coaching business model template

• Online Coaching

Choosing The Right Life Coaching Business Model + Templates

Building a profitable life coaching practice can be a lot of work. It involves a lot more than simply racking up your billable hours, and that alone sounds daunting enough to put off most aspiring practice owners.

Having a solid life coaching business model can take a lot of the complexity out of setting up and getting started, and it’s an essential way to stay on track as you scale up your practice and grow.

We’ll show you how to plan your own business plan in this article so that you can create, deliver, and capture value strategically while you grow. If you’re keen to design your own as you read, why not work along as you read with your 1-month, $1 Quenza trial ?

What is a Business Model? 2 Examples

If you’re like most new coaches, the words “business model” might conjure up images of how you deliver your sessions, from personal face-to-face coaching to online group sessions and similar.

While these do account for how you run your practice as a coach, there’s a little more to it.

Here’s what a sustainable business model looks like at its most basic, according to international business experts. [1] This diagram ties in beautifully with how Strategyzer co-founder Alexander Osterwalder defines a business model, which is: “…the rationale of how an organization creates, delivers, and captures value.” [2]

Where do you think your session delivery fits into the above diagram?

That’s right—it’s only one part. As a coach, you need a business model that considers the elements of your value proposition, value creation, and value capture strategy, all of which work together to help you grow your practice.

Let’s take a closer look.

Crafting Your Life Coaching Business Model

So what does each element represent in real life?

Your life coaching business model is simply the rationale of how your practice creates, delivers, and captures value.

Here’s what each element represents.

Value Proposition

It’s critical to get very clear on your value proposition before you can create value as a new life coach—or before you start trying to scale up as an established practitioner.

You may have done this informally at some stage, but taking the time to solidify your offer is the key to creating consistent value sustainably over time.

You can create your proposition by formulating your promise as a life coach:

• Who (specifically) do you help? Where can they be found? What are the defining characteristics of your dream client?
• What before-state do you help them solve?
• What after-state do you help them achieve?
• What product or service do you use to help them achieve that?

This stage is all about being customer-oriented. If you haven’t created a dream client persona just yet, now is the time to do so as it will help you clarify your life coaching niche .

Value Creation and Delivery

The way you create value will stem from your proposition, and may even overlap with it if you’ve drilled down to the specifics of your offer.

Value creation is all about your product or service, whether that’s:

• One-to-one sessions
• Group or team coaching
• E-courses, learning modules , or workshops
• Information products, or
• Life coaching packages featuring all the above.

This is where you can plan a differentiated or “signature” package that’s tailored directly to your dream clients. It’s also where you can consider free products that help you promote your business, such as downloadable, ebooks, or introductory discovery calls.

Delivery is just what it sounds like, and precisely what we looked at a little earlier. When it comes to how you’ll reach potential clients and how you’ll deliver your offer, consider the following questions:

• Will I offer online, offline, or blended coaching solutions?
• Where can I get in front of potential clients, e.g. what social media, blogs, or podcasts do they use?
• How can I (better) tailor my solutions to their lifestyle, preferences, or needs?

Value Capture

Why did you start a life coaching practice in the first place? Value capture is all about what you  get out of coaching clients.

While you may have got into the field primarily to help others, this is where you think about the following:

• What will my revenue streams be? (There will ideally be more than one!)
• How will my pricing structure look? What differently priced packages/tiers can I offer?
• What costs do I need to account for?

Recommended: How to Become A Life Coach: Best Online Certifications

Creating A Health Coaching Business Model

If this all sounds confusing, here’s how a (very) basic health coaching business model might look:

Career Coaching Business Model: An Example

Let’s zoom in on an example career coaching business model to unpack it a little further.

Consider the following value proposition: “I help ladder-climber CXOs in Vancouver to land a promotion with in-person group coaching sessions and online learning modules.”

Your Value Creation and Delivery elements will of course be different from the health coaching clients in the last example, as your dream clients and expertise vary with the type of life coaching you do.

• A few example key activities might be: a career health check, discovery call, team coaching sessions, workshops, or online classes
• Resources could include: Group coaching package options, a downloadable ebook or worksheets, or podcast episodes, to name a few
• Channels may look more like: LinkedIn, Glassdoor discussion boards, and contributions to Forbes or HRAscend, and
• Tech might include online learning software .

Templates For Your Coaching Business Model

If you’re looking for more in-depth coaching business model templates, check out our full guide to   How To Write A Life Coaching Business Plan: 5 Templates .

You can, of course, use the 3-step example we’ve already considered and create your own in a blank template using Quenza’s Activity Builder as shown above.

A few other helpful resources include:

• This Lean Canvas Coaching Business Model Template from Leanstack [3]
• This collection of Value Proposition Canvases from Edit.org
• This Business Model Canvas Template from Miro.com

A Closer Look: Business Model For Online Coaching

So what do you need to figure into an online coaching business model, if you’re practicing digitally?

A coaching management platform like Quenza makes it extremely easy to plan, manage, and even deliver all your different business model elements from one centralized location.

While you’ll still need to formulate your own value proposition(!), software such as Quenza helps you create and deliver value while differentiating your product.

Quenza offers a unique suite of online coaching tools that allow you to customize your products and solution, while reaching your target audience of dream clients anywhere in the world.

Let’s get specific, though.

11 Benefits of Using Digital Tools In Your Practice

Here’s how Quenza not only helps you configure value, but build your solutions too–and share them seamlessly with your life coaching clients.

With your subscription, you can:

• Design entirely bespoke resources such as life coaching session plans , programs, and life coaching packages—both from scratch or from handy, free Expansion templates.
• Deliver your personal or group sessions asynchronously and automatically by drip-feeding Pathway content to your clients (ideal for e-courses, classes, and learning modules).
• Stay on top of your clients’ engagement and progress with live, HIPAA-compliant results tracking.
• Develop information products, free lead magnets, and other paid solutions for sale on your life coaching website (e.g. habit trackers, gratitude journals , or standalone exercises).
• Brand all of your solutions with your custom practice logo using Quenza White Label .
• Give your clients a free, practice-branded, and multilingual coaching portal app for receiving their solutions, tracking their progress, and downloading your resources as PDFs.
• Chat in real-time with your life coaching clients.
• Manage cohorts with easy-to-use bulk import and export features, group chat, and more.
• Keep notes on all your sessions and programs using Quenza’s private Notes feature.
• Share video, audio, image, and PDF files securely at any time using Quenza Files .
• Keep them on track and motivated using notifications, updates, and reminders, among other client engagement tools.

Best Software and App For Coaches

There is no shortage of different business model templates available online for life coaches, and you’ll also find a wealth of different apps for separate aspects of your planning and execution.

But when it comes to bringing all your plans, resources, and clients together in one connected space, Quenza is by far the best way to manage and grow your practice.

With Quenza, you’ve got all you need to deliver completely custom solutions directly to your clients in the way that suits you both best.

5 Ways You Can Use Quenza With Your Clients

Need some inspiration for your coaching business model? Here are some ways you can use Quenza to bring your strategy to life:

• Develop a screening questionnaire to zero in on your dream clients
• Plan out your signature coaching program using Expansions and resources as Pathway steps
• Design and publish your free products, such as downloadable checklists, “How To” guides, interactive gratitude journals, and worksheets
• Engage clients virtually  between sessions by scheduling homework for automatic delivery,
• Create online learning modules, e-courses, or workshops featuring your personal Vimeo or YouTube files. Use them alongside your programs or as standalone life coaching products!

Final Thoughts

There’s a world of ways to create value, so planning your business model should be an exciting experience, not a daunting one.

Use these tips, frameworks, and examples to get you started, because these are the first steps to turn your day-to-day coaching job into a thriving business!

Don’t forget to start your $1 trial of Quenza for all you need to bring it to life.

Frequently Asked Questions

A coaching business model is the framework that outlines how a coaching business will generate revenue, attract clients, and deliver services. The most common coaching business models include one-on-one coaching, group coaching, and online coaching.

The most common coaching models are: – One-on-One Coaching: This model involves working with individual clients to achieve their specific goals. – Group Coaching: This model involves working with a group of clients who have similar goals or challenges. – Online Coaching: This model involves providing coaching services through online platforms, such as video conferencing or email. – Hybrid Coaching: This model combines one-on-one coaching with group coaching or online coaching.

To structure a coaching business, you’ll need to determine the type of coaching you’ll offer, define your target market, and establish your pricing and service delivery methods. You may also need to consider the legal and financial aspects of your business, such as registering your business, obtaining insurance, and managing your finances.

• ^ Bocken, N. M., Short, S. W., Rana, P., & Evans, S. (2014). A literature and practice review to develop sustainable business model archetypes. Journal of Cleaner Production, 65, 42-56.
• ^ Osterwalder, A., Pigneur, Y., Oliveira, M. A. Y., & Ferreira, J. J. P. (2011). Business Model Generation: A handbook for visionaries, game changers and challengers. African Journal of Business Management, 5 (7), 22-30.
• ^ Leanstack.com. (2021). Lean Canvas. Retrieved from https://leanstack.com/lean-canvas

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Coaching Business Plan Template

Written by Dave Lavinsky

Coaching Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their coaching companies. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a coaching business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your coaching business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

If you’re looking to start a coaching business or grow your existing coaching company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your coaching business to improve your chances of success. Your coaching business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Coaching Businesses

With regards to funding, the main sources of funding for a coaching business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for coaching companies.

Finish Your Business Plan Today!

How to write a business plan for a coaching business.

If you want to start a coaching business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your coaching business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of coaching business you are running and the status. For example, are you a startup, do you have a coaching business that you would like to grow, or are you operating a multiple coaching businesses?

Next, provide an overview of each of the subsequent sections of your plan.

• Give a brief overview of the coaching industry.
• Discuss the type of coaching business you are operating.
• Detail your direct competitors. Give an overview of your target customers.
• Provide a snapshot of your marketing strategy. Identify the key members of your team.
• Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of coaching business you are operating.

For example, you might specialize in one of the following types of coaching businesses:

• Business coaching: A business coach specializes in helping business owners clarify their business’s vision and goals.
• Career coaching: A career coach specializes in helping individuals reach their professional goals.
• Life coaching: A life coach specializes in helping people make positive progress in their daily lives, relationships, and careers.
• Performance coaching: A performance coach specializes in helping individuals improve their performance abilities using techniques similar to a sports coach.
• Wellness coaching: A wellness coach specializes in helping individuals develop and maintain healthy habits.

In addition to explaining the type of coaching business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of clients served, the number of cases with positive outcomes, reaching $X amount in revenue, etc.
• Your legal business Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the coaching industry. While this may seem unnecessary, it serves multiple purposes.

First, researching the coaching industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your coaching business plan:

• How big is the coaching industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential target market for your coaching business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your coaching business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, schools, families, and corporations.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of coaching business you operate. Clearly, individuals would respond to different marketing promotions than corporations, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other coaching businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes other types of self-development services, therapists, counselors, and online support groups. You need to mention such competition as well.

For each such competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

• What types of clients do they serve?
• What type of coaching business are they?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you make it easier for clients to acquire your services?
• Will you offer services that your competition doesn’t?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a coaching business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type of coaching company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide performance coaching, executive coaching, health and wellness coaching, or career coaching services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your plan, you are presenting the services you offer and their prices.

Place : Place refers to the site of your coaching company. Document where your company is situated and mention how the site will impact your success. For example, is your coaching business located in a busy retail district, a business district, a standalone office, or purely online? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your coaching marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

• Advertise in local papers, radio stations and/or magazines
• Reach out to websites
• Distribute flyers
• Engage in email marketing
• Advertise on social media platforms
• Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your coaching business, including answering calls, planning and providing coaching sessions, billing clients and collecting payments, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth session, or when you hope to reach $X in revenue. It could also be when you expect to expand your coaching business to a new city.  

Management Team

To demonstrate your coaching business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing coaching businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in coaching or running a small business.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you see 5 clients per day, and/or offer group coaching sessions? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your coaching business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a coaching business:

• Cost of utilities, internet service, and office supplies
• Payroll or salaries paid to staff
• Business insurance
• Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and office furniture

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of payment forms you accept.  

Writing a business plan for your coaching business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the coaching industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful coaching business.

Coaching Business Plan Template FAQs

What is the easiest way to complete my coaching business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your coaching business plan.

Where Can I Download a Sample Life Coach Business Plan PDF?

You can download our sample life coach business plan pdf here.

How Do You Start a Coaching Business?

Starting a coaching business is easy with these 14 steps:

• Choose the Name for Your Coaching Business
• Create Your Coaching Business Plan
• Choose the Legal Structure for Your Coaching Business
• Secure Startup Funding for Your Coaching Business (If Needed)
• Secure a Location for Your Business
• Register Your Coaching Business with the IRS
• Open a Business Bank Account
• Get a Business Credit Card
• Get the Required Business Licenses and Permits
• Get Business Insurance for Your Coaching Business
• Buy or Lease the Right Coaching Business Equipment
• Develop Your Coaching Business Marketing Materials
• Purchase and Setup the Software Needed to Run Your Coaching Business
• Open for Business

Learn more about how to start your own coaching business .

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Other Helpful Business Plan Articles & Templates

Content Quicklinks:

✔ What is a Coaching Business Model? ✔ How Do You Structure a Coaching Business? ✔ 7 Coaching Business Models to Inspire Your Own Journey ✔ What is the Most Profitable Coaching Business?

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7 inspiring coaching business models (and 7 real-life examples).

So you’re thinking of starting a coaching business?

If you’re overwhelmed with the possibilities, you’ve come to the right place. Starting a coaching business isn’t a one-size-fits-all journey, and you may have heard conflicting information about what to do first.

That’s why we’ve created this guide to choose the best coaching business model for you! Keep reading to discover:

• How to structure a coaching business
• Why you need to come up with a coaching offer
• 7 coaching business model ideas and real-life examples

What is a Coaching Business Model?

A business model describes how a coach creates, delivers, and captures value in the marketplace.

In other words, it’s a structure for serving your coaching clients — and how you intend to generate revenue.

Your business model will also include what type of dream client you’re targeting. But in the context of this article, we’ll cover different coaching models — because any of them can work with any target client!

How Do You Structure a Coaching Business?

Whether you’ve been coaching for a while or just started your coaching business, here are some tips to help you structure your coaching business and develop a business model that makes sense for you.

1. Come up with your first offer

No matter which business model you choose, you’ll need at least one coaching offer to sell before you can get clients .

Before you create your first offer, let’s explore the differences between offers, coaching programs , and coaching packages :

• Coaching program : the step-by-step process your clients will go through when they work with you. Coaching programs usually depend on a coach’s signature framework .
• Coaching package : everything included in what you’re selling (and your pricing). This can include coaching sessions , digital products, workbooks, and anything else you deliver to your clients.
• Coaching offer : a promise, outcome, or guarantee clients can get when they purchase your coaching packages . Some people refer to this as a value proposition.

