Effective coaching goes beyond instinct—it’s also about having the right tools at your disposal.
In this guide, we highlight the top platforms that offer essential coaching forms and templates, designed to bring efficiency and structure to your coaching sessions. These platforms simplify administrative work and enrich client interactions, proving crucial for coaches who are serious about enhancing their practice.
Stay ahead of the curve: leverage these tools to ensure your coaching service operates smoothly and stands out in a competitive field.
The Best Platforms for Coaching Forms and Templates:
Bonsai: Best Template Customizability
| Plans & Pricing | Starter: $25/month |
| Professional: $49/month | |
| Business: $79/month | |
| Reviews (Trust Pilot, G2, Capterra) | ⭐⭐⭐⭐⭐ |
| Additional Features | E-signatures, CRM integration, Project management |
| User Feedback | Users praise HelloBonsai for its ease of use, comprehensive features, and excellent customer support. |
For coaches in search of a platform that truly understands their unique needs, Bonsai emerges as a standout solution.
Seamlessly guiding coaches from the initial client engagement to the successful completion of coaching sessions, Bonsai covers every aspect of the coaching journey, including the vital process of connecting with potential clients.
Its user-friendly interface and customizable templates make Bonsai not just a versatile tool for current client management, but also for impressing potential coaching clients and turning inquiries into fruitful coaching partnerships.
| Popular Coaching Forms and Templates | |
| Intake Form | Invoices |
| Coaching Package | Client Contract |
| Terms & Conditions | Action Priority Matrix |
| Coaching Evaluation Form | Coaching Session Template |
But that’s just the beginning.
Bonsai’s offerings extend far beyond templates, encompassing a suite of features designed to enhance every facet of a coach’s practice. Coaches can efficiently manage clients, automate tasks, and seamlessly integrate calendars, reducing the administrative load.
Dive deeper, and you’ll find expense tracking and financial insights to bolster financial management, while time tracking ensures fair compensation for services rendered. Bonsai also prioritizes the security of client communication with secure digital tools and offers the flexibility of mobile accessibility without compromising confidentiality. It empowers coaches to streamline their practice, allowing them to focus on what they do best – coaching.
| Pros | Cons |
| Automated reminders | Learning curve |
| Client communication | Limited industry customization |
| Contract and proposal generation | |
| Expense tracking & management | |
| Comprehensive invoicing |
Beyond the coaching forms and templates we have seen on Bonsai, it’s worth noting that Bonsai is capable of far more. We feel it’s important to highlight three features that most coaches and consultants use frequently – all hosted conveniently within a single platfom:
❶ – Scheduling: Avoid the cumbersome back-and-forth when you try to lock down a good time to meet with a prospect or client. Bonsai allows you to create a page that your contacts can conveniently go to and pick a time that suits their schedules and is available on yours. The scheduling tool can be customized for your brand and will even send reminders if you want that.
-p-800.webp)
❷ – Invoicing: No need to sign up for multiple tools. Bonsai allows you to handle all your invoicing from a single platform. You can even collect payments with your invoice, and handle you bookkeeping. It couldn’t get any more convenient!
❸ – Client and Project Management: Most coaches also run a consulting arm of their business. Keeping all information neatly organized and keeping track of your projects and customer conversations and follow ups is hard when you have to roam around different platforms. Consider consolidating your multi-software approach and have a big sigh of relief knowing that all your information stays nicely organized and connected in a single place.
-p-800.webp)
Dubsado: Comprehensive Client Management
| Pricing | Starter Plan: $20/month or $200/year |
| Premier Plan: $40/month or $400/year | |
| Review & Ratings | ⭐⭐⭐⭐ |
| User Feedback | Users appreciate the organization and automation features |
Dubsado shines as an all-encompassing business management solution designed specifically for coaching professionals.
Centered on coaching, Dubsado provides a diverse array of features that not only streamline administrative tasks but also elevate client interactions, fostering an environment of enhanced efficiency within coaching businesses.
| Coaching Forms and Templates | |
| Coaching Agreement Template | Progress Tracking Sheets |
| Client Questionnaires | Coaching Intake Form Template |
| Session Feedback Forms | Goal-setting Worksheets |
Key Features:
- Comprehensive Client Management: Coaches can create and customize forms and templates, tailoring them to the specific requirements of coaching agreements and client questionnaires.
