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Free Business and Intake Templates
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- Free COACHING TOOLS and Exercises *NEW* Free Tool added!
- Free Coaching QUESTIONS
- Free BUSINESS and INTAKE Templates for new coaches
- Free SEMINAR and EVENT Templates
- The Coaching Tools Blog for Awesome 'Bite-sized' articles on Coaching Tips, Techniques and Exercises.
- Recommended Reading
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3. Free Business Templates For New Coaches:
Please Note: By downloading these free coaching templates, you agree to our licensing terms. If you haven't already, please read our licensing terms here.
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Intake Session Checklist TEMPLATEEver wonder what to cover in an intake session? Or finish the intake session and think “Darn! I forgot to ask…” Well, no more. Here is a detailed, customizable free coaching template - a checklist with boxes for admin, the coaching process, what coaching is and isn’t, review of homework/client history, an action for the client and a reminder to ask for their session ‘win’. Also serves as a useful record for your files and future reference. |
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Client Info Sheet TEMPLATEEnjoy this free coaching template - a basic and essential form with all your client’s key details; name, address, phone numbers, email/s, employer name, role, family names and key dates. |
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Client Action Sheet TEMPLATEEver find you start a session, look at last session's scribbled notes and think "Now WHAT were they supposed to have done?" or have a client that scribbles things down and misses an action because they couldn't find it in their notes? Here’s a free coaching template to help - a simple, practical client-action recording sheet for you - or your clients! |
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Welcome Letter Sample TEMPLATEWondering what you need to say in your Welcome Letter? Sometimes it’s hard to know where to start! This sample free coaching template gives you my approach - which you can use 'as is' - or customize with your personality and style. |
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Invoice Sample TEMPLATEWhat needs to go on your Invoice? This sample free coaching template is ready to go and can also be customized with your own style and pricing. |
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Receipt Sample TEMPLATEWhat needs to go on a Receipt? This sample free coaching template is ready to go and can also be customized as required. |
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If you liked these, you may also like the Welcome Pack Toolpack here.
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Have clients looking for a new role, changing careers or unhappy in their current work? This Career Coaching Tool & WORKBOOK helps your client identify and prioritise their work values. (6 pages activities, 8 pages total) |
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