Client Progress Check-In
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Progress Snapshot
Quick notes about your recent progress, wins, and where you feel stuck. This helps me prepare for our next session.
Date of this check-in
Select the date you’re reporting on.
What went well? Any measurable improvements, breakthroughs, or completed actions.
Describe obstacles, uncertainties, or resources you need help with.
How confident do you feel about making progress before our next session?
Choose the option that best matches your current confidence level.
On a scale from 0 (no progress) to 10 (goal achieved), how would you rate your current progress?
These will be used to set clear next steps and accountability.
Support needed (select all that apply)
Select the types of support that would help you most right now.
Use this space for details that don’t fit the options above.
Are there any timeline or deadline changes we should know about?
Let us know if priorities or deadlines have shifted.
If timelines changed, give the updated milestone or expected completion date.
Include any links that illustrate progress or blockers (reports, screenshots, or briefs).
Optional files: screenshots, reports, or templates
Upload any files that help explain progress or issues. Accepted formats: PDF, PNG, JPG, DOCX.
Session Preferences & Scheduling
Tell us about how you'd like the next session to be structured or scheduled.
Desired focus for next session
Choose the main topic you want to cover in our next meeting.
Share preferences for format, agenda items, or tools to use during the session.
Preferred date/time windows for next session
List a few times or time windows that work for you (include timezone if helpful).
Final notes & Sign-off
Any final comments, confirmations, or authorisation to proceed with suggested actions.
Use this space for anything not covered above.
Do you consent to me taking the next actions you’ve agreed to?
I’ll only act on items you approve here — select your consent level.
Only provide a phone number if you’d like calls or texts about scheduling.
Digital sign-off (optional)
Sign here to confirm the check-in and any consents above. Optional; use only if you want to formalize actions.
Draw a signature in the box above
Optional: Additional supporting files
Upload any remaining files related to this check-in (contracts, invoices, or larger reports).
