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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
•
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 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 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
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 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
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 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!
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.
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Guides & Templates
January 27, 2023
•
5
min
Group Coaching Versus Individual Coaching
Learn the differences between group coaching vs. individual coaching and the benefits of each service so you can determine which practice is right for you.
Guides & Templates
January 24, 2023
•
6
min
What Is a Motivational Coach? How Do They Work?
Help people overcome low self-esteem. Learn what a motivational coach is, their roles and responsibilities, and how to become one.
Guides & Templates
January 24, 2023
•
6
min
Push Further with High-Performance Coaching
Learn how clients can push past limiting beliefs with the help of high-performance coaching. Plus, understand what strategies these coaches use.
Case Studies & Research
January 20, 2023
•
5
min
HoneyBook vs. 17hats: Everything You Need to Know
We’re looking at two small business CRMs today – HoneyBook and 17hats. Both of these platforms are designed around the concept of “projects”, so they’re best for client businesses that are project based – think photographers and event planners.
Best Practices
January 19, 2023
•
7
min
How to Find a Coach as a Startup Founder
I wrote a comprehensive guide on how to find a coach as a startup founder. Why you would want one, what are the different types, how much they cost, and my own personal recommendations.
Professional Development
January 17, 2023
•
6
min
Explore the Wonders of the Best CRM Software for Coaches
Some of the best CRM software for coaches come with many features, interfaces, and competitive pricing. Find the most favorable for your business and clients.
Professional Development
January 17, 2023
•
6
min
Build Your Knowledge With the Best Books for Coaches
Check out our list of the 13 best books for coaches and discover why anyone in the field can benefit from reading them, no matter their niche.
Guides & Templates
January 16, 2023
•
6
min
Discover Your Passion: How To Find a Career Coach
Coaches support their clients on the journey toward success. Learn how to find a career coach and exactly how they can transform your professional life.
Guides & Templates
January 16, 2023
•
6
min
How To Find a Health Coach Who’s Perfect for You
Learn how to find a health coach to help you reach wellness goals. Plus, discover what this professional does and if it’s a good fit for your needs.
Guides & Templates
January 16, 2023
•
5
min
Why You Need a Dog Training Contract for Your Business
Find out why you need a dog training contract for your business. We’ll teach you what essentials this agreement should include and how to draft your own.
Guides & Templates
January 16, 2023
•
6
min
Coaching vs. Training: What Does Each Entail?
Many people interpret coaching and training to be synonymous. However, there’s a significant difference between the two. Learn about both in this guide.
Guides & Templates
January 16, 2023
•
5
min
Top Coaching Organizations: Which Is Right for You?
Whether you’re looking for credentials or a community, coaching organizations are essential for your professional development as a coach.
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Next
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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
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Professional Development
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About Practice
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