🎯 Template Library
Business Coach Templates
Welcome packets, goal-setting kits, and group coaching workbooks — built to make a new client feel like they hired a professional from message one.
Featured Templates
Coaches
Business Coach Welcome Packet
Agreement, intake form, session notes, and action plan in one 8-page onboarding set.
Coaches
Life Coach Goal Setting Kit
Annual goal framework, 90-day sprint plan, and weekly check-ins for individual clients.
Coaches
Group Coaching Workbook
12-module workbook with exercises and accountability check-ins for cohort programs.
Coaches
Boundaries Workbook
Values audit and script templates for hard conversations — a popular add-on sale.
The full Coaches collection in Craftific.com Studio also covers the moments before and after a welcome packet: a discovery call script for the sales conversation, a 90-day reset planner for solo clients, a slide deck for group program pitches, and a branded Instagram kit for marketing between clients.
Discovery Call Script + Notes90-Day Life Reset PlannerCoaching Programme Slide DeckCoach Brand Instagram Kit
What Makes Coaching Templates Convert
A coach is selling trust before they sell a single session, and the welcome packet is usually the first tangible thing a new client receives — it has to look like it belongs to someone who runs a real, organized practice.
Life coaches and business coaches need different registers entirely. A life-coaching buyer responds to warmer, rounder typography and softer accent colors (the Boundaries Workbook's terracotta), while a business-coaching buyer expects the structured, gold-accented authority of the Welcome Packet and Slide Deck. Using one register for both undersells whichever audience it wasn't designed for.
Bundling the onboarding sequence beats selling the agreement alone. A standalone coaching agreement is a $9-12 utility purchase; the same agreement bundled with intake form, session notes, and action plan into one welcome packet becomes a $29 professional system — buyers pay for the complete client experience, not the individual document.
Group coaching workbooks carry the highest price point in this niche because they scale to an entire cohort at once — a coach running a 12-person program buys one workbook license, not twelve individual agreements, making the per-client economics dramatically better than the 1:1 templates above it.
Frequently Asked Questions
What's included in the Business Coach Welcome Packet vs buying pieces individually?
The packet bundles the coaching agreement, client intake form, session notes template, and action plan into one 8-page onboarding system at a lower combined price than buying each piece separately, plus consistent branding across all four documents.
Are these coaching templates editable to add my own logo and brand colors?
Yes — every template opens in the Design Studio where you can swap colors, fonts, and add your own logo before exporting, so the finished file reflects your practice's branding, not Craftific.com's.
Can I use the Group Coaching Workbook for a paid program, not just free content?
Yes, it's built specifically for paid cohort programs — the 12-module structure with accountability check-ins is designed to be the core deliverable clients receive as part of what they paid for.
Do you have templates specific to health coaching or career coaching, not just life or business coaching?
The current catalogue is organized around life and business coaching structures, but the intake form, agreement, and action plan templates are general enough to adapt to any coaching specialty by editing the field labels in the Studio.
Is the Coaching Programme Slide Deck meant for live workshops or just client onboarding?
It's built as a sales and pitch deck for presenting a coaching program to prospective clients or groups — it works for a live workshop pitch as well as a 1:1 discovery call follow-up.
Should I sell coaching templates as Etsy printables or use them only in my own practice?
Both are common: some coaches sell templates like these directly to other coaches on Etsy, while others use them purely as internal client-facing documents — the license allows either use once exported.
Browse the Full Coaches Collection
Open the Design Studio to see every coaches template, edit colors and fonts, and export free.
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