Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Great talking with you, {{firstName}} — here's what we discussed
A summary of our call, your recommended program, and the next step to get started.
Tomorrow: Your coaching session at {{sessionTime}} — quick prep inside
Your session is tomorrow. Take 5 minutes to reflect on these questions before we meet.
How's it going, {{firstName}}? A quick check-in on your progress
Just checking in on the action items from our last session. How are things going?
{{programName}} is open — {{spotsAvailable}} spots for {{cohortStartDate}}
My next group coaching cohort starts {{cohortStartDate}}. Here's what you'll achieve and how to join.
Best Practices
Send discovery call follow-ups within 2 hours while the conversation and motivation are fresh
Include prep questions in session reminders so clients arrive ready to do meaningful work
Keep between-session check-ins short and encouraging — not demanding
Use real scarcity in program enrollment (small groups, limited spots) and honor it
Write in first person with warmth — your emails should feel like a note from their coach
Common Mistakes
Waiting days to follow up after a discovery call, losing the momentum and motivation
Sending session reminders without prep questions, leading to unfocused sessions
Making progress check-ins feel like homework assignments instead of supportive nudges
Using high-pressure sales tactics in enrollment emails that undermine trust
Being inconsistent with communication — clients need to trust your reliability
Subject Line Examples
Timing & Performance
Personalization Tips
Coaching businesses thrive on trust, and trust is built through consistent, thoughtful communication. The discovery call gets someone interested, but the follow-up email is what converts them into a client. The session itself creates breakthroughs, but the between-session check-in is what sustains change.
Session reminders with prep questions are the highest-value email in a coaching practice. Clients who arrive prepared make faster progress, which leads to better testimonials, more referrals, and higher retention. It's a small email investment with outsized returns on your coaching impact.
Group programs represent the biggest revenue opportunity for coaches, and email is how you fill them. A clear enrollment sequence with genuine scarcity, specific outcomes, and a personal invitation from the coach consistently outperforms social media launches for converting subscribers into paying participants.
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Frequently Asked Questions
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