In other words, the coaching package is the “what.” Your coaching program is the “how.” But the coaching offer is the “why.”

Why should clients hire you as a coach? What specific outcome will they get from working with you?

Let’s take a look at a coach who helps couples heal their relationships after an affair — Dee Tozer.

On her website , she breaks down the details of her 90-day coaching program . She also shares the details of what’s included in the coaching package :

But what about her promise? The above sounds interesting, but what will really convince couples on the verge of divorce to hire Dee?

This is where Dee’s coaching offer comes in. The promise she makes to her clients is to Rescue, Repair, and Rebuild Your Relationship Within 90 Days.

Notice how the offer is only one sentence long and doesn’t include any superfluous details about what’s included or how many sessions it will take.

That’s because a coaching offer doesn’t sell “sessions.” Instead, it sells an outcome.

Now, you don’t have to sell your coaching this way. You’re free to sell coaching sessions instead. But by creating a specific coaching offer, you’ll stand out from your competitors and position yourself as unique.

That’s a much simpler way to get coaching clients, fast and make money!

For example, you can find hundreds (if not thousands) of relationship coaches. But how many make the same promise as Dee? Not many. That’s how she’s able to stand out and attract clients!

To come up with your coaching offer, ask yourself the following questions:

• What end goal can your coaching program help your target audience achieve?
• What is your coaching niche? In short, who is your ideal client?
• What’s a realistic timeframe to achieve this? The more clients you help, the more you’ll know how to figure this out.
• What undesirable things can your coaching clients avoid with this offer? For example, “I’ll help you gain 15 lbs of muscle within a year without protein shakes ”.
• What is my guarantee? (if applicable) For example, do you keep working for free with your clients if you don’t achieve the desired results within the promised timeframe?

Make sure not to overpromise with your coaching offer. If your offer sounds too good to be true, potential clients may be turned off because they won’t believe it!

Only once you have your offer ready should you elaborate on the details of your program and packages. Keep in mind that those details can change over time, especially as you gain more experience and refine your process.

2. Build a minimum viable business model

Now that you have your offer, it’s time to create your business model. And before you get carried away… consider trying a minimum viable business model and marketing strategy !

This means: start with one business model — without bells and whistles. You can test your offer and your target coaching market before you build on this.

For example, let’s say you want to try one-on-one coaching. Your minimum viable business model could look like this:

• One coaching package for 3 months of coaching
• Simple landing page to allow potential clients to book a free consultation with you
• Simple landing page to allow clients to pay for your package, sign a contract, and book their first session with you

That’s it. No fancy websites, and no overwhelming list of package options.

The key to your minimum viable business model is to avoid spending too much on an offer that hasn’t been validated. And this goes for all entrepreneurs — not just coaches.

For example, don’t build an entire new website — and don’t spend thousands on ads!

Paperbell makes it easy to build a minimum viable business model you can build onto later. All of the above can be done with Paperbell — and it’s free until you land your first paying client!

3. Validate your offer and business model

There are several ways you can validate a coaching offer — depending on your budget and how much time you have.

If you want to validate your offer for free, you may have to:

• Message past clients (if you have any)
• Reach out to existing members of your audience on social media 
• Ask your existing network if this offer sounds appealing to them (or if they know someone who’d find it appealing)

But if you want to use paid advertising , you can launch a simple ad to get people to book a free consultation in your calendar. Facebook Ads is one of the easiest ways to validate a coaching offer.

Spend somewhere between $100-$150 to test your messaging. If you get zero booked calls on your calendar, this means you may need to tweak your messaging or your offer.

It can take a few tests to get the offer right. But don’t spend more on a campaign until you’ve validated that people are interested in booking a free discovery call with you.

Once you’ve validated your coaching offer and business model, it’s up to you to decide what to do next. Some coaches are perfectly happy working with just 3 to 4 clients, while others will prefer to scale their businesses and add new revenue streams.

7 Coaching Business Models to Inspire Your Own Journey

Need some ideas for online coaching business models to implement in your own business? Here are 7 business models, along with real-life examples of coaches who’ve successfully used them!

1. One-to-one Coaching

Individual coaching is the most straightforward type of coaching model. In this model, you simply work alone with all your new clients. 

You can perform a one-to-one coaching practice in person, during virtual sessions on Zoom , or asynchronously using text messaging or Voxer. The goal is to work closely with your clients, so they have your full attention during their dedicated time with you.

Nayshondra Mercer offers personal coaching in nearly all of her packages. Here’s an example of her 6-month program:

2. Group Coaching

Group coaching works in similar ways to one-to-one coaching — except on a one-to-many basis. You, the coach, can serve several people at once!

You can still implement some one-on-one sessions in your group coaching services. But at its core, you’ll typically serve a larger number of clients in a group setting.

Some coaches will also call their group coaching program a Mastermind. But in a true Mastermind, all members are peers of relatively equal footing. It’s peer-to-peer instead of being one-to-many.

Tarzan Kay is an email marketing coach who mostly works in a group coaching format. She provides support to her cohorts using Slack in addition to live calls.

Notice anything special about Tarzan’s sales page? Yup — it’s a simple Google Doc. That’s a minimum viable funnel in action! And to take payments, she has a simple checkout link:

3. Consulting

Consulting is a bit different from one-to-one coaching. Instead of helping your clients with accountability and soul-searching questions, you figure out what to do for them.

For example, Luke Charlton runs an advertising agency — but also has a consulting program, The 15 Minute Client. 

Throughout this program, clients go through training videos and do their homework. But Luke’s team provides actionable feedback and is available to answer any questions.

4. Memberships

A membership is a recurring subscription that gives your clients access to you, your community, your content, or anything else you wish! You can offer group coaching or one-to-one coaching in a membership, or you can simply offer access to digital resources or Q&A sessions.

Kia Cannons is an example of a life coach who’s launched a membership:

Her membership offers live sessions each month as well as monthly Creative Hours and additional bonus sessions.

5. Courses and Digital Products

Coaching courses and digital products differ from group coaching in that they don’t require your active input. Clients pay for access to content — not you.

You can offer single workshop recordings — or break down a course into several modules. 

For example, Savannah Bustos offers one-on-one sessions, but she also sells an online course as a more affordable option to work with her:

One caveat with courses — coaches often get told courses are “the best way” to grow a coaching business. But that’s not always the case. 

For a course, template, or digital product to be high-quality, you need to have tons of experience helping your clients through what you’re teaching. This means a course should rarely be your first business model — unless you have prior experience from another job or life experience.

6. In-person Events

Offering coaching online is awesome. But face-to-face events are still a valuable tool for coaches and their clients to fast-track their results.

Whether you offer retreats, workshops, or summits, you simply can’t beat interacting with people in person.

For instance, Amy Bell only offers her NLP program in person.

She does this because, according to her, it’s nearly impossible to train new coaches on the techniques of NLP without seeing them in person. 

7. Blended Approach

You can stick to a single business model. But as you grow and gain more experience as a coach, you may want to take a blended approach with more than one business model!

For example, let’s look at ads specialist Laurel Portie . She first began as a service provider — not a coach — when she ran ads for her clients.

And when her agency got booked out, she launched a consulting program for $1000/month. 

But that program got booked out, too. That’s when she launched a $7 membership to coach people on ads!

This shows a great example of how a business can evolve over time.

Keep in mind that blending more than one business model isn’t a beginner-friendly approach! It’s important to master one business model before you attempt another one.

Once you’ve built a foundation, feel free to expand to another model — just like Laurel did when she got booked out for her service and consulting offers.

What is the Most Profitable Coaching Business?

You’ll see plenty of other coaches claim that their method or business model is “the most profitable.” 

Some will argue you can’t build a successful coaching business without courses or group coaching.

Others will say you must have a membership to secure recurring monthly revenue.

But here’s the truth:

The most profitable coaching business is the one that works best for you! It’s the model that takes your strengths and preferences into account. 

For example, if you struggle to coach a large group, you may not profit from a group coaching program — especially if your clients can’t get results. On the other hand, if you thrive in a group setting, that could be the path to a profitable business for you!

That’s why there’s no single best coaching business model for everyone. 

No matter what coaching business model you have, Paperbell can help you build a foundation to sell your coaching online, the simple way!

Grab your free account to test it out commitment-free.

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How to write a coaching business plan template for beginners

Table of contents

Life coaching is a promising and lucrative industry, and many coaches are now earning a significant amount of money with their tailored coaching business plans. If you, too, can help someone with your knowledge and life experiences, then it is the right time for you to start your own coaching business.

It is a smart idea to start your own coaching business, and there are several people out there who may need your help and can benefit from your experience. This guide will help you learn how to devise a business plan and make your mark in the coaching industry. Let's get right to it!

Note: If you are a coach, try Bonsai's full-suite of tools you can use to run your business. From task management, to time tracking, and tax, Bonsai's software has everything you need to manage your business. In fact, we have a whole library of pre-made templates to send coaching invoices , contracts and proposals. Try a 7-day free trial here .

What is a Coaching Business Plan?

If you want to create a coaching business, the first thing you need to do is to put together a business plan. Without a plan for your coaching business, you won't know what to do and in which order.

This is why it is absolutely necessary to have a foolproof life coaching business plan for a successful coaching business. Here is a step-by-step guide to help you get started on the right track.

Steps To Write A Life Coaching Business Plan

Here are all the steps you can use for a successful life coaching business.

Decide Your Vision

To tell your potential customers what you believe in and what your motive is, it is important to write down a vision and what motivated you to start this business.

This will help your customers understand why you want to deliver these services. Many customers consider coaches who are not just focused on their professional goals but also care for their students.

When writing the vision you need to add details such as what is the purpose behind your business and why should others care about it.

Work On Your Mission Statement

Every traditional business plan contains a mission statement and so should yours. A mission statement outlines what your business does. It can be described as the mission of your business.

The mission statement is not just important for your career coaching but it is also essential for your personal life. However, it is very important for you to be very transparent and crystal clear with your mission statement so your potential customers don't get mislead.

It can be difficult to write the mission statement on your own so it is best if you focus on answering things such as what are you hoping to accomplish at present and the future

Outline Your Coaching Services

Your business plan should include all the details of your business coaching details. Describe all your services in detail.

The details can include several things such as who are the recipients of your services. Each service may have a different recipient so it is essential for you to list all of them down. For instance, you can mention that a particular service is for middle-class parents or so on.

Other important details to include can be the pain points you will be catering to in your services. It is best to talk about the most powerful pain point right away so you have the attention of your customer segments instantly.

Your biggest aim should be to talk about something personal your audience is worried about and present your coaching as a solution.

Next, it is wise to include key features of your service. Doing this will help you attract customer attention and they will be interested to learn the exact steps that you will take to help the customers solve the problems they face.

Narrow Down Your Target Market

Now that you are done with the basics, let's move on to the next most important step. Identify your target audience using market research.

Knowing who your audience is very important and can help you come up with a very effective marketing plan. Without knowing who actually wants your service it can be difficult to appeal to the right kind of audience.

To understand what demographic needs your coaching you can use different research methods such as surveys, use reports and more.

This will help you identify all those people who suffer from the problems you are providing a solution for.

For instance, if you are providing coaching services to battle debt then your potential audience is a group of people who are in debt and can't seem to get out.

There are many advantages of identifying your customer base. Once you know who you are speaking to, you will know how to change or modify your coaching sessions to appeal to the audience in a better way.

Furthermore, it will also help you devise an effective marketing strategy designed exclusively for the target market.

Therefore, an in depth market analysis is essential to learn where your customers live, what their ages are and even what gender they fall under. The more detail you have the better it is as that can help you come up with a targeted marketing plan and coaching services.No

Note: if you are a coach, try Bonsai's full-suite of business tools to help you streamline your business. From invoice, tax, task, time tracking, to proposal templates for coaching , Bonsai has it all. Try a 7-day free trial here .

Design A Marketing Strategy

To get the attention of your audience and to market your coaching business it is important that you formulate a marketing strategy that will effectively help people notice your brand.

There are several marketing techniques you can use in your strategy but you need to make sure you choose the one that fits your coaching business the best.

Here are some of the common marketing techniques you can use to build your marketing strategy:

Search Engine Optimization

Search engine optimization is one of the most effective marketing strategies. Here, you can use different keywords and key phrases that will help your customers locate your website or services easily.

For instance, if you are providing coaching services for debt then you can smartly use different words in your content such as 'debt group coaching sessions' and every time a user searches for the term your content will pop up automatically.

Social Media Platforms

Social media platforms are the best place for you to talk about your coaching services. Most of us already have social media accounts and are very active on these platforms.

You do not need to go the audience to market your services, all you need to do is create a social media page and the audience will come to you.

However, you need to have an active presence there and share valuable content so your audience stays engaged. There are several social media platforms , choose the platforms where you can find most of your target audience.

For instance, if you are catering to the younger demographic then you can go for platforms such as Instagram and TikTok as these platforms have a higher population of the younger users.

Advertising

If you want immediate results and go for a more direct solution then it is better if you opt for paid advertising.

If you pay for ads your services will reach your audience much quicker than they would otherwise. More importantly, paid advertising will only show the ads to the potential customers rather than random people. This means that you will have better outcomes and and can expand your growth plan.

However, paid advertising can be expensive and you may need help from experts. You can hire professionals to handle paid advertising on your behalf and make sure they do it effectively.

Blogging is one of the most common ways to create awareness in your audience. There are multiple ways you can blog about your coaching business. You can either get another blog to feature your business or you can start a blog of your own.

Blogs are a great way to deliver content to your audience and you can incorporate your coaching services in these blogs. These blogs should have valuable content that must link with your subject and help your audience in the longer run. It is a smart decision to make blogging an important part of your coaching practice.

Email Marketing

Email marketing is an effective marketing strategy as any. You can build a mailing list and then send regular emails about your coaching sessions.

You can also give your audience a brief overview of your services so you can grab their attention so they are interested in coaching and sign up for more.

In the future you can also use this list to introduce more product and services to your audience. Make sure you follow up on your emails for the best results.

Include Financial Projections

Other coaches in the business may tell you how important it is to think about financial planning . The coaching business needs money to fuel it and it is essential for you to be clear on how much of it you need.

List Down Coaching Resources Needed

You may need lots of resources when providing coaching and instead of learning about them as you go, make a list of the needed resources beforehand. This will help you be a great coach and be as effective as possible.

Why Is A Coaching Business Plan Important For You?

Without a coaching business plan, it can be very difficult for you to be on the right track, and you may end up making mistakes that could have been avoided easily.

