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Guides & Templates
Free guides and templates to make managing your business easier.
Guides & Templates
July 21, 2023
•
10
min
How To Make Your Own Client Invoice Template
Learn how to make a client invoice template and what every invoice should include. And before you design yours, look at our free template for inspiration.
Guides & Templates
August 1, 2023
•
14
min
How to Start a Successful Online Coaching Business
Guides & Templates
July 21, 2023
•
12
min
An Accountant-Approved Guide to Taxes (+ Free Accounting Template)
About Practice
December 5, 2024
•
3
min
24 things we’ve shipped in 2024
2024 was an exciting year for Practice :) we've shipped loads of updates and improvements to streamline and scale the ops of service-based businesses.
Best Practices
May 14, 2024
•
4
min
Crafting an Effective Business Plan for Coaches: Financial Forecasts and Planning
Best Practices
May 13, 2024
•
4
min
Techniques and Strategies for Retaining Clients in Coaching
Guides & Templates
January 10, 2023
•
6
min
Have Better Conversations With a Coaching Notes Template
Learn how to create a coaching notes template to help you have more productive conversations with clients and recall important details.
Guides & Templates
January 4, 2023
•
5
min
Here’s How to Create a Client Communication Plan Template
Learn how to create a client communication plan template and why it’s important for your business. Find out what to include.
Guides & Templates
January 4, 2023
•
4
min
Breaking Down Intuitive Life Coaching
Mentor people to unleash their potential to reach newer heights by becoming an intuitive life coach. Learn all about intuitive life coaching.
Guides & Templates
January 4, 2023
•
5
min
What Is a Relationship Coach? Help Clients Find Their Happily Ever After
Learn the ins and outs of relationship coaching, including what a relationship coach is and isn’t, the type of clients they cater to, and annual income.
Guides & Templates
December 20, 2022
•
5
min
How to Find a Business Coach Who’s Right for You
Finding a business coach can take effort, but it’s worth it when you want to improve your company’s performance. Here’s how to find a good one.
Guides & Templates
December 19, 2022
•
5
min
Is Transformational Coaching for You?
Learn what a transformation coach does, how they differ from life coaches, and how they help their clients. Find out if this role is for you.
Guides & Templates
December 19, 2022
•
5
min
All You Need to Know About Being a Health and Wellness Coach
Learn all about the role of a health and wellness coach, including what they do, what makes these professionals great, and how they help their clients.
Guides & Templates
December 13, 2022
•
4
min
How To Become a Personal Development Coach
Learn what it takes to become a personal development coach and how to excel at this role. We’ll also discuss a day in the life of a coach with this specialization.
Guides & Templates
December 8, 2022
•
4
min
6 Tips for Succeeding at Client Management
Learn how to succeed at client management and which tools to use to make your process more agile. Find out why client management is so important.
Guides & Templates
December 8, 2022
•
6
min
Diving Into What a Business Coach Is
Professionals seek out business coaches for improved performance and career success. This article details what a business coach is — and isn’t.
Guides & Templates
December 5, 2022
•
4
min
Fitness Coach Versus Personal Trainer: What’s the Difference?
Learn the difference between a fitness coach versus a personal trainer and which role is right for you. Find out how to become either.
Guides & Templates
December 5, 2022
•
4
min
What’s a Mental Health Coach, and How Can You Become One
Mental health coaches motivate patients to accomplish goals set by themselves or health professionals. Learn what a mental health coach is and how to become one.
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Next
Professional Development
April 4, 2023
•
5
min
How to Gain Clients as a Virtual Assistant: 8 Different Ways
Learn how to gain clients as a virtual assistant and set your business up for success before you market it. And check out five job platforms to get a start.
Best Practices
April 4, 2023
•
5
min
What Are Social and Emotional Skills?
Interpersonal interactions are an important part of everyday life. Learn about the social and emotional skills necessary to succeed in the workplace.
Client Success
April 4, 2023
•
6
min
Boost Productivity With These 15 Virtual Assistant Software Tools
Learn about the best virtual assistant software and how it helps you run a more agile business. Plus, discover how AI and automation save time.
Guides & Templates
April 4, 2023
•
5
min
What Is a Virtual Assistant? A 101 Guide
Virtual assistants are an excellent alternative to hiring full-time employees. Learn what they do, their skills, and how to hire one for your business.
Professional Development
April 4, 2023
•
10
min
21 Freelance Business Ideas You Can Start Today
Turn your passions and skills into a side hustle or a full-time freelancing job. Learn how you can get started right now—and thrive!
Professional Development
April 4, 2023
•
8
min
12 Advantages and Disadvantages of Owning A Small Business
Intrigued by the idea of being your own boss? Learn the advantages of small business ownership and the challenges you might encounter on your entrepreneurship journey.
Marketing and Sales
April 4, 2023
•
5
min
9 Best CRMs for Service Businesses [Comparative Guide]
We compare 9 CRM options showing pricing, functionality and ideal customers. Some are popular options and some are lesser known. Let's dig in.
Professional Development
April 3, 2023
•
6
min
Bookkeeping for Small Businesses: Basics You Need to Know
Covering all the important basics and best practices of bookkeeping for small businesses.
Guides & Templates
March 30, 2023
•
6
min
Tutor vs. Teacher: What Sets Them Apart
Learn the differences between tutors and teachers, the characteristics of a good teacher, and tips for choosing the best fit for your career.
Marketing and Sales
March 30, 2023
•
5
min
7 Effective Content Promotion Strategies for Coaches
Here are seven effective content promotion strategies for your coaching business. Learn how to implement them, and discover the four types of promotion.
Best Practices
March 29, 2023
•
6
min
5 Must-Read Books for Small Business Owners
Looking for books for small business owners? Try these five page-turners and find the necessary skills to take your brand to the next level.
Professional Development
March 29, 2023
•
6
min
How to Choose Insurance Policies for Online Businesses
Add an extra layer of security through insurance for online businesses. Learn why it’s important, what a policy covers, and how to choose one.
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Client Success
How to grow your business, make your processes easier, get new clients, and develop strong relationships.
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Marketing and Sales
How to leverage marketing to grow your business.
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Professional Development
How to grow as a professional and how to be the best in your industry.
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About Practice
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