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Coaching Client Goal & Progress Planner

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CAREER & FINANCES • HTML PLANNER

Turn Sessions Into Visible Progress

A shared coaching workspace for one client. It holds the goal, the milestones, the commitments made between sessions and the blockers that keep returning — and turns all of it into a momentum score and a ready next-session agenda.

 
🔥 It names the next coaching move

A single interactive HTML planner that scores whether a client is actually moving. Goal clarity, milestones reached, commitments completed and wins logged combine into one momentum figure — and whatever is missing becomes the next thing you raise in session.

Made for anyone who has opened a session by asking “so, where did we leave off?”

🔓 Get Instant Access

✓ Instant access to the HTML planner

✓ Built to fill in, not just to read

✓ Works on any device, lifetime access

 
SOUND FAMILIAR?

The conversation goes well. Proving it moved is harder

The last session is a page of notes somewhere

Six weeks in, and nobody in the room can say plainly what has actually changed since the start.

“How’s it going?” is not a measurement

The client feels different about it, and neither of you can point at a single thing to prove it.

What was agreed quietly evaporates

Committed to at the end of an hour, remembered by nobody, and never mentioned again next time.

The same blocker comes back three times

It gets discussed, it never gets written down, and nobody notices it is the same obstacle until much later.

 
SEE IT BEFORE YOU BUY

What opens when you download

Not a CRM to administer between sessions — a single file that holds one coaching relationship, in your browser.

Opening screen of the coaching planner showing a client momentum score with milestones, actions and blockers

One client, one honest number. Momentum, milestones reached, commitments completed, confidence and how many blockers are still open — with the next coaching move written underneath, based on whichever of those is weakest.

 
The goal map step with outcome, reason, current reality, barriers and strengths

The goal gets written down properly. The outcome, why it matters, the honest starting point and what the client already has going for them — then dials that make “progress” specific instead of a feeling.

 
The milestone ladder with achieved and not-yet-achieved milestones, each carrying its success evidence

Milestones described by what you would see. Each one carries the observable evidence that it happened, which is what makes progress reviewable in the next session rather than arguable.

 
8 coaching focuses 4 dials on the goal map 5 milestones to the goal 100% stays on your device
 
WHAT'S INSIDE

What it puts in your hands

Six things that turn a good conversation into something you can both point at.

01

A number that says whether it is moving

 

One figure built from the goal, the milestones and what actually got done.

 
02

A next move that changes as you go

 

It names the weakest part of the work before you have to spot it yourself.

 
03

Milestones described by what you would see

 

Observable evidence, rather than a shared feeling that things are better.

 
04

Commitments that survive the week

 

What was agreed, whether it happened, and where exactly it got stuck.

 
05

Wins and blockers caught before they vanish

 

The pattern you would otherwise notice three sessions after it started.

 
06

Next session’s agenda, already written

 

Assembled from where the work genuinely stands, not from what you remember.

 
ONE SITTING

One session in, and the work has a shape

It isn’t something you read. You open it during or after a session, put in what was actually said and agreed, and close it with the next conversation already half-prepared.

01

Open it

One file in your browser. No install, no login, no account for the client to create either.

02

Set up who you are working with

The client, the stage you are at, and the focus — or answer a few questions and let it suggest one.

03

Write the goal down properly

The outcome, the reason behind it and the honest starting point, then move the dials to where things actually sit.

04

Log what happened between sessions

Commitments done or stuck, milestones reached, wins worth keeping and blockers worth naming out loud.

05

Print the review before you meet again

Where the work stands and what to open with — so the first ten minutes are not spent reconstructing the last six weeks.

The point isn’t a tidier file. It’s that the client can see they moved, in something other than your reassurance.

 

Stop asking where you left off. Start opening the file

Coaching that can be pointed at behaves completely differently from coaching that can only be described. Instant download, lifetime access, opens in any browser.

🔓 Get Instant Access
 

A coaching organisation tool only. It structures notes you write yourself and is not therapy, or career, legal or financial advice.

