Coaching Forms and Templates: What a Full Set Includes
A working coaching practice usually runs on about five groups of documents: onboarding forms, session tools, client worksheets, program materials and business admin. This page lists what belongs in each group and why, so you can decide what to build or adopt. It is a map, not a rule: a small practice may need only a few of these.
1. Onboarding documents
Used between "yes" and the first session. Typically:
- Discovery call guide. Structure, questions and a notes page for the first conversation.
- Intake questionnaire. Background, goals and preferences. See the coaching intake form guide.
- Coaching agreement. Services, fees, responsibilities and ending the arrangement. See the coaching agreement template guide.
- Session and cancellation policy. Scheduling, rescheduling and late cancellations.
- Confidentiality note. What you keep private and when you may share.
- Welcome packet. How you work and how to prepare.
- Pre-session questionnaire. A short check-in before session one.
- First-session checklist. Preparation and flow.
The order and timing are in the client onboarding checklist.
2. Session tools
Used every session:
- Session prep sheet. A short page to prepare before each meeting.
- Session notes. A layout that suits your style. Some coaches prefer a structured goal-reality-options-way-forward format, others a lighter story-and-insight page, others a one-page quick note. See the coaching session notes template guide.
- Client action plan. Actions, dates and how the client will remember.
- Weekly check-in. A short form clients send between sessions.
- Monthly review and 90-day review. Looking back at progress and forward at goals.
- Closing and offboarding guide. How to wrap up a program well.
- Client feedback form. Gathering input in the client's own words.
- Questions bank. Open questions grouped by purpose.
3. Worksheets for clients
Exercises clients complete between or during sessions. Common topics:
- Self-awareness: wheel of life, values, strengths, energy.
- Goals and planning: goal builder, goal ladder, vision, roadmap, priorities.
- Mindset: reframes, belief tests, self-talk.
- Habits and time: trackers, time audit, routines.
- Support and accountability: boundaries, asking for help, celebration.
Look for worksheets that include a how-to, an example and space to write. They are easier for clients to use alone.
4. Program and package materials
Once your offer is clear, you may want materials that explain it to prospects:
- A client journey map.
- A program roadmap.
- A package menu and an offer one-pager.
- Six-week and twelve-week outlines.
- A workshop planner.
5. Brand, marketing and admin
These come later in most practices, and you can add them as you grow:
- Brand board with colors and fonts.
- Social media graphics in common sizes, plus pin and story formats.
- A short lead magnet and a workshop deck.
- Invoice and receipt.
- Client roster and session log in a spreadsheet.
- Referral request.
- Client email templates.
How to choose
You do not need everything on day one. A sensible order:
- Agreement, policy and intake form.
- A session notes layout and an action plan.
- A handful of worksheets that match your clients.
- Business admin: invoices and a roster.
- Program materials and marketing, once your offer is clear.
What to check in any template
- Is it editable? You need to change names, wording and fees.
- Does it avoid risky claims? Skip anything that promises results, income or certification.
- Do legal-type documents carry a notice? They should say that they are templates only and not legal advice.
- Does it avoid medical territory? Coaching is not therapy; forms should not collect more health information than needed.
- Does it match your voice? Edit the tone.
The kit version
The ReadyCoach Kit covers the first three groups. Its modules are Start Here with a 10-Minute Customization Guide and a Kit Map; Client Onboarding (8 documents: Discovery Call Guide, Client Intake Questionnaire, Coaching Agreement, Session and Cancellation Policy, Confidentiality Note, Welcome Packet, Pre-Session Questionnaire and First-Session Checklist); Session Toolkit (11 documents, including three note layouts, a Client Action Plan, a Weekly Check-In, Monthly and 90-Day Reviews, a Closing and Offboarding Guide, a Client Feedback Form and a Coaching Questions Bank); and 50 Coaching Worksheets. Documents are editable in Word and Google Docs, with PDFs. Legal-type documents are templates only and not legal advice, and the kit does not certify or train coaches.