A useful coaching resource solves a problem you can name in your practice. Choose life coaching resources around the work you need to do, from agreeing how an engagement will run to getting better feedback on your coaching. The right starting point is the part of that work that feels unclear, takes repeated effort or leaves a client unsure what to expect.
You may already have some of the materials you need, but they become useful when you know when to use them and how to adapt them. The table below helps you choose where to focus; the practice and skills sections then explain how to put that choice to work.
TL;DR
Life coaching resources include the materials, systems and professional support you use to run and improve your practice. Begin with the part of the service that needs attention, whether that is understanding a prospective client’s needs, explaining your offer or preparing for sessions. A small resource library gives you materials to draw on, while training and informed feedback help you use them thoughtfully. Keep the client’s goals and choices central when selecting an exercise. For your own development, combine learning with practice that fits your training and an honest review of what happened. Resources should support a clear coaching agreement and your work within it.
How We Chose These Life Coaching Resources
What the list covers: Ten resources and activities for a life coach, spanning the practical arrangements of a service and the skills needed to deliver it.
Selection criteria: Each entry addresses work a coach can prepare for, carry out or review, with a clear purpose and a practical starting point.
Source material: Public small-business marketing guidance and descriptions of coaching resources inform the recommendations, alongside explanations of how to use each approach.
Scope: Detailed software rankings and training-provider comparisons need separate checks, so the focus here is on choosing the kind of support you need.
Before using a resource: Check its purpose, permissions and fit with your qualifications and the client’s agreed goals.
Start With the Gap in Your Practice
Choose your next resource by identifying a recurring difficulty in your work. Use intake and service documents to clarify the engagement, then choose learning and support that improve how you deliver it.
| What needs attention? | Resource to start with | What to prepare |
|---|---|---|
| New clients arrive with unclear expectations | An intake process and discovery conversation | Questions about goals, fit and the working arrangement |
| People cannot tell what your service includes | A package description and accessible service page | Who it is for, what is included and how to arrange a conversation |
| Useful materials are difficult to find | A curated resource library | A small collection organized by purpose and permission to use |
| Marketing activity has no clear direction | A marketing and sales plan | An audience, actions, budget and way to review inquiries |
| A coaching skill needs more attention | Training, supported practice and feedback | A specific behavior to work on and someone who can help you review it |
A downloadable worksheet is only one kind of resource. Training and feedback help you decide how to use those resources with clients. Keep your development needs alongside your business needs when deciding where to spend time or money.
Life Coach Resources to Grow Your Practice
Practice resources make the service easier to understand and manage, from the first inquiry through the working relationship. Start with arrangements you can explain clearly and maintain as your work develops.
1. Have a standard intake process for clients
A standard intake process helps you understand what a prospective client wants and whether your service is a suitable fit. Coaching is a skill you have invested time in learning and practicing; the intake conversation helps both people decide how that skill could serve this engagement.
Ask about the client’s goals, expectations, previous support and any practical requirements for taking part. Explain your role, confidentiality arrangements and the information you need to begin. Collect only information that has a clear purpose, and explain how it will be handled.
A life coach works with clients on goals they choose, within the scope agreed for the engagement. If their needs fall outside your qualifications or service, discuss a different form of support. A mismatch concerns the engagement and available support, rather than a fixed judgment about the person.
2. Offer free discovery sessions
A free discovery session gives a prospective client a chance to explore coaching and ask about working with you. It can also help you understand their goals and assess whether your approach and availability suit their needs.
Make the purpose clear before the call. Say how long the conversation will last, what you plan to discuss and whether it includes a short experience of coaching. Give the client room to ask questions and decide whether to continue, without promising a result from either the call or a future engagement.
Approach the conversation with curiosity and attention. If you demonstrate a coaching exercise, agree its purpose first and leave time to discuss the experience. Follow up with the relevant service details and a clear way for the person to respond.
3. Create custom coaching packages
Build a coaching package around a defined audience, the goals you are qualified to work with and a service you can deliver consistently. Your background, training and interests can help you choose a focus. Market research and a small pilot can then help you understand how prospective clients describe their needs.
A package can include individual sessions, group work, materials for use between sessions or an agreed combination. Explain how those parts fit together so the client can judge whether the arrangement suits them. Include these details in the description:
- Your background: Relevant training, experience and the people you work with. Use accurate examples and obtain permission before identifying a client.
- The focus: The goals or questions the service supports, what the client can expect you to provide and the limits of the engagement.