It is better to enter the field with a plan rather than just diving into it right away! With the best business coaching plan, you can get your first client in no time.

Coaching Business Plan Template

If you are having difficulty coming up with a coaching business plan on your own, then you can also use a template and fill it according to your needs and the needs of the business.

There are lots of coaching business plan templates online for you to choose from. Just make sure you fill them out properly. Templates offer you a competitive advantage so you can get more customers.

Try Bonsai's Suite Of Coaching Tools

Bonsai is the best coaching tool on the market to run your business. With our software, you could easily edit pre-made templates to send coaching contracts , proposals, intake forms, invoices, and more. Not to mention we have time tracking and task management tools you could use to better organize your day-to-day duties.

Claim your 7-day free trial here .

Those who keep these tips and tricks in mind can have great coaching businesses and meet all professional goals. Just make sure you do not skip out on anything important, as that can affect your business model in the future. Good luck with your venture!

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How To Write a Business Plan for a Life Coaching Business + Free Example

John Procopio

6 min. read

Updated February 7, 2024

Free Download:  Sample Coaching Business Plan Template

• Turn your passion for helping others into a thriving life coaching business.

As a life coach, you have the opportunity to empower others and help them achieve their goals. And with an estimated industry value of over $2 billion, the demand for life coaches has never been higher. 

Yes, the dynamic world of coaching presents an array of opportunities to guide clients through personal and professional growth. But just as you are developing plans for your clients you need to do the same for your business.

Crafting a solid business plan for your coaching practice will help you clarify your vision and objectives, account for certifications and training, and explore how you need to perform financially in order to thrive in an increasingly competitive market. 

In this guide, we’ll walk you through how to create a business plan for a life, performance, or executive coaching business. You can even download a free one-page coaching plan template to fill out as you go.

• What is a life coaching business?

A life coaching business provides professional coaching services to help clients achieve their personal and professional goals. Life coaches work with individuals or groups to provide guidance, support, and accountability. There are many types of life coaching, including:

• Performance coaching: Enhancing specific skills or talents, such as athletes or musicians.
• Executive coaching: Developing effective leadership skills for executives and business leaders.
• Relationship coaching: Improving communication, conflict resolution, and relationship dynamics with partners, family, friends, and colleagues.
• Career coaching: Advancing careers through skills assessment, resume building, networking, and career planning.
• Life coaching: Taking a holistic approach to improving various areas of life like health, work-life balance, productivity, and personal fulfillment.
• Why you should write a business plan for a life or executive coaching business

A solid business plan is crucial for success in your life or executive coaching business. It helps organize your strategies, identify potential obstacles, and invest in certifications and marketing for growth and credibility. By writing a detailed business plan, you can more effectively allocate resources, set achievable goals, and create a roadmap for success.

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• How to write a life coach business plan

In this guide, we’ll walk you through the key components of a life coaching business plan to help you lay the foundation for a thriving coaching practice. For a walkthrough of how to write the specific sections of a business plan , check out our full guide and supporting articles.

1. Clearly define your offering

To build a successful life coaching business, you must have a precise understanding of your services and how they stand out from the competition. Determine your areas of expertise—whether career, executive, relationship, life, or wellness coaching—and the specific challenges you can help clients navigate. Becoming properly certified and accredited demonstrates your professional competence to clients.

The two top certifying organizations are the International Coach Federation (ICF) and the Coaches Training Institute (CTI). The ICF offers ACC, PCC, and MCC credential levels based on your experience. CTI offers a Certified Professional Co-Active Coach credential. Achieving the right credential for your coaching specialty—such as becoming a Certified Career Coach, Certified Professional Career Coach, or earning a Life Coaching Certification—can maximize your credibility.

With a clear service offering tailored to your target market’s needs and the proper certifications, you will gain the credibility and expertise to help many clients achieve meaningful life changes and reach their full potential. Promote your services boldly by focusing on your areas of specialization, ideal clients, and the specific outcomes you provide.

2. Have specific clients in mind

Speaking of your target market , successful businesses have a clear understanding of their ideal customer and cater to their unique needs.

For example, a life coaching business may target mid-career professionals seeking personal growth or corporate executives looking to enhance their leadership skills. Their needs include developing management skills, thinking strategically, and improving communication. However, you can break this down even further and have market segments such as: 

• Mid-career professionals looking to change jobs or careers. Their needs include identifying strengths and interests, building a strong resume, developing networking skills, and gaining confidence in interviews.
• Young adults transitioning from college into the working world. Their needs include determining a career path, gaining skills and experience, finding mentors, and learning professionalism.  
• Entrepreneurs looking to start a new business. Their needs include business planning, productivity, accountability, motivation, and work-life balance.

3. Create a marketing plan

Developing a strategic marketing plan is vital to building brand awareness and attracting clients to your life coaching business. You’ll need a detailed marketing strategy to maintain a consistent brand identity reflecting your unique coaching style and expertise. 

Strategically choose a few marketing channels, like your website, a targeted social media strategy, and possibly speaking engagements to reach your ideal clients. Run a blog, Substack, or podcast providing actionable advice in your areas of coaching. Submit articles to media outlets your target audience follows and build credibility through these expert placements. 

It’s also important to consider paid media as part of your marketing strategy, such as social media advertising and Google Ads. Monitor your return on ad spend (ROAS) and calculate the lifetime value of a lead to accurately measure the effectiveness of your campaigns. 

With a customized brand and strategic marketing focused on your niche audience’s needs, you will hope to gain visibility, credibility, and quality leads to develop a thriving coaching practice. These are just some of the marketing avenues you may consider exploring.

4. Know your numbers

To build a profitable coaching business you need to understand your financials by monitoring both revenue and expenses closely. Charge what you’re worth based on your experience, certifications, and client outcomes. While gaining momentum, generate extra income through related services. Consider charging for initial consultations to add another revenue stream to your business. 

Here are a few other key things to consider when exploring your numbers:

Track key metrics

Review key metrics monthly, like client retention and profitability. Make adjustments to optimize satisfaction and revenue. Budget for short-term loss but aim for profitability within 6-12 months. Think long-term, progress will take time.

Test your pricing strategy

Explore different pricing models to attract clients with varying budgets. Consider offering packages, retainers, group programs, and online courses, as they provide stability for both you and your clients. 

Keep a close eye on expenses

Assess expenses regularly to minimize waste. Expect costs like marketing, office space (if needed), insurance, and certifications. Budget adequately , reducing expenses will boost profit, and review and refine over time.

• Download your free life coaching business plan template

Now, you’re reading to start creating your business plan. To get started, download our free one-page business plan example for a life-coaching business . For more inspiration, check out our free library of sample plans and templates for service businesses. You can download any of these documents in Word form and get some structure and industry-specific insight for your own plan.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

John is a seasoned digital marketing leader with over 25 years of experience across SaaS, e-commerce, and content industries. He has a proven track record of driving growth through data-informed strategies that span the entire marketing pipeline.

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13 Top Life Coaching Business Models

What type of business model is right for you as a life coach? It can be tough to decide, especially when there are so many different options out there. After all, you want to ensure that you are providing the best possible service to your clients, while also growing your business in a sustainable way. 

Here’s the good news: finding life coaching business models that are aligned with you and your coaching business doesn’t have to be a struggle, we’ve got you covered.

Before we go any further, we’re Cass + Tee — the creators of Lovely Impact, and we’ve been helping coaches succeed for years, as well as being coaches ourselves! If there’s anyone who understands all the research & experimentation it takes to land a successful business model, it’s us.

As a life coach, you may be wondering how to create a business model that works for you. There are many different ways to approach this, and what we’ve found is that the best way to find what works for you is to explore your options.

In this blog post, we’ll take a look at the top 13 business models used by life coaches, so you can get an idea of what might work best for you. We’ll also discuss the pros and cons of each model, so you can make an informed decision about which one is right for you. 

Are you ready to learn more? Let’s dive right in!

Table of Contents

What is a life coaching business model, why choosing your life coaching business model is important, 1. private 1-on-1 coaching model.

• 2. Membership Model 

3. Partnership Model

• 4. Retreat Business Model 
• 5. Group Coaching Model 
• 6. Mastermind Coaching Model 
• 7. Motivational Speaking Business Model 

8. Coaching Book Business Model

• 9. Digital Product Business Model 
• 10. Corporate Coaching Contract Business Model 
• 11. Coaching Blogging Business Model 

12. Coach Influencer Business Model

• 13. Thought Leadership Business Model 

Final Thoughts – Life Coaching Business Models

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If you want to set yourself up as a great life coach, you’re going to need a life coach business model – something that will guide you on your way to making profits as a coach. There are many business models out there to pick from, but you need to make sure you’ve got one in mind so you have a clear strategy to help you move forward.

A lot of coaches take their approach to coaching casually, and while that’s understandable, it isn’t the best way to operate. You need to take a business-like approach to at least some aspects of coaching, so let’s look at what this means.

Your life coaching business model should outline your path to success. It wants to include things like your main services, your target audience, and the expenses you’ll need to cover. Your model is probably going to evolve over time, but this guide is your best friend in determining how you operate and structure your business.

Your coaching business may not be the same as other businesses, but you should still use the right terminology to describe what you’re doing and what approach you will take.

Your business model affects everything about how you operate and organize yourself, so having it in place is key to building a strategic approach. Without a life coaching business model, you’re at risk of finding yourself scattered and disorganized.

This model will help you out with every part of running the business, including things like setting prices, designing your website, and marketing yourself. 

A private 1-on-1 coaching model is so different from something like a mastermind coaching model or a partnership model, you absolutely need to nail this down before you start if you want to develop a coherent and cohesive approach.

13 Types of Life Coaching Business Models

There are quite a few different business model options available for coaches, and each has its own benefits and drawbacks. Here’s a look at some of the most popular business models used and loved by life coaches.

This is the most common kind of life coaching business model, and it’s often where most coaches start out, because it’s a straightforward approach. It involves offering 1-on-1 coaching sessions to your clients, either face to face or online.

This is a great place to start, once you get the hang of one-on-one coaching, you might want to expand into other business models. It’s also easy to advertise, simple to plan for, and doesn’t require you to coordinate multiple members or large spaces.

2. Membership Model

If you’ve mastered one-on-one coaching, you may consider moving to a membership model. This involves monthly memberships being paid to you and usually offers your clients access to group coaching sessions, rather than individual sessions.

This is a great model once you have started making a name for yourself, but it does require more coordination and organization skills, as well as confidence in presenting to and handling a large group.

Once you have identified your audience, it might occur to you that this aligns well with the audience of other businesses you are familiar with – and this can result in choosing a partnership model. As an example, if you’re a business coach, you might find that a business attorney is a perfect companion for your new model.

This allows you to offer greater value to your clients and can be a great way to get new business, as well as to send business to your partner.

4. Retreat Business Model

When it comes to coaching, in-person retreats are pretty popular. If you can coach clients as a group, you might want to try it. In most cases, you’ll host retreats that last for several days at a desirable location, at least a few times per year.

Again, you’ll need a higher level of skills for this life coaching business model, because it requires more coordination and organization.

5. Group Coaching Model

This model is similar to 1-on-1 coaching, but it is run with groups of people, rather than individuals. It can be coordinated online or in-person, but you’ll need to be able to tailor your material to suit a more general audience, rather than one individual.

This sort of model lets you take advantage of economies of scale, and if you can do it online, you can access audiences everywhere.

6. Mastermind Coaching Model

If you love getting your clients to support each other, as well as supporting them, a mastermind coaching model is definitely the way to go. You’ll still be providing an invaluable service by coordinating and facilitating this sort of arrangement, but your clients will be aiding each other in solving problems and achieving common goals.

This life coach business model isn’t an easy one – you’ll still need to do a lot of work to make it succeed, and you’ll have to have some pretty amazing people skills to keep everything running smoothly.

7. Motivational Speaking Business Model

Do you love addressing an audience? This business model involves attending venues and being paid to speak to a large number of people on a motivational topic. It can be great for coaches who are passionate and eloquent, but it involves very different skills from 1-on-1 coaching.

You will often be paid by the venue, rather than individuals, so you’ll need to market yourself in a different way for this model.

If you are more of a writer than a speaker, creating a book that encapsulates your knowledge might be a better way to go. This model involves writing books for clients to purchase and work through on their own.

Although you may be able to do that along with other methods of coaching, you should still have a separate business model so that everything stays organized and you are applying the correct methods for the space you’re in.

9. Digital Product Business Model

If you’d rather be releasing products online and targeting clients in the online space, a digital approach may be the life coaching business model you need. You can create all kinds of resources, but often you’ll be making e-books or courses. 

Your strategy will need to change to ensure you’re building up an online presence and targeting the right audience for the digital products you intend to offer.

10. Corporate Coaching Contract Business Model

If you’d rather work with HR departments and businesses, try a corporate coaching business model. You’ll usually be contracted by businesses that want you to help their employees build up key skills.

This is a great way to have a captive, focused audience with a very clear goal in mind. You won’t need to do the individual marketing, but you will have to sell yourself to the businesses!

11. Coaching Blogging Business Model

If you’re a blogger, this is an obvious choice, but you will need a good grasp of how to monetize a blog and engage your audience. The majority of your income will come from advertising and affiliations, rather than people using the information on your blog.

It’s best to learn some SEO and plan your content carefully before starting this sort of model, or you’ll end up chasing success as a life coach rather than attaining it.

➡️  Need more inspo? Read our in-depth article on SEO for coaches >>

Having a large online audience is valuable, and if you think you’ve got what it takes to be an influencer, this is definitely a model to try. As a social media influencer, you’ll use your influence to sell your services or secure deals with large brands.

The online space is crowded, so you’ll need to be able to clearly differentiate between your offering and the offerings of others for this strategy to succeed. This usually looks like bringing your true authentic self to your online platform, which is often easier said than done.

13. Thought Leadership Business Model

If you’d rather be operating in a more professional space than that offered by TikTok, Instagram, and YouTube, this might be the option for you. LinkedIn is a space for experts and respected, established coaches, and it’s a great place to build your credibility with both clients and fellow coaches.

You’ll need to tailor your work to suit the context and make sure you’re presenting yourself professionally to succeed with this method.

➡️  Need more inspo? Check out our article on how to find coaching leads on LinkedIn >>

So, what business model should you use as a life coach? As you read above, it really depends on your personality and the type of coaching you want to do. We hope this information was helpful and gave you a better understanding of the different options available to you.

Finding a model that aligns with your strengths and interests, and that you feel comfortable with, can take some exploration. If you’re just starting out, we recommend trying out a few different models until you find one that feels right for you. 

