FREE CLIENT SOURCE TRACKER FOR COACHES
Stop guessing where your coaching inquiries come from.
Record the first source each person reports, see which inquiries became clients and leave unknowns visible, so gaps don’t turn into assumptions.
The app someone messages from doesn’t establish where they first found you. Use one consistent inquiry log to keep the source they actually gave you connected to the outcome so far.
Your practical starting point
Find Where Your Coaching Clients Come From
Excel workbook + PDF guide + bonus prompt
Small job. Useful tools.
Inside the free download
An editable inquiry log and a summary by self-reported first source.
A defined inquiry period, client-start dates and visible open or unknown records.
A fictional worked example, self-checks and a printable manual source record.
A good fit
Is this for you?
For coaches with inquiry history to review, or anyone ready to start recording new inquiries. Bring known inquiry dates, current statuses and first-source information. Open the workbook in Excel or a compatible app such as LibreOffice Calc.
This is a first-source count. It does not measure ROI, capture every touchpoint or prove that a channel caused a client.
Included · entirely optional
One bonus ChatGPT prompt
The optional copy-and-paste AI prompt helps review an anonymous snapshot. Check its arithmetic and conclusions. It does not access accounts or update the workbook, and AI is not needed to use the tracker.
Use the resource with or without AI.