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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
November 15, 2022
•
5
min
How To Become a Successful Relationship Coach
Learn how to become a relationship coach, where to specialize, and what this career entails. Plus, discover what it takes to succeed in this field.
Guides & Templates
November 15, 2022
•
6
min
Coaching Questions To Use in Your Sessions
Asking high-quality questions is the best way to show you’re actively listening to your clients. Here are the best coaching questions to help your clients reach their goals.
Professional Development
November 15, 2022
•
5
min
How to Become a Holistic Health Coach
What does it mean to coach overall wellness? Learn what this role entails and how to become a holistic health coach. Plus, answers to your questions.
Best Practices
November 11, 2022
•
6
min
7 Best Practices in Management for Career Coaches
Are you a career coach working with those in managerial positions? Learn the best practices in management to help high-level clients grow and succeed.
Guides & Templates
November 11, 2022
•
6
min
How To Create an Effective Life Plan (With Examples)
While clients often have specific concerns, a coach can still build an overall life plan. Here’s how to create an effective plan and why it’s important.
Guides & Templates
November 4, 2022
•
5
min
What Is Nutrition Coaching? Everything You Need To Know
Learn about nutrition coaching, what professionals in this role do, and how you can become one if this is your calling.
Guides & Templates
November 4, 2022
•
5
min
Group Coaching Best Practices (+ Free Template)
Learn how to construct the perfect program and sessions for multiple participants with our group coaching template.
Guides & Templates
November 4, 2022
•
4
min
Choosing a Practice: Life Coach vs Health Coach
What’s the difference between a life coach vs a health coach? Learn the ins and outs of these two coaching professions and discover the career for you.
Guides & Templates
November 4, 2022
•
5
min
How to Use the Wheel of Life in Coaching
Learn about a popular coaching tool, The Wheel of Life, which can help your clients identify areas of dissatisfaction and help you chart a way forward.
About Practice
November 4, 2022
•
6
min
Implementing a CRM Process: Tips for Coaches
Learn to organize your coaching business’ customer relationship management with a CRM process. Plus, tools and advice to get you started.
Best Practices
October 21, 2022
•
5
min
Implementing Best Practices for Performance Management
Learn the best practices for performance management, how to implement your plan, and how your company will benefit.
Best Practices
October 21, 2022
•
4
min
6 Best Practices for Becoming a Better Leader
Coaches need strong leadership skills to motivate and guide their clients. Let us teach you about our most important leadership best practices.
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