Do you want to go even deeper into your options of life coaching business models? Check out the Money-Making Offers Workbook for Coaches ! Using our comprehensive coaching workbook, you will learn how to pick, map out, and sell new irresistible money-making offers, so you can achieve your business goals and attract aligned coaching clients.

➡️  Head here to grab your digital copy of the Money-Making Offers Workbook for Coaches >>

If you’ve already done your share of exploring in the world of life coaching, we’d love to know – what’s your favorite business model? Share with us in the comments!

About The Author

Hey! I’m Cass, a brand coach and the Co-Founder & Chief Brand Officer at Lovely Impact, a website template shop for coaches. I help coaches elevate their businesses with beautiful branding and websites. Here on our blog, my content focuses on branding, web design, and storytelling.

Hey! I’m Tee, a brand and marketing coach and the Co-Founder & CMO at Lovely Impact, a website template shop for coaches. I help coaches grow their coaching businesses digitally. Here on our blog, my content focuses on web design, marketing, business, and social media strategy.

I’m looking at starting a business similar to life coaching and was trying to get ideas on how to charge, what to charge, if it should be subscription, etc…

Hey Dulany! So glad you found our article helpful in navigating the world of coaching and pricing. We’d love to chat with you and answer any questions you have about charging and business models. Feel free to schedule a call with me https://calendly.com/lovelyimpact-tee/business-strategy-call and let’s dive into your exciting coaching journey together! ?✨

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The ultimate list of coaching templates, share this article.

If you want to be the best coach, you must have a plan. One that’s concrete and tangible. Using coaching templates when working with clients is an excellent tool in your arsenal as they help you guide and lead your clients through a transformative experience. 

Using coaching templates is super helpful to

• Visualize your client’s goals and record them in ink so that you don’t stray
• Prepare therapeutic contracts to get you and your client to agree on certain things
• Individualize standard coaching frameworks to suit your client’s unique needs
• Track your session progress and make changes as and when necessary
• Add structure to your coaching so that you do not lose focus or digress from your clients’ core pain points

To help you get there, we’ve compiled the ultimate list of coaching templates for coaches like you. We’ll first start with what makes an excellent coaching template and then dive into free coaching templates across five core categories that you can use.

Skip ahead:

What are the features of the best coaching templates?

• Here are the best coaching templates

Here are the best intake coaching templates to use

Here are the best coaching template examples for a general audience, here are the best coaching handouts for niche groups, check out these miscellaneous templates too, underline your coaching style.

A coaching template is a go-to guide to follow on how you will work with your client. Therefore, a good one is designed to remind you of your authentic style. We all know how easy it is to get distracted by the multiple coaching styles in vogue today!

Describe your framework in detail

A good coaching template allows you to describe what you will do with each of your clients in detail. It includes blanks to outline your coaching framework, which can act as the skeleton of each session you plan.

Outline your coaching process.

We all know that coaching is rarely (almost never!) a one-time consultation. After all, it is a process to transform individuals to their true potential, which can’t possibly occur in a day. Therefore, a coaching template should be flexible to incorporate your process and plan to achieve goals.

Estimate the time frame or the number of coaching sessions

Even though coaching is recurring, it cannot continue endlessly. You have to restrict it to a particular duration. For that, you need to start with a primary number of sessions, which may be reduced or increased as per changing needs. A good template takes care of that.

Support with managing your coaching business

Finally, you also need help managing your coaching business. This includes aspects around the different payment options, signup process, or offering bonuses in terms of discounts. You’ll also need to manage handouts and intake forms that help your clients sign up. Good coaching templates have provisions for managing these aspects too.

With that, let’s look at 25 coaching templates that can help you improve results for your coaching profession. 

Here are the best coaching templates to use

Whether coaching is your active or passive income stream , you need to treat your coaching business like any other business to ensure it grows scalably. After all, there are bills to pay and invoices to be processed. Consequently, as a coach, you should ideally use templates to simplify accounting, marketing, client management, and other business processes.

Here are some essential ones that can help you smoothly run your show: 

Receipt Sample Template

Whenever you collect a coaching fee, it’s good to hand out a payment receipt. This receipt template is a great one that can help you create a good professional impression. Keeping the core elements the same, you can always customize them as per your preferences.

Life Coaching Invoice Template

Once successful, you will need to start sending out automated invoices at scale to streamline your payment collection. This invoice template is specifically designed for life coaches and looks very professional. You can always modify its specifics as per your setup.

“My 50” Referral Team Template

For coaches, social proof is one of the most potent areas to generate new business opportunities. If you want to leverage your existing client base to generate an inflow of hot leads, you can use this template. 

Complimentary Session Vouchers Template

Complimentary sessions are a great way to engage your existing coaching clients and drive loyalty. They always work because they are free! So we’d say save this template and use it whenever you plan to offer complimentary session vouchers. This stylish template can also be convenient when conducting workshops or conferences. 

Newsletter Sign-up Sheet

If you’re planning to build an email list to earn followers using lead magnets and send out newsletters to warm up potential clients into paying customers, you have homework to do. Besides planning content strategy and implementation, you’ll need to ensure you’re GDPR compliant to avoid violating any regulation. Important Fact: This regulation is compulsory in several locations, and if you’d like to use a template to ensure GDPR compliance in your email marketing, you can save this!

Once you acquire clients, the next step is proper onboarding and leading them effectively along the way. Let’s look at templates that can help then.

Intake templates are super helpful for taking on new clients and ensuring that you have their consent forms neatly collected. This is a regulation in most countries, and you may also be required to collect certain identification information in some jurisdictions. The following intake templates below can be modified and adjusted according to your geographical location.

Coaching Intake Session Checklist & Template

As coaches, the first session is always quite crucial as it’s the chance to take a lot of your clients’ details into account. The best way to collect and use that information is to leverage an intake session checklist template which gathers wide information about your client. We’d suggest closely following this free template to ensure you don’t miss out on any essential details.

Client Info Sheet Template

In some jurisdictions, you may be required to store all client information offline. However, there may be other situations where you could meet your client face-to-face. In times like these, this client info sheet template can be handy. It’ll help you be prepared and easily record your clients’ critical information, such as contact details, problem areas, etc., for looking up in the future.

Welcome Letter Sample Template

If you have already contacted the client and they are ready to enroll in your coaching program, you should ideally also welcome them on board with a friendly letter. This template is perfect for that warm-up and to ensure that they kickstart their transformative journey on a positive note.

Wheel of Life

An essential part of coaching is to guide your clients to identify their core problem areas beforehand. The Wheel of Life coaching template is an excellent tool for this purpose. It covers a range of life issues such as money, relationships, health, etc. It was discovered by Paul J. Meyer and can be printed in a pie chart pattern. We’d say save this coaching template for sharing with your clients in the early stages. 

Emotion Thermometer

An emotion thermometer is another handy template to use with clients you’ve onboarded. You can use it to help them quantify their feelings concerning different emotions. If they feel furious, they mark a higher number, and so on. You can also customize the emotion thermometer to suit your coaching needs if you’re looking to tackle any different feelings and emotions. 

While the above coaching template examples are for run-of-the-mill use, now let’s look at free coaching template examples for different audience types.

If you are going to offer coaching services to a general audience, it makes sense to give them handouts explaining what a coaching session is and how it is different from therapy and other regulated services. This is important to set the right expectations at the onset so clients understand exactly what their role should be like.

The Life Story Worksheet is a handy generic coaching template to get your clients to describe their life story in the past, how they see it in the present, and how they would like it to be in the future. This helps you not only guide them but also presents an opportunity to introspect and discover true insight about their own lives. It’s a great starting point for a transformative journey.

Printable Emotion Faces

Most people do not understand the difference between thoughts and emotions. Even when they do, they do not understand different emotions and their nuances. For example, most people think in terms of basic emotions such as “hate” or “love”. They often say they “hate something” when they, in fact, mean to say, they dislike or simply want to avoid something.

It is important for you as a coach to teach your clients the differences in the wide range of emotions. The emotion Faces coaching template is a great handout you can give your clients so they can correctly associate faces with different emotions. Trust us, this will also help you build rapport with your clients.

Building New Habits: Tips Sheet

If your clients find it difficult to develop healthy new habits, you need to be there for them as their coach. Just give them this handy habit-building tip sheet with different tips to help them assess their lifestyle. With this as a starting point, they’ll be better equipped to replace them with healthy habits. You can always modify its specifics per your coaching need as well.

Goal Exploration

Whether you are planning to guide them in their business, career, or life in general, most of your clients will often need help to explore their own goals. This coach template is perfect for clients who find it challenging to identify and explore their goals.

A Mandala is a Buddhist-inspired pattern of drawing. It has traditionally been used in eastern traditions as a form of meditation. Modern-day coaches often use mandalas to encourage coloring with the benefit of reducing stress and focusing. You can always hand these to your clients to help them reduce their stress levels and improve focus. 

If you need to work towards building rapport with a difficult client, asking them to color a mandala drawing can be a great ice-breaker. For others, you can simply print this out and ask them to color it regularly whenever they’re stressed.

Now, let’s move over to some specific categories.

We’ll all agree that all coaching clients are not the same. They’re unique beings, after all, with specific requirements. The handouts we’ve listed below can be super helpful when managing them. They may help you feel inspired to create your own too. So here they are: 

Business Coaching – Tolerations Coaching Form

If your coaching clients are looking for business advice, this template can be a valuable tool in your coaching process. Doing successful business requires skills and techniques that clients need to develop. This template can help you to identify your client’s business weak points and help them to improve.

Career Coaching Toolkit  

If you are looking for a coaching template example that helps guide your client in choosing the right career, this free template is a great pick. It includes a step-by-step user guide that describes how to improve one’s career.

Small Business Coaching Toolkit  

Many small business owners often suffer from low self-esteem and require a different approach. This makes small business coaching different from regular business coaching.  If that’s what you’re addressing with your coaching services, this free coaching template is excellent as it is bundled with tons of valuable tips.

Self-discovery Toolkit  

Sometimes, clients do not know what they want. They seek coaching services to discover themselves and transform their lives. In such cases, you can use this self-discovery coaching toolkit, which clearly describes how to change people’s lives and lay out a robust program outline.

Vision and Goal-Setting Toolkit  

Some clients approach coaches to help set goals and improve how they view their lives. This coaching template makes a great pick in situations that warrant a framework for helping clients set their goals and visualize their future better.

The coaching business is a diverse industry; most coaches have very different needs. So, we’ve also compiled some additional miscellaneous templates to help you improve your business style and offer better services to your clients.

Positive Experiences Template

Ultimately, every coach helps clients build self-esteem and harbor positive thoughts. Giving a handout that coaching participants to record all the positive experiences in their lives helps deepen their self-esteem. Use this template to help your client remember all the good things that have happened in their lives.

Strengths List Template

Most people seeking coaching feel a need to improve in some area. As a coach, it’s your job to help them recognize their strengths and build self-esteem. Doing so also enhances their assertiveness. Use this template as a client handout for the best results on that front. 

Gratitude Exercises

Most people who’re unhappy have one thing in common. They are not grateful for the things that they have. If you can help your clients understand this and urge them to be more thankful for all the blessings, they will lead happier lives. These gratitude exercises are great if you have clients who have many disappointments and resentments.

Template for Looking Back, Looking Forward

As a coach, your role is to guide people to look at their futures with optimism and decide what they will do to improve their lives. If you encounter a situation where your client is feeling low, you can guide them to look back and remember all the good things that have taken place in their lives. However, it is also vital to remind them that certain bad things happen to everybody, and it is best to reassess them positively. This coaching template will help you during those situations. 

Deep Breathing Template

This is the best coaching template for that situation. Deep breathing scientifically helps a person relax and allows them to reduce their anxiety and stress levels. You can use this handout to help your client to learn how to breathe deeply without injuring themselves. We’d say give  to them once you build rapport and help them relax both during the session and when they return.

Coaching templates are great. But sometimes you need a little extra something. 

There are several templates to support you at every stage as a coach. Free coaching templates can make your job easy to streamline and deliver an excellent experience to your clients. 

What if you want to scale your coaching business?

The best way is to take your coaching business online. With Thinkific, you can grow your coaching business by adding self-guided coaching courses. The easy-to-use online course design platform is loved by coaches, educators, and digital content creators for its ease in building engaging, custom eLearning experiences and growing sustainably online. Get started for free today, and see how Thinkific’s course creation, marketing, and selling tools will help you grow your coaching practice. No tech skills are required.

Colin is a Content Marketer at Thinkific, writing about everything from online entrepreneurship & course creation to digital marketing strategy.

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Coaching Business Plan Template

Written by Dave Lavinsky

Coaching Business Plan

You’ve come to the right place to create your Coaching business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Coaching businesses.

Below is a template to help you create each section of your Coaching business plan.

Executive Summary

Business overview.

Premier Health Coaching Services Is a startup health coaching company located in Seattle, Washington. The company is founded by Tracy Hoffman, a health coach who holds a Master of Science degree in Food Science and Nutrition from the University of Washington. She is a certified health coach in the state of Washington, and has successfully counseled over 300 clients during the past six years as a health coach employed by a corporate medical health plan provider. Her expertise has brought her “celebrity” status. Her blog and podcasts have brought over 20,000 followers as she speaks about nutrition and health matters. Her client base of over 300 clients has already committed to follow her when she makes this professional move to start her own company, Premier Health Coaching Services.

Premier Health Coaching Services will provide a comprehensive array of health-related products and services, including holistic care, skeletal and muscular alignments, sports nutrition, nutrition and diet support, balanced lifestyle counseling and other health services. This will be a broad-based service, meeting the needs of individuals from all walks of life and in all health-conditional lifestyles. Premier Health Coaching Services will be the top-performing health coaching company within the Seattle, Washington regional area.

Product Offering

The following are the services that Premier Health Coaching Services will provide:

• Individual and group health coaching services
• Nutritional and physiological body assessments
• Skeletal and muscular alignments
• Holistic healing: aromatherapy, acupuncture, massage
• Physical therapist services
• Weight assessment and counseling
• Work-life balance alignments
• Balanced lifestyle counseling
• Product sales: nutritional supplements; health-related products

Customer Focus

Premier Health Coaching Services will target everyone in the Seattle, Washington regional area, including Bellingham and other outlying areas. In particular, they will target those individuals who seek assistance with physically therapeutic and lifestyle balance services. They will also target those individuals who are sports professionals and those who are dedicated to a sports lifestyle. Adults of all ages, including seniors, will be targeted as customers and Premier Health Coaching Services will address the needs and serve each individual with the best possible service and support team.

Management Team

Premier Health Coaching Services will be owned and operated by Tracy Hoffman. She has recruited her former associates, John Blackwell and Melissa Rodriquez, to become associates in leading her team.

