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This is the Ultimate List of Coaching Templates

Feb 6, 2023

If you're hoping to become the best coach then you need plans. It should be concrete and tangible. The use of coaching templates in your work with clients is a powerful option to have in your toolbox to help guide and direct your clients to a transformative experience.

Using coaching templates is super helpful to

  • The client's objectives should be visualized and then write them down so you won't wander
  • Create therapeutic agreements to ensure that you and your client to reach an agreement on certain issues
  • Customize the standard frameworks for coaching to meet your client's specific requirements
  • Monitor your session's progress and make changes whenever necessary.
  • Give structure to your coaching so that you are able to keep the focus of the client's primary pain points

To help you get there to get there, we've put together the most comprehensive list of coaching templates for coaches like you. The first step is to determine the characteristics of an effective coaching template and then dive into free coaching templates across five core categories that you can use.

Skip ahead:

What are the characteristics of the best coaching templates?

    Highlight your style of coaching    

An instructional template can be an essential guideline to follow in how to work with your clients. Therefore, a good one is created to help you remind yourself of your authentic way of working. We all know how easy it can be to become lost in the various methods of coaching that are in fashion these days!

    Define your framework in full    

An effective coaching template will allow you to describe what you are going to do with your clients with detail. It includes blanks to outline the coaching structure, which can act as the skeleton of every session you're planning.

    Define your coaching procedure.    

Everyone knows that coaching is rarely (almost never!) a one-time consultation. After all, it is the process of transforming people into their full potential that isn't possible to do within a single day. Therefore, a coaching template should be flexible to incorporate your process and plan to achieve goals.

    Determine the approximate timeframe or the number of coaching sessions    

Although coaching can be recurring, it cannot continue endlessly. You must limit it to a particular duration. To do this, you have to begin with a minimum number of sessions, which can be decreased or increased as per changing needs. The right template can take the care of this.

    Help in the management of your coaching business    

Additionally, you will require help managing your coaching business. This is a concern with numerous payment options, signing up process, or offering bonuses that include discounts. You'll also need to manage the distribution of forms and handouts to assist your customers in signing up. Good coaching templates have the ability to manage these elements also.

With that, let's take a look at 25 coaching template to help you increase performance for your coaching business.

These are the top coaching templates to use

These are crucial ones that will aid you in running your show:

         Receipt Sample Template    

Whenever you collect fees for coaching It is a good idea to give out a payment receipt. This receipt template is an excellent one to help you make an impressive professional image. The basic components remain the same, you can alter them to suit your personal preferences.

         Life Coaching Invoice Template    

After a successful launch, you'll have to send out automated invoices at scale to streamline your payment collection. This invoice template is specifically made for coaches who work with people and is professional looking. You can always modify its details to suit your needs.

         "My 50" Referral Team Template    

For coaches, social proof is among the most powerful areas that can bring in new business possibilities. If you are looking to increase your existing client base to generate an inflow of hot leads, you can utilize this form.

         Complementary Session Vouchers Template    

Free sessions are an excellent opportunity to get your existing coaching clients and drive loyalty. They work every time since they're cost-free! We suggest you save this template and utilize it whenever you plan to offer complimentary session vouchers. The elegant template could be convenient when conducting workshops or conferences.

         Newsletter Registration Sheet    

When you've gotten customers, the next thing to do 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 coach templates you can utilize

Intake templates are super helpful to take on new clients and making sure that you have consent forms neatly collected. The law is in force for most countries and you might need to collect certain identification information in some jurisdictions. Below are intake forms that may be adjusted and changed in accordance with your geographic location.

         Introduction to Coaching Checklist & Template

For coaches, the initial session is always crucial as it's the chance to take a lot of the details about your clients into consideration. The most effective way to collect and use that information is by using the intake checklist that gathers a lot of information about your client. Follow this template for free to ensure you're not missing crucial particulars.

         Client Info Template for Sheets

In certain states, you may be required to store all client information in a secure location. However, there may be instances where you need to meet your client face-to-face. When this happens, this client info sheet template is a great resource. It will allow you to be organized and easily record your clients essential information, such as contact details as well as problem areas., for looking up at a later date.

         Hello Letter Sample Template

If you've already spoken to your client and they're ready to enroll in the coaching program you offer it is best to invite them to join with a welcoming letter. This template is perfect to warm them up and make sure that they begin their transformative journey in a positive way.

         Wheel of Life

A key aspect of coaching is to guide your clients through identifying their core problem areas beforehand. The Wheel of Life coaching template can be a great tool to serve to accomplish this. It addresses a variety of important issues in our lives, such as relationship, money as well as health issues. It was found by Paul J. Meyer and can be printed in an a chart format. This is an excellent template for use with your clients at the early stages.

         Emotion Thermometer

An emotion thermometer can be another useful tool to share for clients that you've enrolled. The thermometer can aid them to quantify their feelings concerning different emotions. When they are angry, they mark a higher amount, and so on. You can also customize the temperature of your emotions to meet your coaching needs if you're looking to tackle any various emotions and feelings.

Although the previous templates for coaching are designed typical for use in the classroom, let's look at free templates for coaching that are suitable for various kinds of audiences.