- The arrangement: Duration, session format, fees, cancellation terms and any support available between meetings.
Your package should also match what your delivery tools can support. When comparing life coaching platforms, check how a client receives session invitations, accesses resources and communicates between meetings. A package that includes group work or ongoing messaging needs those arrangements spelled out before a client commits.
4. Make yourself easily accessible
A functional website gives prospective clients a place to understand your work and take the next step. Describe your relevant skills and experience, who the service is for and how someone can contact you. A photograph and a clear account of your approach can help visitors understand who they would be working with.
State the fee or explain how a prospective client can get a clear quote. Make the next action easy to find, whether it is requesting a conversation, arranging a discovery call or downloading a useful resource. Check that forms, links and booking instructions work on a phone as well as a computer.
If you are still preparing a website, keep your service description and contact details clear on the professional channels you use. Articles, podcasts and collaborations can also introduce people to your work. Choose channels you can maintain and that your intended audience uses.
Access continues after someone becomes a client. Compare online coaching platforms against the route a client takes from booking to joining a session and opening shared materials. Consider access permissions and the help a client can get if a login or download fails.
5. Invest in a repository of life coaching tools & resources
Build a resource library that makes useful materials easy to find when you prepare for a session. Articles, videos, guides and worksheets can all belong in it. Organize them by the question they help a client explore, rather than by file type alone.
For each resource, record its creator, intended purpose, terms of use and any qualifications needed to use it. Read or complete it yourself before introducing it to a client. Keep the original source available so you can check context and replace outdated material.
Different life coaching tools support different conversations, such as reflecting on priorities or considering a next step. Explain why you are suggesting a particular aid and ask whether the client wants to try it. They should be able to adapt or decline it without losing ownership of the conversation.
Keep developing the listening and questioning skills that make these materials useful. Attend to what a client says, ask about meaning and check your understanding before drawing conclusions. A worksheet response is a starting point for discussion, not a complete account of the person.
6. Make a good marketing and sales plan
A marketing and sales plan connects the audience you want to reach with the actions you can afford to take. Keep it alongside plans for service delivery, accounting and finance. Interest in your work only becomes a sustainable service when you can deliver the offer and understand its costs.
The US Small Business Administration describes a marketing and sales plan that includes an audience, sales approach, goals, actions and a budget. Use those elements to decide what you will do and how you will review it. Apply the structure to your service and review the results you observe.
Choose a few subjects that relate to the work you are qualified to offer. A life coach might explain how a discovery conversation works or offer questions for thinking about a personal priority. Keep examples within your scope and avoid promising health, financial or other outcomes you cannot support.
Choose social channels, guest appearances or collaborations according to where your intended clients spend time. Record the effort and spending involved, the inquiries they generate and which inquiries become paid engagements. Review that information before committing more resources to an activity.
Life Coaching Resources to Grow Your Skills
Skill development needs opportunities to learn, practice and examine your work with useful feedback. Give clients space to express themselves, listen carefully and check your understanding rather than assuming you have uncovered a hidden explanation.
1. Invest in training programs
Choose coach-specific training for a skill you need to develop, not just a certificate to display. Start by identifying what you hope to learn and how you prefer to learn it. Experience can help you recognize a gap, but it does not automatically fill that gap.
Review the program’s content, entry requirements, teaching format and opportunities for practice and feedback. Consider the time, money and attention needed to complete it. Speak with people who have attended and ask what the teaching and support were like.
If you are pursuing a credential, check the awarding body’s current requirements and the program’s status directly. Keep a record of the information that informed your choice. A course should fit both the skill you need and any formal requirement you intend it to meet.
2. Coach even when you don’t feel ‘ready’
Begin practicing through arrangements that match your training, competence and level of support. Waiting for complete confidence can delay useful learning, but confidence alone is also a poor test of readiness. Know what you are equipped to offer and when you need help.
Peer practice, training sessions or a clearly agreed introductory engagement can give you experience. Be honest about your background and the purpose of the session. Agree boundaries, obtain consent for any observation or recording and follow the requirements of the training or support arrangement.
A free session should not require a testimonial in return. If you later request feedback or permission to use a comment, make that a separate choice. Keep the person’s learning and privacy central to the practice arrangement.
Asking powerful coaching questions is an art that can be perfected.
We have a guide to help you do just that!

3. Ask for feedback
Ask for feedback that helps you understand a specific part of your coaching. You can invite a short response after a session or agree a review point during the engagement. Explain that candid feedback is welcome and let the client choose what to share.
