top of page



As an experienced business coach, I've developed a suite of essential templates designed to streamline processes, enhance client interactions, and drive results. Here's a description of these templates and why they're crucial for any business coach:


1. Client Onboarding Template: This template outlines the initial steps and information needed when bringing on a new client. It includes a questionnaire to gather important details about the client's business, goals, challenges, and expectations. A structured onboarding process ensures clarity and sets the foundation for a productive coaching relationship.


2. Goal Setting Worksheet: Clear and specific goals are essential for guiding coaching sessions and measuring progress. This template helps clients define SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals, breaking them down into actionable steps. It serves as a roadmap for the coaching journey, keeping clients focused and motivated.


3. SWOT Analysis Template: Conducting a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis is a fundamental part of assessing a client's business situation. This template provides a framework for identifying internal strengths and weaknesses as well as external opportunities and threats. It helps coaches and clients gain valuable insights into areas for improvement and strategic planning.


4.Action Plan Template: After setting goals and identifying areas for improvement, an action plan is essential for outlining specific tasks and timelines. This template helps clients prioritize actions, assign responsibilities, and track progress toward their objectives. It promotes accountability and ensures that efforts are aligned with overarching goals.


5. Financial Forecasting Spreadsheet: Understanding and managing finances is crucial for business success. This spreadsheet template facilitates financial forecasting, including revenue projections, expense tracking, and cash flow analysis. It enables coaches to help clients make informed financial decisions and plan for future growth.


6. Communication Plan Template: Effective communication is key to fostering collaboration and alignment within a business. This template helps clients develop a communication plan outlining channels, frequency, and key messages for internal and external stakeholders. It ensures consistent and clear communication, minimizing misunderstandings and maximizing engagement.


7. Performance Review Template: Regular performance reviews are essential for evaluating progress and identifying areas for refinement. This template provides a structured format for conducting performance reviews, including criteria assessment, feedback collection, and goal reassessment. It promotes transparency and facilitates constructive dialogue between coaches and clients.


8. Marketing Plan Template: A well-defined marketing strategy is essential for attracting and retaining customers. This template guides clients through the process of developing a comprehensive marketing plan, including target audience analysis, messaging strategy, and channel selection. It helps coaches and clients align marketing efforts with business objectives and maximize ROI.


9. Employee Development Plan Template: Investing in employee development is critical for building a skilled and engaged workforce. This template assists clients in creating individualized development plans for their team members, identifying training needs, setting goals, and tracking progress. It fosters professional growth and enhances organizational performance.


10. Exit Strategy Template: Planning for the future is essential, including preparing for eventualities such as business succession or sale. This template helps clients develop an exit strategy outlining succession plans, valuation considerations, and transition timelines. It ensures a smooth exit process and maximizes the value of the business.


These templates serve as invaluable tools for business coaches, enabling them to provide structured guidance, facilitate productive discussions, and drive tangible results for their clients.

By leveraging these resources, coaches can empower businesses to overcome challenges, capitalize on opportunities, and achieve their full potential.

DONE FOR YOU Business Coaching Templates

    bottom of page