Here are the best templates for coaches to help a broad audience

         The Life of a Story    

The Worksheet for Life Stories can be an effective coaching tool to get your clients to write about their lives in the past, how they see it now, and how they would prefer it to look in the future. It helps you to not just coach them, but it also gives them the chance to reflect and uncover the truth about the lives of their clients. This is a fantastic base for embarking on a transformational journey.

         Printable Emotion Faces    

Many people are unable to comprehend the difference between thoughts and feelings. But even when they can, they do not comprehend the various emotions as well as their subtleties. For example, most people are able to think of the basic emotions like "hate" or "love". It is common for people to say that they "hate certain things" however, they really, are trying to mean they hate or simply want to avoid things.

It is crucial for you as a coach to teach your clients about the different aspects of the variety of emotions. The template for coaching on emotion faces can be a fantastic handout that to give your clients to help them accurately associate faces with various emotions. We guarantee it helps you establish trust with your clients.

         Establishing New Habits: Tips Sheet    

If your clients find it challenging to establish healthy habits for themselves You must be there for them as their guide. Just give them this handy tips for building habit with a range of suggestions to assist them in assessing their lifestyle. If they can use this information as a starting base, they'll be more equipped to replace them with healthier habits. You can always modify its specifics per your coaching need and needs.

         Goal Exploration    

When you plan to assist them with their business, career or in life generally the majority of your clients will often require help in exploring their personal objectives. This template coach is great for those who are difficult to define and discover the goals they have set for themselves.

         Mandalas    

A Mandala is a Buddhist-inspired pattern of drawing. It has traditionally been used in Eastern traditions to help in meditation. Modern-day coaches often use mandalas for coloring, with benefits of decreasing anxiety and improving focus. They can be handed out to your clients to help them reduce their stress levels and help them focus better.

If you're trying to work toward building relationships with an uneasy client, asking them to color in a design of a mandala is a fantastic way to break the ice. For others, you can print it out and ask them to color it regularly whenever they're stressed.

Now, let's move into a few specific categories.

These are the top training handouts available for niche groups.

All of us agree that coaching clients aren't exactly alike. They're distinct individuals, after all, with particular needs. Our handouts below will be extremely useful when dealing with them. These handouts can help you feel motivated to design your own. Here are the guidelines:

         Form for Business Coaching - Tolerations Form for Coaching    

If you have coaching clients seeking advice on business the template you have created can prove to be an effective tool in your coaching process. Doing successful business requires abilities and strategies that customers must develop. This template can help you determine your client's weak points and help clients to develop their skills.

Career Coach Toolkit  Career Coaching Toolkit

If you're looking for an example of a template for coaching that can help your client to choose the best career, this free template is an excellent choice. It includes a step-by-step user guide to improve one's career.

Small Business Coaching Toolkit Small Business Coaching Toolkit

Small business owners typically have low self-esteem, and need a new approach. This makes small business coaching distinct from traditional business coaching. If this is the case with your coaching services, this free coaching template excels since it's packed with a wealth of useful suggestions.

Self-discovery Toolkit  Self-discovery Toolkit

In some cases, customers do not realize what they are looking for. Coaching is a way for them to uncover themselves and improve their lives. In such cases it is possible to use the self-discovery coaching toolkit, which clearly describes how to change the lives of people and outline the outline of your plan.

Tools for Goal Setting and Vision The Vision and Goal-Setting Toolkit

Some clients approach coaches to help set goals and improve how they view their lives. This model for coaching makes a great pick in situations where a framework is needed to help clients establish their objectives and envision their future better.

Check out these miscellaneous templates, too.

The coaching business is an incredibly diverse field; the majority of coaches have different needs. We've also put together several miscellaneous templates designed to help you improve your business style and offer superior services to your customers.

         Positive Experiences Template    

Every coach is ultimately helping clients build self-esteem and harbor positive attitudes. Giving a handout that coaching participants to keep a record of all positive events in their lives helps deepen confidence in their own self. This template can help your client to remember the positive events that have happened throughout their life.

         Strengths Template for Lists    

The majority of people who seek coaching see they need to be better in some area. As a coach your duty to guide them to identify their strengths and increase self-confidence. By doing this, you can increase confidence and self-confidence. Use this template as handouts for clients to ensure most effective results on this front.

         Gratitude Exercises    

Most people who're unhappy have the same thing. They don't feel grateful for what they do have. If you can aid your clients in understanding this and urge them to appreciate all the blessings that they enjoy, they'll lead more fulfilling lives. This gratitude exercise is great if you have clients with a lot of regrets or disappointments.

         Template for Looking back, looking forward    

Your role is to guide clients to think about the future with optimism and decide what they will accomplish to enhance their lives. When you are faced with a situation in which your client is struggling or feeling low, you can guide the client to reflect and recall all the positive events that took place within their lives. But, it's important to let them know that some bad events occur to everyone, so it is best to reassess the situation positively. This coaching template will help you in these situations.

         Deep Breathing Template    

This is the most effective coaching template for that situation. The science behind deep breathing can help a person relax and allows the person to lower their anxiety and anxiety levels. This handout can be used for your client to understand how to breathe deep without injuring themselves. We'd say give to them once you build rapport and aid them to relax throughout the session as well as when they are back.

  Templates for coaching are fantastic. Sometimes, however, you'll need an extra bit of something.

There are many templates available to help you through every step as an instructor. Coaching templates for free can make your job easy to streamline and deliver the best experience for your customers.

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