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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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Next
Professional Development
September 12, 2022
•
5
min
Top 5 Benefits of Coaching in an Organization
For companies to retain talent, they must find ways to help individuals reach their highest potential. Here are five benefits of coaching in an organization.
Professional Development
September 9, 2022
•
6
min
What Makes a Good Coach and How to Become One
What makes a good coach? This guide will give you tips on how to boost your coaching skills and improve your relationship with coachees.
Client Success
September 9, 2022
•
5
min
Improve Customer Relationships: 7 Ways to Do It Right
As business owners, we’re constantly looking to improve our customer relationships. Here are seven tips to keep clients happy and excited about your business.
Guides & Templates
September 9, 2022
•
6
min
Is the Coaching Management Style for You?
The coaching management style can improve team dynamics in a workplace and empower employees to take control of their performance. Here’s how to get the most of it.
Best Practices
September 8, 2022
•
7
min
4 Tips to Practice Effective, Professional Communication
Effective professional communication is crucial to improving your work environment, company culture, and everyday workplace interactions.
Best Practices
August 31, 2022
•
7
min
6 valuable lessons that many first-time CEOs get wrong
Now that I've been an executive coach for two years, here are the most valuable lessons that I've seen repeated over and over.
About Practice
August 24, 2022
•
6
min
CRMs Versus CMs: Which One is Best for You?
In the world of thriving small businesses, the topic of CRMs versus CMs is a hot debate. We’ll share the differences and help you choose between the two.
Best Practices
August 24, 2022
•
6
min
How to Improve Your Emotional Intelligence in the Workplace
Emotional intelligence in the workplace is an extremely valuable skill to learn. We’ll provide steps for you to improve your workplace empathy.
Best Practices
August 24, 2022
•
7
min
Time Management Strategies to Start Working Like a Pro
Using time management strategies at the office improves your productivity and keeps you focused. We’ve compiled a list of tips to help you work like a pro.
Guides & Templates
August 24, 2022
•
5
min
Level Up and Become an Effective Coach With Our 6 Top Tips
Want to become a more effective coach? Incorporate these six top tips into your coaching, and your practice will go from good to great in no time.
Client Success
August 17, 2022
•
6
min
Find out What Client Retention Is and How to Improve Yours
What is client retention, and how does it affect businesses? Learn about customer lifetime value and how coaches can acquire, retain, and keep new clients happy.
Best Practices
August 16, 2022
•
6
min
5 Ways to Practice Positive Thinking for Coaches
It’s difficult to practice positive thinking when you don’t know how to start. We’ve compiled some tips to transform your mindset and get started with positive thinking.
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Opinions, analysis, and reports to better understand business.
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