Strategic Life Coach

Client
Workbook
Client Name: _______________________________________

Tel: ____________________________________________________

Email: ________________________________________________

All information is Private & Confidential and treated as

such.
 Coaching Agreement

This agreement is between: ________ (coach) and ______________ (Client)

Description.
Coaching is a partnership (defined as an alliance, not a legal business
partnership) between the Coach and the Client in a thought-provoking and
creative process.
Responsibilities.
1. Coach agrees to maintain the integrity and privacy of the coaching sessions
and all information gained within.
2. Client is responsible for creating and implementing his/her own physical,
mental and emotional well-being, decisions, choices, actions and results. As
such, the Client agrees that the Coach is not and will not be liable for any
actions or inaction, or for any direct or indirect result of any services provided
by the Coach.
3. Client understands that coaching is not to be used as a substitute for
professional advice by legal, mental, medical or other qualified professionals
and will seek independent professional guidance for such matters.
4. Client agrees to communicate honestly, be open to feedback and assistance
and create the time and energy to participate fully in the program.
Services.
The parties agree to engage in a pre-agreed Coaching Program where
sessions will last ______ minutes.
Schedule & Fees.
This coaching agreement is valid as of __________ (DD/MM/YY.) The fee is
______ per session and is payable ________________
Procedure.
The time of the coaching meetings and/or location will be determined by Coach
and Client based on a mutually agreed upon time.

Continued below
 Confidentiality.
This coaching relationship, as well as all information (documented or verbal)
that the Client shares with the Coach as part of this relationship is Private &
Confidential. The Coach agrees not to disclose any information pertaining to the
Client without the Client’s written consent. The Coach will not disclose the
Client’s name as a reference without the Client’s consent.
Cancellation and Lateness Policy.
Client agrees that it is the Client’s responsibility to notify the Coach at least 24
hours in advance of the scheduled call/meeting if the client cannot make the
session. Client will be billed for a missed session if the client does not turn up or
reschedule. Coach will wait for 15 minutes, before the Client is noted as not
turning up for the session.
Termination.
Either the Client or the Coach may terminate this agreement at any time with 2
weeks written notice.
Limited Liability.
Except as expressly provided in this agreement, the Coach makes no
guarantees or warranties, express or implied. In no event will the Coach be
liable to the Client for consequential or special damages. Notwithstanding any
damages that the Client may incur, the Coach’s entire liability under this
agreement, and the Client’s exclusive remedy, will be limited to the amount paid
by the Client to the Coach under this agreement for all services rendered up
until the termination date.

This is the entire agreement of the parties, and reflects a complete

understanding of the parties with respect to the subject matter. This agreement
supersedes all prior written and oral representations.

Client Name: ______________ Signature: _________________

Coach Name: ______________ Signature:_________________

Date: _________________
 Coaching
Initial reason for visiting a Coach

Support Structure
Key Family -

Key Friends -

Colleagues/Others -
 Life Cycle Evaluation

Possible Categories
Family, Friends, Work/Business, Hobbies, Health,
Finances,
Home, Security, Love, Growth, Contribution.
 Life Cycle Evaluation
Add thoughts on each section below in order of importance to the
client.

1. 

2.

3.

4.

5.

6.

7.

8.
 Life Evaluation Questionnaire
Take the top 3 areas that need improvement and complete the forms
below.
Area for improvement No. 1 ___________________________________

1. How satisfied are you in this area of your life? / 10

2. How important is this area of your life? / 10

3. How important is it that this area of your life imporves? / 10

4. At any point in the past what is the least satisfied you

have been in this area of your life? / 10

5. At any point in the past what is the most satisfied you

have been in this area of your life? / 10

6. How committed are you to improving this area of your

life? / 10

7. If you knew, absolutely, that you will imporve this area

of your life, how committed would you be? /10

8. What does the improvement in this area of your life

look, sound and feel like to you? (answer below)
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
 Life Evaluation Questionnaire
Take the top 3 areas that need improvement and complete the forms
below.
Area for improvement No. 2 ___________________________________

