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This is the Ultimate List of Coaching Templates

Feb 6, 2023

If you're hoping to become the top coach in your field, you must have a plan. One that's concrete and tangible. Utilizing coaching templates while working with clients is an excellent instrument to use as they help you guide and lead your clients through a transformative experience.

The use of coaching templates can be super helpful to

  • The client's objectives should be visualized and then write them down to ensure that you do not wander off
  • Create therapeutic agreements to ensure that you and your client to reach an agreement on certain issues
  • Individualize standard coaching frameworks for your clients' specific needs
  • Keep track of your session's the progress of your session and make adjustments whenever necessary.
  • Give structure to your coaching so that you do not lose the focus of the client's primary pain points

In order to help you reach your goals, we've compiled the ultimate list of coaching templates for coaches similar to you. We'll first start with the characteristics of an effective coaching template , and then dive into free coaching templates covering five main categories you can use.

Skip ahead:

What are the characteristics of the top coaching templates?

    Highlight your style of coaching    

Coaching templates are a go-to guide to follow when working with your clients. So, it is important to choose a template that is designed to remind you of your approach. We all know how easy it is to get lost in the various coaches and styles that are popular these days!

    Define your framework in detail    

A great coaching template allows you to outline what you will do with each of your clients with detail. There are blanks on the template to define the coaching structure, which will serve as the framework of every session you're planning.

    Outline your coaching process.    

We all know that coaching is rarely (almost always!) a one-time consultation. In the end, it's the process of transforming people into their full potential which isn't something that can be accomplished over the course of a single time span of. Thus, your coaching templates can be adapted to fit the process you employ and your plan to achieve goals.

    Calculate the duration or the number of sessions of coaching    

Even though coaching is recurring, it cannot continue endlessly. It is necessary to limit the duration to a certain amount of time. In order to do that, you'll need start with a basic number of sessions. These could be modified or decreased as per changing needs. The right template can take into consideration that.

    Support in managing your coaching business    

In addition, you'll need help managing your coaching business. This is a concern with various payment options, the sign-up procedure, and offering incentives in terms of discounts. It is also necessary to organize handouts and intake forms that assist your customers in signing up. Good coaching templates have provisions for managing these aspects as well.

In this regard, let's review 25 coaching templates that can help you improve results for your coaching profession.

Here are the best templates for coaching that you can use

Below are some important ones that will assist you with running your show:

         Receipt Sample Template    

Whenever you collect a coaching fee you should hand out a 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 always customize them as per the preferences of your.

         Life Coach invoice template    

If you are successful, you'll have to send out automated invoices at scale for a more efficient collection of payments. The invoice template was specifically designed for life coaches and looks very professional. It's possible to modify the specifications to fit your particular needs.

         "My 50" Referral Team Template    

Social proof for coaches is among the most effective ways to generate new business opportunities. If you're looking to expand the existing clients you have to generate an inflow of new leads, then you should make use of this template.

         Free Session Vouchers Template    

Complimentary sessions are a great way to engage your existing coaching clients and drive loyalty. They work every time since they're absolutely free! Therefore, we suggest saving this template and use it whenever you plan to offer sessions for free. This stylish template can also help you organize seminars or conference.

         Newsletter Sign-up Sheet    

When you've gotten customers, the next thing to do is to ensure that they are properly onboarded and leading them effectively along the way. We'll look at some examples that could help.

These are the top intake coach templates you can utilize

Intake templates are super helpful when you are taking on new clients and ensuring that you have consent forms in order. It is a requirement in most countries, and you might need to collect certain identification information in some countries. These intake templates are able to be altered and modified in accordance with your geographic location.

         Coaching Intake Session Checklist & Template

Coaches, your first session is always quite crucial as it's the chance to take a lot of your client's details into consideration. The most effective way to collect and use that information is to leverage the intake checklist template that collects broad data about the client. We'd suggest closely following the template provided to make sure you don't miss out on the most important details.

         Client Info Template for Sheets

In certain states, you may be required to store all client information offline. But, there are other situations where you could have a face-to-face meeting with your client. When this happens, this template of a client's information sheet can be handy. It will allow you to be organized to easily document your clients essential information, like contact information and problem areas. For reference at a later date.

         Thank You Letter Template

If you've already spoken to the customer and they're willing to join your coaching program It is recommended to welcome them on board with a friendly letter. This template is perfect to get them warm-up ready and ensure that they kickstart their transformative journey on a positive note.

         Wheel of Life

An essential part of coaching is to help your clients in identifying the areas of their greatest concern prior to coaching. A template called the Wheel of Life coaching template can be a great tool to serve this purpose. It addresses many problems in life, including relationship, money as well as health issues. The idea was found through Paul J. Meyer and could be printed using an a chart format. It is a good idea to save the template for use with clients during the beginning stages of.

         Emotion Thermometer

An emotion thermometer is another handy template to use with clients you've onboarded. The thermometer can help them quantify their feelings concerning different feelings. If they feel furious then they'll mark an even higher number, and so on. The thermometer can be customized emotion thermometer to suit the needs of your coach if you're trying to deal with diverse emotions or feelings.

