirmed builds and changes use AI credits.
Step 8: Keep invoices on the same record
Payments run through your own Stripe Connect or Razorpay account, with one-time payments, subscriptions or payment plans, and an invoice for each transaction. Coachful charges a 0% platform fee; only the processor's fees apply. When the client asks at the day-60 review whether to extend, the history of sessions, progress and payments is already in one place. For invoice wording, see the coaching invoice template.
If you would rather not build any of this yourself, Coachful's team can set it up for you.
Why Coachful stands out: a free white-glove service. From Create, choose "We'll build it for you" and describe what you want: a program built from this action plan, the intake form, a check-in flow, a worksheet version of the template, a coaching journey, even your website or a funnel. You can attach up to 8 reference links and up to 10 files, such as your current plan document or brand guide. The Coachful team builds it inside your own account, usually within about 24 hours, and leaves gaps for you rather than inventing credentials, testimonials or prices. It does not cover recording videos, logo design, ad management or ongoing marketing. More detail is in our white-glove service guide.
In short: Coachful is a coaching platform that puts booking, payments, agreements, programs with habits and check-ins, courses, a community, a website with funnels and email, and an AI assistant under one login for the coach and one branded app for the client. It suits coaches who deliver programs rather than single sessions, solo coaches growing into a small team, and anyone replacing four to six tools. It is not a clinical records system, does not support PayPal, and does not sync with wearables such as Garmin, Fitbit, Whoop or Oura. To start, take a free trial and request a free white-glove build (current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients).
What are the ways to send, track and store a coaching action plan?
You can send the plan as a file, a shared doc, a form, an e-signature envelope or inside a coaching platform. The difference is not how it looks on day one; it is whether anyone sees it again on day 40. Vendor prices below are as listed in October 2026.
| Option | How the client gets the plan | Between-session tracking | Where it is stored | Price |
|---|---|---|---|---|
| Coachful | Intake questions on booking, signed agreement, then goals, tasks and habits in the client's branded app | Habits with streaks, morning, evening and weekly check-ins, goal progress bars, client status | On the client record with sessions, notes, intake answers and invoices; full export as a ZIP | Lite: $29/month for up to 5 clients |
| PDF or Word file | Email attachment | None; the client edits a copy or prints it | Your email and file folders | Depends on software you already own |
| Google Forms or Docs | Shared link; form for the questions, doc for the plan | Manual; comments or a weekly form | Your Google Drive, separate from booking and billing | Depends on your Google account |
| An e-signature tool | Signing envelope | None; built for signing, not tracking | The e-signature account plus a downloaded PDF | Varies by provider |
| CoachAccountable | Action plans, worksheets and metrics in its client area | Action plans and metrics are documented features | CoachAccountable account | From $20/mo for 2 active clients; $70/mo for 10 |
| Simply.Coach | Programs and contracts in a client portal | Programs within each plan's caps | Simply.Coach account | From $9/mo for 3 active coachees |
| CoachVantage | Client portal, contracts with e-signature | Group programs and small courses | CoachVantage account | Clarity $39/mo; Aha! $59/mo |
| Paperbell | Client portal with packages and contracts | No goal or habit tracking listed in its profile | Paperbell account | $97/mo single plan |
| Practice Better | Client portal with programs | Programs, charting for wellness practitioners | Practice Better account | Free Sprout for 3 clients; Starter $35/mo |
What about the coaching tools you may already use?
If you already run a practice on another platform, the template still works there. CoachAccountable documents action plans, metrics and worksheets and prices by active client. Simply.Coach caps clients, contracts and programs below its Leap tier. CoachVantage prices per coach with unlimited clients, with limits on e-signatures and booking pages on Clarity. Paperbell covers booking, packages, payments and contracts but does not list goal or habit tracking. Practice Better is built for wellness and nutrition practitioners and includes charting. Satori lists packages, programs, invoices and contracts, with Essentials at $33/mo for up to 10 active paying clients as listed in October 2026. Check each vendor's current pricing page before you decide, because tiers change.