1. How satisfied are you in this area of your life? / 10

2. How important is this area of your life? / 10

3. How important is it that this area of your life imporves? / 10

4. At any point in the past what is the least satisfied you

have been in this area of your life? / 10

5. At any point in the past what is the most satisfied you

have been in this area of your life? / 10

6. How committed are you to improving this area of your

life? / 10

7. If you knew, absolutely, that you will imporve this area

of your life, how committed would you be? /10

8. What does the improvement in this area of your life

look, sound and feel like to you? (answer below)
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
 Life Evaluation Questionnaire
Take the top 3 areas that need improvement and complete the forms
below.
Area for improvement No. 3 ___________________________________

1. How satisfied are you in this area of your life? / 10

2. How important is this area of your life? / 10

3. How important is it that this area of your life imporves? / 10

4. At any point in the past what is the least satisfied you

have been in this area of your life? / 10

5. At any point in the past what is the most satisfied you

have been in this area of your life? / 10

6. How committed are you to improving this area of your

life? / 10

7. If you knew, absolutely, that you will imporve this area

of your life, how committed would you be? /10

8. What does the improvement in this area of your life

look, sound and feel like to you? (answer below)
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
 What do you want?
1. What do you want in life?

2. What is it that you REALLY want?

3. Describe in detail what life looks, sounds and feels like when you have
achieved this:

4. What needs to happen for this to become your reality?

5. What will happen if you do this?

6. What will happen if you don't do this?

7. What WON'T happen if you do this?

8. What WON'T happen if you don't do this?

 Goal Setting - S.M.A.R.T.
Complete the sections below to create SMART
goals
SPECIFIC - describe in detail the goal / target you are going to achieve.

MEASUREABLE - what measures will you put in place to ensure you

know you are on target and when you achieve?

ACHIEVEABLE - how do you know that this is an achieveable goal?

REALISTIC - how do you know that you are being realistic with your goal
and when you want to achieve it by?

TIMEBOUND - when will you achieve your end goal? PLUS add
timelines for achieving smaller chuncks of the goal!
 The W4 Square
Use the page below and a separate notebook to answer
the questions below.

What? Why?
What do you want to Why do I want to achieve
achieve? this?
What are the fine details? Why do I NEED to achieve
What are the key actions? this?
What actions will you Why is this CRUCIAL to my
take first? life?
What are the key timelines? Why is this CRUCIAL to the
What will it feel like when lives of those that I love and
you’ve achieved it? care for?
What is going to stop you?

Who? When?
Who am I doing this for? When will I start?
Who am I going to tell about When will I achieve
my goals? each section by?
Who will I ask for help and When will I reach my final
support? goal?
Who am I RELYING on When will I set my monthly
for help and support? review for?
When will I ask people for
their help and support?
 The W4 Square Answers
This page is intentionally blank and is to be used for notes and
answers.
 Resources
Use this page to outline the resources required to achieve the goal.
Consider the following: Personal Support, Time, Energy, Money, Tools,
Contacts, Media, Social Media - plus any others your client can think of.

Resource Required Further Details From Where?

 What's Stopping You?
Over the next few pages we will be discovering the limiting beliefs that are holding
your clients back and then we will work on removing them
Discovering Limiting Beliefs
Questionnaire
1. What is something you would like to do or have and yet
you feel that something is stopping you from doing or having
it?
2. What is stopping you from getting what you want? 3. What
is really stopping you?
4. Why is this a problem for you? (Ask Why? up to 5 times)
5. What must you believe that makes this problem exist?
6. What must you believe about yourself that makes this a
problem?
7. What must you believe about the world that makes this a
problem?
8. At roughly what point in life did you decide that this was a
problem?
9. At roughly what point in life did you really buy into this
problem?
10. What decision did you make that gave this problem life?
11. What does this problem really mean to you and your life?
12. If this problem were to go away what would it mean to
you and your life?
13. If this problem were to go away what would it mean to
the lives of those you care about?
 Breaking Down Limiting Beliefs
Basic Questionnaire
1. Give me some evidence that supports this belief being
true.

2. Is this belief true for 100% of the time in your life?\

3. Does this limiting belief take into account both negative

AND positive things that have happened in your life?