Tracy Hoffman holds a Master of Science degree in Food Science and Nutrition from the University of Washington. She is a certified health coach in the state of Washington and has successfully counseled over 300 clients during the past six years as a health coach employed by a corporate medical health plan provider. Her expertise has brought her “celebrity” status, and her blog and podcasts have brought over 20,000 followers as she speaks about nutrition and health matters. Her client base of over 300 clients has already committed to follow her when she makes this professional move to start her own company, Premier Health Coaching Services.

John Blackwell is a well-known and much-admired health coach, overseeing 100 clients on a regular basis. He specializes in sports nutrition and already has the commitment from each client to follow him as he makes this professional move to Premier Health Coaching Services.

Melissa Rodriquez is much-beloved by her weight management and nutritional balance clients and is known for her emphasis on holistic solutions to health problems. Her client base of over 100 clients has committed to follow her as she makes this professional move to Premier Health Coaching Services.

Success Factors

Premier Health Coaching Services will be able to achieve success by offering the following competitive advantages:

• Friendly, knowledgeable, and highly qualified team of professional health coaches, counselors, nutritional experts, and holistic care providers.
• A comprehensive menu of services available during daytime and evening hours, including health coaching, lifestyle and nutritional coaching, holistic care, physical therapy and natural health and healing products.
• Premier Health Coaching Services offers modest pricing, setting a price structure that best meets the health insurance plans of all individuals. Comparatively, the service is a lower-cost option than competitors.
• Products offered, including nutritional supplements and natural health products, are priced lower than retail health food stores.

Financial Highlights

Premier Health Coaching Services is seeking $200,000 in debt financing to launch its Premier Health Coaching Services. The funding will be dedicated toward securing the location space and purchasing office equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff, rent, and marketing costs for the marketing campaigns. The breakout of the funding is below:

• Office space build-out: $20,000
• Office equipment, supplies, and materials: $10,000
• Three months of overhead expenses (payroll, rent, utilities): $150,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph outlines the pro forma financial projections for Premier Health Coaching Services.

Company Overview

Who is premier health coaching services.

Premier Health Coaching Services is a newly established full-service coaching and health management company in Seattle, Washington. Premier Health Coaching Services will be the most reliable, total health-directed, and effective choice for clients throughout Seattle and the surrounding communities. Premier Health Coaching Services will provide a comprehensive slate of coaching services, natural health treatments, and natural products for all clients to utilize. Their full-service approach includes an extensive list of health and holistic-related services and products.

  Premier Health Coaching Services will be able to manage and service up to 50 clients at any time, with the ability to increase hours of operation to add more clients. The team of professionals are highly qualified, certified, and experienced in coaching, life-balance counseling and nutritional health. Premier Health Coaching Services removes all the headaches and issues of searching for and finding the right fit for the services of various coaches in multiple locations, as all services are now offered under one roof. In addition, Premier Health Coaching Services will be known for delivering the best customer service.

Premier Health Coaching Services History

Since incorporation, Premier Health Coaching Services has achieved the following milestones:

• Registered Premier Health Coaching Services, Inc. to transact business in the state of Washington.
• Has over 50 client contracts already in place with Premier Health Coaching Services. Has natural health providers in acupuncture, massage, aromatherapy, and physical therapy under long-term contracts.
• Began recruiting a staff of assistants and office personnel at Premier Health Coaching Services.

Premier Health Coaching Services

The following will be the services Premier Health Coaching Services will provide:

Industry Analysis

The health coaching and related services industry is currently at $15,653M, and is expected to grow over the next five years to over $23,587M in 2028, with a CAGR of over 7% during the forecast years. This substantial increase will be due to clients who are increasingly aware and in need of better performance in physical activity, nutrition and eating habits, weight management, diabetes prevention, and medication adherence.

These specific areas are all covered under health coaching, group coaching and lifestyle coaching, which are increasingly in step with the continued growth and concern regarding these health-condition specific issues.

The growth will be driven by key players in the industry, such as major health insurance companies, governmental oversight and other agencies, who will adopt effective strategies to combat continuing health conditions. As they do; the industry sector is expected to expand further, presenting numerous opportunities for advancement.

Customer Analysis

Demographic profile of target market.

Premier Health Coaching Services will target those individuals requiring health coaching, nutritional counseling, holistic care and other natural services in Seattle, Washington. They will target former clients who may choose to contract for services with this new all-inclusive slate of services, those who are personal contacts through years of professional experience, corporations with employee health services under expiring contracts, and individuals who are referred by professionals throughout the region.

The precise demographics for Premier Health Coaching Services are:

Customer Segmentation

Premier Health Coaching Services will primarily target the following customer profiles:

• Individuals seeking contracted health coaching and life counseling services
• Insurance companies seeking expanded services for insured clients
• Corporations seeking health service contracts on behalf of employees
• Individuals seeking natural health and healing products

Competitive Analysis

Direct and indirect competitors.

Premier Health Coaching Services will face competition from other companies with similar business profiles. A description of each competitor company is below.

Pacific Health & Physical Therapy Group

Pacific Health and Physical Therapy Group provides muscular, skeletal and physical therapy for individuals who are referred to the service by employers under contract with the group. Contracts are yearly, endorsed by the corporate human resources managers. The group provides a variety of services for clients, including a therapy spa, physical therapy services, muscular and skeletal exercise routines, and other kinesiology-related services.

The promise by Pacific Health & Physical Therapy Group is to provide accurate, detailed plans to better the lives of their clients through muscular and physically therapeutic services. The emphasis is on corrective treatments, including exercise. The Pacific Health & Physical Therapy Group provides a 4-Step Treatment Plan that covers diagnosis; analysis of treatment; care routine; extended therapy. This is a plan that is personally designed for each client and care providers follow the plan during each client visit.

Seattle Physical Therapy Associates

Seattle Physical Therapy Associates is composed of ten physical therapists, each with a roster of clients who routinely book a minimum of twenty therapy visits each. This solidifies the basis for revenue for Seattle Physical Therapy Associates and creates an on-going program of increased health properties for clients as visits continue.

Seattle Physical Therapy Associates is focused on providing physical therapy; as such, the pricing for services is higher than other full-service centers. The motto is: Creating the Best Environment for Our Clients’ Best Results. Clients are treated at least twice a week, as physical therapy continues. As the favorite physical therapy group in Seattle, the company can demand higher pricing levels, and those levels are paid by primarily corporate clients, as a result.

Ballard Holistic Health Company

Ballard Holistic Health Company is headquartered in Ballard, located in northwest Seattle. The region is a mixed-population of older university students, young couples with children, and senior residents with longevity in the region. Housing is a mixture of condos converted to apartments, older single home dwellings and multi-use leased homes. The clientele for the Ballard Holistic Health Company is generally seeking holistic treatments as curative or preventative alternatives to western medicine. The company is housed in a former home, large enough to showcase natural health and healing products. Weekly classes directed to nutrition, healthy living styles, and vegan/vegetarian living topics are discussed in group sessions. Merchandise for sale includes books, tapes, vegan foods and protein alternatives, such as plant-based foods. Also offered are a wide array of natural health products and nutritional supplements.

Competitive Advantage

Premier Health Coaching Services will be able to offer the following advantages over their competition:

• A comprehensive, all-inclusive menu of services available during daytime and evening hours, including health coaching, lifestyle and nutritional coaching, holistic care, physical therapy and natural health and healing products.
• Products offered, including nutritional supplements and natural health products, are priced lower than direct competitors.

Marketing Plan

Brand & value proposition.

Premier Health Coaching Services will offer the following unique value proposition to its clientele:

• Highly-qualified team of certified professionals who are able to provide a comprehensive slate of services and products to meet consumer demand for solutions for medical conditions, lifestyle choices, and other physical or mind-body needs.
• Substantial number of long-term contracted clients, as well as corporate clients who utilize services for employees.
• Reliable natural health and healing products sold below retail costs at competitive natural product stores.
• Pricing structure for corporate and individual clients is modest and reasonable.

Promotions Strategy

The promotions strategy for Premier Health Coaching Services is as follows:

Word of Mouth/Referrals

Premier Health Coaching Services has built up an extensive list of contacts over the years by providing exceptional service and skilled expertise for clients. They have communicated to Premier Health Coaching Services that they will continue renewing their contracts because they are highly-satisfied with the services provided at the former place of business. Once advised by the professionals that they were leaving the former company, the clients were eager to sign new contracts to continue coaching services with Premier Health Coaching Services. Former and current clients were also willing to offer referrals and spread the word of the new company starting comprehensive services just ahead.

Professional Associations and Networking

Tracy Hoffman, John Blackwell and Melissa Rodriquez are each well-established within their chosen fields and will spread the word of the new startup within their professional associations. Networking among corporations within the region will also begin, as corporate clients can offer large, long-term contracts for employees who require multiple visits or treatments.

Social Media Marketing

With the high number of followers who track Tracy Hoffman, the use of social media marketing will be pivotal to the startup. Multiple social media marketing campaigns will be launched, identifying the professionals who are starting the company and inviting new followers to engage with each via posts and comments. Former and current clients will also be included in short video reels, offering testimonials regarding the service received by these professionals. A social media marketing manager will be hired for three months to cover the costs of startup campaigns.

Website/SEO Marketing

Premier Health Coaching Services will utilize the services of the social media marketing manager to create website content and images to announce the opening of the company. The website will be well organized, informative, and list all services that Premier Health Coaching Services is able to provide. The website will also list their contact information and link to an easy reservation site for clients to book appointments online. The social media marketing manager will also oversee SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Seattle health coaching” or “natural health or holistic services”, Premier Health Coaching Services will be listed at the top of the search results.

The pricing of Premier Health Coaching Services will be moderate and on par with competitors so customers feel they receive value when purchasing their services.

Operations Plan

The following will be the operations plan for Premier Health Coaching Services. Operation Functions:

• Tracy Hoffman will be the Owner and President of the company. She will oversee all staff and manage client relations. She has spent several months recruiting the executive staff: members:
• John Blackwell, a well-known, certified, and much-admired health coach, will be the Vice President, overseeing 100 clients on a regular basis. He specializes in sports nutrition.
• Melissa Rodriquez, a professional counselor in weight management and nutritional balance, will be the Strategic Manager. Her client base of over 100 clients has committed to follow her as she makes this professional move to Premier Health Coaching Services.
• Gary Ragan, an accountant with ten years of experience, will become the Staff Accountant, providing all client accounting, tax payments, and monthly financial reporting.

Milestones:

Premier Health Coaching Services will have the following milestones complete in the next six months.

• 5/1/202X – Finalize contract to lease company staff, client and workroom space
• 5/15/202X – Finalize personnel and staff employment contracts for the Premier Health Coaching Services
• 6/1/202X – Finalize contracts for Premier Health Coaching Services corporate clients
• 6/15/202X – Begin networking at industry events
• 6/22/202X – Begin moving into the Premier Health Coaching Services building location
• 7/1/202X – Premier Health Coaching Services opens its office for business

Tracy Hoffman holds a Master of Science degree in Food Science and Nutrition from the University of Washington. She is a certified health coach in the state of Washington, who has successfully counseled over 300 clients during the past six years as a health coach employed by a corporate medical health plan provider. Her expertise has brought her “celebrity” status, as her blog and podcasts have brought over 20,000 followers. She is dedicated to nutrition and health-balance matters. Her client base of over 300 clients has already committed to follow her when she makes this professional move to start her own company, Premier Health Coaching Services.

Financial Plan

Key revenue & costs.

The revenue drivers for Premier Health Coaching Services are the fees they will charge to the clients for their services. Secondary revenue drivers will include the natural health and nutritional supplement products sold at the company location.

The cost drivers will be the overhead costs required in order to properly staff Premier Health Coaching Services. The expenses will be the payroll cost, rent, utilities, office supplies, and marketing materials.

Funding Requirements and Use of Funds

Premier Health Coaching Services is seeking $200,000 in debt financing to launch its health coaching and natural health service company. The funding will be dedicated toward securing the location space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the social media marketing and association memberships. The breakout of the funding is below:

Key Assumptions

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

• Number of Contracted Clients Per Month: 1,200
• Average Fees per Month: $50,000
• Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, coaching business plan faqs, what is a coaching business plan.

A coaching business plan is a plan to start and/or grow your coaching   business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Coaching  business plan using our Coaching Business Plan Template here .

What are the Main Types of Coaching Businesses?

There are a number of different kinds of coaching businesses , some examples include: Business coaching, Career coaching, Life coaching, Performance coaching, and Wellness coaching.

How Do You Get Funding for Your Coaching Business Plan?

Coaching businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Coaching Business?

Starting a coaching business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Coaching Business Plan - The first step in starting a business is to create a detailed coaching business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your coaching business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your coaching business is in compliance with local laws.

3. Register Your Coaching   Business - Once you have chosen a legal structure, the next step is to register your coaching business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your coaching business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Coaching   Equipment & Supplies - In order to start your coaching business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your coaching business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Learn more about how to start a successful coaching business:

• How to Start a Coaching Business

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Guide to Coaching Business Models with Examples

• March 21, 2024
• For Coaches

From one-on-one coaching that fosters individual growth to innovative online platforms breaking geographical barriers, we’ll explore different coaching business models and show you real-life examples. 

Making money by coaching is the dream of many, but it is not as simple as it sounds. For starters, you need to do more than teaching during billable hours, just so that you can clean up the costs and come to point 0. Also, a new coaching business is a one-man show, and that’s where the trouble begins.

The coaching business model is foremost based on the services you provide. If you think of this as the center of the puzzle, the other pieces should help you create and capture value. No matter if you’re a seasoned coach or just beginning, we’ll help you get a clear picture of which coaching business model is the right fit for you.

How to Develop the Perfect Coaching Business Model?

Luckily, there are many ready and profitable online coaching business models to put into practice. With them, you will always strive ahead and involve more and more people. Interestingly enough, you will earn more by doing less.

Not sure how? This is exactly why we prepared this post.

Proposing value

You can’t deliver anything before you’ve defined your value proposition. This means defining the expectations, both yours and those of your clients.

Most of this task is done informally, but there is still plenty left to warm up the chair and think about how to preserve value over time.

The key step is to promise the right solutions:

• Who is your audience? Where can you find them? What does your dream client look like?
• What are the problems you are trying to solve?
• What do you expect to achieve after your sessions?
• Which services/products will you offer to get clients where you want them to be?

Creating value

Let’s assume you have enough experience already, and alongside a client base that trusts you. At this stage, you can already design courses and programs that are effective.

Your promises can be backed up and guaranteed by satisfied clients, and there is not much left to do to bring new people on board.

Be those new or old programs, settle for nothing else than top quality. Help people, as this is the main reason why you are running a coaching business. The money is only the bonus that comes along.