Whichever route you choose, store the agreed version with a date and a version number, keep the previous version when you rewrite it, and make sure you can export it if you change tools.
What does a filled-in coaching action plan look like?
Below is an example for a fictional client. Names, dates and numbers are invented for illustration. It shows the level of detail that makes a plan reviewable.
Example only: coaching action plan for a fictional client
Client: Dana Okafor (fictional) | Coach: [your name] | Plan version: 1 | Date agreed: 4 November 2026
Engagement: Career Transition, 6 sessions from 28 October 2026 to 27 January 2027
This plan sits under the coaching agreement signed on 21 October 2026.1. Outcome. "By 27 January I have accepted, or am in final rounds for, a product operations role, and I have stopped applying for jobs I would not take." This matters now because Dana's current team is being restructured in March. The goal is Dana's because it depends on applications, conversations and preparation, not on any one hiring manager.
2. Baseline. Score: 3 out of 10. What earns a 3: eight years of operations experience, two former colleagues already in product roles, a clear sense of the kind of team Dana wants. One point higher: "I have a CV that reads like product operations and I have spoken to one person in the field." Current numbers: 0 targeted applications, 1 informational conversation in the last 3 months, about 1 hour a week on the search.
3. Success measures. Lead: 4 protected hours a week on the search. Lag: 3 first-round interviews by 31 December. Felt: Sunday evening dread rated below 4 out of 10.
4. Milestones. Day 30 (4 December): CV and LinkedIn rewritten and reviewed by both former colleagues. Day 60 (3 January): 6 informational conversations held, 10 targeted applications sent. Day 90 (27 January): offer accepted or in final rounds.
5. Actions for the next two weeks.
- Message both former colleagues to ask for a 20-minute call, by Thursday 6 November, 15 minutes, done when both messages are sent.
- Rewrite the top third of the CV around three product operations results, by Sunday 9 November, 90 minutes, done when it is sent to one colleague for comments.
- List 15 target companies with a named team or person at each, by Friday 14 November, 60 minutes, done when the list is shared with the coach.
6. Habits. Two 2-hour search blocks a week, Tuesday and Saturday mornings, tracked as a habit. Minimum version on a bad day: open the target list and add one name.
7. If-then plans. If a work emergency eats Tuesday's block, then I move it to Wednesday at 7 am the same week. If I catch myself applying to a role I would not take, then I close the tab and add the company to a "no" list instead. The thought that stops me: "Nobody will hire me without product experience." My reply: "Product operations is operations. I have eight years of it."
8. Support. Partner knows about the plan and protects Saturday mornings. Former colleagues asked for one call each. Resources from coach: a results-first CV worksheet and an informational conversation question list.
9. Accountability. Sessions every other Tuesday, 60 minutes, video. Dana completes a Friday check-in by 6 pm. Coach replies within two working days and flags any action stalled for two weeks. Two missed check-ins in a row: one message from the coach, then a ten-minute reset at the next session.
10. Review dates. Quick review at each session. Full reviews on 2 December, 6 January and 27 January. Baseline re-scores: 3 / [ ] / [ ].
11. Boundaries. This is a coaching plan, not legal, financial or employment advice. Out of scope: severance negotiations (Dana will speak to an employment lawyer if offered terms) and salary investment decisions. Dana prefers not to write about the restructure in check-ins.
12. Commitment. Yes: "Four hours a week for twelve weeks on a search I actually want." No: "Evening scrolling of job boards for roles I would not take." Signed: Dana Okafor, 4 November 2026; Coach, 4 November 2026. Next full review: 2 December 2026.
Notice what the example does not include: no list of twelve actions, no vague "network more", and no promise of an outcome the client cannot control. For more examples in a workplace context, see the individual development plan guide and the first 90 days executive coaching plan.
What are the most common mistakes with coaching action plans?
Most action plans fail for reasons you can see on the page before the client starts. These are the ones to catch in session two:
- The coach writes it. If the wording sounds like you, the client will treat it as homework. Use their sentences in section 1 even when yours would be neater.