The above examples of coaching templates are intended for run-of-the-mill use, now let's look at free templates for coaching that are suitable for various audience types.

These are the top coaching template examples for a general audience

         The Life of a Story    

The Worksheet for Life Stories a handy generic coaching template for your clients to tell their story of their life through the years, what they view it today and what they'd want it to be in the near future. It helps you to not just assist them but also provides the chance to reflect and uncover the truth about their own lives. It's a great base for embarking on a transformational trip.

Most people do not understand the distinction between thoughts and emotions. However, even when they do, they may not comprehend the various emotions as well as their nuances. As an example, most people view emotions in terms of basic emotions such as "hate" and "love". It is common for people to say that they "hate some thing" however, they really, are trying to say, they dislike or simply want to avoid some thing.

It is important for you as a coach to show your clients the differences in the wide range of emotions. The template for coaching on emotion faces can be a fantastic handout that you could give to your clients so they can accurately associate faces with various emotion. It can also assist in building relationships with your clients.

         Building New Habits: Tips Sheet    

If you have clients who find it challenging to establish healthy new habits You must be there for them as their coach. Just give them this handy tips for building habit with a range of strategies to help them evaluate their lifestyle. With this as a starting place, they'll be in a position to substitute them with healthy practices. You can always modify its details to meet your specific coaching needs also.

         Goal Exploration    

When you plan to help them with their career, business or in life generally many of your clients will often need help to explore their personal desires. This coach template is perfect for clients who find it difficult to determine and examine their goals.

         Mandalas    

Mandala is a Buddhist-inspiring pattern of drawing. It is a tradition in eastern traditions to help in meditation. Coaches of today often employ mandalas to stimulate coloring and have the benefit of reducing anxiety and improving focus. They can be handed out to your clients to help to reduce stress and increase their focus.

If you need to work to build relationships with an uneasy client, asking them to color in a design of a mandala can be a great ice-breaker. In the case of others, you could simply print this out and have them coloring it every time they're feeling stressed.

Then, let's go towards a specific category.

Here are the best training handouts available for niche groups.

Everyone will agree that coaching clients aren't exactly identical. They're unique beings and have distinct requirements. These handouts are extremely helpful in taking care of them. They may help you feel at ease in creating your own. These are some of them:

         Business Coaching - Tolerations Coaching Form    

If you have coaching clients looking for business advice This template could be a valuable tool in your coaching program. Successful business is a process that requires the skills and methods that your clients need to develop. This template could help to determine the business weaknesses and assist the client to make improvements.

Career Coach Toolkit  Career Coach 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 comes with step-by step user guide that describes how you can improve your career.

Small Business Coaching Toolkit

Many small business owners often have low self-esteem, and may require a more specialized approach. That's why small-business coaching is distinct from traditional business coaching. If this is the case with your coaching services, this free coaching template is excellent as it is filled with valuable advice.

Self-discovery Toolkit

In some cases, customers do not realize what they are looking for. They seek coaching services to discover themselves and transform their lives. For this there is this self-discovery coaching toolkit, which provides clear instructions on how to transform people's lives and lay out the outline of your plan.

The Vision Toolkit and the Goal-Setting Toolkit

Many clients turn to coaches to help set goals and improve how they see their lives. This coaching template makes an excellent choice in circumstances where a framework is needed to help clients establish their goals and see their vision for the future better.

Explore these other templates too

The coaching industry is a diverse industry; most coaches have very different requirements. We've also put together various miscellaneous templates that can help you improve your coaching business and give more efficient services to clients.

         Template for Positive Experiences    

Every coach is ultimately helping clients build self-esteem and harbor positive thoughts. Giving a handout that coaching participants to keep a record of all positive events throughout their lives can help build confidence in their own self. Use this template to help your client to remember positive things that have happened within their lives.

         Strengths Template for Lists    

The majority of people who seek coaching see a need to improve in some aspect. Coaches, it's your duty to guide them to 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.

         Exercises to Gratitude    

The majority of people who are unhappy share one thing they share. They're not thankful for the things that they possess. If you can assist your clients to understand this, and encourage them to be more thankful for all the blessings that they enjoy, they'll lead more fulfilling lives. This gratitude exercise is great when you work with clients who have many regrets or disappointments.

         Template to Look Back, Looking Forward    

Your job is to help people to look at their futures with optimism and determine what they can take to make their lives better. When you come across a scenario where your client is feeling down, guide them to look back to all the great things that have taken place within their lives. But, it's vital to remind them that some bad events occur to everyone, so it is helpful to review the situation positive. This coaching template will help you during those situations.

         Deep Breathing Template    

This is the ideal coaching template for that situation. Deep breathing scientifically helps a person relax and allows them to reduce their anxiety and stress levels. This handout can be used for your client to learn how to breathe deeply without harming them. We'd say give to them once you build rapport and help them relax both in the course of the lesson and after they come back.

  Templates for coaching are fantastic. But sometimes you need more.

There are several templates to support you at every stage as an instructor. Templates for coaching free of charge can make your job easy to streamline and deliver the best experience for your clients.

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