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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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About Practice
July 29, 2022
•
7
min
Types of CRMs to Get More Clients
Have you ever wondered what types of CRMs are out there and how useful they actually are? Look no further — we’ll explain everything you need to know about these CRM tools.
Guides & Templates
July 29, 2022
•
5
min
5 Coaching Styles to Help Clients Reach Their Full Potential
What are the five coaching styles we can use in life coaching? We’ll explain coaching styles of leadership to help clients reach their full potential.
Best Practices
July 27, 2022
•
5
min
4 Inspiring Tips on How to Improve Leadership Skills
As coaches, we teach clients how to improve leadership skills in the workplace. Use this guide to build an action plan to improve leadership skills to ensure success.
Professional Development
July 27, 2022
•
6
min
A Quick Guide for Performance Coaching
Performance coaching helps clients gain a competitive edge and work at the peak of their abilities. Find out more about the benefits of this coaching program.
About Practice
July 27, 2022
•
4
min
6 excellent CRM strategies to ensure success
The goal of CRM is to help you find and retain clients. Here are six Customer relationship management strategies that will supercharge your coaching practice.
Client Success
July 27, 2022
•
6
min
How to Successfully Communicate With Your Clients
Communication is essential to coaching. Learn how to effectively communicate with clients through different channels and how to overcome difficult situations.
About Practice
July 26, 2022
•
6
min
What Is CRM? Everything Coaches Need to Improve Their Practices
What is CRM? Learn how to improve your coaching business with CRM examples and about how customer relationship management processes work.
Client Success
July 19, 2022
•
5
min
The importance of customer service for successful coaching
To empower our clients, every coach should know the importance of customer service. Learn more about how to elevate your customer service management.
Guides & Templates
July 19, 2022
•
6
min
A Free First Coaching Session Template to Start Your Program Off Right
Start your coaching program on the right foot. We’ll teach you what questions to ask clients in your first session and provide a free template.
Client Success
July 18, 2022
•
4
min
Customer Experience 101: What It Is and How You Can Improve Yours
Customer experience is one of the key metrics for assessing the success of a business. Learn how to improve your business and offer something no one else is.
Client Success
July 18, 2022
•
6
min
10 Ways to Build and Maintain a Healthy Client Relationship
Coaching creates a strong relationship based on trust and thoughtfulness. Explore what you can do to foster healthy relationships with your clients.
Best Practices
July 18, 2022
•
8
min
8 Essential Time Management Skills and How To Improve Them
By providing a foundational set of time management skills coaches can empower clients to realize their goals. Read on to how to improve time management skills.
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Best Practices
Advice and resources for professionals to use with their clients.
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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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