Under every Laundry Profits video sits one document. The LP Income Replacement Planner, for example, works out when a client can quit their job.
A worksheet turns a lesson into an action, and it is the cheapest part of the training to build. Without one, a client watches the video, agrees with it and moves on. With one, they leave the video with something filled in, and the client success manager can see it.
What worksheets does a coaching program need?
One per video that has an action, in five types. The type follows the action step, not the topic of the video.
| Type | What the client produces | Laundry Profits example |
|---|---|---|
| Goal or commitment sheet | A written goal with a number and a date | LP Commitment Letter, in onboarding |
| Calculator | A number for their own business | The Price Your Service calculator, Level 1 |
| Script | Words to use with real people | LP Inquiry Scripts, from interested to booked |
| Planner or checklist | A plan with steps and dates | LP Income Replacement Planner, Level 3 |
| Tracker | A weekly record of their numbers | LP Operating Dashboard, a 20-minute weekly review |
What goes on a coaching worksheet?
Five things, and nothing that does not serve the action. If a field does not change what the client does next, cut it.
- A title that matches the video, with its number.
- The one outcome: what the client has when they finish.
- Short steps in order, with an example already filled in.
- The fields to fill, as few as the outcome allows.
- Where to post or send it when done: the check-in, the wins thread or the client success manager.
The example matters most. A blank pricing calculator is homework. One with a sample row filled in shows the client exactly what good looks like.
Why does the last line matter?
Because it makes the work visible. A finished worksheet posted in the check-in thread is a signal the team can log on the board. It shows the client is doing the work for their stage, before the outcome arrives.
Some worksheets are milestones in their own right, and they belong on the board as such. A signed commitment letter in onboarding can be the first small win, inside the first one to two weeks.
Define the outcome, define the actions needed, build them into the video training, have people follow it, and hold them to a time. Once that is built, success rates show anywhere from 15 to 50% depending on how complex the offer is, around 20% typical.
How simple should worksheets be?
Simple enough to finish in one sitting. Make it easy, as if for someone who has never done it. One coaching offer we ran doubled its client success rate by simplifying the training. Most clients had found it too complicated to act on.
Client success managers make the same mistake in messages: they make things complicated. Send a link, one step and the worksheet. Make it as easy as possible.
Where should coaching worksheets live?
In a tool the client can copy and fill without help. Google Docs and Google Sheets work for most, because a client makes their own copy in one click. Calculators and trackers belong in a sheet, scripts and letters in a doc.
Name every file with the level and video number, such as 3.2. Then the client success manager can tell at a glance which stage a posted worksheet belongs to.
Link each one directly under its video on Skool, so it appears at the moment of the action. A separate folder of every worksheet is a library, and clients do not use libraries.
What goes wrong with coaching worksheets?
A full workbook handed out on day one. It shows the client how much work is ahead, all at once. One worksheet at the moment of the video shows them the next step.
And worksheets nobody looks at. If finished worksheets are never seen by anyone, clients stop filling them in. The client success manager replies to every posted worksheet, even with one line.
Further reading: How to record the video training for a coaching program · Rebuilding your video training for completion
Diego Miescher
