Coaching templates your clients open, fill in and sign.
Start from a ready-made program, a designed intake form, a coaching agreement, a starter email or a full homepage. Edit it once in your own words, and it turns into real work for each client: the weeks they follow, the worksheet they answer, the agreement they sign.
7-day free trial. 0% platform fee on everything you sell.
Start from a template
Use template5 weeks · 15 tasks · 2 habits
30-Day Transformation
Intake · Bloom design
Coaching agreement
Welcome email
Morning check-in
Hearth homepage
Copies of 30-Day Transformation
3 running
Lena
Week 3 edited
James
Own copy
Spring cohort
12 share one
Lena’s copy is ready
Week 1 starts Monday
Agreement signed
2 blanks filled in by Lena
You downloaded the templates. Your clients barely opened them.
Most coaching templates are a Word file, a Canva PDF and a Google Form. Every new client means copying, renaming and emailing all three, and none of them tells you what the client did next.
Templates in a folder
- Copying last month’s plan into a new doc for every client, then renaming it
- An intake Google Form, a Canva worksheet and a PDF contract in three places
- Pasting names into the agreement and hoping you caught every one
- Rewriting the welcome email from memory each time someone signs up
With CoachfulTemplates that run
- Pick a program template and each one-to-one client gets their own copy of the weeks
- Forms and worksheets in one builder, styled with a design template and your logo
- Your name fills in when the agreement is sent, and the client fills in the blanks
- Starter emails and a welcome flow that greet every new client the same way
Edit it once, and every client gets a working copy.
Start a program from a template, then tailor it per client
A Coachful program is the template: modules, weeks, daily tasks, habits and check-ins. Install one of five pre-made program templates, duplicate a program you already run, or describe your method and let Michelle draft it. Each one-to-one client then gets their own copy of the weeks, so rewriting week 3 for one person changes nothing for anyone else, and a cohort shares a single copy.
Start a program
5 pre-made30-Day Transformation
TemplateLena
Week 3 rewritten for her
James
Same as the template
Spring cohort
One copy the group shares
Intake forms and worksheets that look like your brand
Every form, worksheet and questionnaire can take one of seven design templates: Classic, Bloom, Focus, Paper, Midnight, Journal or Sunrise. Each sets the page colour, fonts, answer style and progress bar, and your logo can sit above the questions. Write the questions yourself, import them from a spreadsheet, or build a first set from a prompt or a PDF you already use.
Intake form · design
7 designsClassic
Bloom
Focus
Paper
Midnight
Journal
Sunrise
How full is your energy tank this week?
One agreement template, signed properly by every client
Write your coaching agreement once. Your name and business name fill in each time it is sent, and blanks for text, an address or a date are completed by the client before they e-sign. Attach the template to a program, a funnel step or a journey step, and every client signs their own copy, stored on their record. Editing the template later never changes an agreement someone has already signed.
Coaching agreement
Lena’s copyThis agreement is between Maya Brooks of Momentum Coaching and the client named below.
Scope of coaching
Fees and payment
Cancellation and rescheduling
Client address
14 Harbour Street, Leeds
Start date
3 March
Signed by Lena Ortiz · 2 Mar, 14:02
Edit the template tomorrow and this copy stays as signed
Check-ins and journeys you set up once for every client
The coaching flows library holds your welcome flow, morning and evening check-ins, a weekly reflection, goal and identity flows, program completion flows and journeys. A new flow starts blank, from a pre-built template, or as a copy of one you already run. A journey is drawn once and assigned to as many clients as you like, and each client moves through their own run of it.
Coaching flows
New flowWelcome flow
When they join
Morning check-in
Daily · 7:30
Evening check-in
Daily · 21:00
Weekly reflection
Sundays · 18:00
First 14 days
Journey · 4 clients
WelcomeAgreementFirst call
Week 1Drawn once. Every client moves through their own run.
Your check-ins and journeys, ready for the next client.
The coaching flows library keeps the welcome flow, the daily check-ins and every journey together, so a new client starts on the same rhythm as the last one.
The coaching flows library, captured from the live product.
A homepage that looks designed before you write a word.
Thirty designed homepages, drawn for business, wellness, performance, creative and life coaches. Fifteen of them come with matching pages, so the whole site reads as one.
Editorial
BusinessCareer, leadership and business strategists
Sanctuary
WellnessMindfulness, somatic and wellness coaches
Ember
PerformancePublic speaking and confidence coaches
Studio
CreativeBusiness coaches for creators and founders
Hearth
LifeLife, relationship and transition coaches
Velvet
BusinessHigh-ticket coaches for senior women leaders
Optional: AI writes every headline and paragraph from your coaching profile, for 2 AI credits.
Templates that keep working after you press save.
Included in your plan, with no per-template fee.
Your template,
on their phone.
Clients open the program and see where they are: the week, the group and what to do next.
Six starter emails, eight looks
Newsletter, launch, check-in, offer, event and welcome drafts, ready to put in your own words.
The one idea I keep coming back to
A short read, and one thing to try this week.
Edit the template. Signed copies stay as signed.
Each agreement keeps the exact wording and blanks that were sent for signature, whatever you change later.
Pre-session worksheet
Before Goal review · 5 of 7 answered
Worksheets they finish before the call.
Require one for a session type, and both of you see the answers on the session.
Michelle drafts the first version
Describe your method in a sentence and Michelle drafts the weeks, tasks and habits for you to edit.
You wrote
“Eight weeks for new managers, one call a week”
Every template, and what it turns into.
No asterisks and no add-on pricing. This is what you get.
