After-call worksheet
Coaching fit recap
Use this recap after a discovery call so you do not choose a coach based only on a good conversation or a polished profile.
Recap prompts
- What goal did I tell the coach about?
- Did the coach repeat my goal back clearly?
- What part of the conversation felt most useful?
- What part felt vague, rushed, or unclear?
- Did the coach explain their process after the first call?
- Did the format, price, schedule, and communication style fit my life?
- What question do I still need answered before deciding?
- Would I feel comfortable doing hard work with this coach?
Score from 1 to 5
Goal fit
1 2 3 4 5
Communication style
1 2 3 4 5
Process clarity
1 2 3 4 5
Practical logistics
1 2 3 4 5
Comfort asking questions
1 2 3 4 5
Confidence in next steps
1 2 3 4 5
Next move
- Book a starter session if the fit is clear and the terms make sense.
- Ask follow-up questions if one or two important details are missing.
- Compare another coach if the style, scope, or logistics feel off.
- Pause if you are not ready to take action between sessions.
Compare before deciding
A recap helps you compare coaches with more than memory and first impressions.
Use scorecard