Client Assessment Workbook Template


Creating your coaching assessment has never been easier. Use our done-for-you questionnaire or copy and paste your own. You can have your workbook ready to go within minutes.



  • 34 pages with 5 Steps for your clients
  • Done-for-you questionnaire
  • 6 Page Resource Vault
  • Action Plan Worksheet
  • Month Tracker Worksheet
  • Weekly Schedule Worksheet
  • Notes Section

Receive your DIGITAL DOWNLOAD to access your coaching workbook template INSTANTLY after your purchase. Our fully customizable template allows you to personalize your design using your web browser in Canva as many times as you need! Change the font and colors in the template easily to match your brand aesthetics.


These are editable templates. Mobile editing is not supported with this template.


Please Note: This is for the design only. You will have to use a third-party vendor to print your finished workbook or simply keep it as an e-book.

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