Creative tips and tricks

The Ultimate List of Coaching Templates

Feb 6, 2023

If you want to be the best coach then you need an action plan. It should be concrete and tangible. Using coaching templates when working with clients can be a great instrument to use to help guide and lead your clients through a transformative experience.

Using coaching templates is super helpful to

  • Make sure you understand your client's needs and then write them down so you won't wander
  • Prepare therapeutic contracts to get you and your client to come to an agreement about certain aspects
  • Individualize standard coaching frameworks for your clients' specific requirements
  • Keep track of your session's development and adjust it at any time
  • Add structure to your coaching to ensure that you don't lose concentration or divert from the clients' primary issues.

In order to help you reach your goals We've created the complete checklist of templates to coach for coaches like you. Let's begin by defining what makes an excellent template for coaching and look into coaching templates that are free across five core categories that you can use.

Skip ahead:

What are the features of the top coaches templates?

    Highlight your style of coaching    

An instructional template can be a go-to guide to follow in how to work with your clients. So, it is important to choose a template that is created to help you remind yourself of your personal way of working. We all know how easy it is to get distracted by the multiple coaches and styles that are popular these days!

    Describe your framework with completeness    

An effective coaching template will allow you to describe what you can do for each of your clients with detail. The template includes blanks that outline the coaching structure, which will serve as the framework for each coaching session you schedule.

    Write down your coaching method.    

Everyone knows that coaching is not (almost not ever!) a one-time consultation. In the end, it's the process of transforming people into their full potential that isn't possible to do in a time span of. So, the template for coaching must be adaptable to accommodate your process and plan to achieve goals.

    Estimate the time frame or the number of sessions of coaching    

Even though coaching is recurring however, it can't continue on for forever. You have to restrict it to a particular duration. In order to do that, you'll need start with a basic amount of sessions. This could be modified or decreased according to changing requirements. A good template takes into consideration that.

    Help with the management of your coaching business    

Finally, you also need help managing your coaching business. This is a concern with different payment options, signup processor giving bonuses in terms of discounts. Additionally, you'll need to handle handouts and intake forms that help your clients sign in. A good coaching template will have options for handling these issues as well.

In this regard, let's review 25 coaching templates that can help you improve performance for your coaching business.

Here are the best templates for coaches to utilize

Below are some essential ones that can aid you in running your show:

         Receipt Template Sample    

Whenever you collect an amount for coaching fees you should hand the payment receipt. The template for receipts is an excellent one that can help you create an impressive professional image. The basic components remain similar, you can modify them according to your personal preferences.

         Life Coach Bill Template    

After a successful launch, you'll have to send out automatized invoices to streamline your payment collection. This invoice template is specifically created for life coaches and appears professional. You can always modify its specifications to fit your particular needs.

         "My 50" Referral Team Template    

For coaches, social proof is among the most potent areas to bring in new business possibilities. If you want to leverage your client relationships to create an increase in new leads, then you should make use of this template.

         Complimentary Session Vouchers Template    

The free sessions are a fantastic way to engage your existing coaching clients and drive loyalty. They are always successful because they're completely free! So we'd say save this template and use it whenever you plan to offer free session vouchers. This stylish template can also help you organize seminars or conference.

         Newsletter Sign-up Sheet    

When you've gotten clients, the next step is to ensure that they are properly onboarded and leading clients effectively on their journey. We'll look at some templates that can help then.

Here are the best intake templates for coaching that you can use

The intake templates can be extremely useful for taking on new clients and making sure that you have their consent forms in order. The law is in force across the world, and you might need to collect specific identification details in certain jurisdictions. The following intake templates below may be adjusted and changed in accordance with your geographic location.

         Training Intake Session Checklist and Template

For coaches, the initial session is always quite crucial because it gives you the opportunity to consider a variety of the details about your clients into consideration. One of the best ways to gather and utilize that data is to leverage an intake-session checklist template which gathers wide information about your client. We'd suggest closely following this free template to ensure you don't miss out on the most important particulars.

         Client Information Template for Sheets

In some jurisdictions in some jurisdictions, you might be required to store all client information offline. But, there are occasions where it is possible to be able to meet with your client in person. In times like these, this template of a client's information sheet could prove useful. It'll help you be prepared to easily document your clients' critical information, like contact information as well as problem areas. to refer back to later on.

         Thank You Letter Sample Template

If you've already spoken to the client and they are ready to enroll in your coaching program, you should ideally also introduce them with a friendly letter. This format is ideal to warm them up and ensure that they kickstart their journey to transformation on a positive note.

         Wheel of Life

A key aspect of coaching is to help your clients to identify the areas of their greatest concern prior to coaching. The Wheel of Life coaching template is an excellent tool for to accomplish this. It addresses many important issues in our lives, such as finances, relationships as well as health issues. It was discovered by Paul J. Meyer and can be printed in the form of a pie chart. It is a good idea to save the template for use with your clients in the initial stages.

         Thermometer for Emotion

A thermometer for emotions is another useful tool to share when you've got clients onboarded. It can be used to assist them in determining their emotions regarding various emotions. If they're angry, they mark a higher number, and so on. It is also possible to customize the emotion thermometer to suit your coaching needs if you're seeking to address any of the various emotions and feelings.

Although the previous templates for coaching are designed commonplace, take a look at examples of coaching templates that cater to different audience types.

Here are the best templates for coaches that are suitable for general audiences.

