This is the Ultimate List of Coaching Templates

Feb 6, 2023

If you're looking to become the best coach, you must have plans. One that's concrete and tangible. Using coaching templates when working with clients can be a great instrument to use because they can help you direct and lead your clients through the process of transformation.

Using coaching templates is very beneficial for

  • The client's objectives should be visualized and write them down in pencil so that you don't stray
  • Prepare therapeutic contracts to get you and your client to reach an agreement on certain issues
  • Individualize standard coaching frameworks for your clients' specific requirements
  • Keep track of your session's development and adjust it whenever necessary.
  • Create a structure for your coaching so that you do not lose concentration or divert from your clients' core issues.

For you to get started to get there, we've put together the most comprehensive collection of templates for coaching coaches like you. The first step is to determine what makes an excellent template for coaching and explore free coaching templates across five core categories that are available for you to use.

Skip ahead:

What are the attributes of the most effective template for coaching?

    Inline your style of coaching    

An instructional template can be a go-to guide to follow when working with your client. Therefore, a good one is designed to remind you of your personal approach. It is difficult it is to be lost in the various coaches and styles that are popular these days!

    The framework you are describing in full    

A good coaching template allows the coach to explain what are going to do with your clients clearly. It includes blanks to outline the coaching structure, which could serve as the basis of each session you plan.

    Write down your coaching method.    

We all know that coaching is rarely (almost always!) only a once-off consultation. In the end, it's the process of transforming people into their full potential which can't possibly occur within a single time span of. Therefore, a coaching template should be flexible to incorporate the process you employ and your strategy to reach your goals.

    Determine the approximate timeframe or the amount of sessions of coaching    

Even though coaching is recurring but it is not able to continue for a long time. You have to restrict it to a specific duration. To do this, you have start with a basic number of sessions. These may be reduced or increased depending on the changing demands. An effective template will take the care of this.

    Support in running your business of coaching    

Finally, you also need assistance in managing your coaching business. This is a concern with different payment options, signup procedure, and offering incentives in terms of discounts. It is also necessary to organize the distribution of forms and handouts to aid your clients in signing in. Good coaching templates have options for handling these issues as well.

In this regard, let's take a look at 25 coaching template which can assist you in improving performance for your coaching business.

Here are the best templates for coaches to utilize

Here are some important ones that can help you smoothly run your program:

         Receipt Template Sample    

Whenever you collect a coaching fee It is a good idea to give out a payment receipt. This receipt template is a great one which can assist you in creating a good professional impression. The basic components remain similar, you can modify them according to your personal preferences.

         Life Coaching Bill Template    

Once successful, you will be required to begin sending automatized invoices to simplify your collection process. The invoice template was specifically created for life coaches and is professional looking. It's possible to modify the specifications to fit your particular needs.

         "My 50" Referral Team Template    

Coaches, social proof is one of the most powerful areas that can create new business possibilities. If you're looking to expand your existing client base to generate an inflow of hot leads, you can use this template.

         Free Session Vouchers Template    

Complimentary sessions are a great method to connect with your current clients in coaching and build loyalty. They always work because they are absolutely free! Therefore, we suggest saving this template and utilize it whenever you plan to offer free session vouchers. This stylish template can also be convenient when conducting events or workshops.

         Newsletter Registration Sheet    

Once you acquire clients, the next stage is to properly onboarding them and guiding your clients in a way that is effective. Let's look at templates that can help then.

Here are the most effective intake templates for coaching that you can use

The intake templates can be extremely useful when you are taking on new clients and making sure that you have their consent forms neatly collected. This is a regulation for most countries and you might also be required to collect specific identification details in certain countries. Below are intake forms that can be modified and adjusted according to your geographical location.

         Coaching Intake Session Checklist & Template

For coaches, the initial session is always quite crucial since it's the time to review a large amount of your clients' details to account for. The most effective way to collect and use that information is by using the intake checklist template that collects broad details about your clients. It is recommended to follow the template provided to make sure you don't miss out on crucial information.

         Client Information Template for Sheets

In certain jurisdictions in some jurisdictions, you might be required to save all client data offline. However, there may be instances where you need to have a face-to-face meeting with your client. These are the situations where this template of a client's information sheet can be handy. It'll help you be prepared and quickly record your customers important information such as contact details as well as problem areas. For reference in the future.

         Welcome Letter Sample Template

If you've already spoken to your client and they're willing to join your coaching course it is best to introduce them by sending them a warm letter. This template is perfect to warm them up and make sure that they begin their transformative journey with a positive attitude.

         Wheel of Life

The most important part of coaching is to help your clients to identify their most problematic areas prior to their coaching. A template called the Wheel of Life coaching template can be a great tool to serve this purpose. It addresses many important issues in our lives, such as relationship, money as well as health issues. It was found through Paul J. Meyer and is available in a pie chart pattern. We'd say save this template for use with clients during the early stages.

         Thermometer for Emotion

A thermometer for emotions is another handy template to use with clients you've onboarded. The thermometer can assist them in determining their emotions regarding various feelings. When they are angry, they mark a higher amount, and so on. The thermometer can be customized temperature of your emotions to meet your needs as a coach seeking to address any of the different feelings and emotions.

