The Ultimate List of Coaching Templates

Feb 6, 2023

If you want to be the top coach in your field then you need an action plan. One that's concrete and tangible. The use of coaching templates in your work with clients is an excellent tool in your arsenal to help guide and lead your clients through a transformative experience.

The use of coaching templates can be extremely beneficial to

  • The client's objectives should be visualized and write them down in pencil so you won't wander
  • Create therapeutic agreements to get you and your client to agree on certain things
  • Individualize standard coaching frameworks to meet your client's specific demands
  • Monitor your session's development and adjust it at any time
  • Give structure to your coaching so that you do not lose focus or digress from the client's primary pain points

For you to get started, we've compiled the ultimate collection of templates for coaching coaches similar to 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 attributes of the top template for coaching?

    Highlight your style of coaching    

Coaching templates are an essential guideline to follow when working with your clients. Therefore, a good one is designed to remind you of your personal approach. We've all experienced how easy it can be to become lost in the various coaching styles in vogue in the present!

    Describe your framework with completeness    

A great coaching template allows you to describe what you are going to do with your clients in detail. It includes blanks to outline your coaching framework, which will serve as the framework of each session you plan.

    Outline your coaching process.    

Everyone knows that coaching is seldom (almost always!) only a once-off consultation. In the end, it's the process of transforming people to reach their potential which can't possibly occur within a single one-time appointment. Therefore, a coaching template should be flexible to incorporate the method you use and plan to achieve goals.

    Determine the approximate timeframe or the amount of coaching sessions    

Even though coaching is recurring, it cannot continue endlessly. It is necessary to limit it to a particular duration. For that, you need to start with a primary number of sessions. These may be reduced or increased according to changing requirements. The right template can take into consideration that.

    Assistance with the management of your coaching business    

In addition, you'll need help managing your coaching business. This is a concern with various payment options, the sign-up processor giving bonuses that include discounts. It is also necessary to organize handouts and intake forms that help your clients sign up. A good coaching template will have the ability to manage these elements as well.

In this regard, let's look at 25 coaching templates to help you increase the results of your coaching career.

These are the top coaching templates to use

These are important ones that will aid you in running your event:

         Receipt Template Sample    

Whenever you collect a coaching fee, it's good to hand an invoice. The receipt template provided is an excellent one that can help you create a good professional impression. Keeping the core elements the same, you can always customize them as per the preferences of your.

         Life Coaching Bill Template    

Once successful, you will be required to begin sending automated invoices in order to streamline your payment collection. This invoice template is specifically created for life coaches and is professional looking. It's possible to modify the specifics as per your setup.

         "My 50" Referral Team Template    

For coaches, social proof is among the most powerful areas that can generate new potential business prospects. If you're looking to expand your client relationships to create an increase in hot leads, utilize this form.

         Complementary Session Vouchers Template    

Complimentary sessions are a great way to engage your existing clients in coaching and build loyalty. They work every time because they are cost-free! We suggest you save this template to use anytime you're planning to provide free session vouchers. This stylish template can also be convenient when conducting seminars or conference.

         Newsletter Sign-up Sheet    

After you have acquired clients, the next stage is to properly onboarding them and guiding your clients in a way that is effective. Here are some examples that could help.

These are the top intake coaching templates to use

Templates for intake are extremely helpful to take on new clients, and making sure that you have their consent forms neatly collected. The law is in force across the world, and you might also be required to collect specific identification details in certain countries. These intake templates may be adjusted and changed in accordance with your geographic location.

         Coaching Intake Session Checklist and Template

As coaches, the first session is always 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 leverage an intake session checklist that gathers a lot of data about the client. It is recommended to follow the template provided to make sure you don't miss out on any essential details.

         Client Info Template for Sheets

In certain states there are laws that require you to keep all information about your client in a secure location. However, there may be instances where you need to have a face-to-face meeting with your client. In times like these, the template for client information sheets is a great resource. It'll help you be prepared and quickly record your customers' critical information, such as contact details, problem areas, etc., for looking up later on.

         Welcome Letter Sample Template

If you have already contacted the client and they are ready to enroll in the coaching program you offer it is best to invite them to join by sending them a warm letter. This is a great template to get them warm-up ready and help them begin the transformation process in a positive way.

         Wheel of Life

The most important part of coaching is to help your clients through identifying their most problematic areas prior to their coaching. The Wheel of Life coaching template can be a great tool to serve the purpose. It covers a range of important issues in our lives, such as finances, relationships, health, etc. It was developed in the work of Paul J. Meyer and could be printed using the form of a pie chart. It is a good idea to save the template for use with clients during the initial stages.

         Thermometer for Emotion

An emotion thermometer can be another useful tool to share for clients that you've enrolled. You can use it to help them quantify their feelings about different emotions. When they are angry, they mark a higher number, and so on. The thermometer can be customized emotion thermometer to suit the needs of your coach if you're looking to tackle any different feelings and emotions.

The above templates for coaching are designed typical for use in the classroom, take a look at templates for coaching that are suitable for various kinds of audiences.

