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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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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.
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!
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.
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.
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.
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.
Marketing and Sales
April 4, 2023
•
6
min
5 Types of Advertisements for Solopreneurs and Small Businesses
Struggling to find the time to market your small business? Discover the types of advertising ideal for solopreneurs and useful tips to start scaling.
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.
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.
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.
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.
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.
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