 

At a glance

Format Interactive HTML planner (single file) Access Instant download after checkout
Compatibility Phone, tablet, laptop — any device Structure Eight sections, one client at a time
Output A printable review and copyable session notes Written for Coaches, mentors, advisors and their clients
Saving Everything stays in your own browser Price $PRICE
 
HERE'S EVERYTHING YOU GET

Everything inside — yours for $PRICE

The full eight-section workspace

Client profile, goal map, milestone ladder, action tracker, session workspace, history, progress pulse and the review

Included

A focus finder with eight directions

A few questions about the client, and it recommends a coaching focus with three things to work on inside it

Included

A goal map with four dials

Outcome, reason, current reality and strengths, plus clarity, motivation, confidence and support scored honestly

Included

Milestones and commitments in one place

Up to five milestones with their success evidence, and actions carrying effort, area, due date and a stuck state

Included

Session history you can copy and send

Insight, observation, decision and follow-up question saved per session, ready to paste into a recap message

Included

Instant download, private and offline

Available the moment your payment clears, and everything you type stays in your own browser

Included
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BEFORE YOU BUY

Questions, answered

How do I get it after paying? +

It's an instant download — the file is available the moment your payment clears, straight from your order confirmation. Nothing ships and there's no email delay.

What devices can I use it on? +

Any device with a browser — phone, tablet or laptop. You open the downloaded file the same way you'd open a web page, and the layout adapts to the screen size.

What's the refund policy? +

Refunds are handled under our store's Refund Policy (30 days), which covers the details for digital access.

Can I run several clients in it at once? +

It holds one coaching relationship at a time, deliberately — it's a live file rather than a client database. Coaches with a full roster keep a separate copy per client, and print the review before clearing it for the next.

Is it for the coach or for the client? +

Both, and that's rather the point. It's written as a shared structure between sessions, so the same goal, the same milestones and the same commitments are visible to whoever opens it.

Do I need to be a certified coach to use it? +

No. Mentors, career advisors, managers running development conversations and people coaching themselves all use the same shape. It organises the conversation; it doesn't tell you how to have one.

Does it message or share anything with my client? +

No. Nothing is sent anywhere. You copy the session feedback into whatever you already use, or print the review and bring it with you.

What is the momentum number actually made of? +

How completely the goal is written down, where the four dials sit, how many milestones are reached, how many commitments got done, and the wins logged along the way. Nothing about it is a judgement of the client.

Where does my information go? +

Into your own browser and nowhere else. Nothing is uploaded, which matters more than usual with coaching notes — so use the same device each time, and print the review if you want a lasting copy.

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Yes. We provide free shipping to over 200 countries around the world. However, there are some locations we are unable to ship to. If you happen to be located in one of those countries we will contact you.

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We are not responsible for any custom fees once the items have shipped. By purchasing our products, you consent that one or more packages may be shipped to you and may get custom fees when they arrive to your country.

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Shipping time varies by location. These are our estimates:

Location *Estimated Shipping Time
United States 5-20 Business days
Canada, Europe 5-20 Business days
Australia, New Zealand 5-20 Business days
Central & South America 5-20 Business days
Asia 5-20 Business days
Africa 5-20 Business days
*This doesn’t include our 1-3 day processing time.

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Yes, you will receive an email once your order ships that contains your tracking information. If you haven’t received tracking info within 5 days, please contact us.

My tracking says “no information available at the moment”.

For some shipping companies, it takes 2-5 business days for the tracking information to update on the system. If your order was placed more than 5 business days ago and there is still no information on your tracking number, please contact us.

Will my items be sent in one package?

For logistical reasons, items in the same purchase will sometimes be sent in separate packages, even if you've specified combined shipping.

If you have any other questions, please contact us and we will do our best to help you out.

Returns

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All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.

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We do not issue the refund if:

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*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message at support@sellvia.com

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Refunds & Returns

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In the event that your order arrives damaged in any way, please email us as soon as possible at support@sellvia.com with your order number and a photo of the item’s condition. We address these on a case-by-case basis but will try our best to work towards a satisfactory solution.

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