Looking for Freelance Career Coach Templates to download? See the main templates that a Freelance Career Coach would use in their day-to-day work.
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Freelance Career Coach Templates
Contents
Freelance Career Coach Templates
There is a huge number of templates that someone in the Freelance Career 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 Career 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. Client Intake Form
2. Career Assessment Worksheet
3. Resume Template
4. Cover Letter Template
5. Job Application Tracker
6. Interview Preparation Checklist
7. Networking Tracker
8. Career Development Plan Template
9. Invoice Template
10. Monthly Income and Expense Tracker
Reports
Reports are often prepared by a Freelance Career 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 Client Progress Report
2. Job Market Analysis Report
3. Career Development Plan Report
4. Training Needs Assessment Report
5. Resume and Cover Letter Review Report
6. Interview Preparation Report
7. Networking Strategies Report
8. Job Search Strategies Report
9. Client Satisfaction Survey Report
10. Monthly Revenue and Expenses Report
SOPs
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 Career Coach does and how they do it.
1. Client Onboarding SOP
2. Resume Writing SOP
3. Interview Preparation SOP
4. Career Assessment SOP
5. Job Search Strategy SOP
6. LinkedIn Profile Optimization SOP
7. Networking SOP
8. Personal Branding SOP
9. Career Transition SOP
10. Performance Review SOP
Presentations
Freelance Career 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. Career Development Workshop Presentation
2. Resume Writing Seminar Presentation
3. Interview Skills Training Presentation
4. Personal Branding Workshop Presentation
5. Networking Strategies Seminar Presentation
Legal Docs
There are several key times when a Freelance Career 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 Contract Template
2. Non-Disclosure Agreement Template
3. Independent Contractor Agreement Template
4. Client Agreement Template
5. Privacy Policy Template
Health & Safety Templates
Health & Safety templates for a Freelance Career 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
Calendars
Setting up Freelance Career 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. Networking Events Calendar
5. Personal Development Calendar
Invoice Templates
Several types of Freelance Career 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. Resume Writing Services Invoice
3. Interview Preparation Services Invoice
4. Career Assessment Services Invoice
5. LinkedIn Profile Optimization Services Invoice
Survey Templates
For a Freelance Career Coach to get insights related to the work they do, they need to send out Freelance Career 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. Career Development Survey
5. Job Satisfaction Survey
Meeting Agendas
Having premade Freelance Career 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 Career Coaching Session
2. Job Search Strategy Meeting
3. Resume and Cover Letter Review
4. Interview Preparation Workshop
5. Professional Development Planning Meeting
Budget Templates
To manage finances well, a Freelance Career Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Marketing and Advertising Budget
4. Professional Development and Training Expenses
5. Savings and Investment Plan
Dashboards
Dashboards are a useful way for a Freelance Career Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Progress Dashboard
2. Revenue and Expenses Dashboard
3. Job Market Trends Dashboard
4. Social Media Engagement Dashboard
5. Training Program Effectiveness Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Career 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. Career Development Workshop Proposal
2. Resume Writing Services Proposal
3. Interview Skills Training Proposal
4. Leadership Development Program Proposal
5. Employee Performance Evaluation 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 Career 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.
