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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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Professional Development
December 20, 2022
•
5
min
How Much Does It Cost to Become a Life Coach?
Life coaching involves helping clients reach their goals. Learn how much it costs to become a life coach and how you can work around your schedule and budget.
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.
Professional Development
December 19, 2022
•
5
min
How to Turn Down a Client’s Request
We discuss how to turn down a client’s request respectfully, when it should be done, and how to deliver this message in different formats.
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.
About Practice
December 12, 2022
•
3
min
2022 Practice year in review
In the past year, we’ve launched dozens of major features and hundreds of minor improvements to help coaches streamline their coaching business. Check out a few of the highlights!
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.
Professional Development
December 8, 2022
•
5
min
Team Coaching: What It Is and How to Excel at It
Team coaching is an effective way to boost employee growth, workplace satisfaction, and productivity levels. This guide will explain how to excel at this coaching style.
Professional Development
December 8, 2022
•
4
min
Exploring Sales Coaching: What It Is and How To Start
Learn about sales coaching, what these professionals do, and who they help. Find out how to prepare yourself to become a sales coach.
Professional Development
December 8, 2022
•
6
min
The 5 Most Important Rules of Coaching
Even coaches need guidance. We discuss the five most important rules of coaching to ensure you deliver effective, life-changing sessions.
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 8, 2022
•
5
min
Learn How To Create a Successful Health Coach Business Plan
Learn how to create a successful health coach business plan and launch your company. We’ll also discuss why creating an actionable business plan matters.
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Next
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How to grow your business, make your processes easier, get new clients, and develop strong relationships.
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