FOR LIFE COACHES
What should a life coach say in a welcome video?
A simple structure for a homepage welcome film that feels like the first minutes of a discovery call, with UK notes on captions, embeds and claims.
How UK life coaches can create a free coaching workbook people actually fill in: ideas, page structure, design for home printing and email consent.
The best lead magnet for life coaches is usually a short, printable workbook that helps someone make one small, real shift in an evening, and leaves them wanting the next step with you. Pick one moment your clients know well, give them three to five guided exercises with room to write, design it to print well at home, collect emails with clear consent, and follow up with a few kind emails that lead to a discovery call.
Picture your workbook on someone’s kitchen table on a Sunday evening. There is a mug beside it, a pen in the margin and three pages already filled in with their own handwriting. They have stopped to underline a question you wrote, because it named something they had never quite said out loud. By the time they reach the last page, booking a call with you feels like the obvious next thing to do.
That is what a good coaching workbook does that a list of tips can’t: it lets people experience how you coach before they meet you. This guide covers which workbook ideas work, what goes on each page, how it should look and how to turn downloads into conversations, all within UK rules.
Three things, in this order. It solves one specific, small problem for one specific person. It can be finished in a single sitting, ideally under an hour. And it naturally points towards the bigger work you do in your programmes.
That last point matters most. A workbook on “finding your purpose” is too big to finish and too vague to lead anywhere. “The Sunday reset: plan a calmer week in 30 minutes” is small, satisfying and opens a door to coaching about time, boundaries or energy. If you work with consultants or business clients rather than individuals, our separate guide to lead magnet ideas for consultants covers the formats that suit them.
Start from the moment your clients are in just before they book. Some ideas that suit common coaching niches:
Choose the one that sits closest to your paid work. If your programme is about confidence at work, a confidence journal is a gentle first taste. A meal planner, however popular, would bring you the wrong people.
Usually eight to fifteen pages, including the cover. Long enough to feel substantial, short enough to finish. Each exercise should need no more than one page of explanation and leave generous room to write. If you find yourself writing a twenty-five page guide, split it: the first part is your lead magnet, the rest might become part of a paid programme.
A simple structure that works for most coaching workbooks:
| Page | What it does |
|---|---|
| Cover | A clear title that names the outcome of the exercise, not a promise about their life |
| A welcome note | A few warm lines from you, with your photo, so it feels like a person speaking |
| How to use it | When to sit down with it, how long it takes, and that there are no wrong answers |
| Three to five exercises | One idea per page, a short prompt, then space to write, tick or draw |
| A reflection page | What they noticed, and one small thing they will do this week |
| Next step | A soft invitation: how coaching with you works and how to book a discovery call |
Write the prompts the way you speak in sessions. If you would ask “What would a kinder week look like?”, write exactly that.
Most people will print it at home or fill it in on a tablet, so design for both. That means an A4 page that still looks good on a basic home printer, plenty of white space, lines or boxes large enough to write in by hand, and text that is easy to read at arm’s length. Avoid full-colour backgrounds that eat ink and turn muddy in black and white.
It should also look unmistakably like you: the same colours, fonts and tone as your website and social media, so people connect the workbook with the person they have been watching. Our guide to choosing life coach brand colours and fonts covers how to set that look. A workbook that feels considered tells people your coaching will be too, which is why designing them is a core part of our graphic design for life coaches service.
Most coaches offer the workbook on a simple page on their website in exchange for an email address. The UK rules shape how you ask:
A practical, low-risk set-up: send the workbook to everyone who asks for it, and add a separate, unticked box inviting them to receive your weekly emails too. Say plainly what they will get and how often.
The workbook opens the door. The emails that follow walk people through it. A short sequence of four or five emails over two weeks might:
Replies are gold. Someone who writes back to tell you what they noticed is already halfway into a coaching conversation.
Anything that sounds like a promise or a treatment. CAP guidance says claims to treat or advise on conditions such as depression, addictions or eating disorders can only be made under the supervision of a suitably qualified medical professional, according to its guidance on mental health treatment claims. Keep exercises within coaching: reflection, goals, decisions, habits. Avoid titles like “heal your anxiety in seven days”, and include a short line saying the workbook isn’t a substitute for medical or psychological support.
Look at three things over a few months: how many people download it, how many reply to or open your follow-up emails, and how many book a discovery call. If downloads are high but calls are low, the workbook may be too far from your paid work. If downloads are low, the title or the page offering it needs attention, or more people need to see it. Many coaches promote a workbook with modest Facebook ads once they know it leads to calls.
Imagine handing someone a workbook you are proud of, one that feels like a quiet hour with you. We began as the in-house team of our co-founder, bestselling author Jack Cartwright, designing his book covers alongside his website and social media. Through our graphic design for life coaches service, we design workbooks that look warm on screen, print cleanly at home and sit naturally with the rest of your marketing. A clear brief, scope and fee are agreed before any creative work begins.
Both, if you can. Many people still prefer to write by hand, and printing makes the workbook feel more like a commitment. A fillable version suits those who live on tablets. If you only make one, make it printable, and design the writing spaces large enough to use comfortably.
You can, and some coaches sell a fuller workbook as a low-cost first step. A free workbook usually reaches more people and grows your email list faster. A paid one tends to attract fewer people who are more ready to invest. Many coaches start with a free one and add a paid version later.
Review it once or twice a year, or when your programme changes. Update the next-step page whenever your offer, dates or booking link change, and refresh the design if your branding moves on. A tired or outdated workbook quietly undermines trust.
Not at first. One strong workbook that leads into your main programme is better than several thin ones. Once it is working, a second workbook aimed at a different moment, such as before a workshop or retreat, can make sense.
You can, and they are a reasonable way to start. The risk is that your workbook looks like many others in your niche. Adapting a template with your own colours, fonts, photography and voice helps, and a designed workbook becomes worthwhile once you know it brings in calls.
A simple structure for a homepage welcome film that feels like the first minutes of a discovery call, with UK notes on captions, embeds and claims.
Prompts, framing, sound and simple ways through camera nerves, so UK life coaches can film short videos that sound like a real conversation.
Where stock images are fine on a UK coaching website, where they quietly cost you trust, and the licence and advertising rules worth knowing.
Four quick questions, and we’ll show you where we’d start. Your answers come straight to us with your message, so you won’t have to explain it twice.
A 30-minute introduction call on Microsoft Teams, Monday to Friday, 9am to 5pm. Your answers come with the booking, so we’ll be ready for you.
Prefer to talk it through? Make an appointment for a 30-minute call on Microsoft Teams, Monday to Friday, 9am to 5pm.
A closer look at the work behind each part of your plan.
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