Create a branded, client-ready contact info sheet for your coaching practice, using a proven template that looks professional and consistent.

Here are all the details you need to reach me and manage your sessions. Keep this accessible for our entire engagement.
A coach three months into practice is reachable at all hours. Clients text on evenings and weekends and she responds, not wanting to seem unavailable early in her practice.
Introduce this as a boundary infrastructure decision, not a client management issue. 'The pattern you establish in month three is the one your clients will operate from in month twelve. Getting your availability on paper now means you never have to enforce it - it was always the agreement.' Have her fill in every field with specifics, not ranges.
Watch how specific she gets about the availability window. 'Business hours' is a placeholder, not a policy. If she writes a range instead of a fixed time, the boundary isn't settled yet. Also watch whether the between-session note reflects what she actually wants or what she thinks sounds professional - coaches who are still building confidence sometimes write stricter policies than they intend to hold.
Ask: 'What would it feel like to send this to a client and then not respond to a Saturday afternoon text?' The gap between that imagined scenario and her current behavior tells you where the actual work is. If she would still respond, the card is aspiration rather than policy - and you need to surface that before she distributes it.
If the coach expresses guilt about setting availability limits, explore whether the belief driving that guilt - 'good coaches are always available' - is getting in the way of a sustainable practice. Severity: low. Naming the belief directly is usually sufficient.
A coach adding new clients at a faster pace is finding that different clients have received different information about how to reach her. Some clients have her cell number; newer clients only have email. The inconsistency creates comparison and low-level confusion.
Frame this as a standardization exercise. 'If every client has a different version of how to reach you, you have as many contact policies as you have clients. This card is the single version you distribute to everyone going forward.' Have her review what her current clients actually know and identify the gaps before filling in the card.
Watch whether the card she fills out reflects current reality or the policy she wants to move toward. If she currently accepts texts but wants to stop, the card should reflect where she is going - but she also needs a plan for transitioning current clients who have the old arrangement.
Ask her to read the between-session note aloud as if she is a new client receiving it. Does it sound like her? Is it the tone she wants clients to experience? The card is often the first piece of branded writing a new client reads - it sets a register for the relationship before the first session begins.
If the coach is adding clients faster than her systems can support and the contact information card is one of several inconsistencies, explore whether the practice needs an onboarding infrastructure review before adding more clients. Severity: low. The card is a good entry point for a broader systems conversation.
A coach who spent fifteen years in HR has launched a solo practice. She still thinks of herself as available during standard corporate hours with an open-door policy. Her clients, some of whom are senior executives with unpredictable schedules, push session requests at all hours.
Frame the shift explicitly: 'In an organizational role, your availability was structured around your employer's expectations. In private practice, you set the structure. This card is where you decide what that structure is.' She may not have fully internalized that she gets to design this - the card gives her a concrete way to make that decision visible.
Watch whether she writes an overly accommodating availability window because she is still operating from a service mindset rather than a practice ownership mindset. Executive clients often push on availability, and a coach who hasn't made a clear decision about her own policy will defer to whatever the client expects.
Ask: 'Which of your current clients would test this boundary - and what would you say when they did?' Naming the specific client who would push makes the policy real rather than hypothetical. If she can't name a script for holding the boundary, the card exists but the practice isn't behind it yet.
If the coach expresses anxiety about executive clients expecting more access than the card allows, explore whether the underlying concern is about client retention or about her own sense of professional standing. Severity: low. A brief contracting conversation with each new client about the contact policy usually resolves this before it becomes an issue.
A coach who has never asked clients for testimonials despite doing strong work
Coach BusinessA coach whose client experience is inconsistent from one engagement to the next
Coach BusinessA coach who improvises discovery calls and loses prospects to inconsistency