Wrap up the coaching business model upfront, and decide in which niche you are going to operate. Be realistic with your expectations, and make things simple for clients. Of course, they won’t be able to see what is in for them right away, but this is why they will get attractive offers.

Delivering value

Delivery is another essential part of your online coaching business. You need to find the most efficient way to target your audiences and make your offer visible. Before you go for it, answer these questions:

• Do you run an online coaching business, or also offer offline and hybrid solutions?
• Where are the clients located? Can you reach them on social media, with podcasts, or in person?
• What can you do to bring the offer closer to them and their preferences? What do they stand for?

Capturing value

What was your reason to start a coaching business? Did you get what you wanted out of your life coaching business model?

Helping people is the first and most noble reason, but you should also consider the following things:

• You are widely liked.
• Your impact matters.
• You are doing what you like.
• You are making a difference.

As you see, there is plenty to love about your coaching business next to the revenue streams. These things need to get along if you want a successful coaching business model, and there is no way around it.

What Are the Most Popular Coaching Business Models?

The next step will be to look at a particular online coaching business model and see how it can help you. Best practices teach you how to optimize your client base and push your profits upward.

Coaching clients, the same as any other business can be based on different business models. The choice of an adequate coaching business model will influence each aspect of your business. Among them, are its reputation and monetization. The common stream is that they all let you help more people and make progress.

These are the seven coaching business models we will discuss:

One-on-one and individual coaching

Almost every coaching business model started as a one-on-one session. Most of them still offer this service as the core of their work. Coaching clients individually is easy to plan and organize. It also requires the smallest investment. For the money, it lets you learn directly from interesting clients and gather experience.

Choose this coaching business model if you want to dedicate attention to each client, and work with them step-by-step. You will be limited to how many clients you can handle, but this will also affect the price per session and keep you busy.

Systemize the approach and get to know your clients. You will be able to predict their needs and teams and prepare for the joint journey. The time will come when you will be ready to coach groups, so don’t rush into it.

Group coaching

Once your personalized coaching business gets too big for its bridges, use the experience and move to groups. You will already know what clients expect and you will not be supposed to reinvent the wheel. People know who you are, they trust you, and you can easily bring the community on board.

Your selling advantage is that you offer the services at a fraction of the price now, not the other way around. And, let’s not forget the bottom line: your coaching business will now help many more people than before.

These sessions can not be as personalized as you’d want them to be, but you can still help clients in many unique ways. Make the audience excited and provoke a conversation. The wisdom of your crowd may surprise you.

The downside, however, is the earning limitations. If you want to grow rather than simply stay in business, you need to sell at least 20 tickets a month. What can help here is lead generation software with good conversion capabilities, so keep the idea on the radar.

Career coaching

Career coaching is also an excellent model for a coaching business.

Check this value proposition, for example:

‘I lead ambitious CXOs in Los Angeles towards promotions with my online learning modules and group coaching program’. The creation and delivery of value are different than with health coaching, for example. The reason is simple: you target different clients with different lifestyles.

Some key activities here you can consider are discovery calls, workshops, career health checks, and online classes. Your main resources could be of all sorts. Examples include attractive packages for group coaching, market estimation worksheets, eBooks, etc.

You would operate on channels such as Forbes, LinkedIn, Xing, Glassdoor, and so on. Your main tech tool would be dedicated to online learning.

Coaching courses

Who is better to teach the coach to coach, than the coach? You’ve now run a successful group training session, so why not turn that into a recurring activity? You have customer testimonials and social proof that keep you in the loop. The coaching business will produce just as much profit as you expected.

This coaching business model is perfect in many different ways. With an online coaching business, you can target learners all around the globe. You can even do your work without necessarily leaving the office.

Your coaching business can also be based on self-learning programs that don’t involve you all the time, but which bring money your way 24/7.

You can launch large online coaching business sessions twice per year, and the interest will be even bigger.

Thinking about where to promote your work? The answer is – everywhere. Use social media to reach as many people as you can, such as Instagram, LinkedIn, YouTube, Facebook, Twitter, and even TikTok. Get involved on online coaching platforms and build connections.

Gain social proof by enabling direct contact with the customers, or offering them videos and podcasts. They will appreciate it!

The Perfect Scheduling Software for All Coaching Business Models

When it comes to managing schedules and demands of coaching across various business models, there’s one clear solution: Trafft. 

As a versatile and intuitive coaching scheduling software , Trafft empowers you to streamline your operations and elevate your client experience to new heights. Whether you’re facilitating one-on-one sessions, group workshops, or organizing retreats, Trafft offers the flexibility and functionality to suit your needs.

With Trafft, scheduling becomes effortless and efficient, allowing you to focus your energy on what truly matters: guiding and inspiring your clients.

Its user-friendly interface and customizable features make it easy to adapt to any coaching model, ensuring seamless coordination between coaches and clients. From managing multiple calendars to automating reminders and confirmations, Trafft simplifies every aspect of scheduling, saving time and reducing administrative burdens.

But what truly sets Trafft apart is its commitment to innovation and customer satisfaction. Constantly evolving to meet the evolving needs of the coaching industry, Trafft offers unparalleled support and reliability, allowing you to scale your businesses with confidence. 

What else do you get from using Trafft?

Flexible scheduling

Trafft allows you to set up flexible scheduling parameters to accommodate various coaching models, whether it’s one-on-one sessions, group appointments , or retreats.

Easy calendar management

You can manage multiple calendars in one place, avoiding double bookings and ensuring optimal time management.

Automated reminders

Trafft sends automated reminders and notifications to clients, reducing no-shows and ensuring smooth communication throughout the coaching process.

Customizable booking forms

Coaches can create customizable booking forms tailored to your specific coaching services and client needs, collecting relevant information upfront for a more personalized experience.

Trafft seamlessly integrates with popular tools and platforms such as Zoom, Google Meet, Google Calendar, and Mailchimp, simplifying workflows and enhancing productivity. Plus, it integrates with various payment processing tools for easy upfront payment collection .

Analytics and reporting

You can access i nsightful analytics and reporting features to track bookings, monitor client engagement, and make data-driven decisions to optimize your coaching practice.

Scalability and growth opportunities

With its scalable features and customizable options, Trafft enables you to grow your businesses and expand your offerings without sacrificing efficiency or quality of service.

Don’t let scheduling challenges hinder your coaching success – explore Trafft demos , check out Trafft’s pricing plans , and unlock the full potential of your coaching business, today.

Sign up immediately – it’s free for up to 5 members, forever.

The membership model

Those of you interested in the group online coaching business should consider a membership program. This way, you can collect monthly membership payments even if your clients don’t attend all the sessions you prepare.

To be successful with this, you need to strike the right balance between scalability and value. If the customer database is not large enough, you may end up losing money.

Here are some hints that can keep you on track:

• Replace the individual sessions with regular online webinars for paying members
• Limit communication to Q&A sections and group forums to make use of your crowd’s wisdom. Your posts may already provide the answer your clients need.
• Don’t send content individually. Instead, create an automated email list and send things to specific groups, depending on their interest. You can share informative content, learning, and technical content , or even upsell here and there.

We recommend this approach to any coaching business that has already adopted an online coaching business model. The business ought to be well-known and even better organized, and have some know-how with group training.

The hybrid coaching business model

The hybrid model is practically a must nowadays. It brings together the online coaching business model with the in-person one. If you also have remote programs for coaching clients, look no further.

We share the prevailing opinion that the hybrid model will become compulsory for any business. It is the perfect development train for online coaching businesses. Better yet, it works for groups just as fine as it does for individuals.

It is also well suited for professionals who’ve just started with online coaching, regardless of their niche.

If this is something that comes into question for you, think of the following:

How do you know that your clients are successful? What can you do to improve your effectiveness?

How will you manage the growing number of clients? What can you do to improve your efficiency?

How can you boost the perceived value of your offer? How can you earn more while investing the same (or less) time?

Corporate coaching

There aren’t many corporate coaches out there and for a good reason. The job is very demanding, and only even possible with years of experience and networking.

If you’ve managed to establish yourself on the market, however, you can do plenty with it. We are talking six figures per deal for professional trainers.

Corporate coaches have specific preferences. They often deal with multi-functional and complex teams. They need significantly more time to plan and execute a project and are almost completely dependent on reviews and referrals.

Retreats as coaching business mode

Hosting retreats or intensive workshops is another coaching business model. This allows for a deep dive into specific topics and creates a more immersive experience for clients.

These events typically involve a concentrated period of focused coaching, often set in inspiring locations conducive to relaxation and reflection. By stepping away from the routine of daily life, participants can fully engage with the coaching process and deeply explore specific topics or skills.

Additional Services Alongside Your Coaching Business Model

Let’s assume you are a fitness and wellness coach, and you are trying to keep people healthy and in good shape. The business model is excellent as it is, but it takes you straight along in their journey of transformation. The more you provide, the more clients expect from you.

If you intend to gain control and identify further earning possibilities, enrich the offer with more services.

You could, for instance, sign regular no-shows in for more training, or offer individual sessions for tracking progress.

You can even upsell healthy products you want to promote.

Affiliate programs

Let’s face it: There will be clients working with you for years. Then, they will simply disappear because their ‘second best’ coach did something better. While you can’t avoid this all the time, some tricks can help you retain your customers. We learned these tricks from the best celebrity coaches.

For starters, don’t look at competition as something negative. You can involve customers with affiliate programs that collect passive income even when they are not around.

Affiliate marketing refers to promoting products you want your audience to use and earning up to 50% commission on each product sold.

Note, however, that this is a slippery slide for your reputation, and can easily cause mistrust if the products are not good.

Before you jump on board, do some research and perhaps test the products yourself. This is the best way to retain your customers.

The prospecting and marketing model

In case you don’t know what it is, ‘a tripwire’ is the trick marketers use to get closer to their prospects before even selling them the core product. The business model works like a charm!

Technically, the ‘tripwire’ would be a very insignificant offer (a $5 coupon for the next session) if they subscribe to a newsletter. At this point, the relationship between the buyer and the seller is already there. The buyer may never buy the products you are promoting, but he also may. That is a risk we’d be willing to take!

First things first, make offers that are small and affordable. You don’t want to take your budget south before you’ve even launched your coaching business. Customers will get interested in what you do and grow to trust you over time. It takes a while, but the line is straight: they come to your website, and in most cases they buy.

If you choose the online coaching model, this model is as good as compulsory for you. You can, for instance, ask prospects to subscribe for a free trial, and only then offer the complete membership. The element of fear will then be gone.

FAQs About the Coaching Business Model

1. what is the coaching business model.

Giving clients who want to realize their goals and aspirations assistance, accountability, and direction is a key component of the coaching business model.

Executive coaching, life coaching, career coaching, and health coaching are just a few of the many services that coaches can provide. Coaches frequently charge a fee for their services and can work individually or in groups with clients.

2. How can coaching be a profitable business?

By building a strong reputation for offering top-notch coaching services, identifying a specific niche and target market, and pricing services fairly, coaching may be a successful business.

Offering courses, books, and other goods that complement their coaching services is another way successful coaches exploit their experience.

3. What kind of coaching services are in high demand?

Executive coaching, leadership coaching, corporate coaching, career coaching, and personal development counseling are all in high demand. As more people look to enhance their physical and emotional well-being, health coaching and wellness coaching are also growing in popularity.

4. How do I establish credibility as a coach?

It’s crucial to have official coaching training and certification, as well as experience in your chosen specialty, to build credibility as a coach. Credibility can also be established by developing a strong online presence across social media, a website, and a blog. Finally, getting customer endorsements and reviews can show how beneficial your coaching services are.

5. How can I find clients for my coaching business?

A tailored marketing approach that concentrates on your specialization and target market is necessary to attract clients for your coaching business. This can involve starting a website and blog, developing a social media following, going to networking gatherings, and collaborating with other experts or companies in your sector.

6. What are the key components of a successful coaching business model?

Having a distinct niche and target market, establishing credibility and expertise, developing successful coaching programs, pricing services appropriately, offering top-notch customer service, and constantly improving your coaching abilities are all essential elements of a successful coaching business.

7. How much should I charge for my coaching services?

Depending on the coach’s specialization, amount of expertise, and services provided, the cost of coaching services may change. Coaches typically bill by the hour or by the package.

While package fees might range from $500 to $10,000 or more, hourly rates are typically between $50 and $500. It’s critical to accurately price services based on the value given to the client.

8. How do I structure my coaching programs for maximum impact?

It is crucial to comprehend your client’s goals, develop a personalized coaching plan, establish clear expectations and accountability, offer continuing support and feedback, and monitor progress and achievements in order to organize coaching programs for optimal impact.

The effectiveness of coaching programs can be increased by incorporating resources like assessments, worksheets, and homework.

9. How can I differentiate myself from other coaches in the market?

It’s critical to have a distinct niche and target market, to build experience and credibility in your field of expertise, and to create a particular coaching style or technique if you want to stand out from other coaches in the market.

Offering extra services or goods, such as online classes or workshops, can also help you stand out.

10. What are some common challenges faced by coaches in building their business?

Finding clients, establishing reputation and competence, pricing services appropriately, managing time and resources efficiently, and maintaining work-life balance are all difficulties that coaches frequently run into when trying to grow their businesses. Also, there can be a lot of competition in the coaching sector, so it’s critical to stand out and advance your coaching abilities constantly.

Conclusion on Successful Coaching Business Models

As you saw, there are many business models and possibilities to use for your coaching business. Some let you organize group coaching events, others let you specialize in individual training.

The bottom line is the same: you help people and you earn in the long run.

Value can be created in many different ways, so don’t worry about it. This experience should be interesting and rewarding for you, not something you do because you must. The business model should be entirely based on your preferences.

If you enjoyed reading this article about successful coaching business models, you should check out this one about life coaching contracts .

We also wrote about a few similar subjects like types of coaching , life coaching intake forms , types of life coaching , coaching vs consulting , personality coaching , best coaching questions , transformational life coaching , life coach mission statement , and life coaching niches . 

And since we’re talking about coaching topics, make sure to check out these on how to get clients as a life coach , how to make money as a life coach , coaching apps , being a time management coach , and creating an efficient coaching schedule . 

• Tamara Jovanovic

Tamara Jovanovic is an SEO Content Specialist who enjoys learning about different industries, people, and how to solve problems through content. She is curious by nature and eager to experiment with new ideas that could provide value to readers. Often she spends hours analyzing why things worked or didn’t so she could be equipped with data and improve with every new task. Likes reading, learning, playing games, growing plants, and enjoying a good cup of coffee.

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5 essential coaching templates to grow your business

At Kajabi, we’re serious about helping you grow your online coaching business. 

