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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
March 10, 2023
•
5
min
What Is Instructional Coaching? A Beginner-Friendly Guide
Learn what instructional coaching is and how educators help each other improve teaching and incite change. Plus, discover how to become one.
Guides & Templates
March 3, 2023
•
6
min
What Is a Consent Form, and When Should You Use It?
Solidify your coaching practice’s legal procedures. Learn what a consent form is, when to use it, and what it covers. Plus, discover the six consent types.
Guides & Templates
March 3, 2023
•
5
min
Set Your Ambitions With a 5-year Plan Template
Learn why setting concrete goals is essential and how a five-year plan template helps you achieve them. Plus, discover the different types of plans.
Guides & Templates
March 2, 2023
•
6
min
Client Onboarding Checklist: Jump-Start Your Working Relationship
Learn the importance of an onboarding client checklist, how it helps start a smooth relationship with a client, and what it should include.
Guides & Templates
February 27, 2023
•
6
min
What Is Emotion Coaching? (And How Can It Help Our Children Thrive?)
Unlock the power of emotion coaching to bolster your child’s resilience and catapult their overall well-being to new heights. Get started today with this helpful guide.
Guides & Templates
February 24, 2023
•
5
min
Write an Excellent Coaching Bio
A coaching bio allows clients to learn about you at a glance. Learn how to write a strong coaching bio to promote your services and elevate your career.
Guides & Templates
February 22, 2023
•
5
min
All You Need to Know About a Personal Trainer Contract
Protect your client agreements the right way. Learn what personal trainer contracts are, why they’re important, and best practices to follow.
Guides & Templates
February 16, 2023
•
6
min
Coaching Versus Managing: What’s the Difference?
Discover what separates coaching from managing and how incorporating both perspectives into your leadership will benefit your team.
Guides & Templates
February 16, 2023
•
5
min
Get Your Invoice Late Fee Wording Right With Practice
Learn how to word your late fee invoice and why it’s essential to have a late fee policy. Plus, find out what you need to include on the invoice.
Guides & Templates
February 16, 2023
•
6
min
How To Write a Cancellation Policy
Learn to create a cancellation policy to deter no-shows and last-minute switches that lead to financial losses and frustrating gaps in your schedule.
Guides & Templates
February 9, 2023
•
5
min
Share Projected Service Costs With Clients via a Good Faith Estimate Template
Learn the ins and outs of a good faith estimate, what you need to include, and why it’s essential for your coaching practice in this ultimate guide.
Guides & Templates
February 9, 2023
•
4
min
How To Build a Weekly Goals Template (template included)
Make sure you're taking the right considerations into play when building your weekly goals template. You'll want to create the right format for success!
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Best Practices
May 12, 2024
•
4
min
Discover Effective Strategies to Approach and Engage Potential Referral Sources, Fostering Long-Term Partnerships
Explore effective strategies to approach and engage potential referral sources, fostering long-term partnerships that enhance your business's credibility and reach through strategic planning and proactive engagement.
Marketing and Sales
May 11, 2024
•
5
min
Utilizing CRM Systems to Enhance Client Management in Coaching
Discover how CRM systems can revolutionize client management in coaching, enhancing organization, communication, and client satisfaction through centralized information, integrated communication tools, and efficient document management.
Marketing and Sales
May 10, 2024
•
3
min
Designing your own packages? Insights from the Trenches of Coaching
Explore the intricacies of designing personalized coaching packages, as discussed by life coaches on Reddit. Gain insights on structure, pricing, and leveraging group dynamics for effective coaching.
Best Practices
May 10, 2024
•
4
min
Setting Clear Boundaries: Time Management Strategies for Coaches
Discover essential time management strategies for coaches in this comprehensive guide. Learn how to set clear boundaries to enhance productivity, maintain professional relationships, and prevent burnout while delivering high-quality coaching services.
Best Practices
May 8, 2024
•
4
min
Overcoming Common Challenges in Coaching: Techniques to Help Clients Stay Accountable
Explore effective coaching techniques to enhance client accountability, including setting clear milestones, conducting regular check-ins, fostering self-accountability, and leveraging technology to ensure clients remain committed to their goals.
Marketing and Sales
May 3, 2024
•
3
min
Essential Considerations for Clients Choosing Educational Tutors: A Guide for Tutoring Businesses
Discover key factors clients consider when choosing educational tutors, including academic credentials, teaching methods, and interpersonal skills, essential for tutoring businesses to understand and integrate to excel in a competitive market.
Marketing and Sales
May 2, 2024
•
3
min
Navigating Client Concerns: Choosing the Right Therapist
Explore key factors clients consider when choosing a therapist, including therapeutic techniques, communication skills, and accessibility. Learn how to align your coaching services to meet these needs effectively.
Best Practices
May 1, 2024
•
3
min
Mastering Billing: Key Components of Effective Invoices and Timely Payment Reminders for Coaches
Discover how to master financial management in coaching with effective invoicing and timely payment reminders. Learn the essentials of crafting clear, professional invoices and implementing structured payment processes to ensure steady cash flow.
Best Practices
May 1, 2024
•
3
min
Mastering Session Management in Coaching and Consulting
Discover how to optimize your coaching or consulting practice with effective session management. Learn key strategies for scheduling, session tracking, and client engagement to enhance business efficiency and client relationships.
Professional Development
April 30, 2024
•
3
min
The Top Qualities Clients Look for in Executive Coaches
Discover the essential qualities that clients demand in executive coaches, including extensive leadership experience, accredited credentials, proven coaching outcomes, psychological acumen, and strong communication skills, to ensure effective and transformative coaching engagements.
Best Practices
April 29, 2024
•
3
min
Leveraging Professional Networking to Build a Robust Client Base for Your Coaching Business
Discover how professional networking can significantly enhance your coaching business by building trust, increasing visibility, and fostering valuable connections. Learn strategic tactics and explore effective venues to expand your client base and grow your brand.
Best Practices
April 26, 2024
•
3
min
Harnessing the Power of Referrals: Essential Strategies for Executive Coaches and Educational Tutors
Discover essential strategies for executive coaches and educational tutors to enhance their client acquisition through a robust referral system, emphasizing trust, exceptional service, and strategic incentives.
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