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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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April 25, 2024
•
3
min
How Automated Reminders Revolutionize Session Management in Coaching Businesses
Discover how automated reminders are transforming session management in coaching businesses, reducing no-shows, enhancing client accountability, and improving overall efficiency and client satisfaction.
Best Practices
April 24, 2024
•
4
min
Money Matters: Top Financial Mistakes Coaches Make and How to Avoid Them
Discover key financial mistakes coaches make—from underpricing services to neglecting cash flow—and learn effective strategies to avoid these pitfalls for a sustainable and prosperous coaching career.
Guides & Templates
April 23, 2024
•
3
min
Navigating Transaction Fees in Payment Platforms: What Coaches Need to Know to Protect Their Bottom Line
Discover how to navigate transaction fees in various payment platforms to protect your coaching business's bottom line. Learn about fee structures, compare popular platforms, and explore strategies to minimize costs.
Best Practices
April 22, 2024
•
3
min
Reimagining Trust and Excellence in Life Coaching
Elevating life coaching with transparency, integrity, and professional growth. Here's to a future where coaching is synonymous with positive change.
Best Practices
April 19, 2024
•
3
min
Measuring Success: Key Metrics for Evaluating the Performance of Coaching Subscription Models
Explore essential metrics for evaluating coaching subscription models, including Customer Acquisition Cost, Customer Lifetime Value, Monthly Recurring Revenue, and more, to enhance service effectiveness and subscriber satisfaction.
All articles
April 18, 2024
•
2
min
Overcoming Obstacles: Strategies for Career Coaches to Support Clients Through Challenges
Discover effective strategies for career coaches to empower clients in overcoming professional challenges. Learn about active listening, goal setting, problem-solving, leveraging networks, and continuous learning to facilitate client growth and resilience.
Best Practices
April 17, 2024
•
2
min
Streamlining Success: Simplifying the Client Intake Process for Coaching Businesses
Discover how to streamline client intake for your coaching business, enhancing efficiency and client experience with practical, tech-savvy strategies.
All articles
April 17, 2024
•
2
min
Navigating the Digital Realm: Leveraging Technology to Enhance Your Coaching Business
Explore how to boost your coaching business using digital tools and strategies. This article covers establishing an online presence, utilizing client management software, virtual platforms, data insights, and emerging technologies.
Professional Development
April 16, 2024
•
2
min
Expanding and Scaling Your Financial Coaching Business
Discover how to scale your financial coaching business in a booming market. This article covers strategies from leveraging technology and enhancing service offerings to understanding your market and building strong partnerships.
Marketing and Sales
January 2, 2024
•
5
min
Paperbell vs. Honeybook: Which Is A Good Coaching Alternative?
When starting out with life coaching or business coaching, you can often get by with just pen and paper, a few easy to use templates and managing everything in your email with a Google spreadsheet. That’s a breeze until about five clients. Then the manual work, copying and pasting, scheduling in your calendar, time tracking, managing workflows, client onboarding and trying to remember client details becomes more of a problem.
Professional Development
January 2, 2024
•
9
min
The 6 Best Business Coaching Certification Programs for 2024
This article gives an overview of the best coaching certifications out there for business coaches. There are numerous programs and we've listed the 6 best. Enjoy!
Professional Development
January 2, 2024
•
13
min
The 4 Best Certifications for Nutrition Coaching in 2024
Gain expertise and stand out from the competition: Discover the top nutrition coaching certification programs. Plus, use our handy guide to choose one that best fits you.
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Everything you need to know about running your client-based business, in one place.
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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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Best Practices
Advice and resources for professionals to use with their clients.
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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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Marketing and Sales
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