Client Progress Check-In
About this template
This template helps coaches and consultants gather structured updates between sessions. Clients can report progress, identify obstacles, set priorities, share relevant files or links, and communicate what they want to cover next. It also captures timeline changes, scheduling preferences, and consent for agreed next actions.
Who it’s for
- Coaches collecting accountability updates between sessions
- Consultants preparing for recurring client meetings
- Advisors tracking milestones, challenges, and changing deadlines
- Service providers who need client approval before taking next actions
When to use it
- Before a scheduled coaching or consulting session
- As a recurring weekly, biweekly, or monthly progress check-in
- When a client needs help resolving blockers or adjusting priorities
- When timelines, deliverables, or milestone dates may have changed
Customization tips
- Replace the progress score with a metric that fits your program, such as project completion percentage or revenue target progress.
- Tailor the support options to the services you provide, such as technical review, copy feedback, or implementation help.
- Add questions about specific milestones, deliverables, or KPIs that clients are expected to report on.
- Adjust the consent language to reflect your approval process and the actions you are authorized to take.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Client Progress Check-In
Progress Snapshot
Quick notes about your recent progress, wins, and where you feel stuck. This helps me prepare for our next session.
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.
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.
Select the types of support that would help you most right now.
Use this space for details that don’t fit the options above.
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).
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.
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.
List a few times or time windows that work for you (include timezone if helpful).
Final Notes
Add anything else that would help us prepare for the next session.
Use this space for anything not covered above.
Upload any remaining files related to this check-in (contracts, invoices, or larger reports).