Start a program from a template, then tailor it per client
- Five pre-made program templates, installed as your own copy with their linked course and resources
- Duplicate any program you run and adapt it for a new offer
- Michelle drafts weeks, tasks and habits from a plain description
- Each one-to-one client gets their own copy of the weeks, editable for them alone
- A cohort shares one copy, so a change reaches the whole group at once
- Sync template sends later edits to a running copy without re-dating weeks already scheduled
- Any program exports as a branded PDF or Word file to print or share
Intake forms and worksheets that look like your brand
- Seven design templates, each with its own colours, fonts, answer style and progress style
- Answers shown as cards, a list, pills or lettered options
- Your logo above the questions, and question numbers if you want them
- Questions imported from an Excel, CSV or TSV file, with column mapping
- A first question set built from a prompt or an uploaded PDF
- The same form used as a pre-session worksheet, a repeating questionnaire or a funnel step
One agreement template, signed properly by every client
- Blanks for text, an address or a date, completed by the client before signing
- Your name and business name filled in automatically when the agreement goes out
- Attach it to a program, a funnel step, a journey step or the welcome flow
- E-signature, with the signed copy stored on the client record
- Signed copies keep the exact wording that was sent, even after you edit the template
- Coach setup can draft a first agreement with marked placeholders where your own terms go
Check-ins and journeys you set up once for every client
- Welcome, morning, evening and weekly flows, plus goal, identity and program completion flows
- New flows start blank, from a pre-built template, or as a copy of an existing flow
- Check-ins run on the days and at the time you set
- Completion flows arrive with default questions you can edit
- A journey can hold a program, sessions, forms and content as steps
- One journey assigned to many clients, each on their own step
Emails that start from a draft in your own look
Six starter emails give you a first draft for a newsletter, a launch, a check-in, an offer, an event and a welcome. Pick one of eight looks, from plain Personal to Editorial and Bold, change the words, and save the result as your own template for the next send. A sequence keeps one look across every step, so the whole series reads as one sender.
- Starter drafts for a newsletter, a launch, a check-in, an offer, an event and a welcome
- Eight looks: Classic, Personal, Minimal, Editorial, Bold, Soft, a blank canvas and your own HTML shell
- Save any email as a template and start the next broadcast from it
- One look per sequence, so every step reads as the same sender
- Desktop and mobile preview of the email exactly as it will be sent
- AI rewrites of the subject, preview text and body, with undo
A coaching website that starts from a designed homepage
The website gallery has 30 designed homepages for business, wellness, performance, creative and life coaches, and 15 of them come with matching About, Services, Contact, Pricing, FAQ, Book a call and Newsletter pages. Using one fills in your business name, logo, published offers and booking link, then saves a private draft page, so your current homepage stays live until you switch.
- 30 homepage designs in five groups, each with its own palette and font pairing
- Matching About, Services, Contact, Pricing, FAQ, Book a call and Newsletter pages for 15 designs
- Your business name, logo, photo, published offers, prices and booking link filled in for you
- Testimonials from your profile, or clearly marked placeholders, never invented quotes
- Optional AI writing of every headline and paragraph from your coaching profile
- Saved as a private draft until you choose Make this my homepage
- Contact and newsletter pages with working forms that feed your submissions and your list
Want the document version first? Take ours.
Our free guides walk through the templates coaches ask about most. When you are ready to run them with real clients, the same structure lives inside Coachful.
10 essential templates for coaches
The documents most coaching practices end up needing, in one list.
Read the guideCoaching contract templates
What a coaching contract should cover before the first session.
Read the guideSession notes template
A structure for the notes you write after every call.
Read the guideCoaching intake forms guide
The questions worth asking before you meet a new client.
Read the guideLoved by the coaches who actually use it.
“A really classy platform that is easy to navigate. I used to string together a website, funnel, CRM, course builder and scheduler. Coachful offers it all in one — and the AI assistant can design all of it. Made for coaches by coaches.”
Gilli Moon Aliotti
CEO, Hummm
“Coachful has been a game-changer for my coaching. Having goal-setting and focus-driven tools has elevated my courses and programs, and the support team is responsive and quick to resolve questions.”
Lakayann Outerbridge
Founder, Beyond My Ashes
“Coachful has everything a coach needs to manage their practice. It literally has everything I need to attract leads, convert those leads to clients, and deliver content with an incredible interface that has my branding on it.”
John Winders
Founder, SMPL
Coachful is a coaching platform for coaches who start their programs, forms, agreements, emails and website from templates and run them for every client in one place.
- Clients
- Sessions
- Payments
- This pagePrograms
- Habits
- Community
- Website
- AI assistant
Plans
7-day free trial · 0% platform fee
What it does
- Installs five pre-made program templates as editable copies, with their linked course and resources.
- Gives each one-to-one client their own copy of a program's weeks, tasks and habits, and each cohort one shared copy.
- Syncs later template edits to a running copy without re-dating weeks the client already has.
- Styles forms and worksheets with seven design templates: Classic, Bloom, Focus, Paper, Midnight, Journal and Sunrise.
Good to know
- It is not a template marketplace: there is no catalogue of other coaches' templates to browse or buy.
- It does not review agreement text; the coach supplies and is responsible for the terms.
- It does not come with a library of ready-written intake forms; a form starts from your own questions, a prompt, a PDF or a spreadsheet.
“Seriously. I have tried just about every coaching, booking, learning platform out there. I've tried developing my own.”
Questions coaches ask about coaching templates
Have your first client's plan ready before the first call
Program weeks, a designed intake form, a signed agreement and a welcome email, each turned into real work for every client you coach.
Built for coaches who take their clients seriously