While the above templates for coaching are designed commonplace, take a look at templates for coaching that are suitable for various audience types.

Here are the best coaching template examples for a general audience

         A Life    

This Life Story Worksheet an effective coaching tool to get your clients to write about their lives from the past, the way they view it today, and how they would prefer it to look in the future. This will help you not only assist them but also provides an opportunity to introspect and gain a deeper understanding of their lives. This is a fantastic start for an empowering experience.

         Printable Emotion Faces    

The majority of people don't understand the difference between thoughts and emotions. But even when they can, they will not comprehend the various emotions as well as their subtleties. In particular, the majority of people view emotions in terms of the basic emotions like "hate" and "love". It is common for people to say that they "hate some thing" when they, actually, intend to mean that they do not like or are trying to avoid some thing.

It is crucial that you, as a coach, to educate your clients about the different aspects of the variety of emotions. The template for coaching on emotion faces is an excellent handout that to give your clients to help them correctly associate faces with different emotion. It will also help you build rapport with your clients.

         Building New Habits: Tips Sheet    

If you have clients who find it hard to create healthy new habits, you need to serve as your coach. Just give them this handy habit-building tip sheet with different strategies to help them evaluate their habits. With this as a starting point, they'll be better equipped to replace them with healthier routines. The program can be modified to fit your needs. specifics per your coaching need also.

         Goal Exploration    

Whether you are planning to guide them in their business, career, or life in general, most people you work with will require assistance in determining their objectives. This template for coaches is ideal for those who are challenging to identify and explore the goals they have set for themselves.

         Mandalas    

Mandala is a Buddhist-inspiring style of drawing. It is a tradition in the eastern tradition as a form of meditation. Coaches of today often employ mandalas to stimulate coloring and have the purpose of lessening stress and focusing. They can be handed out to your clients to help lower stress levels and increase their focus.

If you're trying to work towards building trust with your client who is difficult, asking them to color a mandala drawing is a fantastic way to break the ice. If you're not sure, simply print this out and ask them to coloring it every time they're stressed.

Let's now move over to some specific categories.

These are the top coaching handouts for niche groups

We'll all agree that all coaching clients are not identical. Each one is a unique individual, after all, with distinct demands. These handouts can be super helpful when dealing with them. It could help you get motivated to design your own. Here are the guidelines:

         Form for Business Coaching - Tolerations Form for Coaching    

If you have coaching clients in search of business tips, this template can prove to be an effective tool in the coaching process. Doing successful business requires the skills and methods that your clients need to develop. This template will help to determine the business areas of weakness and guide clients to develop their skills.

Career Coaching Toolkit

If you are looking for examples of coaching templates that can help your client to choose the best job, this template can be a good choice. It includes a step-by-step user guide to boost your career.

Small Business Coaching Toolkit

A lot of small-scale business owners suffer from low self-esteem and require a different method of approaching. This makes small business coaching differs from normal business coaching. If that's what you're addressing through your coaching service This free coaching template excels since it's bundled with tons of valuable tips.

Self-discovery Toolkit

In some cases, customers do not know what they want. Clients seek out coaching to uncover themselves and improve their lives. For this, you can use this self-discovery toolkit that provides clear instructions on how to transform people's lives and lay out an extensive outline of your program.

Vision and Goal-Setting Toolkit

Many clients turn to coaches for help setting goals and improve how they think about their lives. This template for coaching is a great pick in situations which require a structure to help clients establish their goals and visualize their future better.

Take a look at these diverse templates as well.

The coaching business is an incredibly diverse field; many coaches have very distinct requirements. Therefore, we've compiled some additional miscellaneous templates to assist you in improving your professional style and provide superior services to your customers.

         Positive Experiences Template    

Ultimately, every coach helps clients build self-esteem and harbor positive thoughts. A handout that encourages participants to keep a record of all positive moments in their lives helps deepen their self-esteem. Use this template to help your client remember all positive things which have occurred within their lives.

         Strengths List Template    

Most people seeking coaching feel a need to improve in some area. Coaches, it's your duty to guide them to discover their strengths and boost their self-confidence. By doing this, you can increase their assertiveness. Make this template handouts for clients to ensure maximum results on this front.

         Gratitude Exercises    

Most people who're unhappy have the same thing. They're not thankful for the things that they have. If you are able to aid your clients in understanding this and urge them to become more grateful for every blessing, they will lead happier lives. These gratitude exercises are great for clients who have many disappointments and resentments.

         Template to Look back, looking forward    

Your job is to help clients to think about their prospects with confidence and decide what they will do to improve their lives. If you encounter a situation where your client is feeling low, you can guide them to look back to all the great events that took place within their lives. But, it's vital to remind them that bad things do happen to everybody, and it is important to look at them in a positive way. This coaching template will help you in these situations.

         Deep Breathing Template    

This is the ideal coach template to use in that scenario. Deep breathing scientifically helps people relax, and also allows them to reduce their anxiety and stress levels. This handout can be used to help your client to discover how to breath deeply without harming their own body. It is recommended to give it when you've established rapport. help them relax both throughout the session as well as when they come back.

  Coaching templates are great. But sometimes you need a little extra something.

There are a variety of templates that can help you through every step as coach. Templates for coaching free of charge will make it easier to streamline and deliver the best experience for your clients.

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