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Coaching Clients: setup checklist

Discord Template Hub · discordtemplatehub.com · Updated 2026-11-12

Structure

  • Create roles
  • Create the PRIVATE CLIENT ROOMS category with @everyone denied
  • Create one room per client with a member override

Routine

  • Pin the check-in format
  • Create the weekly group call as a recurring Scheduled Event
  • Decide your reply hours and post them in #welcome

Offboarding

  • Create an ARCHIVE category hidden from everyone
  • Write your offboarding steps in #coach-notes

Roles to create (top to bottom)

  1. Coach: You (and assistant coaches)
  2. Assistant: VA or assistant coach
  3. Client: 1:1: Active 1:1 clients
  4. Client: Group: Group program clients
  5. Alumni: Finished clients; keep #wins and #group-chat read-only

Channels to create

START HERE

  • ☐ welcome (text): Everyone can read; only Staff can post
  • ☐ announcements (announcement): Everyone can read; only Staff can post
  • ☐ how-to-check-in (text): Everyone can read; only Staff can post

CLIENT HUB

  • ☐ weekly-check-ins (forum): Client roles; every client can read every post (see permission notes)
  • ☐ group-chat (text): Client role
  • ☐ wins (text): Client role
  • ☐ resources (forum): Clients read; Coach posts

PRIVATE CLIENT ROOMS

  • ☐ client-firstname (text): One client + Coach

CALLS

  • ☐ Group call (voice): Client role
  • ☐ 1on1 room (voice): Coach moves clients in

COACH

  • ☐ coach-notes (text): Hidden from everyone except Staff
  • ☐ mod-log (text): Hidden from everyone except Staff

Back to the Coaching Clients blueprint

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