- Invoicing & Reporting: This not only facilitates smooth financial transactions but also contributes to a more professional image. However, it’s important to note that while invoicing is a strength, some users may find the pricing structure relatively higher, particularly for smaller coaching businesses.
- Scheduling: Coaches can set the availability, and clients can book appointments within those time slots. This scheduling feature enhances communication and ensures that coaches and clients are on the same page regarding session timings.
- Automation: Dubsado excels in automation, allowing coaches to automate routine tasks like sending reminders, follow-up emails, and client onboarding.
While Dubsado offers a comprehensive set of features, some users may find the pricing structure slightly on the higher side, especially if they are running smaller coaching businesses.
Additionally, for those seeking detailed reporting, the platform’s reporting options may be considered basic.
| Pros | Cons |
|---|---|
| Ability to track client status | Complexity and time investment to learn the system |
| Dynamic, flexible proposals | Slow to load between pages |
| Coaching service automation | |
| Secure portal for sensitive information | |
| Canned email templates | |
| Lead capture forms and workflows |
HoneyBook: Intuitive All-in-One Platform
| Plans & Pricing | – Starter: $9.5/month or $8/month (annual) |
| – Essentials: $19.5/month or $16/month (annual) | |
| – Premium: $39.5/month or $33/month (annual) | |
| – 7-day free trial and 60-day money-back guarantee available for all plans | |
| Review/Ratings | ⭐⭐⭐⭐ |
| User Feedback | Users appreciate the platform’s ability to combine multiple functions into one user-friendly platform |
With HoneyBook, coaches can access a variety of features such as invoicing, contract signing, booking and scheduling, workflow automation, and inquiry tracking, all designed to manage business operations effectively and maintain a professional image.
| Coaching Forms and Templates | |
|---|---|
| Pricing Guides | Contracts |
| Brochures | Satisfaction Questionnaire |
| Welcome Packets | Professional Invoices |
Coaches can use these coaching forms and templates to ensure timely payments, secure contract signing, streamline scheduling, and automate key communication and task follow-ups, ultimately saving time and maintaining consistency in client interactions.
The combination of these coaching forms and templates with HoneyBook’s other features, such as the intuitive interface and all-in-one platform capabilities, make it a robust choice for coaches looking to manage their business efficiently.
However, it’s worth noting that while HoneyBook does offer customization, it may have limitations for those seeking a high level of specificity in their branding, and there is a learning curve involved in mastering all the features available on the platform.
| Pros | Cons |
|---|---|
| Comprehensive features | Integration limitations |
| Collaboration capabilities | Scalability challenges |
| Client-focused interface | |
| Effective coaching plan | |
| Time-Tracking features | |
| Mobile accessibility |
The Coaching Tools Company: Top Choice for Free Coaching Resources
| Plans & Pricing | Free + Paid (Starting: $9.95 only) |
| Review & Ratings | ⭐⭐⭐⭐ |
| User Feedback | The tools are appreciated for their role in making coaching sessions more fun and engaging |
The Coaching Tools Company is a game-changer for life, business, and health coaches seeking to elevate their practice. From The Wheel of Life to Daily Success Habits, their suite of coaching forms and templates offers a robust framework for client growth and engagement.
| Coaching Forms, Templates, and Toolkits | |
| Wheel of Life Template with Instructions | Coaching Intake Session Checklist |
| Client Action Sheet Template | Blank Coaching Wheel |
| Action Brainstorming Worksheet | 21 Questions for Extraordinary Goal-Setting |
| Time Management Toolkit | Vision & GOAL-Setting Toolkit |
Coaches will appreciate the simplicity and effectiveness of these resources, which are not only easy to use but customizable, enabling a tailored coaching experience. These fully designed coaching forms and templates save precious time, foster professional credibility, and most importantly, make coaching sessions more impactful and enjoyable. This company is a boon for coaches aiming to deepen their practice while providing memorable and transformative coaching experiences.
