The Ultimate List of Coaching Templates

Feb 6, 2023

If you want to be the most effective coach, you must have an action plan. 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 a transformative experience.

The use of coaching templates can be super helpful to

  • Visualize your client's goals and write them down in pencil to ensure that you do not wander off
  • Make therapeutic contracts that bring you and your patient to reach an agreement on certain issues
  • Modify standard coaching frameworks to meet your client's specific needs
  • Track your session the progress of your session and make adjustments at any time
  • Add structure to your coaching, so that you don't lose concentration or divert from your clients' core pain points

For you to get started We've created the complete list of coaching templates for coaches just like you. The first step is to determine what makes an excellent coaching template and then look into coaching templates that are free in five categories could be used.

Skip ahead:

What exactly are characteristics of the best template for coaching?

    Underline your coaching style    

Coaching templates are an essential guideline to follow on how you will work with your client. So, it is important to choose a template that will remind you of your authentic style. We've all experienced how difficult it is to be distracted by the multiple coaching styles in vogue today!

    Describe your framework with completeness    

A good coaching template allows you to describe what you will do with each of your clients in detail. There are blanks on the template to define your coaching framework, which can act as the skeleton of each session you plan.

    Outline your coaching process.    

It is well-known that coaching is not (almost always!) a one-time consultation. It is, after all, an opportunity to help people grow into their full potential that isn't possible to do within a single one-time appointment. Thus, your coaching templates can be adapted to fit the process you employ and your strategies to meet your objectives.

    Estimate the time frame or the number of coaching sessions    

Although coaching can be recurring but it is not able to continue for a long time. It is necessary to limit the duration to a certain amount of time. For that, you need to start with a primary number of sessions. These may be reduced or increased depending on the changing demands. An effective template will take into consideration that.

    Support in the management of your coaching business    

In addition, you'll need help managing your coaching business. This includes aspects around the various payment options, the sign-up processor giving bonuses that include discounts. Additionally, you'll need to handle the distribution of forms and handouts to assist your customers in signing up. A good coaching template will have options for handling these issues as well.

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

Here are the best templates for coaches to utilize

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

         Receipt Template Sample    

Whenever you collect fees for coaching, it's good to hand the payment receipt. The receipt template provided is an excellent one to help you make an excellent professional impression. While keeping the basic elements the same, you can alter them to suit your personal preferences.

         Life Coach Invoice Template    

If you are successful, you'll have to send out automatized invoices for a more efficient collection of payments. This invoice template is specifically created for life coaches and looks very professional. It is possible to alter its specifications to fit your particular needs.

         "My 50" Referral Team Template    

For coaches, social proof is among the most potent areas to bring in new business opportunities. If you're looking to expand your existing client base to bring in hot leads, you can make use of this template.

         Complementary Session Vouchers Template    

The free sessions are a fantastic method to connect with your current coaching clients and drive loyalty. They work every time because they are absolutely free! We suggest you save this template and use it anytime you're planning to provide sessions for free. The elegant template could be convenient when conducting workshops or conferences.

         Newsletter Registration Sheet    

After you have acquired clients, the next stage is to properly onboarding them and guiding your clients in a way that is effective. We'll look at some the templates you can use to help.

Here are the best intake coach templates you can utilize

Templates for intake are extremely helpful for taking on new clients and making sure that you have consent forms in order. It is a requirement in most countries, and you may also be required to collect particular identification data in certain jurisdictions. The following intake templates below are able to be altered and modified in accordance with your geographic location.

         Coaching Intake Session Checklist & Template

As coaches, the first session is always crucial as it's the chance to review a large amount of your clients' details into consideration. The best way to collect and utilize that data is to use the intake checklist that gathers a lot of details about your clients. Follow this free template to ensure you're not missing the most important particulars.

         Client Info Template for Sheets

In certain jurisdictions there are laws that require you to store all client information off-line. But, there are instances where you need to meet your client face-to-face. In times like these, the template for client information sheets is a great resource. This template will help you prepare and easily record your clients' critical information, like contact information, problem areas, etc. to refer back to in the future.

         Hello Letter Sample Template

If you've already reached out to the client and they are willing to join the coaching program you offer It is recommended to welcome them on board with a welcoming letter. This template is perfect to get them warm-up ready and ensure that they kickstart their transformative journey in a positive way.

         Wheel of Life

A key aspect of coaching is to guide your clients through identifying the areas of their greatest concern prior to coaching. The Wheel of Life coaching template is an excellent tool for to accomplish this. It addresses a variety of important issues in our lives, such as relationship, money, health, etc. The idea was developed through Paul J. Meyer and is available in a pie chart pattern. It is a good idea to save the coaching template to share with clients during the early stages.

         Thermometer for Emotion

An emotion thermometer can be another handy template to use with clients you've onboarded. You can use it to aid them to quantify their feelings regarding various emotions. If they're angry, they mark a higher percentage, etc. The thermometer can be customized emotional thermometer to fit your needs as a coach trying to deal with diverse emotions or feelings.

