Top 11 Coaching Tools ALL Coaches MUST Know

As a coach who's worked with countless others in the industry, I know firsthand that having the right tools in your corner can make all the difference—not just for your clients' growth, but for your own sanity and success.

The truth is, coaching isn't just about deep conversations and powerful questions; it's also about structure, clarity, and flow. From reflective worksheets to discovery call templates and even automated coaching forms by CoachVantage, the tools you use can elevate your sessions, streamline your business, and create a more transformative experience from the very first touchpoint.

In this list, I'm sharing my go-to resources—tried, tested, and trusted—to help you coach with more confidence and less chaos.

1. Coaching Goals Worksheet

If I had to pick just one tool to use with clients, this would be it. The Coaching Goals Worksheet helps new clients get clear on what they actually want to achieve—which, let's be honest, isn't always obvious at the start.

As coaches, we deal in transformation, not tangible products, so having a clear roadmap matters. This tool sparks meaningful conversations, reveals gaps in expectations, and sets a strong foundation for coaching success.

It also gives you something concrete to revisit throughout the journey to track progress and pivot when needed. I like to have clients fill it out before our first session, then coach around their responses. And if they show up without it or aren't clear? No problem—it becomes powerful post-session homework.

2) The Wheel of Life Template

The Wheel of Life is hands-down one of the most versatile and eye-opening tools you can use with a new client. It offers a clear, visual snapshot of how they're doing across different areas of life—relationships, career, health, and more.

I use it as a diagnostic starting point because it quickly highlights what's thriving and what might be holding them back. When a client's unsure where to begin, the low scores on their wheel tell us exactly where the work needs to happen.

It's also incredibly flexible. You can customize the categories or use a blank version to suit any coaching niche or session focus. I like to include it in my Welcome Packet and explore it during the first couple of sessions. It's not just informative—it's engaging, and clients love how it brings clarity to their chaos.

3) Powerful Pondering Questions Tool

When a client first steps into the coaching space, they're often focused on what they want—but not necessarily why they want it.

That's why I love using the Powerful Pondering Questions Tool early in the coaching relationship. It opens the door to deep, meaningful reflection—questions like what truly matters to them, what they're avoiding, how they learn best, or what lights them up. These aren't surface-level prompts; they're conversation starters that reveal the heartbeat of who someone really is.

I usually include this in my welcome packet or send it before our first session, and then we unpack the answers together. I'll ask: What stood out to you? What surprised you? Which questions were the most confronting—and why?

The insights that come from this exercise are often the ones that shape the entire coaching journey. And truthfully, clients walk away feeling both seen and stretched—which is exactly where real growth begins.

4) Life Map Template: Unearth Their Story

When a new client walks into a coaching session, they're bringing their whole life with them—even if they don't know it yet. That's why the Life Map Template is such a powerful tool. It invites your client to chart the defining highs and lows that have shaped who they are today.

You'll uncover what they're proud of, what still stings, and what experiences have left the deepest marks. It's not just about the timeline—it's about the meaning behind the moments. I usually offer this as pre-session homework in my welcome packet, then use our review session to explore the story behind each milestone.

Clients love how reflective this process is, and I love how it gives me immediate insight into their values, strengths, patterns, and limiting beliefs. It's also a fantastic exercise for building self-esteem: as you go through it, help them celebrate just how far they've come.

 5) Get Perspective: Vision Worksheet

Before we dive into goals, I always want to know—what's the bigger vision? The Get Perspective Vision Worksheet helps your clients zoom out and see their life, work, and coaching journey through a wider lens.

It invites them to imagine not just what they want next, but what kind of life they're truly trying to build. Without that clarity, it's easy for clients to fall into the trap of reacting to whatever's in front of them—checking boxes, chasing shiny objects, or simply following the path of least resistance.

And that's exactly how they end up stuck or off-track. I like to use this tool within the first few sessions or assign it as welcome packet homework. Then we revisit their responses, unpack the vision, and align their goals accordingly. Clients walk away with direction—and I get a clear sense of what truly matters to them.

6) Clear the Clutter: Tolerations Coaching Exercise

Sometimes the real energy drain isn't the big stuff—it's the nagging little things we've been putting up with for way too long. The Tolerations Coaching Exercise helps clients identify those hidden mental and physical stressors that quietly chip away at focus, motivation, and clarity.

I love using this tool early in a coaching relationship because it clears space—literally and emotionally—for more meaningful work to begin. Whether it's unfinished tasks, toxic habits, or small annoyances they've learned to “live with,” once they name them, we can start clearing them out.

