How do you set goals with a new coaching client?

On or right after the onboarding call, the client writes one result as a number with a date. They add where they are today and why it matters. Add the program's milestones with a time for each and a small first win inside two weeks. The client success manager logs it on the board.

What are good coaching goal examples?

Goals with a number and a date. A first $10K month within six months, for example, which was the goal Video Business Academy built its program around. "Grow my business" or "be more confident" are not goals yet. For mindset goals, use five questions on video at the start and three months later.

What should a 30-60-90 day plan for a coaching client include?

Day 30: the first win done and the client on track on the first stage. Day 60: the first milestone reached or dated, and weekly actions still happening. Day 90: on track against the goal date. The milestones come from your program; the checkpoints are when the client success manager checks them.

Who should own a coaching client's goals?

The client writes them, in their own words, so they cannot disown them later. The client success manager logs them on the client board and refers back to them on every check-in. The coach uses them on calls. Nobody should change the goal without writing down the new one.

Goal-setting worksheet for new coaching clients: the goal, the milestones and the first 90 days.

A one-page goal worksheet for new coaching clients: the result as a number, milestones with times, the first win and checkpoints at 30, 60 and 90 days.

Many business coaching offers promise to help you grow, with no defined result. Clients in those offers never know when they are finished.

A goal-setting worksheet fixes that for each client on day one. It turns the program's promise into the client's own number, date and first step, on one page the whole team can see.

What goes on a coaching goal-setting worksheet?

Field	Example (illustrative)	Why it is there
The result, as a number	First $10K month from my video business	A result you can hit, so you know when you are done
By when	Within six months of joining	Sets the pace for every milestone
Where I am today	$3K last month, two clients	The baseline you measure against
Why it matters	Leave my job by summer	What the check-ins come back to when motivation drops
Milestones and their times	Offer and brand ready: two weeks; first paying client: six weeks	The client knows the timing in advance
First win	Brand and account set up this week	Something small and fast that feels like progress
Weekly actions	Five outreach messages a day; one video lesson	Track the doing when the result takes time
What could get in the way	Travel in month two	The client success manager plans around it

The fields of a coaching goal worksheet. The examples are illustrative; the first-$10K-month goal is the one Video Business Academy used. · Source: How Video Business Academy clients came to stay two to three years

The goal on the worksheet has to fit the goal the program promises. A client who writes a bigger number than the offer delivers needs that conversation on the onboarding call, not in month five.

How do you set a goal you cannot count?

There is always an indicator; you just have to define it. For mindset, record the client answering five questions on video at the start. Ask the same five questions three months later and compare the answers.

And you can always track the doing: modules finished, work done, a technique practised. The outcome is not fully measured, but the doing is. Put those actions on the worksheet with a weekly count.

What should a client have done by day 30, 60 and 90?

That depends on the offer, so the worksheet sets it per client from the program's milestones. The checkpoints below are the questions to ask at each one.

Checkpoint	What to check	Who
Day 30	First win done, at the latest by now; on track on the first stage	Client success manager on a check-in
Day 60	First milestone reached or a date set; weekly actions still happening	Client success manager
Day 90	On track against the goal date; mindset questions re-recorded where they apply	Client success manager, coach for the review

Checkpoints for the first 90 days. The milestone each one checks comes from your program, not from this table. · Source: On-track rate: how to see which stage of your program is broken

Put an early win inside the first one to two weeks. Something small they achieve. At the latest within the first 30 days. If not, the person already feels down and starts thinking the program is bad, even when it is not.

Diego Miescher

Founder

Who fills in the goal worksheet?

The client writes it, in their own words. A goal the team wrote for them is a goal they can disown in month three. Send it before the onboarding call, or fill it in together on the call.

The client success manager then logs the goal, the date and the milestone times on the client board in Monday.com or your tracker. Every check-in refers back to it: where you are, against what you wrote.

How does the worksheet connect to check-ins?

Every check-in starts from it. The client success manager opens the worksheet, names the milestone the client is on and asks about the weekly actions. Overdue against a milestone time means a message that day.

At the 30, 60 and 90 day checkpoints, the client rereads what they wrote on day one. Seeing the distance from their own baseline gives them a reason to keep going.

What goes wrong with goal worksheets?

They get filled in once and never opened again. A worksheet nobody refers to is a form, not a plan. The fix is a column on the board and a line in every check-in.

The other failures are too many goals and goals without dates. One result, one date, a handful of milestones. If the client wants to change the goal later, write the new one down with a new date.

Further reading: Coaching intake form questions · Time to value: the first win in the first two weeks

This week. Write your program's result as a number, then list its milestones with a time for each. Turn that into the worksheet above and have your next five new clients fill it in on their onboarding call.