These are the top coaching template examples for a general audience

         The Life of a Story    

This Life Story Worksheet is an effective coaching tool for your clients to write about their lives from the past, the way they envision it in the present and what they'd prefer it to look when they grow older. This will help you not only coach them, but it also gives them an opportunity for them to look at themselves and discover true insight about the lives of their clients. This is a fantastic base for embarking on a transformational trip.

         Printable Emotion Faces    

The majority of people don't understand the difference between thoughts and feelings. But even when they can, they may not know the different feelings and their nuances. In particular, the majority of people are able to think of basic emotions such as "hate" or "love". They often say they "hate some thing" but, in fact, mean to mean that they do not like or simply want to avoid things.

It is important that you, as a coach to teach your clients about the different aspects of the many different emotions. The emotion Faces coaching template can be a fantastic handout that you can give your clients in order to be able to correctly connect faces with different emotions. Trust us, this can also assist in building trust with your clients.

         Establishing New Habits The Tips Sheet    

If your clients find it hard to create healthier habits You must assist them by being your coach. Just give them this handy guide to building habits that includes a variety of suggestions to assist them in assessing their lifestyle. As a start place, they'll be in a position to substitute them with healthier habits. You can always modify its specifications to suit your needs as a coach and needs.

         Goal Exploration    

When you plan to help them with their careers, businesses or in life generally the majority people you work with will require assistance in determining their own desires. This template coach is great for people who find it challenging to identify and explore their goals.

         Mandalas    

A Mandala is a Buddhist-inspired design of drawing. It has traditionally been used in the eastern tradition to help in meditation. Today, coaches use mandalas to encourage coloring with benefits of decreasing stress and helping to focus. You can always hand these to your clients in order to help lower stress levels and improve focus.

If you need to work towards building trust with your client who is difficult by asking them to color in a design of a mandala can be a great ice-breaker. If you're not sure, print the image and ask them to color it regularly whenever they're struggling.

Let's now move towards a specific category.

These are the top coaching handouts for niche groups

We'll all agree that all coaching clients aren't exactly the same. They're unique beings that have particular requirements. Our handouts below can be super helpful when taking care of the issues. It could help you get inspired to create your own too. So here they are:

         Form for Business Coaching - Tolerations Form for Coaching    

If your clients who you coach are seeking advice on business the template you have created can serve as a useful tool for your coaching process. Doing successful business requires abilities and strategies that customers must develop. This template will help to determine the business weaknesses and assist clients to develop their skills.

Career Coaching Toolkit  Career Coaching Toolkit

If you're in search of examples of coaching templates that helps guide your client in choosing the right job, this template can be a good choice. The template comes with a step-by-step 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 approach. This makes small business coaching different from regular business coaching. If this is the case through your coaching service the free template for coaching excels since it's filled with valuable advice.

Self-discovery Toolkit  Self-discovery Toolkit

Sometimes, clients do not have an idea of what they would like to achieve. Clients seek out coaching to discover themselves and transform their lives. If you are in this situation it is possible to use the self-discovery coach toolkit. It provides clear instructions on how to transform people's lives and lay out the outline of your plan.

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

Some clients approach coaches to help set objectives and to improve the way they see their lives. This coaching template makes an excellent choice in circumstances which require a structure for helping clients set their goals and see their vision for the future more clearly.

Take a look at these diverse templates as well.

Coaching is a diverse industry; many coaches have very distinct needs. Therefore, we've compiled some additional miscellaneous templates to assist you in improving your professional style and provide more efficient services to clients.

         Positive Experiences Template    

In the end, all coaches help clients improve their self-esteem and develop positive attitudes. Giving a handout that coaching clients to write down all of positive moments throughout their lives can help build their self-esteem. Utilize this template to assist your client keep track of all the good things that have happened throughout their life.

         Strengths List Template    

Most people seeking coaching feel a need to improve at a certain specific area. Coaches, it's your job to help them recognize their strengths and build confidence in themselves. Doing so also enhances the confidence of your clients. Use this template as handouts for clients to ensure most effective results on this front.

         Gratitude Exercises    

People who are unhappy generally have one thing they share. They are not grateful for the things that they do have. If you can assist your clients to understand this, and encourage them to be more thankful for everything they have that they enjoy, they'll lead more fulfilling lives. These gratitude exercises are great when you work with clients who have many regrets or disappointments.

         Template to Look Back, Looking Forward    

As a coach, your role is to guide clients to think about the future with optimism and determine what they can do to improve their lives. When you are faced with a situation that your client feels depressed, help your client to take a step back and recall all the positive things that have taken place in their lives. But, it's vital to remind them that some bad events happen to everybody, and it is important to look at their experiences in a positive way. This coaching template will help in those instances.

         Deep Breathing Template    

This is the best coach template to use in that scenario. Breathing deeply scientifically aids in helping a person relax and allows the person to lower their anxiety and stress levels. This handout can be used to assist your client understand how to breathe deep without harming their own body. You can give them the handout once you build rapport and aid them to relax throughout the session as well as when they return.

  Coaching templates are great. But sometimes you need an extra bit of something.

There are several templates to assist you in your work as an instructor. Free coaching templates help you to streamline and deliver the best experience for your customers.

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