Freelance Coach Templates

Freelance Coach Templates

There is a huge number of templates that someone in the Freelance 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 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 Intake Form
3. Coaching Session Notes
4. Goal Setting Worksheet
5. Action Plan Template
6. Invoice Template
7. Expense Tracker
8. Client Feedback Survey
9. Marketing Plan Template
10. Monthly Income Report

Reports

Reports are often prepared by a Freelance 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. Customer Satisfaction Report
3. Coaching Session Attendance Report
4. Revenue and Expenses Report
5. Performance Evaluation Report
6. Training Needs Assessment Report
7. Client Feedback Report
8. Coaching Program Progress Report
9. Time Management Report
10. Client Acquisition 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 Coach does and how they do it.

1. Client Onboarding SOP
2. Email Management SOP
3. Appointment Scheduling SOP
4. Data Entry SOP
5. Customer Inquiry Handling SOP
6. Social Media Management SOP
7. Meeting Preparation SOP
8. Report Generation SOP
9. Task Delegation SOP
10. Performance Evaluation SOP

Presentations

Freelance 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. Training and Development Template
3. Customer Satisfaction Survey Template
4. Team Meeting Agenda Template
5. Project Status Update Template

Legal Docs

There are several key times when a Freelance 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. Client Agreement Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Independent Contractor Agreement Template
5. Terms and Conditions Template

Health & Safety Templates

Health & Safety templates for a Freelance 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 Coach calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Coaching Schedule
2. Client Appointment Calendar
3. Task and To-Do List
4. Content Creation Planner
5. Financial Tracking Calendar

Invoice Templates

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

1. Coaching Services Invoice
2. Monthly Retainer Invoice
3. Training Workshop Invoice
4. Consultation Fee Invoice
5. Travel Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Employee Performance Evaluation Survey
3. Training Needs Assessment Survey
4. Administrative Support Survey
5. Communication Effectiveness Survey

Meeting Agendas

Having premade Freelance 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 Team Meeting
2. Client Progress Review Meeting
3. Goal Setting Meeting
4. Training and Development Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Freelance 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. Business Expenses Tracker Template
4. Savings and Investment Tracker Template
5. Annual Budget Planning Template

Dashboards

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

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Task Management Dashboard
4. Financial Overview Dashboard
5. Team Performance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance 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. Monthly Coaching Package Proposal
2. Virtual Administrative Support Proposal
3. Customer Service Training Proposal
4. Time Management Workshop Proposal
5. Team Building Retreat 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 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.