The Ultimate List of Coaching Templates

Feb 6, 2023

If you want to be the most effective coach then you need a plan. A plan that is concrete and concrete. The use of coaching templates in your work with clients is an excellent option to have in your toolbox to help guide and direct your clients to an experience that is transformative.

The use of coaching templates can be very beneficial for

  • The client's objectives should be visualized and write them down in pencil so that you don't stray
  • Create therapeutic agreements to bring you and your patient to agree on certain things
  • Customize the standard frameworks for coaching to meet your client's specific demands
  • Keep track of your session's progress and make changes at any time
  • Create a structure for your coaching to ensure that you don't lose concentration or divert from your clients' core issues.

To help you get there We've created the complete list of coaching templates for coaches like you. We'll first start with what makes an excellent coaching template and then look into coaching templates that are free in five categories you can use.

Skip ahead:

What exactly are attributes of the best coaches templates?

    Underline your coaching style    

An instructional template can be a go-to guide to follow in how to work with your clients. Therefore, a good one is designed to remind you of your authentic approach. 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 detail    

A great coaching template allows you to outline what you will do with each of your clients in detail. The template includes blanks that outline your framework for coaching, and could serve as the basis of every session you're planning.

    Outline your coaching process.    

We all know that coaching is rarely (almost always!) a one-time consultation. It is, after all, an opportunity to help people grow to their true potential, that isn't possible to do over the course of a single one-time appointment. So, the template for coaching should be flexible to incorporate the process you employ and your strategy to reach your goals.

    Estimate the time frame or the number of coaching sessions    

Even though coaching is recurring, it cannot continue endlessly. You have to restrict it to a specific duration. In order to do that, you'll need start with a basic number of sessions. These can be decreased or increased according to changing requirements. An effective template will take into consideration that.

    Assistance with managing your coaching business    

Additionally, you will require assistance in managing your coaching business. This includes aspects around the different payment options, signup process, or offering bonuses in terms of discounts. You'll also need to manage handouts and intake forms that help your clients sign to sign up. Good coaching templates have options for handling these issues as well.

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

These are the top templates for coaching that you can use

Here are some essential ones that can assist you with running your program:

         Receipt Sample Template    

If you are able to collect fees for coaching It is a good idea to give out a payment receipt. The receipt template provided is a great one that can help you create a good professional impression. While keeping the basic elements the same, you can always customize them as per your personal preferences.

         Life Coach Invoice Template    

If you are successful, you'll be required to begin sending automatized invoices to streamline your payment collection. This invoice template is specifically designed for life coaches and is professional looking. You can always modify its details to suit your needs.

         "My 50" Referral Team Template    

Coaches, social proof is among the most effective ways to generate new business opportunities. If you want to leverage the existing clients you have to bring in hot leads, you can make use of this template.

         Free Session Vouchers Template    

The free sessions are a fantastic method to connect with your current clients in coaching and build loyalty. They always work because they're completely free! So we'd say save this template and utilize it anytime you're planning to provide sessions for free. The elegant template could be convenient when conducting events or workshops.

         Newsletter Sign-up Sheet    

Once you acquire clients, the next stage is to properly onboarding them and guiding them effectively along the way. Here are some examples that could help.

These are the top intake coaching templates to use

Templates for intake are extremely helpful for taking on new clients, and making sure that they have signed consent forms properly collected. The law is in force for most countries and you may have to gather specific identification details in certain jurisdictions. Below are intake forms that are able to be altered and modified in accordance with your geographic location.

         Introduction to Coaching Checklist & Template

For coaches, the initial session is always quite crucial since it's the time to take a lot of your client's details into consideration. The most effective way to collect and use that information is to use an intake-session checklist template that collects broad details about your clients. We'd suggest closely following this template for free to ensure you're not missing crucial particulars.

         Client Information Template for Sheets

In some jurisdictions there are laws that require you to save all client data off-line. However, there may be instances where you need to be able to meet with your client in person. These are the situations where this template of a client's information sheet could prove useful. It will allow you to be organized and quickly record your customers important information like contact information and problem areas., for looking up in the future.

         Welcome Letter Template

If you have already contacted your client and they're ready to enroll in the coaching program you offer, you should ideally also invite them to join by sending them a warm letter. This format is ideal for that warm-up and to ensure that they kickstart the transformation process on a positive note.

         Wheel of Life

An essential part of coaching is to help your clients in identifying their core problem areas beforehand. This Wheel of Life coaching template can be a great tool to serve this purpose. It addresses a variety of problems in life, including relationship, money and health. It was discovered by Paul J. Meyer and is available in an a chart format. It is a good idea to save the coaching template for sharing with clients during the initial stages.

         Emotion Thermometer

A thermometer for emotions is an additional useful template you can use with clients you've onboarded. It can be used to aid them to quantify their feelings about different feelings. If they feel furious then they'll mark an even higher percentage, etc. The thermometer can be customized emotional thermometer to fit your needs as a coach trying to deal with different feelings and emotions.

The above coaching template examples are typical for use in the classroom, take a look at coaching template examples for different audience types.

