Client Name - Alternative 1

Review the 8 categories of our Wheel of Life Session in the board. The categories represent a view of a balanced and happy life. If your feel you need to add a new category if it's not already there - please add a new category. For example, some people want to separate the category Family and Friends into two separate categories. Some people want to add other categories like Financial Security, Volunteering, Emotional Health and Physical Wellbeing, Community, Leadership, etc. In general terms, our 8 categories include the following: Family and Friends: Include Family and Friends Significant Other: This category includes "Dating", "Relationship" or "Life Partner" Career: This category includes "Work", "Business" or "Volunteering". Finances: This category includes "Money", "Financial Security" or/and "Financial Wellbeing". Health: This category includes "Emotional", "Physical", "Fitness", "Spiritual" or/and "Wellbeing". Home Environment: This category includes "Work Environment" for career or/and business clients. Fun & Leisure Personal Growth: This category includes "Learning",” Reading”, “School/University”, "Self-Development" or/and "Spiritual"

Review all the categories and ensure you are satisfied with the options available on the wheel.

Optional: Add additional categories that are important to you. These categories represent a view of a balanced and happy life. For example, maybe you want to separate the category Family and Friends into two separate categories. Maybe you want to add additional categories like Financial Security, Volunteering, Emotional Health and Physical Wellbeing, Community, Leadership, etc.

Imagine the center of the wheel is a 0 and the outside is a 5. Choose a value between 0 or 5 (5=very satisfied).

Make sure you add the line wherever thought pops into your head without overthinking. Do not add the number that you think it should be or you've rationally chosen try and be as honest and true to this number as possible.

Once you are done, present the wheel of life they created. Ask yourself - "What do I see?" Is their wheel round or is their life going to be a bumpy ride?

Questions you can ask yourself: How do you feel about your current life wheel? Are any categories surprising to them? What are you struggling with the most? How do you currently spend time in these areas? How would you like to spend time in these areas? What would make that score 10? What would a score of 10 look like? Which of these categories would you like to improve? How are you going to make time for these changes? Can support from others help? Who and how can they help you? What changes do you need to make first? If there was one key action you could take to bring everything into balance, what would it be? Let’s create a list of 3 actions you can work on next week for each category that will help you find your balance. (Make sure to think about small steps)

What do you think when you look at your wheel of life?

Choose 3 areas you want to improve. Create a list of 1 to 3 actions (for each area) you could take that will begin to bring everything into balance and make you happier. Tips: Think of actions as small steps.

Before opening this discovery session with the client, review their intake diagnostic data and recent reflections from the Life Wheel.

Keep these coaching anchors top of mind:

Scan the values below and choose the principles that feel most central to who you are at your best. Look beyond what you feel you ought to value and focus on what genuinely drives your fulfillment, vitality, and inner boundaries.

Select the 4 to 6 values that resonate most deeply, and add a comment to each chosen value with one word describing what it means to you.

To discover where your chosen values show up organically, examine a specific peak life experience.

Recall a moment in your life when you felt completely fulfilled, aligned, and true to yourself. It could be a career milestone, a creative breakthrough, a quiet personal choice, or a relationship experience.

Reflect on that moment using this inquiry structure:

Share your story below. React with 🌟 on your coach's comments or questions that spotlight hidden themes.

Values become equally clear when they are compromised or suppressed. Recognizing values violations reveals non-negotiable boundaries.

Think of a recent time when you experienced intense frustration, burnout, resentment, or a sense of inner compromise.

Work through these reflective prompts:

Post your reflection below. We will use this to establish clear boundaries in your coaching roadmap.

Now we project forward. Imagine stepping into your life 3 years from today, fully grounded in your core values.

Do not worry about the logistics or "how-to" mechanics yet; focus entirely on the qualitative picture of your life across these four dimensions:

Write your narrative as if you are living it right now, using present tense ("I wake up...", "My days are centered around...").

Synthesize your work into your official Personal Compass and Vision Statement 1-2 page. Draw directly from your selected values, peak moments, boundary insights, and 3-year narrative to complete this exact format:

This document will serve as our benchmark for accountability throughout our coaching partnership.

Welcome. Before we jump into strategy or solutions, let's take a quick snapshot of where your focus is right now. To help us get grounded, what brings you to this session today?

Now let's look at pattern recognition. High-stress or low-execution moments rarely happen completely at random—they usually attach themselves to specific times of day or internal states. When does this pattern tend to show up most strongly?

Now let's isolate the story your brain is telling you in those moments. Remember: an emotion is usually described in one word, while a thought is a sentence or narrative.

Tell me: when you feel that trigger hit, what is the exact sentence going through your head?

Let's create some distance from that thought so it loses its grip on you. Take a deep breath in... and exhale slowly.