- Too many actions. A plan with eight actions for the first fortnight is usually abandoned by the first weekend. Three is plenty.
- Activities posing as milestones. "Work on confidence" cannot be checked. "Led the Monday team meeting twice" can.
- No baseline. Without a starting score and numbers, the day-90 review relies on memory, and memory is unkind to progress.
- No review dates in the calendar. Plans that are never rewritten quietly expire. Put the full reviews in both calendars when you agree the plan.
- Scope drift. A plan about career change slowly fills with health or relationship issues. Name them in section 11 and refer when needed.
- Storing it where nobody looks. A plan in an email attachment from October is not a working document in December. Keep it where the client checks in.
- Treating a missed week as failure. Agree in section 9 what happens after missed check-ins so the reset is a routine, not a confession.
If you want a separate written commitment for clients who respond well to one, the client goal commitment template covers that, and the action plan tool can draft a first version from a few answers.
Is this template legal, medical or financial advice?
No. This coaching action plan template is a general planning document, not legal, medical, psychological or financial advice. It does not replace your coaching agreement, your privacy notice or any form your profession or jurisdiction requires.
Ask a lawyer to review your agreement and privacy wording if you work across borders, coach in a regulated area, or hold another professional licence. Ask a doctor or relevant clinician to review your process if your plans touch exercise, nutrition, sleep, medication or mental health, and refer clients to one whenever a red flag appears. When in doubt, pause the part of the plan that worries you and get the right professional involved first.
Frequently asked questions
What should a coaching action plan include?
At minimum: the outcome in the client's words, a baseline, success measures, milestones, two weeks of specific actions, habits, if-then plans for likely obstacles, accountability terms and review dates. The template above adds support, scope boundaries and a commitment line. Keep it to about two pages so it gets reread.
Who should write the action plan, the coach or the client?
The client should choose the goal and the actions; the coach provides the structure and the questions. A practical split is that you draft sections 1 and 2 with the client in session one, they complete the rest before session two, and you refine it together.
How often should a coaching action plan be updated?
Review it briefly at the start of every session and rewrite it at set points, usually around day 30, day 60 and the end of the engagement. Update section 5 every two weeks. Keep earlier versions so you can compare the client's starting point with where they finish.
Is a coaching action plan the same as a coaching agreement?
No. The agreement covers the business relationship: fees, cancellations, confidentiality, scope and termination. The action plan covers the work: goals, actions and reviews. The plan should point to the agreement rather than repeat it. The coaching contracts page explains how agreements are signed in Coachful.
Can I use this template for group coaching?
Yes. Give each member their own plan and link the milestones to the group curriculum. Sections 1, 2, 5 and 6 stay individual; section 9 can describe the group's shared check-in rhythm. In Coachful, cohort groups are created when people enrol in a program, and each member still has their own goals, habits and check-ins.
Is the coaching action plan template free to use?
Yes. You can copy, edit and use the template with your clients without attribution. Coachful itself is a paid platform with a free trial.
Can I keep health information in an action plan?
Keep only what the coaching needs, and never clinical notes. Coachful is not HIPAA-certified and does not sign a BAA, so if you are a covered entity or keep clinical records, use a clinical system for that part and keep the coaching plan free of diagnoses and treatment details.
What is Coachful's free white-glove service?
It is a build service on every plan. From Create, you describe what you want built, such as a program based on this action plan, an intake form, a check-in flow or a website, and attach examples or files. The Coachful team builds it in your account, usually within about 24 hours, and leaves gaps for you to fill rather than inventing anything.
What if the client stops doing the actions?
Treat it as information about the plan, not the client. Check whether the actions are too big, the timing is wrong or the goal has changed, then shrink section 5 to one action and use the "minimum version" from section 6. If the stall continues, revisit section 1 with the client.
Can I import my existing plans into Coachful?
Clients, programs and content are imported for you during onboarding, so existing plans can move across with the client records. You can also export everything later as a ZIP, including notes, check-ins, goals, habits, sessions and form responses.