Here are the most effective coaching template examples for a general audience

         A Life    

The Worksheet for Life Stories is an effective coaching tool for your clients to write about their lives through the years, what they see it today as well as how they'd want it to be when they grow older. This will help you not only coach them, but it also gives them an opportunity to introspect and gain a deeper understanding of their lives. It's a great start for an empowering trip.

         Printable Emotion Faces    

The majority of people don't understand the difference between thoughts and feelings. However, even when they can, they do not know the different feelings and their nuances. In particular, the majority of people think in terms of fundamental emotions, such as "hate" or "love". People often claim that they "hate something" but, in fact, mean to mean that they do not like or want to stay away from things.

It is essential to you as a coach, to educate your clients the differences in the wide range of emotions. The template for coaching on emotion faces is an excellent handout that to give your clients in order to accurately associate faces with various emotions. We guarantee it helps you establish trust with your clients.

         Making New Habits: Tips Sheet    

If your clients find it hard to create healthier habits, you need to assist them by being their guide. You can give them this guide to building habits that includes a variety of suggestions to assist them in assessing their habits. If they can use this information as a starting point, they'll be better in a position to substitute them with good practices. It is possible to modify the details to meet your specific coaching needs as well.

         Goal Exploration    

When you plan to help them with their careers, businesses or just life the majority of your clients will often require help in exploring their own goals. This coach template is perfect for people who find it difficult to define and discover the goals they have set for themselves.

         Mandalas    

Mandala is a Buddhist-inspiring style of drawing. The tradition of Mandalas has been utilized in the eastern tradition to help in meditation. Today, coaches use mandalas for coloring, with the benefit of reducing stress and helping to focus. They can be handed out to your clients in order to help them reduce their stress levels and increase their focus.

If you're working to build relationships with an uneasy client, asking them to color in a design of a mandala is a fantastic way to break the ice. If you're not sure, print the image and ask them to coloring it every time they're feeling stressed.

Let's now move over to some specific categories.

Here's the most effective coaching handouts for niche groups

Everyone will agree that coaching clients aren't exactly alike. They're unique beings that have distinct demands. The handouts we've listed below will be extremely useful when taking care of these individuals. It could help you get at ease in creating your own. Here are the guidelines:

         Business Coaching Form - Tolerations Form for Coaching    

If your coaching clients are in search of business tips This template could serve as a useful tool for your coaching process. Successful business is a process that requires abilities and strategies that customers must develop. This template could help to determine the business weak points and help the client to make improvements.

Career Coach Toolkit  Career Coaching Toolkit

If you are looking for examples of coaching templates to help guide your student in choosing the right career, this free template is an excellent choice. It comes with step-by step user guide on how to boost your career.

Small Business Coach Toolkit Small Business Coaching Toolkit

A lot of small-scale business owners have low self-esteem, and may require a more specialized strategy. Small business coaching is differs from normal business coaching. If you're looking to address this issue through your coaching service This free coaching template excels since it's filled with valuable tips.

Self-discovery Toolkit  Self-discovery Toolkit

In some cases, customers do not have an idea of what they would like to achieve. They seek coaching services to discover themselves and transform their lives. For this it is possible to use the self-discovery coaching toolkit, which clarifies how you can transform the lives of people and outline an extensive outline of your program.

Vision and Goal-Setting Toolkit Goal-Setting Toolkit and Vision

A few clients seek out coaches to help set goals and change the way they think about their lives. This coaching template makes an excellent choice in circumstances which require a structure that helps clients to set goals and visualize their future better.

Take a look at these diverse templates too

Coaching is a diverse industry; many coaches have very distinct demands. We've also put together some additional miscellaneous templates to aid you in developing your coaching business and give better services to your clients.

         Positive Experiences Template    

Every coach is ultimately helping clients improve their self-esteem and develop positive feelings. Handing out a guideline that instructs clients to write down all of positive moments in their lives helps deepen confidence in their own self. Utilize this template to assist your client keep track of all positive things which have occurred throughout their life.

         Strengths Template for Lists    

The majority of people who seek coaching see a need to improve at a certain aspect. As a coach, it's your job to help them identify their strengths and increase confidence in themselves. By doing this, you can increase their assertiveness. Make this template handouts for clients to ensure the best results on that front.

         Exercises to Gratitude    

The majority of people who are unhappy share one thing they share. They don't feel grateful for the things that they possess. If you can help your clients understand this and urge them to appreciate all the blessings, they will lead happier lives. This gratitude exercise is great for clients with a lot of disappointments and resentments.

         Template to Look back, looking forward    

Your job is to help people to look at their futures with optimism and make a decision on what they'll take to make their lives better. If you encounter a situation in which your client is struggling or feeling depressed, help the client to reflect and recall all the positive things that have taken place within their lives. It is crucial to inform them that some bad events are common to all people, so it is best to reassess their experiences positively. This guideline for coaching can help you in these situations.

         Deep Breathing Template    

This is the most effective coaching template for that situation. Breathing deeply scientifically aids in helping individuals relax and helps them to reduce their anxiety and stress levels. Use this guide to assist your client learn how to breathe deeply without harming them. You can give them the handout after you have established rapport, and assist them in relaxing both throughout the session as well as when they return.

  Coaching templates are great. But sometimes you need more.

There are several templates to support you at every stage as an instructor. Free coaching templates can make your job easy to streamline and deliver the best experience for your customers.

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