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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
October 21, 2022
•
5
min
Feeling Stuck? Here’s Why You Need a Coach
Wondering why you need a coach? Coaches offer support, motivation, and feedback to better your life and help you reach your full potential.
Client Success
October 21, 2022
•
6
min
6 Types of Clients You Can Expect To Run Into (if You Haven’t Already)
As coaches, the types of clients we work with vary widely, as do their needs. Our guide can teach you how to adapt successfully to new clients.
Best Practices
October 21, 2022
•
5
min
Why Coaching Is a Key Element in the Workplace
Coaching in the workplace is an opportunity for team members to learn and grow. Discover coaching techniques to implement in professional settings.
About Practice
October 21, 2022
•
6
min
6 Customer Relationship Management Examples To Improve Your Business
What examples of customer relationship management make a brand memorable? Learn how to create a stellar customer experience with this guide.
Best Practices
October 21, 2022
•
5
min
How To Practice Conversation Skills: 6 Actionable Tips
Struggling with communication? Don’t worry, you can improve with time and patience. Here’s our guide on how to practice conversation skills.
Best Practices
October 20, 2022
•
4
min
How To Practice Active Listening: 5 Strategies That Work
Conversations are two-way streets. Strong communicators know when to speak and when to practice active listening, at work and outside of the office.
Professional Development
October 20, 2022
•
6
min
What Is An Executive Coach and How Can You Become One?
Executive coaching is a powerful way to improve leadership performance in the workplace. Learn how to empower high-level employees with this guide.
Professional Development
October 20, 2022
•
6
min
The Skills That Make a Great Sports Coach
What skills of a sports coach are most important? Learn about the techniques used by successful coaches on and off the field in this handy guide.
Best Practices
October 20, 2022
•
8
min
Top 5 Ways to Practice Problem-Solving
Practice problem-solving in your daily life. Use our handy guide to improve this crucial workplace skill and boost your professional performance.
Client Success
October 19, 2022
•
8
min
How to Say No to a Client and 5 Reasons to Do It
Knowing how to say no to a client can save you time, money, and stress. Find out how and when to respectfully turn down a client who isn’t a fit.
Best Practices
October 19, 2022
•
5
min
How Leaders Can Use Coaching to Improve Performance
Coaching is a great tool for personal growth, but it has benefits in the workplace as well. Find out how leaders can use coaching to improve performance within their teams.
About Practice
October 18, 2022
•
6
min
8 Essential Hard and Soft Client Relationship Management Skills
Client relationship management skills are crucial tools for coaches to have in their arsenal. Level up your business with these eight hard and soft skills.
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Best Practices
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