Keep reading for five types of documents you should use, along with our easy-to-use coaching platform, to grow your coaching business and boost profits. 

Creating your own business documents 

From invoices to proposals and agendas, the internet is full of free business templates for just about every aspect of running a business. But beware. These downloads are often designed for specific types of businesses, like e-commerce or SaaS, or they’re so generic that they don’t offer much value.

The best thing you can do for your coaching business is to create your own templates to support your coaching programs, marketing, and customer support. 

Not only will this save you time and money, but you’ll be able to create a unique product that reflects your personal brand . And instead of mimicking other coaching programs or businesses, your client experience will stand out, because your personalized templates will reflect your goals and priorities.  

Don’t worry that you don’t know what should go into your business templates. We’ve got you covered with the five “biggies” that will help you manage your coaching business.

5 types of coaching templates

Depending on the type of coaching you offer, there are a handful of templates you should consider as “must-haves” when starting your business. Here is a quick overview of the top five we recommend:

• The coaching intake form or welcome packet - This is your client’s first experience with you, so you want it to set the right tone and reassure them that your coaching program was the right choice. 
• Your services and pricing package - When people are considering your coaching program, they have lots of questions. This package can give them detailed information and answer their most pressing questions.
• The coaching assessment or evaluation form - In order to be an effective coach, you must be able to measure the effectiveness of your program. The best way to do that is to solicit client feedback directly.
• The coaching completion template - When a client completes coaching with you and they’ve gotten the direction and guidance they need, what’s the next step? You want to make one last great impression. The completion form does just that.  
• Business administrative forms - A necessary evil when you’re an amazing coach, this includes forms and pages that remove or reduce your liability. 

Coaching template #1: the welcome packet

The first coaching template you need is your welcome packet. This is a packet of information, forms, and documents that not only onboard your new clients, it gets them off on the right foot from the moment they sign up. 

Your welcome packet should ideally include: 

• A personal welcome message - Let your client know they’ve made the smart choice by choosing you as their coach.
• An overview of your program - Include information about the program they’ve signed up for, what’s included, and what isn’t. Give an overview of what you’ll do, what your clients need to do, and a timeline for achieving your promised outcomes. 
• An overview of your process - How does working with you, well, work ? Include instructions on how to access session agendas, where things are on the website, and how and when to schedule a call with you.
• Communication boundaries - Explain to your client how you’ll communicate and set boundaries. It’s a good idea to set clear and understandable guidelines so the client can maximize their time with you and you can help them to the fullest extent possible in the time you have allotted.
• Tools and resources - Any particular tools, resources, FAQs, or other exercises you’d like your clients to start with. 

Coaching template #2: your services and pricing packet

This template can help you get more coaching clients . Whether you use it as a sales tool or a lead magnet , it will give in-depth information about your coaching programs to people who are interested and/or undecided. 

Your services and pricing packet can be personalized for different people or types of prospects. So you’ll want to have all the pieces created and ready for inclusion in the packet.

Here’s what should go inside this packet: 

• Introduction - Share a little about yourself, your story, how long you’ve been a coach, as well as any awards or accolades you’ve won.
• Coaching packages - Give an overview of your coaching programs and courses. Then create one-pagers for each of your programs to provide more details. Describe what’s included in each of them, their cost, and how long they typically last.
• Desired outcomes - What do you want the client to enjoy as a result of doing business with you? Will they gain greater clarity in business? More understanding in their relationships? Share those details here.
• Who is it for? Go into some detail on the type of client who benefits most from what you have to offer. This will help your ideal customer choose the program that’s right for them.
• Testimonials - Include testimonials and success stories from past clients, with their permission.
• Common questions - Including a FAQ of the most common questions you receive can save you hours of time responding to the same questions again and again from your future coaching clients.
• Call-to-action - Finally, cap off your packet with a call to action encouraging your prospects to schedule a strategy call or purchase your coaching program.  

Coaching template #3 - the coaching assessment/evaluation form 

Without feedback, you don’t know how to improve your coaching program or help your clients succeed. To get that kind of feedback, you need to create a simple coaching assessment or evaluation form.

To get quick feedback from your clients, throughout your coaching program, ask for feedback. For instance, these two questions could help you gauge how effective your sessions are and whether your clients are getting the help they need:

• Do you have any questions related to this lesson?
• Do you feel more confident about [the problem] than you did prior to this lesson?

It’s a good idea to automate the delivery of this form at specific points in your coaching program. To do that, create an automation that sends the survey to your client after they complete a session. 

Coaching template #4: client completion form

By the end of your coaching program, your client should have achieved whatever promise you made them and know exactly how to continue making forward progress.  

During your time together, you’ve likely created a strong professional relationship with each other. The last thing you want to do is simply wish them well and move on to other clients. Ideally, you want to keep them coming back for months or years to come — an important business strategy called customer retention .

That’s why we recommend adding a completion template to your basket of resources. This coaching template should include: 

• A thank you note - Just as you included a personalized welcome note as they took their first steps with you, so too should you include a personalized thank you note to show them that you’ve appreciated being their coach. 
• A review of the program - A simple recap of what they’ve learned can show them just how far they’ve come since they started working with you. For this, we like the Kirkpatrick Model . Create a survey that asks for feedback in four different areas:
• Reaction : How do you feel after completing this coaching program?
• Learning : What new skills or habits have you adopted as a result of our coaching?
• Behavior : How are you approaching [problem] differently now than you did before our coaching?
• Results : What outcomes are you seeing so far?
• Resources - Give the client additional resources they may need to enjoy continued success.
• Testimonial or referral request - Ask for a testimonial on how you’ve helped them and whether they know anyone else who could benefit from your coaching services. This is a great way to grow your business, and most clients are happy to provide either or both.
• Updated offers - With your client’s permission, you can keep them updated on new coaching programs, pricing updates, and special deals. 

Coaching template #5: business administrative forms

Your coaching business needs some basic forms and pages to protect your online business. Here are some of those pages, with links to template generators. 

Need more guidance? Here’s how to add these pages to your Kajabi website.

• Terms and conditions - This page includes rules and guidelines that your visitors need to follow when they’re on your website, engaging with you online, and using your coaching services.
• Disclaimers - These are short paragraphs that absolve you of responsibility if the client is unhappy with their results. Disclaimers advise the user to consult with their legal, health, or financial advisor before doing whatever you’re talking about, removing, or at least minimizing your liability. Depending on the type of coaching you offer, you may want to include disclaimers in your coaching materials, on your landing pages, and on the resources you give prospects and clients.
• Privacy policy - The law requires this page to be present on your website. It should include details about your company, the information you collect and how you use it, your cookie policy, and how you protect your users’ information.
• Letter of Agreement - If you do one-on-one coaching, you may want to create a Letter of Agreement that spells out the details of your coaching agreement, including the terms of your service. This will serve as your contract, so have your legal advisor review it to be sure it will protect you from liability and ensure you get paid for your services.

Depending on the type of coaching you do, these types of documents will vary. You can find samples online, which you can adapt to your own business. But it’s a good idea to have your lawyer review them to be sure they give you the protection you need. To be clear, it’s rare for these issues to come up, so think of them as insurance for your business.

Before you finish your coaching templates

Once you’ve got your templates completed, you’re almost ready to take the next steps, but before you do, it’s important to remember some crucial advice when it comes to building coaching templates.

Create a coaching template for any task you perform repeatedly.

As your coaching business grows, you’ll need to streamline as much as possible. That’s where templates shine. When you find yourself recreating the same document or workflow over and over again, look for ways to create a template.

A template is a generic document, form, or page that could work for all the situations you need. Leave blanks for words or sections that need to be personalized or customized for a new program. (It’s a good idea to highlight those fields, so you don’t accidentally overlook them.)

Make sure your forms are actually addressing a need.

Coaching templates can be addictively fun to create. But make sure that when you create your own templates, you’re not getting distracted by design or trying to look like other coaches. 

Every page, document, and form should have a purpose and a goal. You don’t need a template for everything. That can lead to more busy work than you need. 

Let your client know how long a form will take to complete.

Nothing gets things off on the wrong foot with a client quite like giving them a stack of paperwork to complete before they start seeing results. 

Let them know in advance approximately how long it will take to fill out your forms, so that they can set aside the necessary time to complete them to the fullest. 

Don’t hesitate to go digital with your coaching templates. 

Keep things as streamlined and simple as possible. Go digital with fill-in-the-blank PDF forms. Create a Google Survey to gather the information you need. Or, create a Kajabi form that you can embed on your website.

Get out there, and be the best coach you can be! 

We’ve spent a lot of time talking about how to create your own coaching templates and why it’s best to create your own unique versions of these documents. But at the end of the day, it’s up to you to decide which ones you need.

Pick and choose the business templates that will be of the biggest benefit to you. And when you find yourself answering the same question or creating the same document again and again, look for ways to create your own template. 

Now get out there, and show off your great coaching skills . If you’re looking for a little help along the way, take advantage of Kajabi’s comprehensive coaching platform and tools to help you do it. 

Join us for live Q&A webinars every day, Monday through Friday. Register today to learn everything you need to know to succeed as a knowledge entrepreneur, including selling products, Kajabi themes, pipelines, webinars, and the Kajabi Partner Program.

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How to Write a Coaching business plan?

Writing a coaching business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section of the business plan intended to provide an overview of the whole business plan. Generally, it is written after the entire business plan is ready. Here are some components to add to your summary:

Start with a brief introduction:

Market opportunity:, mention your services:, marketing strategy:, financial highlights:, call to action:.

Ensure you keep your executive summary concise and clear, use simple language, and avoid jargon.

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2. Business Overview

Depending on your business’s details, you’ll need different elements in your business overview. Still, there are some foundational elements like business name, legal structure, location, history, and mission statement that every business overview should include:

About the business:

Provide all the basic information about your business in this section like:

• The name and type of your coaching center: mention whether you are a coaching center focusing on personal, corporate, executive, or life coaching. Maybe, you offer online coaching services —so mention that.
• Company structure of your coaching business, whether it is a sole proprietorship, partnership firm, or something else.
• Location of your coaching center and why you selected that place.

Mission statement:

Business history:, future goals:.

This section should provide an in-depth understanding of your coaching business. Also, the business overview section should be engaging and precise.

3. Market Analysis

Market analysis provides a clear understanding of the market your coaching center will run, the target market, competitors, and growth opportunities. Your market analysis should contain the following essential components:

Target market:

Market size and growth potential:, competitive analysis:, market trends:, regulatory environment:.

Some additional tips for writing the market analysis section of your business plan:

• Use various sources to gather data, including industry reports, market research studies, and surveys.
• Be specific and provide detailed information wherever possible.
• Include charts and graphs to help illustrate your key points.
• Keep your target audience in mind while writing the business plan.

4. Products And Services

A coaching business plan’s product and services section should describe the specific services offered to customers. To write this section should include the following:

List the services:

• Create a list of the services your coaching business will offer, including educational coaching, corporate training, business consulting, executive coaching, etc.
• Describe each service: Provide a detailed description of what it entails, the time required, and the qualifications of the professionals who will provide it. For example, coaches are responsible for providing coaching services to students or clients.

Coaching Methodology:

Overall, a business plan’s product and services section should be detailed, informative, and customer-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Develop your unique selling proposition (USP):

Determine your pricing strategy:, marketing strategies:, sales strategies:, customer retention:.

Overall, the sales and marketing strategies section of your business plan should outline your plans to attract and retain customers and generate revenue. Be specific, realistic, and data-driven in your approach, and be prepared to adjust your strategies based on feedback and results.

6. Operations Plan

When writing the operations plan section, it’s important to consider the various aspects of your business processes and procedures involved in operating a business. Here are the components to include in an operations plan:

Hiring Plan:

Operational process:, facilities and technology:.

By including these key elements in your operations plan section, you can create a comprehensive plan that outlines how you will run your coaching center.

7. Management Team

The management team section provides an overview of the individuals responsible for running the coaching business. This section should provide a detailed description of the experience and qualifications of each manager, as well as their responsibilities and roles.

Key managers:

Organizational structure:, compensation plan:, board of advisors:.

Describe your business’s key personnel and highlight why your business has the fittest team.

8. Financial Plan

When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial projections for the first few years of your business.

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:, financing needs:.

Remember to be realistic with your financial projections and provide supporting evidence for your estimates.

9. Appendix

When writing the appendix section, you should include any additional information supporting your plan’s main content. This may include financial statements, market research data, legal documents, and other relevant information.

• Include a table of contents for the appendix section to make it easy for readers to find specific information.
• Include financial statements such as income statements, balance sheets, and cash flow statements. These should be up-to-date and show your financial projections for at least the first three years of your business.
• Provide market research data, such as statistics on the size of the coaching industry, consumer demographics, and trends in the industry.
• Include any legal documents such as permits, licenses, and contracts.
• Provide any additional documentation related to your business plans, such as marketing materials, product brochures, and operational procedures.
• Use clear headings and labels for each section of the appendix so that readers can easily find the information they need.

Remember, the appendix section of your coaching business should only include relevant and essential information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

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This coaching business plan sample will provide an idea for writing a successful coaching plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready coaching business plan to impress your audience, download our coaching business plan pdf .

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Components of Business Planning

Frequently asked questions, why do you need a coaching business plan.

A business plan is essential for anyone looking to start or run a successful coaching center. It helps to clarify your business, secure funding, and identify potential challenges while starting and growing your coaching business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your coaching business.

How to get funding for your coaching business?

There are several ways to get funding for your coaching business, but one of the most efficient and speedy funding options is self-funding. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors, venture capital.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your coaching business?

There are many business plan writers available, but no one knows your business and idea better than you, so we recommend you write your coaching business plan and outline your vision as you have in your mind.

What is the easiest way to write your coaching business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any coaching business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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15 Coaching Templates and Samples for Life-Changing Sessions

And yet, it doesn’t matter whether you’re the best listener in the world or have personally scaled Mount Everest.

Even the best coaches need to work from a plan.

In what follows, we’ll provide you with 15 templates and samples you can use to craft concrete, actionable coaching plans that help your clients achieve life-changing transformations during their time with you.

Before you continue, we thought you might like to download our three Positive Psychology Exercises for free . These science-based exercises will explore fundamental aspects of positive psychology including strengths, values, and self-compassion, and will give you the tools to enhance the wellbeing of your clients, students, or employees.

This Article Contains:

Writing a coaching plan: 3 templates, 3 samples and templates for your coaching sessions, life and health coaching: top 3 templates, 3 templates for your coaching program & classes, a look at quenza: top 3 tools for coaches, a take-home message.

Coaching plans are critical for maintaining and documenting the progress of your coaching sessions (Olubiyi, 2019). These plans provide clarity for both the coach and coachee in several important ways (adapted from Johnson, n.d.).