| Pros | Cons |
| Easy-to-use | Cost considerations |
| Excellent customer service | May not be relevant to all coaches |
| Free E-books for coaches | Some templates look outdated (design) |
| Brandable and ready to go |
Coach Accountable: A Robust Platform With Coaching Forms and Templates For Many Coaching Niches
| Plans & Pricing | Starting at $20/month |
| Review & Ratings | ⭐⭐⭐⭐⭐ |
| User Feedback | The tools are appreciated for their role in making coaching sessions more fun and engaging |
Coach Accountable has been around for over a decade and is known for being a versatile, flexible platform with great customer service and reliability. We have written an in-depth review about Coach Accountable before.
The great thing about them is that their templates are organized by coaching niche or specialty and fully integrate with the platform.
Coaching Template Packages Offered:
- Free templates for career coaching
- Free templates for health & wellness coaching
- Free templates for life coaching
- Free templates for finance coaching
- Free templates for ADHD coaching
- Free templates for relationship coaching
- Free templates for coaching agreements
| Free Coaching Forms and Templates | |
| Wheel of Life Check-In | Client Satisfaction Check-In |
| Kickstart Worksheets | Daily Affirmations Journal |
| Why Coaching? Explainer | Onboarding Sequences |
| Pre-Breakthrough Session Worksheet | Client Satisfaction Check-In |
| ADHD Course | Sample Coaching Agreement (ICF) |
The full integration with the platform and easy setup will be greatly appreciates by coaches who want to get their business up and running in under an hour (yes, that’s possible). These packages give you a great start that you can simply build on by adding your own files and forms over time.
This company is and absolute must if you aim to drive lasting transformation and care about holding your clients accountable and using metrics to show progress.
| Pros | Cons |
| User friendly | A bit of a learning curve |
| Fair pricing, 30-day trial | |
| Supreme customer service | |
| Free (actually helpful) webinars for coaches | |
| Brandable and ready to go |
Empowering Coaching Practices: 8 Essential Coaching Forms and Templates for Success
Coaching templates are essential tools for any coaching practice or coaching program. They provide a structured framework for coaches to work with their clients effectively, helping both parties achieve their coaching goals.
These templates encompass a wide range of services and processes, making them versatile and adaptable to various needs and types of coaching relationships.
1. Coaching Contract
This coaching contract template outlines the terms of the coaching relationship, covering essential aspects such as fees, session frequency, cancellation policies, and confidentiality agreements. It serves as a legally binding document to establish clear expectations.
2. Proposal
A well-crafted proposal template outlines the approach, methodology, and expected outcomes, helping clients understand the value of coaching engagement.
3. Invoice
Invoice templates ensure consistency, accuracy, and a clear breakdown of coaching fees, facilitating smooth financial transactions.
4. Questionnaire
Customizable questionnaire templates assist coaches in structuring questions to obtain comprehensive insights and tailor individual sessions accordingly.
5. Session Evaluation
Post-coaching session evaluations provide an opportunity for clients to provide feedback. Templates for session evaluations help coaches assess the effectiveness of their methods, identify areas for improvement, and strengthen the overall coaching experience.
6. Goal Setting
At the core of coaching lies the essential practice of goal setting. These templates play a collaborative role, assisting coaches and clients in defining and documenting SMART goals together.
8. Communication Plan
Establishing a clear communication plan ensures that both coaches and clients are on the same page regarding the frequency, methods, and expectations of communication between sessions.
The Bottom Line
The platforms we’ve explored offer more than just forms and templates; they provide a foundation upon which you can build and refine your coaching process. Whether you’re just starting your coaching business or you’re looking to enhance your established practice, the right tools and templates can revolutionize the way you work. They support various coaching strategies and align with your chosen coaching model.
By integrating these tools into your practice, you’re not only sharpening your coaching skills but also adopting techniques that keep you at the forefront of the coaching profession. As you continue to evolve and adapt, remember that the effectiveness of your coaching is often a reflection of the tools you employ. Use them wisely to create a more organized, impactful, and successful coaching journey.
