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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
About Practice
August 16, 2022
•
6
min
The Top 10 CRM Features We Need as Coaches
What are some features of CRM all coaches should know? We compiled a list of the top 10 CRM features and benefits to improve any coaching practice.
Client Success
August 16, 2022
•
6
min
Client Loyalty Guide for Your Business (with Client Feedback Template)
Focusing on client loyalty helps you retain customers. We’ll cover everything you need to know and provide a free client feedback template for measuring progress.
Best Practices
August 14, 2022
•
6
min
6 Scheduling Best Practices to Rock Your Routine
Using scheduling best practices helps coaches plan efficiently and free up time. Learn about the best CRM tool for coaches: Practice.
Professional Development
August 13, 2022
•
5
min
20 Powerful Life Coaching Questions to Ask Clients
Knowing the right coaching questions to ask in sessions takes practice. Read our list of 20 powerful life coaching questions to ask your clients.
Guides & Templates
August 12, 2022
•
6
min
Your Guide to Building an Effective Coaching Plan Template
Discover how creating a coaching plan template streamlines sessions and provides clients with clarity. Plus, a free template to help you start the process.
Professional Development
August 5, 2022
•
10
min
The GROW Coaching Model Explained
Discover the power of the GROW coaching model. Simple and flexible, it’s what you need to craft an effective results-oriented coaching session for your clients.
About Practice
August 5, 2022
•
7
min
The Best Payment Gateways You Should Be Using
Looking to find the best payment gateway for your business? We’ll discuss your options to streamline payments, support your customers, and grow your business.
Guides & Templates
August 4, 2022
•
6
min
4 Benefits of Coaching Individuals for the Workplace
What’s the purpose of coaching in the workplace? We’ll explore four benefits of coaching in organizations for individuals and their teams.
Best Practices
August 4, 2022
•
8
min
7 Communication Best Practices for Coaching
Ensuring our businesses use communication best practices improves our customer relationships, encourages employee engagement, and boosts our coaching performance.
Professional Development
August 4, 2022
•
12
min
5 Coaching Models Your Clients Will Love!
Discover the benefits of incorporating a coaching model into your practice. Help your client set SMART goals and achieve greatness.
Guides & Templates
August 3, 2022
•
7
min
How to Create the Perfect Coaching Session Structure
Save time and be fully present for your clients by implementing a coaching session structure that will act as the framework for your coaching process.
About Practice
August 1, 2022
•
5
min
4 Reasons Why Using a CRM is a Good Idea
Business owners should focus on what they do best and delegate administrative tasks to tech tools. Learn how coaches benefit from CRMs.
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Everything you need to know about running your client-based business, in one place.
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