         Life Story    

This Life Story Worksheet is a handy generic coaching template for your clients to tell their story of their life from the past, the way they see it now, and how they would like it to be in the future. It helps you to not just assist them but also provides an opportunity for them to look at themselves and uncover the truth about their own lives. It's a great base for embarking on a transformational experience.

Many people are unable to comprehend the distinction between thinking and emotions. But even when they can, they may not understand different emotions and their nuances. For example, most people think in terms of the basic emotions like "hate" and "love". They often say they "hate some thing" however, they actually, intend to say, they dislike or want to stay away from some thing.

It is essential for you as a coach to show your clients how to differentiate the variety of emotions. The template for coaching on emotion faces is a great handout to give your clients in order to be able to correctly connect faces with different emotions. It will also help you build trust with your clients.

         Building New Habits The Tips Sheet    

If your clients find it difficult to develop healthy new habits it is your responsibility to assist them by being their coach. Give them this helpful guide to building habits that includes a variety of suggestions to assist them in assessing their lifestyle. With this as a starting point, they'll be better equipped to replace them with good routines. You can always modify its specifications to suit your needs as a coach and needs.

         Goal Exploration    

When you plan to guide them in their business, career, or life in general many of your clients will often need help to explore their personal objectives. This coach template is perfect for clients who find it challenging to identify and explore their goals.

         Mandalas    

Mandala is a Buddhist-inspiring design of drawing. The tradition of Mandalas has been utilized in Eastern traditions as a form of meditation. Coaches of today often employ mandalas to stimulate coloring and have the purpose of lessening stress and focusing. It is possible to give them to your clients to help lower stress levels and help them focus better.

If you're working to build trust with your client who is difficult, asking them to color a picture of a mandala is a fantastic way to break the ice. If you're not sure, simply print this out and ask them to colour it in regularly when they're struggling.

Then, let's go over to some specific categories.

These are the top training handouts available for niche groups.

All of us agree that coaching clients are not the same. They're unique beings that have particular requirements. These handouts can be super helpful when managing these individuals. It could help you get inspired to create your own. Here are the guidelines:

         Business Coaching - Tolerations Form for Coaching    

If your clients who you coach are looking for business advice, this template can be a valuable tool in your coaching program. Successful business is a process that requires skills and techniques that clients require to learn. This template could help determine your client's weaknesses and assist clients to develop their skills.

Career Coach Toolkit

If you're in search of a coaching template example that can help your client to choose the best career, this free template is a great pick. The template comes with a step-by-step guide on how to boost your career.

Small Business Toolkit for Coaching Small Business Coaching Toolkit

Many small business owners often are self-conscious and require a different approach. This makes small business coaching differs from normal business coaching. If that's what you're addressing through your coaching service This free coaching template excels since it's bundled with tons of valuable suggestions.

Self-discovery Toolkit

Sometimes, clients do not have an idea of what they would like to achieve. They seek coaching services to uncover themselves and improve their lives. In such cases, you can use this self-discovery toolkit that provides clear instructions on how to transform people's lives and lay out a robust program outline.

Tools for Goal Setting and Vision

A few clients seek out coaches to help set goals and improve how they see their lives. This coaching template makes the perfect choice for situations that warrant a framework that helps clients to set objectives and envision their future more clearly.

Explore these other templates as well.

The coaching industry is a broad field and most coaches have very different requirements. Therefore, we've compiled some additional miscellaneous templates to assist you in improving your coaching business and give more efficient services to clients.

         Template for Positive Experiences    

Ultimately, every coach helps clients build self-esteem and harbor positive thoughts. A handout that encourages participants to record all positive moments throughout their lives can help build confidence in their own self. Use this template to help your client remember all the good things that happened to them within their lives.

         Strengths Template for Lists    

Many people who are seeking out coaching sense they need to be better in a particular area. Coaches, it's your job to help them identify their strengths and increase confidence in themselves. This will also increase confidence and self-confidence. Utilize this template for handouts for clients to ensure maximum results on this front.

         Exercises to Gratitude    

The majority of people who are unhappy share the same thing. They are not grateful for the things that they possess. If you could aid your clients in understanding this, and encourage them to become more grateful for everything they have, they will lead happier lives. The gratitude exercises can be very beneficial if you have clients who have many disappointments and resentments.

         Template for Looking Back, Looking Forward    

Coaches' job is to help clients to think about their futures with optimism and determine what they can accomplish to enhance their lives. When you come across a scenario that your client feels down, guide your client to take a step back and recall all the positive experiences that happened in their lives. But, it's crucial to inform them that certain bad things are common to all people, so it is important to look at the situation positive. This guideline for coaching can help you in these situations.

         Deep Breathing Template    

This is the ideal coaching template for that situation. Deep breathing scientifically helps people relax, and also allows the person to lower their anxiety and stress levels. You can use this handout for your client to discover how to breath deeply without causing injury to them. We'd say give to them when you've established rapport. help them relax both during the session and when they return.

  Templates for coaching are fantastic. However, sometimes, you require a little extra something.

There are many templates available to support you at every stage as a coach. Free coaching templates can make your job easy to make it easier for you to provide an exceptional experience for your customers.

The most effective method is to bring your coaching company online. With , you can grow your coaching business through self-guided courses for coaching. This easy to use online platform for designing courses is loved by coaches, teachers, as well as digital creators of content for its ease creating engaging, customized educational experiences, and it is growing steadily online. Get started for free today explore how course creation, marketing, and selling tools will aid you in enhancing the coaching you practice. There are no technical skills required.