Looking at the situation connected to that thought, ask yourself:

Rate how significant this situation will feel across these timeframes:

Let's create some distance from that thought so it loses its grip on you. Take a deep breath in... and exhale slowly.

Looking at the situation connected to that thought, ask yourself:

Rate how significant this situation will feel across these timeframes:

Let's create some distance from that thought so it loses its grip on you. Take a deep breath in... and exhale slowly.

Looking at the situation connected to that thought, ask yourself:

Rate how significant this situation will feel across these timeframes:

Transformation isn't about massive leaps; it's about closing the gap between insight and action.

Ask yourself: 'What is the single most constructive next step I can take in the next 15 minutes?'

When we try to build habits, we often focus on what we want to achieve rather than who we wish to become. Real, sustainable transformation happens when your habits become a vote for your identity. Let's start by defining who you are building this system for.

Let's start here:

Complete this sentence:👉 'I am building a habit to become the kind of person who..."

A habit needs an anchor—an existing cue in your day that tells your brain it's time to act. Without an anchor, a new habit relies purely on willpower, which runs out quickly.

Select and add comment with the following:

The biggest mistake in habit building is making the initial step too large. We want to make the entry point so effortless that it's harder to skip than to do.

You don't need a perfect streak; you need consistency in returning to the system. Never miss twice. Let's lock in your tracking routine right now.

Share a snapshot of who you are outside of work, your background, key life chapters, and personal values that guide your life.

What does your everyday life look like right now? Outline your primary commitments, family or relationship dynamics, personal responsibilities, and how you spend your time.

Select the primary life transitions, obstacles, or personal areas you are currently navigating.

On a scale of 1 to 10, how satisfied do you feel with your overall quality of life right now? In your notes, share what keeps it from being a 10.

What are 2–3 core personal goals or meaningful changes you want to achieve through this coaching? If our work together is a total success 6 months from now, what is noticeably different in your daily life, mindset, and fulfillment?

Rate your current baseline stress and exhaustion level on an everyday basis.

What have you already tried to improve this situation, and what were the outcomes? What internal patterns, limiting beliefs, or daily habits do you feel might be getting in your way?

What inner strengths, values, or coping strategies have helped you navigate past hardships? Who in your life provides genuine emotional support and encouragement?

🔥🕰How often do you want to meet with me?

How would you like to be supported and held accountable between our coaching sessions?

How do you perceive the client? What are the barriers do you see? What are the next step?

Draft the SOW and pricing proposal for Client Name. We are looking at a X-month program starting Date for Cadence with async touchpoints, Diagnostics/360s, Triad Calls. Please build 1–2 pricing options target around Budget Range using a Pricing Model with Payment Terms, and have the proposal and SOW ready for internal review by Date/Time ahead of our client meeting on Presentation Date.

Include:

💰 Budget & Terms

Pricing Tiers: Calculate hours, fees, and margins to build 1–2 options.

I wanted to send a quick note to say how thrilled I am to begin working together! Taking the space to focus intentionally on yourself and your goals is a powerful step, and I’m honored to partner with you on it.

Before we jump into our first session, I want to reassure you: there is no prep work required, and you don’t need to have everything figured out.

Our initial call is simply a safe, open space for us to:

A few quick tips to get the most out of our time:

If any questions pop up before we meet, feel free to reply directly to this message. Otherwise, take a deep breath—you’ve already done the hardest part by showing up for yourself.

🔲 I understand and agree to provide at least 24 hours' notice for any session rescheduling or cancellation. I acknowledge that missed sessions or late cancellations within 24 hours will be forfeited.

🔲 I understand and agree that sessions begin and end promptly at the scheduled time. Arriving late will reduce our session duration accordingly.

🔲 I understand and agree that coaching is a collaborative partnership where I remain 100% responsible for my own decisions, actions, and progress between sessions.

Record the client's attendance for this individual coaching session.

Record the client's emotional and physical state transition by observing their energy, presence, and mood when joining versus concluding the personal coaching conversation.

Evaluate how effectively the client followed through on the personal habits, self-reflections, or action steps agreed upon in the preceding session.

Designate the current health status of this personal coaching engagement to track client momentum, motivation, and relationship alignment.

Draft the coaching log for this conversation. Ensure notes capture meaningful personal insights and self-discoveries while maintaining client confidentiality.

Use this structured synthesis model:

Core Breakthrough / Focus Area: What was the central personal insight, emotional theme, or mindset shift explored today?

Agreed Action Commitments: What 1–3 specific personal practices, habit experiments, or actions will the client undertake before the next session?

Underlying Dynamics: What recurring personal patterns, self-beliefs, or unsaid feelings is the coach noticing?

Life Context / External Factors: Any personal relationships, lifestyle factors, or daily environment dynamics impacting the client?

Coach's Next-Session Focus: What topic, reflection, or accountability check should open the next call?