Weekly coaching check-in template

A weekly check-in form turns into "fine, busy week" by the third Sunday.

This template is four questions answered out loud, and SendMyVoice gives you the audio and a transcript of each.

Free plan, no account to answer.

sendmyvoice.com/r/k7f2q9

Step 1 of 4

What went well this week?

Tap to record. Up to 2 min.

The questions

  1. 1

    What went well this week?

    Start with the wins. The rest is easier to talk about after.

  2. 2

    What got in the way?

    The useful one. You hear the tone as well as the reason.

  3. 3

    How were your energy and sleep, from 1 to 10?

    A number to track week to week, with the reason next to it.

  4. 4

    What's your one focus for next week?

    One thing, in the client's words. Bring it up in the next session.

On the free plan (3 questions), use 1, 2 and 4. The questions work in any form tool too.

Example answers

ML

Maria Lopez

Answered today at 10:42

  1. 1. What went well this week?

    0:35

    I did all three workouts, which hasn't happened since March. And I cooked at home five nights out of seven.

  2. 2. What got in the way?

    0:58

    Work, mostly. We had a deadline on Thursday and I slept maybe five hours two nights in a row. I skipped Friday's session and ordered pizza, honestly.

  3. 3. How were your energy and sleep, from 1 to 10?

    0:14

    Energy about a 5. Sleep a 4, because of Thursday.

  4. 4. What's your one focus for next week?

    0:21

    Bed by eleven on weeknights. That's it, just that one.

More than a tick box
A typed check-in gets a few words. A spoken one has the reason and the tone, so you know what to ask in the next session.
One link for every week
Turn on the public link and ask for a name. Your clients use the same link each week, and every check-in arrives under the right name.
Everyone's week at a glance
See every client's answer to "What got in the way?" side by side, and spot who needs a call this week.
Into your client notes
On Pro, each check-in can go to a Notion database or a Google Sheet as a row.

Questions

What questions should a coaching check-in include?

What went well, what got in the way, a number for energy or sleep, and one focus for next week. Four questions keep it quick enough for every week.

Is it only for fitness coaching?

No. It works for life, career, nutrition and business coaching too. Change question 3 to whatever you track.

Does my client need an app?

No. The link opens in a browser on a phone or laptop, with no account.

How many check-ins can I collect?

10 a month on the free plan, enough for two clients checking in weekly. Pro takes 200 a month.

More templates

Client intake form

A long intake form gets skipped or answered in a few words.

5 questions, answered by voice

  1. 1What does your business do, and who is it for?
  2. 2What made you look for help now?
  3. 3What would a good result look like in three months?
  4. 4What have you tried already, and what happened?
  5. 5Who else has a say, and what budget do you have in mind?

Creative brief

A blank brief document often comes back half filled in.

6 questions, answered by voice

  1. 1What is this project for, and what should it change?
  2. 2Who needs to see it, and what do they think today?
  3. 3If people remember one thing, what should it be?
  4. 4How should it feel? Name a brand or an ad you like.
  5. 5What has to be in it, and what's off limits?
  6. 6When do you need it, and who signs it off?

Testimonial form

A written testimonial request often gets one polite line back.

4 questions, answered by voice

  1. 1What was going on before you worked with us?
  2. 2Why did you pick us over the other options?
  3. 3What changed afterwards? Give an example.
  4. 4Can we use your name and this recording on our website?

Feedback form

A rating scale gives you a score without the reason behind it.

3 questions, answered by voice

  1. 1What worked well?
  2. 2What was slow, confusing or annoying?
  3. 3If we changed one thing first, what should it be?

Audio guest book

Renting a vintage phone guest book costs $299 to $399, and there is one handset for the whole party.

2 questions, answered by voice

  1. 1Leave us a message: a wish, a memory or your best advice.
  2. 2How do you know us?

Family stories

A memoir book keeps the words, but not the voice telling them.

5 questions, answered by voice

  1. 1Where did you grow up, and what was your street like?
  2. 2What was your first job, and what did it pay?
  3. 3How did you meet the person you married?
  4. 4What do you know now that you wish you'd known at 25?
  5. 5What would you like your great-grandchildren to know about you?

Exit interview

An exit interview in a meeting room gets polite answers.

6 questions, answered by voice

  1. 1What made you start looking for something new?
  2. 2What would have made you stay?
  3. 3How was the way your work was managed?
  4. 4What did you like most about working here?
  5. 5What should we fix before the next person starts in your role?
  6. 6Is there anything else you'd like to tell us?

Event feedback

A post-event survey with ten rating scales tells you the average and not the reason.

5 questions, answered by voice

  1. 1What was the most useful part of the day?
  2. 2What would you change for next time?
  3. 3Was there a session you'd skip?
  4. 4What should we cover next time?
  5. 5Would you come again, and would you bring someone?

Podcast listener questions

A listener question read out from an email loses the voice of the person who asked it.

4 questions, answered by voice

  1. 1Your first name, and where you're listening from
  2. 2What's your question for the show?
  3. 3Is there a story behind it?
  4. 4Can we play your recording on the show?

Customer interview

A customer interview needs a call, and finding a time takes a week of emails.

5 questions, answered by voice

  1. 1What were you trying to get done when you started looking?
  2. 2What did you try before us, and why didn't it stick?
  3. 3What nearly stopped you from buying?
  4. 4What made you decide in the end?
  5. 5If you could change one thing, what would it be?

Voice auditions

Auditions sent by email arrive in six file types, with names like "New Recording 14".

4 questions, answered by voice

  1. 1Say your name and the part you're reading for
  2. 2Read this line: "Every town has a story. Ours starts with a bridge nobody remembers building."
  3. 3Now read it again, a different way
  4. 4Anything we should know? Availability, accents, experience.

Testimonial for coaches

Personal work is hard to sum up in writing, so a testimonial request often goes unanswered.

4 questions, answered by voice

  1. 1What was going on for you before we started?
  2. 2What changed, and what does it look like day to day?
  3. 3Would you recommend working with me? Who would it suit?
  4. 4Can I share this? Say if I can use your full name, your first name only, or no name.

Know how the week went before the session

Free plan, no credit card. No account to answer.