Coach-Client Connection: Communication Templates & Best Practices

Communication Best Practices

• Set Expectations Upfront: During onboarding, clarify your communication policy: preferred method (e.g., within the MCB app), typical response times, and boundaries (e.g., support hours).
• Be Proactive, Not Just Reactive: Initiate check-ins; don't always wait for the client to reach out.
• Keep it Concise & Actionable: Respect their time. Get to the point, especially in asynchronous messages.
• Maintain Professional Tone: Even in quick messages, maintain appropriate professional language.
• Leverage Your Platform: Use the MyCoachBoard Messaging Hub to keep all communication logged and organized within the client's profile, avoiding scattered texts and emails.

Message Template Library (Adapt as Needed)

Template: Welcome Message (After Onboarding)

Hi [Client Name], Welcome officially to the [Your Coaching Program Name] program! I'm excited to partner with you. Your signed agreement is attached/stored. You can book our first session here: [MCB Booking Link]. In the meantime, take a look at the Welcome Guide I've shared via the platform. Looking forward to our first call on [Date]!

Template: Weekly/Bi-Weekly Check-in

Hi [Client Name], Just checking in on your progress towards [Specific Goal/Action Item] this week. How are things going? Any wins or challenges you'd like to share before our next session?

Template: Pre-Session Gentle Reminder (Manual Add-on)

Hi [Client Name], Looking forward to our session tomorrow at [Time]! Please come prepared to discuss [Topic] or bring any key updates. See you then!

Template: Post-Session Follow-up

Great session today, [Client Name]! Key takeaways were [Brief Point 1] and [Brief Point 2]. Your action items are [Action 1] and [Action 2] by [Date]. Let me know if any questions come up as you work on these. You can find our session notes in your portal.

Template: Accountability Nudge

Hi [Client Name], Quick check-in on [Specific Action Item] we discussed. How's it progressing towards our [Date] target? Let me know if you've hit any roadblocks I can help with!

Template: Requesting Session Feedback

Hi [Client Name], To help me improve my coaching, I'd love your quick feedback on our recent session. What was most valuable? Is there anything you'd like to see more or less of? Thanks for sharing!

Template: Asking for a Testimonial (After Positive Results)

Hi [Client Name], I've been so impressed with your progress on [Specific Achievement]! If you've found our coaching valuable, would you be open to sharing a brief testimonial about your experience? It can be just a sentence or two and would greatly help others considering coaching. No pressure at all if now isn't a good time!

Template: Handling Reschedule Requests

Hi [Client Name], Thanks for letting me know. I understand things come up. Please use my booking link [MCB Booking Link] to find a new time that works best for you. Per our policy, please reschedule at least [Your Policy Timeframe, e.g., 24 hours] in advance if possible.

Bonus Tip: Using Group Messaging [MyCoachBoard Pro Feature]

If you run group programs, leverage the Group Messaging feature in MyCoachBoard Pro to send announcements, share resources, foster community discussion, and run group check-ins efficiently.

Conclusion: Consistent, thoughtful communication builds strong coaching relationships. Adapt these templates to your voice and use your MyCoachBoard tools to keep it organized!