Freelance Business Coach Templates

Looking for Freelance Business Coach Templates to download? See the main templates that a Freelance Business Coach would use in their day-to-day work.

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Freelance Business Coach Templates

There is a huge number of templates that someone in the Freelance Business Coach role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Business Coach. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Coaching Schedule
2. Client Progress Tracker
3. Coaching Session Notes
4. Business Development Plan
5. Training Workshop Outline
6. Client Feedback Survey
7. Marketing Strategy Spreadsheet
8. Financial Projection Template
9. HR Policies and Procedures Manual
10. Performance Evaluation Form


Reports are often prepared by a Freelance Business Coach to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Employee Performance Report
3. Training Needs Assessment Report
4. Employee Satisfaction Survey Report
5. Financial Performance Report
6. Competitor Analysis Report
7. Training Program Evaluation Report
8. Recruitment and Hiring Report
9. Employee Turnover Report
10. HR Policy Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Business Coach does and how they do it.

1. Client Onboarding SOP
2. Goal Setting SOP
3. Coaching Session Preparation SOP
4. Performance Evaluation SOP
5. Training Program Development SOP
6. Feedback and Improvement SOP
7. Time Management SOP
8. Communication and Conflict Resolution SOP
9. Leadership Development SOP
10. Business Growth Strategy SOP


Freelance Business Coach presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Review Template
2. Employee Training and Development Template
3. HR Policy and Procedure Update Template
4. Leadership Development Workshop Template
5. Team Building and Collaboration Template

Legal Docs

There are several key times when a Freelance Business Coach needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Client Service Agreement Template
5. Privacy Policy Template

Health & Safety Templates

Health & Safety templates for a Freelance Business Coach ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance Business Coach calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Coaching Schedule
2. Client Meeting Calendar
3. Training Workshop Calendar
4. Business Development Calendar
5. Content Creation Calendar

Invoice Templates

Several types of Freelance Business Coach invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Coaching Services Invoice
2. Training Workshop Invoice
3. HR Consulting Invoice
4. Leadership Development Program Invoice
5. Team Building Session Invoice

Survey Templates

For a Freelance Business Coach to get insights related to the work they do, they need to send out Freelance Business Coach surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Leadership Development Feedback Survey
5. Team Building Effectiveness Survey

Meeting Agendas

Having premade Freelance Business Coach meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Performance Review Meeting
2. Team Building Workshop
3. Leadership Development Seminar
4. HR Policy and Procedure Update Meeting
5. Training Needs Assessment Discussion

Budget Templates

To manage finances well, a Freelance Business Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expenses Template
2. Client Billing and Payment Tracker Template
3. Marketing and Advertising Budget Template
4. Professional Development and Training Budget Template
5. Savings and Investment Tracker Template


Dashboards are a useful way for a Freelance Business Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Employee Engagement Dashboard
3. Training Effectiveness Dashboard
4. HR Metrics Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Business Coach needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Employee Training and Development Proposal
2. Leadership Development Program Proposal
3. Performance Management System Proposal
4. Diversity and Inclusion Training Proposal
5. HR Policy and Procedure Review Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Business Coach templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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