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Coaching and studios

Coaching session review

Find out whether a coaching session actually helped, what the client will do next, and what they want to work on next time.

When to send itWithin a day of a session: after the first one with a new client, then every third or fourth session for clients on a package.

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The survey

How was your session?

  1. 1Overall, how satisfied are you with the session? · RequiredCSAT · 1–5
  2. 2How useful was the session for what you wanted to work on? · RequiredVery useful · Somewhat useful · Not very useful · Not useful at allMultiple choice
  3. 3What would have made it more useful?Anything we could do differently next time, big or small.Shown only when question 1 is at most 3 or question 2 is “Not very useful” or question 2 is “Not useful at all”Open text
  4. 4What's one thing you'll do differently after this session?Open text
  5. 5What would you like to focus on next time?Open text

Suggested coupon

Suggested couponThanks for your feedback. Here's 10% off your next session pack.One shared codeValid on session packs only. One use per client. Can't be combined with other offers.

Rewards clients who already work with you and nudges a renewal before their pack runs out. A shared code is fine because the link only goes to your own clients.

Where to send it

  • EmailPaste the link into your follow-up email to the client after the session, from your usual email tool.
  • WhatsAppSend the link in a WhatsApp message to the client after the session, if they've agreed to hear from you there.

When to send it

Send this within a day of a coaching session, while the conversation is still fresh in your client's mind. Clients on a package don't need it after every session: once after the first, then every third or fourth, gives you a steady picture without turning feedback into a chore. Put the client's first name in the link as ?name=Priya and the survey greets them personally.

Why these questions

Overall satisfaction comes first, on the standard five-point CSAT scale, so you have one figure to compare across clients and months. The second question is the one coaches care about most: was the session useful for what the client came to work on? A client can enjoy an hour with you and still leave without progress, and this question separates the two.

When a client rates the session three or lower, or says it wasn't very useful, a follow-up asks what would have made it more useful. Clients who were happy with it never see that question.

Everyone then gets two open questions. The first asks what they'll do differently after the session. If most clients can name a concrete action, your sessions are landing; if the answers are vague, try closing each session by agreeing a next step together. The second asks what they'd like to focus on next time, which gives you a head start on planning.

The coupon

A shared 10% code off the next session pack suits coaching because it rewards clients who already work with you and nudges them to renew before a pack runs out. Every client who completes the form receives it, whatever they say about the session, so honest criticism costs them nothing.

What to do with the answers

Before each client's next session, reread their last answers. Opening with "you mentioned you wanted to work on your presentations" shows you listened. Once a month, look across all clients for patterns: if "not very useful" keeps coming from new clients, your first session may need a clearer structure or a short intake form beforehand.

If you also run group programmes, the course mid-point check-in does a similar job halfway through a cohort, and the trial class follow-up helps when people try a single session before committing.