Engagement Review Tool — The Coherence Collective

Section 1

Client & Current Engagement

Pull from your records. This frames the assessment.

Client Name

Engagement Type

Sessions Completed

Sessions Remaining

Current Frequency

Engagement Start Date

Engagement End Date (contracted)

Original Goals (from intake or early sessions)

Section 2

Progress Assessment

Rate each dimension honestly. This is your internal view — not the client's self-assessment.

Goal progressHow far has the client moved toward their original stated goals?

1None

2Early

3Solid

4Strong

5Complete

Depth of engagementHow deeply is the client doing the actual inner work?

1Surface

2Exploring

3Committed

4Deep

5Transforming

Session pacing fitDoes the current frequency match the client's actual pace of work and integration?

1Too fast

2Slightly fast

3Right fit

4Slightly slow

5Too slow

Scope fitDoes the current engagement type still match what this client actually needs?

1Way off

2Off

3Close

4Good fit

5Exact fit

Client momentumHow much energy and agency is the client bringing between sessions?

1Stalled

2Slow

3Steady

4Strong

5Driving

What has shifted most in this client since you began?

What has not shifted that you expected would by now?

Section 3

Change Indicators

Select everything that is true about the current engagement. These inform the recommendation.

Original goals have been substantially met

Goals are being met faster than the contracted timeline

Goals have evolved significantly since intake

Deeper work has emerged that wasn't part of the original scope

Current frequency feels too high for where client is

Current frequency feels too low for the momentum they have

The engagement has plateaued — same territory, no new movement

Significant life change (role, relationship, health) has shifted the priority

Client capacity has dropped — they cannot sustain current engagement level

Client appears ready to work independently

The work needs more time than the original contract allows

The engagement type no longer matches — a different format would serve better

Anything else you are noticing that belongs in this assessment?

Section 4

Your Recommendation

Select the option that best reflects what you believe serves this client. This becomes the lead recommendation in the output.

Option A

Continue as contracted

The current terms still fit. Acknowledge progress and hold the plan.

Option B

Reduce frequency

The client is moving well. Less frequent sessions allow more integration time.

Option C

Increase frequency

The client has momentum. More frequent sessions will accelerate the work.

Option D

Extend the engagement

The work needs more time. Propose additional sessions or a new package.

Option E

Early completion

Goals have been met. The client is ready to work independently. Close with intention.

Option F

Pivot the engagement type

The work has shifted. A different format, focus, or package better serves what is needed now.

Option G

Pause the engagement

Capacity or life circumstances require a defined pause before continuing.

Option H

Close the engagement

This engagement has run its course. Close well, with care and without guilt.

Proposed new frequency (if changing)

Proposed additional sessions (if extending)

Proposed package or format (if pivoting)

Your rationale — what is driving this recommendation?

What are you most uncertain about in this recommendation?

Generate Review Brief

Produces a recommendation, three to five talking points for the re-contracting conversation, and proposed updated terms ready to present.

Engagement Review — Recommendation

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Assessment Summary

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Rationale

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Talking Points — For the Re-contracting Conversation

Proposed Updated Terms

What You Are Still Weighing

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Plain Text — Ready to Copy

EngagementReview Tool

Engagement
Review Tool