Need an organized way to send clients on their way with their goals in hand? Instead of spending time typing up your client’s goals and summaries after your session has already ended, use this worksheet to help guide them and set goals that they can take with them. This will allow you to cut back on your non-billable time spent on each client, while also providing you with an effective motivation and organization tool for your clients.

Help your clients learn how to set the right goals to help motivate them and keep them focused. This worksheet is perfect for getting a client started in an initial consultation and will take you through your entire time with the client. Help them create their vision and guide them to choose the best steps towards that vision.  To most effectively use this worksheet, discuss appropriate goal setting with the client in the first session and help them fill out the first page to create their vision. On the following page, you can help the client choose steps to take towards that vision. Start with 1 or 2 to focus on and when they’ve been accomplished, have them check it off and choose the next step. Other features include a toolbox checklist which includes the option to include a vision board, gratitude journal, food journal, and more!

If you like this worksheet and would like more for your clients, visit my store page to see all my listings and to contact me about custom products.  Click the “view all downloads” link below.

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