Ask which part of the conversation helped, where the client felt unclear and what they would like handled differently. Listen to the answer before explaining your intention. A client’s experience is useful information, although it is not a complete assessment of your professional competence.
Choose one adjustment you can examine in a later session. For a skill such as asking clearer questions, seek informed feedback through an appropriate practice or mentoring arrangement, with the necessary client permissions. Specific observations give you more to work with than a general rating of whether a session was good.
4. Have a mentor
A mentor can help you think through questions about your development and learn from another coach’s experience. Agree what support you need, how you will work together and what the relationship includes. If the purpose is credential-related mentor coaching, check the awarding body’s current requirements before choosing the arrangement.
Bring a focused question or an example you have permission to discuss. Ask the mentor to help you examine your choices and identify something to try next. Reviewing another attempt can show you whether the adjustment is useful and what still needs attention.
Reading experienced coaches’ articles or following their public work can introduce ideas. Those materials are useful additions to a library, but the author is not responding to your particular work. Seek a relationship with agreed interaction when you need individual guidance.
Conclusion
Choose the resource that addresses a clear gap in your practice, then make time to use and review it. A well-organized collection can support preparation, but your agreements, judgment and willingness to learn determine how each resource enters the coaching relationship.
Keep business arrangements and skill development connected. Simply.Coach can help organize the coaching record and shared materials, while training, practice and feedback support your development as a coach. Improve the part of your work that needs attention before adding another resource to the collection.
Key Takeaways
- Name the gap: Choose a resource for a recurring difficulty you can describe. Decide what you need it to help you prepare, explain or review.
- Clarify the engagement: Use intake and discovery conversations to discuss goals, fit and expectations. Explain the service before either person commits to it.
- Check the arrangement: Match package promises with available delivery tools. Give prospective clients clear information about fees, access and support.
- Curate with purpose: Keep sources and permissions with each resource. Ask the client whether a suggested exercise fits the conversation they want to have.
- Review your practice: Combine relevant training with appropriate opportunities to coach. Use specific feedback to choose an adjustment and examine another attempt.
- Plan resource sharing: When setting up Simply.Coach, decide which materials the client needs. Agree how those materials will be used between sessions.
When session materials, actions and notes are scattered, preparation takes extra effort. Simply.Coach’s life coaching software brings goals, actions, session notes and shared resources into the coaching record. Use that organization to prepare for conversations and share the materials agreed with each client.
Frequently Asked Questions (FAQs)
What is not life coaching?
Life coaching is not therapy, medical treatment or a substitute for advice from an appropriately qualified professional. A coach works with goals the client chooses. Past experiences can inform that conversation, but the coach should stay within the agreed scope and qualifications, and discuss other support when needed.
Which resources should a new life coach start with?
Start with an intake form, a clear description of your service, a way to arrange sessions and a small set of resources you understand. Add coach-specific training and a source of feedback on your work. Choose the next resource for a gap you can name, rather than collecting downloads.
Where can life coaches find free resources?
Public guides, professional-body resources and reusable prompts can help you build a small library. Check who created each resource, what it is designed for and the terms for client use. A free download does not automatically include permission to rebrand, distribute or sell the material.
How do you choose a life coaching tool for a client?
Agree what the client wants to understand, then select a resource that supports that question. Explain the purpose, check that the format is accessible and ask whether the client wants to use it. Discuss the answers together and change the approach if the resource does not help.
How should life coaching software support your practice?
Life coaching software should help you carry out the service you have agreed with the client. Check scheduling, shared resources, client records and access permissions against that service. Include billing and communication needs in the comparison, and review how clients actually receive and use the materials.
Does a free discovery session replace client intake?
No. A discovery conversation can help both people explore fit and expectations, while intake records the information needed to begin an engagement. You can combine parts of the two, but make the purpose clear. Do not treat a short introductory call as a promise of a particular coaching result.
How is having a mentor different from following coaches online?
Online content can introduce ideas, but its author is not responding to your particular coaching work. A mentor can discuss your questions and offer feedback within an agreed relationship. If you need support for a credential, check that the mentor and arrangement meet the awarding body's current requirements.
About Simply.Coach
Simply.Coach is an enterprise-grade coaching software designed to be used by individual coaches and coaching businesses. Trusted by ICF-accredited and EMCC-credentialed coaches worldwide, Simply.Coach is on a mission to elevate the experience and process of coaching with technology-led tools and solutions.