Coaching Business Planner and Toolkit

The Coaching Business Planner is a comprehensive tool designed to help coaches plan and organize their coaching business. It is an all-in-one planner that includes everything coaches need to stay on track and achieve their goals.

The planner features a clean and simple design with prompts and sections to help coaches keep track of their schedules, clients, goals, finances, and more. It is a perfect tool for coaches who want to stay organized and focused while growing their coaching business.

The Coaching Business Planner includes:

1. Yearly, Quarterly, Monthly, and Weekly Planners – Plan out your goals, schedule, and tasks for the year, quarter, month, and week.
2. Client Tracker – Keep track of your client’s information, progress, and sessions.
3. Financial Tracker – Keep track of your income and expenses and monitor your financial health.
4. Goal Setting Section – Set your short-term and long-term goals and track your progress towards achieving them.
5. Marketing Section – Plan out your marketing strategies and track their effectiveness.
6. Notes and Ideas Section – Jot down your ideas, notes, and thoughts.
7. Coaching Toolkit (Coach Templates)

The Coaching Toolkit (Coach Templates) will help you streamline your client management and communication processes. This toolkit includes everything you need to create a professional and efficient coaching practice.

With the Client Care Strategy Planner, you can map out your client care plan and ensure that you are delivering consistent and effective support to each client. The Discovery Call templates, including the Checklist, Discovery Call Questions, Follow up Letter, and Rate Sheet, will help you to conduct successful discovery calls that turn prospects into clients.

The Client Onboarding section provides all the templates you need to onboard new clients, including the Welcome Letter, Intake Form, Coaching History Form, Client Goals Worksheet, Payment Form, Coaching Confidentiality Agreement, Client Invoice, and Coach Contract. These templates will ensure that your onboarding process is smooth and professional, setting the stage for a successful coaching relationship.

During your coaching sessions, the Coaching Sessions templates will help you to prepare for calls, take effective notes, and track progress. With the Pre-Call Form, Monthly Review Form, Client Session Notes, and Coaching Notes templates, you’ll be able to stay organized and focused on your clients’ needs.

The Client Offboarding section includes the Offboarding Checklist, Feedback Form, Testimonial Request, and Referral Request templates. This ensures that you have everything you need to gracefully conclude your coaching relationships, while also gathering valuable feedback and testimonials for your business.

With the Coaching Toolkit (Coach Templates) you can provide your clients with exceptional service. By using these templates, you’ll save time and reduce the administrative burden of managing your coaching business, while also enhancing your professionalism and improving your client relationships.

The Coaching Business Planner is a perfect tool for coaches who want to take their business to the next level. It is an investment in your business that will pay off in the long run.