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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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About Practice
July 29, 2022
•
7
min
Types of CRMs to Get More Clients
Have you ever wondered what types of CRMs are out there and how useful they actually are? Look no further — we’ll explain everything you need to know about these CRM tools.
Guides & Templates
July 29, 2022
•
5
min
5 Coaching Styles to Help Clients Reach Their Full Potential
What are the five coaching styles we can use in life coaching? We’ll explain coaching styles of leadership to help clients reach their full potential.
Best Practices
July 27, 2022
•
5
min
4 Inspiring Tips on How to Improve Leadership Skills
As coaches, we teach clients how to improve leadership skills in the workplace. Use this guide to build an action plan to improve leadership skills to ensure success.
Professional Development
July 27, 2022
•
6
min
A Quick Guide for Performance Coaching
Performance coaching helps clients gain a competitive edge and work at the peak of their abilities. Find out more about the benefits of this coaching program.
About Practice
July 27, 2022
•
4
min
6 excellent CRM strategies to ensure success
The goal of CRM is to help you find and retain clients. Here are six Customer relationship management strategies that will supercharge your coaching practice.
Client Success
July 27, 2022
•
6
min
How to Successfully Communicate With Your Clients
Communication is essential to coaching. Learn how to effectively communicate with clients through different channels and how to overcome difficult situations.
About Practice
July 26, 2022
•
6
min
What Is CRM? Everything Coaches Need to Improve Their Practices
What is CRM? Learn how to improve your coaching business with CRM examples and about how customer relationship management processes work.
Client Success
July 19, 2022
•
5
min
The importance of customer service for successful coaching
To empower our clients, every coach should know the importance of customer service. Learn more about how to elevate your customer service management.
Guides & Templates
July 19, 2022
•
6
min
A Free First Coaching Session Template to Start Your Program Off Right
Start your coaching program on the right foot. We’ll teach you what questions to ask clients in your first session and provide a free template.
Client Success
July 18, 2022
•
4
min
Customer Experience 101: What It Is and How You Can Improve Yours
Customer experience is one of the key metrics for assessing the success of a business. Learn how to improve your business and offer something no one else is.
Client Success
July 18, 2022
•
6
min
10 Ways to Build and Maintain a Healthy Client Relationship
Coaching creates a strong relationship based on trust and thoughtfulness. Explore what you can do to foster healthy relationships with your clients.
Best Practices
July 18, 2022
•
8
min
8 Essential Time Management Skills and How To Improve Them
By providing a foundational set of time management skills coaches can empower clients to realize their goals. Read on to how to improve time management skills.
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Next
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About Practice
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Client Success
How to grow your business, make your processes easier, get new clients, and develop strong relationships.
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