The above examples of coaching templates are intended commonplace, we will look at some free templates for coaching that are suitable for various audiences.

These are the top coaching template examples to help a broad audience

         The Life of a Story    

This Life Story Worksheet an easy template for coaching for your clients to write about their lives through the years, what they see it now, and how they would want it to be when they grow older. This helps you not only guide them but also presents an opportunity for them to look at themselves and discover true insight about their lives. This is a fantastic start for an empowering journey.

The majority of people don't understand the distinction between thoughts and feelings. Even at times, people will not understand different emotions and their subtleties. In particular, the majority of people think in terms of basic emotions such as "hate" as well as "love". It is common for people to say that they "hate something" when they, in fact, mean to mean they hate or simply want to avoid something.

It is essential for you as a coach, to educate your clients the differences in the wide range of emotions. The emotion Faces coaching template is an excellent handout that you can give your clients so they can correctly associate faces with different emotions. Trust us, this helps you establish relationships with your clients.

         Building New Habits: Tips Sheet    

If your client finds it hard to create healthy new habits, you need to assist them by being their coach. Give them this helpful guide to building habits that includes a variety of strategies to help them evaluate their lifestyle. If they can use this information as a starting base, they'll be more prepared to change them into healthy practices. The program can be modified to fit your needs. specifics per your coaching need also.

         Goal Exploration    

If you're planning to assist them with their business, career or in life generally many of your clients will often need help to explore their goals. This template for coaches is ideal for those who are difficult to define and discover their objectives.

         Mandalas    

Mandalas are a type of Buddhist style of drawing. It has traditionally been used in Eastern traditions to help in meditation. Coaches of today often employ mandalas to stimulate coloring and have benefits of decreasing stress and focusing. You can always hand these at your clients to assist lower stress levels and help them focus better.

If you need to work to build relationships with an uneasy client by asking them to color a mandala drawing is a fantastic way to break the ice. For others, you can print the image and ask them to colour it in regularly when they're feeling stressed.

Then, let's go towards a specific category.

These are the top training handouts available for niche groups.

We'll all agree that all coaching clients aren't exactly alike. They're distinct individuals that have specific needs. The handouts we've listed below can be super helpful when managing them. They may help you feel inspired to create your own. Here are the guidelines:

         Form for Business Coaching Form - Tolerations Coach Form    

If your coaching clients are looking for business advice the template you have created can serve as a useful tool for the coaching process. Doing successful business requires skills and techniques that clients need to develop. This template could help to determine the business weak points and help them to improve.

Career Coaching Toolkit  Career Coaching Toolkit

If you're in search of examples of coaching templates to help guide your student in choosing the right profession, this free template can be a good choice. The template comes with a step-by-step guide that describes how to improve one's career.

Small Business Toolkit for Coaching

Many small business owners often suffer from low self-esteem and need a new method of approaching. Small business coaching is different from regular business coaching. If this is the case through your coaching service, this free coaching template excels since it's packed with a wealth of useful tips.

Self-discovery Toolkit

Sometimes, clients do not realize what they are looking for. Clients seek out coaching to discover themselves and transform their lives. For this, you can use this self-discovery coach toolkit. It clearly describes how to change people's lives and lay out a robust program outline.

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

A few clients seek out coaches to set objectives and to improve the way they think about their lives. This coaching template makes a great pick in situations which require a structure that helps clients to set goals and visualize their prospects better.

Explore these other templates too

The coaching business is an incredibly diverse field; the majority of coaches have different demands. We've also put together some additional miscellaneous templates to aid you in developing your professional style and provide better services to your clients.

         Positive Experiences Template    

Ultimately, every coach helps clients improve their self-esteem and develop positive feelings. Giving a handout that coaching participants to record all the positive experiences that they have had in their life helps to build confidence in their own self. Use this template to help your client to remember positive things that happened to them throughout their life.

         Strengths List Template    

Most people seeking coaching feel the need to grow at a certain specific area. As a coach, it's your job to help them discover their strengths and boost their confidence in themselves. Doing so also enhances their assertiveness. Make this template a client handout for maximum results on this front.

         Exercises to Gratitude    

The majority of people who are unhappy share the same thing. They're not thankful for the things that they do have. If you are able to aid your clients in understanding this and help them appreciate every blessing and experiences they have, they'll live happier lives. The gratitude exercises can be very beneficial when you work with clients who have many regrets or disappointments.

         Template for Looking Backand Looking Forward    

Your job is to help people to look at their futures with optimism and make a decision on what they'll accomplish to enhance their lives. When you come across a scenario where your client is feeling low, you can guide them to look back and remember all the good things that have taken place throughout their life. But, it's important to let them know that certain bad things occur to everyone, so it is important to look at them 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. The science behind deep breathing can help individuals relax and helps the person to lower their anxiety and anxiety levels. This handout can be used to help your client to understand how to breathe deep without harming them. We'd say give to them when you've established rapport. help them relax both during the session and when they are back.

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

There are several templates to assist you in your work when you are an instructor. Templates for coaching free of charge will make it easier to make it easier for you to provide an excellent experience to your clients.

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