It's incredibly energizing for clients, and it's one of those exercises that often leads to unexpected breakthroughs. I'll use it in sessions or assign it as homework, especially if a client seems stuck or scattered. Get it all out on paper, then create a game plan to let it go—and watch the momentum shift.

7) Motivation Quiz: Tap Into Their Drive

Before diving deep into goal-setting or action plans, I always want to know—how motivated are they, really?

The Motivation Quiz is a quick yet powerful tool that gives you immediate insight into where your client stands in terms of drive, energy, and commitment. I like to use it early on, sometimes even before the first session, to gauge what's fueling them—or what's holding them back.

Once you have the results, it opens the door to a deeper conversation: What's behind the low scores? What needs to shift to reignite their focus? This tool not only gives you a starting point, but it also helps you tailor your coaching to meet them exactly where they are.

You can revisit it anytime motivation dips, or as a pulse check during your goal-setting rhythm. It's one of those tools that keeps revealing more, every time you use it.

8) Energy Zappers Coaching Exercise

If your client is feeling stuck, scattered, or simply exhausted, chances are their energy is leaking somewhere—and this tool helps them find out exactly where.

The Energy Zappers Coaching Exercise is a beautifully simple yet powerful way to help clients identify the small (or big) drains that quietly sabotage their momentum. I love bringing this into early sessions, especially when a client is eager to dive into goals but feels like they're running on fumes.

It gets them thinking about what's slowing them down, what they're tolerating, and where their energy could be reclaimed. Whether you use it in a one-on-one session or as homework, reviewing it together opens up space for small, meaningful changes that lead to big shifts.



And when clients see that coaching isn't just about chasing goals—but also about clearing space to thrive—it reinforces the real, lasting impact of this work.

9) What Makes My Heart Sing? Exercise

This one's pure magic.

The What Makes My Heart Sing? exercise is a joy-awakening tool I reach for when a client needs to reconnect with what truly lights them up. So often, people chase happiness in achievements, stuff, or busy schedules—forgetting that joy usually lives in the quiet, simple, and meaningful moments already around them.

This tool brings that truth front and center. Whether a client is just starting out or feeling a bit lost mid-journey, it helps them pause, reflect, and rediscover the everyday experiences that lift their spirit.

I've used it in one-on-one coaching, as group work, and even in workshops—and every time, it brings unexpected smiles and big “aha” moments. It's especially powerful after a setback, when they need a gentle reminder that happiness isn't a destination—it's already woven into their lives.

10) 25 Powerful Questions to Identify Strengths (Free)

This tool is a go-to favorite when I want to shift a client's mindset fast. Most people can rattle off their flaws without a second thought, but ask them to name their strengths? Cue the awkward pause.

That's exactly why the 25 Powerful Questions to Identify Strengths exercise is so effective—it's empowering, eye-opening, and often surprisingly emotional. I love using it in the early stages of coaching to help clients reconnect with what they bring to the table.

It's fun, energizing, and gives you valuable insight into their confidence, self-awareness, and the inner resources they can tap into while working toward their goals. You can use it one-on-one, as a group exercise, or as pre-session homework. No matter the format, the impact is real.

Once those strengths are named and claimed, you've got a foundation you can build on for the rest of the coaching journey.

11) Capture More Leads with Coaching Forms That Work

Lead capture doesn't have to be complicated—but it does need to be intentional. One of the most effective (and surprisingly underused) tools in a coach's business toolkit is a smart, well-designed coaching form.

I can't tell you how many times I've seen a potential client drop off simply because there wasn't a clear, simple way to connect. That's where form builders like the one in CoachVantage really shine. You can create custom intake forms, discovery call requests, or even onboarding questionnaires that reflect your brand and streamline your process.

These aren't just boxes to tick—they're the first real touchpoint between you and a client. And when they're automated and thoughtfully integrated into your funnel? That's when things start to flow, and you get to focus more on what you're really here to do: coach.

 Ready to Coach Smarter, Not Harder?

The tools we choose as coaches don't just support our clients—they shape the way we show up, lead, and grow.

Whether it's powerful reflection exercises, clarity-boosting worksheets, or streamlined systems like coaching forms by CoachVantage, every tool on this list has helped me (and many other coaches I work with) deepen impact while reclaiming time and energy.

You don't need to use them all at once—but pick one, try it out, and watch how it transforms your next session. Coaching is powerful. With the right tools in your hands, it becomes unstoppable.