Client Analysis Worksheet

Pathway Builder 🔒

Domain

Executive

Type

Assessment

Phase

Discovery

Details

30 min Mid session As-needed

Topics

Leadership Values Accountability

Designed for leaders and executives navigating organizational complexity.

When to Use This Tool

A coach or business owner wants to systematically analyze their current clients to understand patterns in who they serve best

A client is reviewing their customer base to clarify who they want to continue working with and who is draining their energy

A leader who has grown their client roster organically and now needs a structured way to evaluate fit and alignment across the portfolio

How to Introduce This Tool Plus

Look at your current clients through these criteria. Who energizes you? Who does...

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Preview Assessment · 30 min

For the Coaching Practitioner

Plus

Coaching Scenarios Plus

1 Independent consultant who built client base through networking but can't scale referrals

Context

A management consultant with 8 years of corporate experience went independent 18 months ago. Built a solid client roster through former colleagues and industry contacts, but referrals have plateaued. Wants to expand beyond their network but doesn't know how to replicate what worked organically.

How to Introduce

Frame this as reverse-engineering success before trying to scale it. 'Before we build new marketing channels, let's map ...

2 Executive coach whose practice grew through word-of-mouth but struggles to articulate their niche 🔒

🔒

4 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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