Business Coaching Client Progress Survey

Measure Coaching Impact with Client Progress Surveys

For business coaches, tracking client progress isn't just about collecting feedback—it's about understanding goal achievement, measuring coaching effectiveness, and building stronger accountability partnerships. This Business Coaching Client Progress Survey template gives you a structured way to check in with clients, celebrate wins, identify obstacles, and continuously improve your coaching methodology.

Why Business Coaches Need Regular Progress Surveys

Regular progress tracking helps you demonstrate ROI to clients, adjust your approach in real-time, and maintain momentum between sessions. Whether you're coaching entrepreneurs, executives, or small business owners, this template captures the metrics that matter: goal completion rates, confidence levels, action item follow-through, and the quality of accountability support.

What Makes This Template Effective

This survey goes beyond simple satisfaction ratings. It prompts clients to reflect on specific goals, rate their progress objectively, identify what's working (and what isn't), and provide actionable feedback on your coaching style. The structured format makes it easy to spot patterns across multiple clients while giving each individual the space to share their unique experience.

Streamline Your Coaching Practice with Paperform

Built in Paperform's intuitive editor, this template is fully customizable to match your coaching brand and methodology. Add your logo, adjust the questions to align with your frameworks, and use conditional logic to dig deeper based on client responses. Connect the form to your CRM or project management tool via Stepper to automatically create follow-up tasks, update client records, or trigger check-in sequences based on progress indicators.

For coaches who also handle contracts and agreements, Papersign integrates seamlessly to keep all client documentation in one place. From intake forms to progress surveys to coaching agreements, Paperform gives you a professional, cohesive client experience that reinforces your expertise and saves you hours of administrative work every week.