Goal Setting Guide

Created by: Emma Johnston

Last Updated: November 11, 2025

Project Request / Goal Setting Guide / Editing Instructions / Program / Images

Goal Setting Guide

The Goal Setting Guide helps clients identify their goals, recognize barriers, and outline actionable steps for success. It’s a useful tool to support clients in starting the New Year with clarity and focus. You can use this guide as a lead magnet to attract potential clients by providing value upfront while introducing them to your services and programs.

GOAL SETTING JANUARY 2026

Since this is a popular resource, the branded funnel, automations, and marketing emails will be added to your account on November 17.

This setup is free and does NOT require a credit. Guides are not automatically included in this setup, but you can request them below. If you would like us to set up the Goal Setting Guide at another time of year, please contact L2 Support.

GOAL SETTING GUIDE/WORKBOOK (Updated December 2025)

Click below to request either a branded copy of the success guide or instant access to edit and brand them yourself. The guide can be requested at any time. If you want to choose the branded option, this must be submitted by November 30.

Goal Setting Guide

CANVA TEMPLATE

The resources includes a Goal Setting Guide. Once you have edited the guide, you will need to download the file. Either select File > Download from the menu bar or click on the Share button in the top right corner and select Download. Select PDF Standard and download the document.

Click here for instructions

Goal Setting Guide Funnel and Automations

FUNNEL AND WORKFLOW EDITS

Once we have completed your project request, you will need to make edits.

Click here for instructions

Goal Setting Program

GOAL SETTING PROGRAM

There is an optional Coach Catalyst program to use alongside this guide. If you’d like to run this as a 5-day program, please contact us at [email protected] (before November 30), so we can adjust your opt-in form and workflow.

1. To access the Goal Setting program, log in to your Coach Catalyst account, and go to Programs.

2. Click on Marketplace and search for the required program.

3. Click on Preview Program. Rename the program and press Save Program to finish.

Click here for more information on using programs. If you have any questions about using programs, resources or communities, you can contact the Coach Catalyst team by emailing [email protected].

Images

IMAGES

Images used within SuperCoach CRM resources are licensed to be used in the specific resource only. If you need additional images for the project or social media, you can source free goal setting images from Pexels and Pixabay.

With attribution, you can also use images from Freepik.

If you have a quick, system-specific "how-to" question, you can chat with our L1 Triage Support Team using the purple chat bubble in the bottom corner of the software. This team offers live chat 24/7, giving you instant access to help at any time of day.

If you have a more complex or outcome-specific “how-to” question, or a query about project requests, done-for-you resources, or Coach Catalyst, you can email our L2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT).

THANKSGIVING, CHRISTMAS AND NEW YEAR

Our Level 2 Support Desk will be closed from November 26 – 28, and again from December 24 – January 1. The 24/7 Level 1 Triage Team will be available throughout these dates and during the holiday period.

Please remember that all New Year–related project requests should be submitted by November 30, and that we recommend testing all resources by December 20.