How to Build Coaching Plans and Templates

Build your coaching program once, then use it with every client. This tutorial shows you how to create templatized coaching plans inside Coach Builder Software so your sessions are structured, repeatable, and ready to go. In this tutorial, you'll learn how to: 0:00 Use coaching plans to structure your engagements 0:23 Create a new coaching plan (AI-assisted or manual) 0:35 Use AI to build a multi-session outline 0:51 Build a manual coaching plan from scratch 1:09 Add sessions with titles, summaries, and objectives 1:28 Separate client-facing notes from internal notes 1:53 Add tasks to a session 2:02 Attach files from your file library 2:25 Add additional sessions to your plan 2:44 Apply a coaching plan template to a specific client 3:08 Control client access with the visibility toggle – GET STARTED – ► Start your free 30-day trial: https://coachbuildersoftware.com – LEARN MORE ABOUT COACH BUILDER SOFTWARE – Coach Builder Software is the all-in-one coaching platform that brings your sessions, notes, scheduling, and client communication into one simple system. Manage less. Coach more. ► Explore: https://coachbuildersoftware.com