10+ Useful Health Coaching Templates & Tools

Health coaching is a growing field focused on empowering people to lead healthier, happier lives. As a health coach, having the right tools and templates to guide your clients can make your job easier while enhancing your impact.

Client Intake Forms

Intake forms help you gather key information about new clients’ health goals, medical history, lifestyle factors, and more during initial consultations. Customizable templates allow you to tailor questions to your coaching specialty.

Goal Setting Worksheets

Well-designed goal setting worksheets facilitate the goal setting process by walking clients through SMART goal criteria. They encourage reflective questions to help clients define meaningful, achievable targets.

Habit Trackers

Habit tracking templates allow clients to monitor progress on daily health habits. This builds self-awareness and accountability week-to-week. Trackers can target nutrition, exercise, sleep, stress relief or any routine a client aims to improve.

Recipe Templates

Recipe templates provide handy guidelines for clients to log daily food intake. With sections for ingredients, instructions, and nutritional information, they help clients follow customized meal plans between sessions.

Progress Reports

Periodic progress reports enable you and clients to assess what’s working well and where more focus or adjustment is needed. Reports summarize goal progress and key client reflections over a set time period, such as monthly.

FAQ

What are some must-have tools for new health coaches?

Some essential items for new health coaches are client intake forms, goal setting templates, session planning worksheets, progress tracking sheets, and liability waivers/agreements.

What makes an effective goal setting template?

Effective goal setting templates include sections for goal statements, timeframes, action plans, potential obstacles and supports. They facilitate SMART goals that are specific, measurable, achievable, relevant and time-bound.

Why are habit trackers useful in health coaching?

Habit trackers help clients build self-awareness and consistency on targeted daily health habits. Seeing progress logged week-to-week can enhance motivation and accountability in between sessions.

What sections are most important in a health coaching progress report?

Key sections in progress reports include goal assessments, habit tracker updates, client reflections on challenges/successes since last session, and any goal/plan adjustments needed going forward into the next period.

How often should clients fill out progress reports?

Most coaches have clients fill out progress reports once a month, which offers a reasonable check-in period to assess if goals/plans are working. More frequent reporting, like every 2 weeks, can be useful for clients who need tighter accountability.