4. Does this belief work for or against you?

5. Did you choose this belief or was it influenced by family,

friends or teachers?
 Breaking Down Limiting Beliefs
Socratic Questionnaire
1. What is the belief that you want to question?
2. What is the evidence for this being true?
3. What is the evidence against this being true?
4. How could you be misinterpreting the evidence? 5. What
assumptions are you making?
6. Could others have a different interpretation or
perspective?
7. What could some of those be?
8. Are you examining ALL the evidence or just that which
supports your belief?
9. Could this belief be an exaggeration of the truth? 10. The
more that you think about the evidence and differing
perspectives, is this belief the truth?
11. Is this belief just a habit you have gotten into or does the
evidence support it?
12. Did this belief originate from someone else? 13. Are they
a reliable source of fact?
14. Does this belief serve you in ALL situation in your life?
15. Does this belief help or restrict you in life?
16. What do you think about this belief now? Please give me
details.
 Breaking Down Limiting Beliefs
Timeline Questionnaire
1. So, up until this point right now you have felt (insert
limiting belief) haven't you?

2. How will it feel that from this moment onwards you feel
(insert opposite of limiting belief)?

3. How many days in a row of feeling (insert opposite of

limiting belief) would it take for you to feel (insert opposite of
limiting belief)?

4. Go forward in time that number of days in your mind to the

moment where you are (insert opposite of limiting belief),
how does it feel?

5. Looking back at that previous versio of you, what do you

feel about that person?

6. Coming back to now that you are (insert opposite of

limiting belief), how does the future look?
 Breaking Down Limiting Beliefs
Storytelling Strategy
Use the disassociation technique to get your clients to picture themselves
on a screen and then ask them to tell you their story of this limiting belief.
 Positive Values

Value Score Rank

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.
 Negative Values

Value Score Rank

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.
 Discovering Rules

Positive Value Rules

1.

2.

3.

Negative Value Rules

1.

2.

3.
 Setting New Rules

Positive Value Rules

1.

2.

3.

Negative Value Rules

1.

2.

3.
 Discovering Core Identity
Who are you?
I am..............

What are you?

I am a ..............

How do you choose to live?

I choose to live with .........
 Passion & Purpose Worksheet
1. What do you enjoy doing?
2. If you could do just one thing for the rest of your life what would it
be?
3. What is something about the world that you dislike and would
love to change?
- For what purpose?
4. What problem or issue would you like to see solved in the world?
5. When you look to your past, what is something you have
overcome or have helped someone else overcome?
6. What excites you and gives you energy even just by thinking
about it?
7. What about the world makes your blood boil with frustration?
8. Who, outside of your inner circle, would you like to contribute to?
- For what purpose?
9. What is the one issue you in the world that you are naturally
drawn to want to solve?
10. What career path attracts you the most?
- For what purpose?
11. What one thing will get you out of bed every morning with
excitement?
12. What do you feel naturally aligns with you and your energy?
13. If you could do one thing every day for the rest of your life what
would it be?
- Ask "for what purpose?" 5 times.
 Passion & Purpose Worksheet
15. Whom do you want to help?
- For what purpose?
16. If you could be, what would you be passionate about?
17. What are you REALLY passionate about?
18. If resources where no object, what will you ideally be doing with
your life?
- For what purpose?
19. What is something you have always craved to do?
20. Let's get down to the details here, what is the purpose of living
your life?

Write a Life Purpose Statement below, remember to write it in

positive terms!
 7 Master Steps to Change
1. Appreciate their Map of the World.
- Understand the person, their support network and where they
are right now with complete unconditional positive regard and they
are NOT their behaviours and emotions.
2. Leverage Emotion
- Use the PALM emotion model along with language and
submodalities to leverage change.
3. Interrupt Pattern
- Elicit current patterns, issues or limiting beliefs and interrupt
through breaking physical, focus and language patterns and
asking questions to break down limiting beliefs.
4. Discover Solvable Solutions
- Break the issue down into smaller chunks and, through
appropriate questions, challenges and suggestions, create
workable solutions.
5. Uncover Positive Alternatives
- Use questioning, suggestions and different perspectives to find
positive alternative behaviours, emotions and actions.
6. Repeat to Condition
- Repeat new behavioural and emotional patterns to incorporate
a new natural response.
7. Support & Environment
- Ensure the support network and environment all encourage
and uphold the new patterns and response.
 Ranking Emotional Needs
Current Rank New Rank

1. Security

2. Change

3. Importance

4. Love / Connection

5. Learning & Growth

6. Giving to Others
Additional Notes
Additional Notes