• They consolidate collected information and establish major areas for development.
• They facilitate the setting of SMART goals with target dates to maintain accountability.
• They create a basis upon which to pivot or adjust existing goals.
• They point the coachee toward relevant resources, such as media, books, or other professionals.
• They establish milestones that, when accomplished, may be highly motivating for the coachee.

By keeping these goals in mind, you can design effective coaching plans that help drive progress in the coaching relationship.

To this end, let’s look at three useful templates to identify growth focus areas in your coaching plans.

In several of these examples, we’ll draw on activities from the comprehensive coaching tool Quenza , which allows coaches to digitize and automate several aspects of a coaching practice. This digitization takes the form of web-based activities, such as assessments, reflections, and evaluations, that coaches can design and clients can complete using their own iOS or Android devices.

If you’re interested, you can access and experiment with any of these activities yourself by taking advantage of Quenza’s 30-day trial for just one dollar.

Now, on to the templates.

The Best Possible Self

When many clients begin coaching, they report feeling ‘stuck’ but are uncertain about the specific changes they’d like to make in their life.

The Best Possible Self exercise is a simple, 10-minute exercise to help your clients gain clarity about their ideal life and guide the development of a coaching plan.

The exercise begins by inviting your client to set a stopwatch or timer for 10 minutes. The client is then invited to write about what life would look like if they had performed to the best of their abilities and achieved all they wanted in their life. This visualization thereby creates an image upon which to set goals.

Life Domain Satisfaction

Another common situation in coaching relationships is when a client begins by reporting dissatisfaction in one or more life domains .

The Life Domain Satisfaction assessment is a powerful tool to help you and your clients discover the extent to which they are satisfied with various life domains.

The exercise invites your client to reflect on their satisfaction across 16 different domains of life, such as family, education, and standard of living. You and your client can then reflect on the responses to identify strengths and areas for growth.

Basic Needs Satisfaction in General Scale

For an especially high-level assessment of a client’s life satisfaction, you can assess their satisfaction of basic core needs.

The free Basic Needs Satisfaction in General Scale is a science-backed, 21-item scale assessing the degree to which your clients experience satisfaction of their three core needs: autonomy, competence, and relatedness (Ryan & Deci, 2000).

All items are rated on a scale from 1 (not true) to 7 (very true), and example items from the scale include (Gagné, 2003):

• I feel like I am free to decide for myself how to live my life.
• Often, I do not feel very competent.
• People in my life care about me.

The results of this instrument are valuable for facilitating discussion about where and in what contexts clients experience the most (or least) satisfaction and how they might increase life satisfaction across different domains.

Now that you have a few templates to aid you in exploring your clients’ desired future selves and areas for growth, let’s look at three more templates to help you design a motivating coaching plan with these desired futures in mind.

Goal Visualization

Mental imagery of future events can help people “envision possibilities and develop plans for bringing those possibilities about” (Taylor, Pham, Rivkin, & Armor, 1998, p. 429).

Quenza’s Goal Visualization audio exercise is a powerful activity designed to strengthen your client’s motivation in the lead-up to pursuing a goal or starting a plan of action.

This exercise comprises eight minutes of guided imagery that invites the listener to consider a goal they’d like to accomplish within a year.

In the exercise, the listener is encouraged to imagine themselves progressing forward in time and consider what taking steps toward goal achievement might look and feel like at different time points. By doing so, they will energize their conscious and unconscious mind to take gradual steps toward their goal, increasing motivation .

Self-Contract Template

Another way to increase our motivation to make beneficial life changes is by completing a self-contract.

Quenza’s Self-Contract Template is a useful agreement your clients can complete to make a signed commitment toward positive change.

In particular, the contract template invites your client to set a clear goal, pick a deadline by which to complete the goal, and note the specific reasons why it is personally important to achieve the goal. Again, explicitly exploring their reasons for pursuing this goal will help keep them motivated when they come up against challenges.

Goal Planning and Achievement Tracker

Tracking progress toward the accomplishment of big goals is another strategy to keep us motivated as we pursue them.

For a useful tool to help track progress toward goal achievement, take a look at the free Goal Planning and Achievement Tracker worksheet.

This simple worksheet invites your client to set goals at the start of the week. Once they set their goals, they then note their daily progress toward achieving the goals in a series of cells that correspond to each day of the week.

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Some people seek the support of a coach to guide them in their pursuit of a range of personal or health-related goals.

Goals such as these may center around weight loss, health-related habits, or self-care, just to name a few.

Here are three useful templates for your life coaching practice  to support your clients looking to make lifestyle-related changes.

Creating a Positive Body Image

How we feel about our bodies can play a significant role in determining how we feel about ourselves as a whole and the confidence we project into the world.

For your clients looking to change their self-image as it relates to their body, take a look at the Creating a Positive Body Image pathway on Quenza.

This activity pathway spans several days and invites your clients to think about their body in terms of its functionality and what it can do for them. This serves to shift your client’s focus from limitations or dissatisfaction with physical appearance to cultivate a friendlier relationship with their body.

Distinguishing Physical from Emotional Hunger

Enjoying delicious food is one of life’s many pleasures. But our relationship with food can grow complicated when we eat for reasons other than hunger.

If your client is looking to change their relationship with food, consider sending them the Distinguishing Physical from Emotional Hunger reflection exercise on Quenza.

The reflection begins by inviting your client to think about and list self-soothing activities besides eating that they can engage in when experiencing challenging emotions. They are then encouraged to identify where in their body they experience the physical sensation of hunger and learn to distinguish between physical versus emotional hunger cues.

The Fourteen-Day Commitment

The shift toward a healthier lifestyle typically requires that we change our habits. These habits can be small behaviors surrounding how we eat, sleep, and stay active.

For clients looking to improve their lifestyle habits, check out this free Fourteen-Day Commitment chart .

This chart is sectioned into columns that probe the duration and type of exercise your client undertakes, the amount of sleep they are getting, and the quality of the food they eat. The thinking is that by actively tracking behaviors for 14 days, your clients can become more aware of the micro-behaviors that contribute to or detract from their goal to lead a healthier lifestyle.

How to structure your coaching sessions – Coach Ajit x Evercoach

Many coaches will draw on principles from disciplines like positive psychology to develop psychoeducational content, lessons, or workshops as part of their coaching program.

If this is you, here are three useful templates you can use to deliver life-changing lessons or classes, either in groups or one-on-one.

Getting to Know One Another Exercise

If you’re running an activity or class in a group, you may find it useful to begin your session with an icebreaker activity. For something a little out-of-the-box that warms up people’s active listening skills , take a look at our free Getting to Know One Another Exercise .

To begin, get participants to form a circle and pair people up with someone they do not know very well. Next, each person in the pair describes one of their biggest blunders, while the other person attempts to remember as many details about the story as possible.

After going around the group and having each listener share the story they heard, the exercise repeats but with new pairs and a focus on views about the shared environment (e.g., workplace, team environment, etc.), helping bring the focus to the context of the coaching session.

20 Guidelines for Developing a Growth Mindset

People with a growth mindset are described as:

“individuals who believe their talents can be developed (through hard work, good strategies, and input from others).”

Dweck, 2016

Inherent in the process of being coached is a focus on learning and development. Therefore, a good starting point for any coaching relationship may be to educate your clients about the benefits of a growth mindset.

For a useful pre-packaged lesson on the topic, take a look at the 20 Guidelines for Developing a Growth Mindset lesson on Quenza.

This lesson neatly summarizes the difference between a fixed and growth mindset , includes a brief video lesson on the neurology of the growth mindset, and details 20 actionable guidelines to help your clients move toward a growth mindset.

Pushing the Ball Underwater Metaphor

When we’re experiencing negative emotions and thoughts, our automatic reaction may be to avoid or suppress them. However, the trouble with this approach is that trying to suppress negativity is much like trying to push a ball underwater – it will quickly bob back up again.

For an illustrated lesson and reflection applying this metaphor of the ball underwater, check it out in Quenza’s pre-loaded Expansion Library.

Overall, this metaphor and lesson will help your clients understand how acceptance rather than control might be a better way to deal with negative experiences, helping your clients get in touch with all their thoughts and emotions, not just the positive ones.

You’ll note that several of the templates we’ve explored have been drawn from the psychoeducational coaching platform Quenza .

Quenza is a user-friendly online coaching platform for coaches and other helping professionals that helps you automate and scale aspects of your coaching practice at all stages of the coaching relationship.

The same team who created PositivePsychology.com designed the platform, with the help of the wider positive psychology community. The platform includes a range of science-backed tools designed to keep your clients on track while saving you time and resources.

Let’s look at three top coaching tools  within the platform now.

The Activity Builder

All the content that coaches prepare in Quenza is designed using the platform’s intuitive drag-and-drop Activity Builder.

The Activity Builder allows coaches to create sequences of coaching questions and multimedia that clients engage with using their Android or iOS device. These sequences can form various lessons, reflections, assessments, or homework activities, and they can include written content, videos, and audio.

For instance, pictured above, a coach is designing a simple emotion reflection that their client can complete by tracking their mood on a five-point scale.

This reflection may then be followed by an open-ended response question that asks the client to note the dominant emotions they have experienced throughout the day or drivers of their present mood. Alternatively, it may be followed by a video lesson or soothing guided audio meditation.

Regardless, the Activity Builder takes the complexity out of the design and digitization process so that the coach can focus on preparing activities that help the client meet their agreed-upon goals.

The Expansion Library

If you’re just starting your coaching practice and are unsure where to begin, Quenza’s Expansion Library is a great place to start.

Quenza includes an extensive library of pre-loaded science-based activities and pathways that are widely used by members of the positive psychology community. This library is continuously growing, with activities and pathways focusing on topics like body image, gratitude , and goal setting.

Likewise, all activities within the library are fully customizable and can be used as templates to design activities that cater to your clients’ specific needs, giving you complete flexibility.

Leading security features

As part of the coaching relationship, clients will inevitably share personal data and information with the coach. When this is done digitally, the coach must take steps to ensure this information is kept safe and secure.

Quenza was designed with the latest data protection and security laws at its heart, making it both HIPAA and GDPR compliant. All identifying information and responses in the platform are safely and securely stored using top-level AES 256-bit encryption and personal PIN codes. Yet, all this information remains easily accessible to you and your clients via any device at any time.

17 Top-Rated Positive Psychology Exercises for Practitioners

Expand your arsenal and impact with these 17 Positive Psychology Exercises [PDF] , scientifically designed to promote human flourishing, meaning, and wellbeing.

Created by Experts. 100% Science-based.

Even the best coaches need a plan and guidance. Thankfully, with the many resources available through PositivePsychology.com and online coaching communities, there is little reason to run your practice in a bubble.

Likewise, if you’re busy or unsure how to get started with your practice, there is no shortage of pre-prepared templates, activities, and coaching plans you can adapt to your practice and coaching style .

We hope you’ve found some templates presented here valuable. And if you’ve tried any for yourself, let us know about your experience using them in the comments. We’d love to hear from you.

Also, remember, you can try all of Quenza’s features for yourself by taking advantage of the platform’s 30-day trial for just $1.

We hope you enjoyed reading this article. Don’t forget to download our three Positive Psychology Exercises for free .

• Dweck, C. (2016, January 13). What having a “growth mindset” actually means. Harvard Business Review . Retrieved from https://hbr.org/2016/01/what-having-a-growth-mindset-actually-means
• Gagné, M. (2003). The role of autonomy support and autonomy orientation in prosocial behavior engagement. Motivation and Emotion , 27 (3), 199–223.
• Johnson, J. (n.d.). 3-Step coaching model. UNT Health Science Center . Retrieved from https://www.unthsc.edu/administrative/wp-content/uploads/sites/23/Coaching-With-ICF-Compentencies-3-Step-Process.pdf
• Olubiyi, M. K. (2019). A sample coaching plan for your coaching practice. Coaches Training Blog . Retrieved from https://coachestrainingblog.com/becomeacoach/coaching-plan-for-your-coaching-practice/
• Ryan, R. M., & Deci, E. L. (2000). Self-determination theory and the facilitation of intrinsic motivation, social development, and well-being. American Psychologist , 55 (1), 68–78.
• Taylor, S. E., Pham, L. B., Rivkin, I. D., & Armor, D. A. (1998). Harnessing the imagination: Mental simulation, self-regulation, and coping. American Psychologist , 53 (4), 429–439.

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In the realm of coaching, having the right framework is paramount. Whether you’re a seasoned coach or just starting, our collection of coaching model templates will elevate your sessions. Dive into popular models like the GROW coaching model, conceptualized by Sir John Whitmore, or the OSKAR coaching model, both of which have transformed the coaching approach of many professionals.

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• Informed Decisions: With models like the CLEAR coaching model, developed by pioneers like John Zenger and Kathleen Stinnett, coaches can tailor their coaching style to the individual or team, maximizing impact.

Popular Coaching Models in Our Collection:

• GROW Model : A popular coaching model that focuses on Goal, Reality, Options, and Will. It’s a favorite among business coaches like Graham Alexander.
• OSKAR Model : This coaching model focuses on Outcome, Scaling, Know-how, Affirm & Action, and Review. It’s an adaptive model suitable for various coaching scenarios.
• CLEAR Model : Emphasizing the stages of Contracting, Listening, Exploring, Action, and Review, this model offers a non-directive coaching approach.

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Incorporating these templates into your coaching program can transform your coaching conversations. Whether you’re delving into performance coaching, business coaching, or life coaching models, our templates are designed to guide and inspire. So, as you embark on your coaching journey, let our templates be the tools that enhance your coaching skills and the outcomes for those you coach.

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• Crisis Management
• Competitive Analysis
• Comparison Templates
• Company Profile Templates
• Coaching Models
• Customer Lifetime Value CLV
• Change Management Models
• Calendar Templates
• Human Resources HR
• Brand Strategy
• Gantt Chart
• 30 60 90 Day Plan
• Product Launch Roadmap
• Process Flow Charts
• Pricing Tables
• PEST, PESTEL and PESTLE
• Milestones Timeline
• Maturity Models
• Marketing Mix 4Ps and 7Ps
• Market Research Analytics
• Kanban Board
• Harvey Ball Chart
• Gear Diagram
• Funnel Diagram
• Vision, Mission, Values
• Value Proposition
• Venn Diagrams
• Time Management
• Table of Contents
• SWOT Analysis
• Startup Pitch Deck
• Stakeholder Analysis
• SOSTAC Marketing Models
• Social Media Marketing SMM
• Scrum and Agile
• Sales Strategy
• Sales and Marketing Funnel
• Relationship Marketing
• Pyramid Diagrams