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Coaching Playbook

Practical guides for running your coaching business in Assistant Coach. These pages cover the coaching workflows — not just which buttons to click, but how to think about the work and what good coaching looks like in practice.

Setting up​

Before your first client, get your tools ready:

Your first client​

The end-to-end workflow for bringing someone on:

  • Onboarding a New Client — From intake review to first check-in: goals, meal plan, workout plan, welcome message

Weekly coaching work​

The day-to-day of running a coaching practice:

Handling common challenges​

Every coach faces these situations:

  • When to Change a Client's Plan — The signals that tell you to adjust a meal plan, workout plan, or goals — and when to hold steady
  • Handling Plateaus — Diagnosing real plateaus vs. noise, the decision framework, and what to say to clients
  • Reviewing Client Workouts — How to review logged sessions and exercise videos, and when data signals a plan change

Scaling and growing​

Going from 5 clients to 20+:

More workflow guides​

These guides live in the feature reference sections but cover coaching workflows in depth: