Essential Business Coaching Templates and Tools

As a business coach, you’re likely juggling multiple tasks every day. From client onboarding and scheduling to tracking progress and managing payments, the administrative work can quickly pile up. In fact, studies show that over 60% of coaches spend more than 10 hours a week on administrative tasks—time that could be better spent focusing on client growth and development. The more clients you serve, the more time-consuming these tasks become. That’s where business coaching templates come in. 

These templates offer a simple, efficient solution to streamline your processes and save valuable time so you can focus on what truly matters: helping your clients succeed.

In this blog, we’ll explore essential business coaching templates and learn how they can simplify your operations, enhance client satisfaction, and help you scale your business with ease.

What are Business Coaching Templates? 

Business coaching templates are pre-designed frameworks that help you manage various aspects of your business. These templates can cover everything from client intake forms to coaching session agendas, progress tracking, invoicing, and more. By using these templates, you can automate and standardize tasks that are essential in your coaching business, freeing up more time to focus on the most important aspect : your clients. 

Why are templates important in business coaching? 

• Using business coaching templates doesn’t just save time; it also enhances the quality of your coaching service. 
• Templates help ensure consistency, professionalism, and efficiency in your operations. 
• With a solid structure in place, you can provide a seamless experience for your clients, building trust and setting the foundation for long-term relationships. 
• Whether you’re a seasoned coach or just starting, templates help you stay organized and focused on delivering exceptional results.

What Features Should the Best Coaching Templates Have?

1. Highlight your coaching style: A coaching template serves as your roadmap for client interactions. A well-designed template helps you stay true to your unique coaching style, ensuring popular trends do not sway you. It’s easy to lose sight of your authenticity amidst the buzz of different coaching methods, but a solid template keeps you grounded.
2. Specify your coaching framework: The best coaching templates allow you to outline your entire coaching framework step by step. It acts as a skeleton, letting you define the flow and structure of your sessions, making it simpler to tailor each meeting to your client’s needs.
3. Map out your coaching process: Your coaching is a journey, not a one-time fix. The ideal template should be flexible enough to reflect your ongoing coaching process, accommodating multiple sessions that work together to help your clients reach their goals. It lets you plan the stages of growth and transformation that unfold over time.
4. Set clear time frames and session counts: While coaching is a process, it should have a defined duration. A good template helps you estimate how many sessions are needed upfront, allowing room for adjustments and modifications based on progress. This keeps both you and your clients on track and ensures expectations as well as the targets are clear from the start.
5. Assist with business management: Great coaching templates do more than just guide your sessions—they streamline your business operations. From managing payments and client sign-ups to offering bonuses, they also help with administrative tasks like intake forms. A comprehensive template covers all the logistical aspects, allowing you to focus on the core aspect of your practice: coaching

Top 5  Business Coaching Templates to Streamline Your Coaching Practice

Running a smooth and efficient coaching practice requires the right tools in place. Below are some of the key business coaching templates that will help you streamline your operations.

1. Client onboarding template

The client onboarding template is designed to simplify the intake process and ensure that you collect all the necessary information from your clients in an organized way. Instead of spending hours tracking down details or sending multiple emails, this template allows you to gather everything you need upfront, setting the tone for a professional and seamless coaching experience.

Features:

• Client information forms: Collect essential contact details, background information, and any initial questions your clients might have.
• Goal setting: Include fields for clients to outline their goals and expectations from the coaching process.
• Scheduling: Streamline the scheduling process with pre-set time slots and availability to ensure both you and your clients are on the same page.
• Pre-session forms: Send these in advance to get an understanding of your client’s current situation, ensuring a productive first session.

Click to download client onboarding template 

2. Coaching session plan template

The coaching session plan template ensures that each session is structured and organized, helping you cover all the key topics without missing anything important. With a clear outline in place, you can stay on track and make the most of each coaching session.

Features:

• Pre-session preparation: A space for you to prepare and set an agenda for your sessions, including key topics and questions to address.
• Goal setting: Clear sections to set session-specific goals that align with your client’s long-term objectives.
• Session notes: A designated area to take notes during the session, tracking key insights, challenges, and any progress made.
• Action items: Helps outline your tasks or next steps for your clients to complete before the next session, ensuring continuous progress.

Click to download coaching session plan template

3. Goal-setting and tracking templates

The goal-setting and tracking template provides a structured approach to setting clear, measurable goals with your clients and tracking their progress over time. This template ensures both you and your clients are aligned on their objectives and progress, helping to drive accountability and results.

Features:

• SMART goals framework: This widely used framework (Specific, Measurable, Achievable, Relevant, Time-bound) ensures that goals set by you are clearly defined and realistic.
• Progress tracking: Keep tabs on your client’s progress with dedicated sections to mark milestones and achievements, ensuring they stay on track to reach their goals.
• Milestone charts: Visual charts that help your clients visualize their journey, marking key milestones and celebrating successes along the way.

Click to download Goal-setting and tracking templates

4. Feedback and evaluation template

The feedback and evaluation template helps coaches gather valuable insights from their clients to continuously improve their coaching approach. By regularly collecting feedback, you can refine your methods, enhance client satisfaction, and ensure that your coaching is aligned with your clients’ needs and goals.

Features:

• Client satisfaction surveys: Questions designed to gauge how satisfied clients are with the coaching process, content, and results.
• Performance reviews: A structured evaluation to assess both the client’s progress and the coach’s effectiveness.
• Feedback forms: Open-ended questions that allow clients to share their thoughts, concerns, and suggestions.

Click to download feedback and evaluation template

5. Invoice and payment management template

The invoice and payment management template simplifies the billing process for coaches, ensuring that clients receive clear and timely invoices while also reducing the administrative burden of managing payments. With a streamlined system in place, you can focus more on coaching and less on administrative tasks.

Features:

• Clear invoicing: Generate professional invoices that outline services provided, rates, and payment terms.
• Payment reminders: Set automatic reminders to ensure clients pay on time without the awkward follow-up.
• Tax calculation: Include tax breakdowns in your invoices, ensuring transparency and compliance with local regulations.

Click to download invoice and payment management template

Powerful Coaching Tools to Enhance Your Coaching Templates

Using the right tools and platforms can significantly enhance the efficiency of your coaching business. By integrating coaching templates with powerful platforms like Simply.Coach, you can save time, improve client relationships, and streamline key business processes. Below are some essential features that can take your coaching practice to the next level.

1. Software integration: Centralizing & automating template use

Simply.Coach offers a centralized platform that allows you to manage all your coaching templates in one place. Whether it’s online coaching forms, coaching session agendas, or goal-tracking templates, Simply.Coach lets you easily create, customize, and access templates directly from your dashboard.

This integration not only saves time by reducing manual entry but also ensures that your clients experience a smooth, seamless coaching process. With everything automated, you can focus more on delivering value and less on administrative tasks.

Key coaching form templates offered by Simply.Coach:

• 360 feedback initiative: This template helps you gather comprehensive feedback from multiple sources, helping your clients gain insights into their strengths and areas for improvement. 
• Leadership growth review: Focused on evaluating leadership qualities and growth, this form helps you identify key development areas and track the progress of your clients over time. 
• Reflective goal setting: Aimed at targeting self-reflection, this template encourages your clients to set thoughtful and achievable goals. It aids you in guiding your clients towards their personal and professional aspirations.
• Coaching intent: This template outlines the coaching goals you set and your client’s expectations. It sets a clear direction for your coaching process, enhancing focus and commitment.
• Completion report: Used at the end of a coaching engagement, this template summarizes achievements and progress made toward your client’s goals, helping assess the overall success and areas to revisit and improve in your future coaching sessions.
• Create your IDP (Individual Development Plan): This structured template from Simply.Coach guides your clients in creating a personalized development plan. It is designed to outline their strengths, areas for growth, and actionable steps to reach their full potential.
• Impact assessment: This template form evaluates the tangible results of your coaching on your client’s performance and well-being, quantifying the impact of your coaching to see real progress.
• Self-reflections: A reflective form that encourages your clients to evaluate their journey and personal growth throughout your coaching process, fostering a deeper level of self-awareness and insight into their development.

By using these templates, you can automate repetitive tasks, improve client engagement, and focus on what really matters: helping your clients succeed.

2. Automation & customization: Streamlining client management

Simply.Coach’s powerful client management tools help you customize and automate key aspects of your coaching business. From automatically scheduling sessions to sending reminders, you can automate essential tasks, allowing you to focus more on high-value activities like coaching and client engagement. Customizable templates allow you to tailor the experience for each client, ensuring that their specific needs and goals are met efficiently.

3. Video conferencing integration: Enhancing client experience

One of the standout features of Simply.Coach is its seamless integration with video conferencing tools like Zoom. This integration allows you to run virtual coaching sessions directly from the platform, ensuring that your sessions are convenient, professional, and well-organized. It also simplifies the process for clients, as they don’t need to navigate through multiple platforms for session links.

4. Automated reminders: Reducing no-shows & enhancing commitment

One of the biggest challenges coaches face is dealing with no-shows or missed sessions. Simply.Coach helps reduce these issues by automating session reminders via email and text. These reminders not only ensure that your clients stay committed to their coaching sessions but also help you reduce the time spent on manual follow-ups, improving overall client satisfaction and retention.

Conclusion 

Business coaching templates are more than just time-saving tools; they are essential for elevating the quality and consistency of your coaching practice. By using these templates, you can streamline your operations, automate repetitive tasks, and ensure that your coaching process remains structured and focused. This leads to improved client engagement, better goal tracking, and a more professional experience overall. Templates allow you to dedicate more time to your clients and less time to administrative tasks, boosting both your efficiency and the results you deliver.

Ready to streamline your coaching practice? Explore how Simply.Coach can simplify your operations with customizable forms & templates that enhance client satisfaction and productivity. Book a demo today or try out the  14-day free trial to see how Simply.Coach can help automate and scale your coaching business.