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 Intake & Check-in Forms — What questions to ask in your intake and check-in forms to get the data you actually need
- Building Your Exercise Library — How to build a personalised exercise library with smart defaults and video demos
- Share Guides and Videos — Upload welcome guides, nutrition PDFs, and videos once, then choose which clients can see them
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:
- Your Weekly Workflow — How to structure your coaching week: daily triage, batch reviews, plan adjustments
- Writing Great Check-in Responses — What to write, how to frame good and bad weeks, when to use AI drafts
- Reading Progress Photos — What to look for in photos and how to communicate visual changes to clients
- Setting Client Goals — How many goals, what kind, realistic timelines, and when to adjust
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+:
- Managing Multiple Clients — Using to-dos, batch reviews, and templates to stay on top of a full roster
- Getting Clients From Your Website — The lead capture pipeline: coaching website, enquiry forms, and lead conversion
More workflow guides
These guides live in the feature reference sections but cover coaching workflows in depth:
- Advanced Techniques — Supersets, drop sets, AMRAP, circuits, and other training methods using exercise notes
- Periodization & Progression — Programming mesocycles, deloads, and progressive overload
- Exercise Substitutions — Equipment alternatives, injury modifications, and travel workout swaps
- Phases & Variations — Cut/bulk transitions, refeed days, training/rest day nutrition
- Coaching Scenarios — Using notes as a coaching CRM: injury tracking, preferences, milestones