Templates for coaches · Instant download
Every client document you need, from yes to the final session.
Twenty professionally written templates, each in a detailed and a short version, as Word files and fillable PDFs.
Edit in Word, Google Docs or Pages · Client Journey Guide and invoice spreadsheet included
Sound familiar?
A client says yes. Now you need four documents, today.
An agreement, an invoice, a welcome email and an intake form, and you need them now.
So you rewrite last year’s agreement, copy an intake form from somewhere, and hope nothing important is missing. Every new client gets a slightly different start, and some documents never get sent at all.
The answer
One consistent set of client documents, in the order clients need them.
The Client Success Bundle is organised around the client journey: agree, welcome, get to know, coach, review and close. You personalise the documents once, then use them for every client.
The 20 templates
Organised around the client journey.
Two versions of every template
Detailed when you want it. Short when clients need it.
Same structure and names in both, so you can start with one and switch any time.
- Complete: every clause, prompt and option, for coaches who like detail
- Essentials: the short version clients actually finish, usually one page
What is included
Everything in your download.
20 templates, two versions each
Complete and Essentials versions of every document.
Client Journey Guide
Which template goes out when, with a printable timeline for each client.
Invoice spreadsheet
Line totals, tax and amount due worked out for you, plus an invoice log that flags overdue payments.
Filled-in examples
A fictional coach’s agreement, invoice, intake form, call notes and monthly review.
Checklists
What to personalise before sending, and how to know you are finished.
Coach notes
At the top of every Word file: purpose, when to send, how to fill it in and what happens next. Delete them before sending.
Formats
Use it the way you work.
- Word (.docx): add your logo, change any wording and save your own master copies. Works in Word, Google Docs and Pages.
- Fillable PDF: clients type straight into the forms. Every placeholder is a field you can type over before you send.
- Excel (.xlsx): the invoice spreadsheet. Opens in Excel, Google Sheets and Numbers.
It is for you if
- You coach clients one to one or in groups, in any niche
- You want every new client to get the same professional start
- You would rather adapt good templates than write from scratch
It is not for you if
- You want a CRM or client portal (see The Coaching Practice OS)
- You need sales scripts or proposals (see The Coach Sales & Conversion System)
- You want coaching exercises such as wheels of life or values lists; this bundle is for running the client relationship
A note on the agreements
These are professionally written templates to adapt, not legal advice. Rules differ between countries and states, so have the agreement, confidentiality and payment documents checked for where you work before you use them.
Made by The AUBI Studio
Hi, I’m Syeda Aliya, founder of The AUBI Studio, a brand identity and website studio that works only with coaches. Before The AUBI, I spent years working behind the scenes with design agencies on client brands and websites.
I built these systems for the parts of a coaching business that sit around the coaching itself, so they are practical, honest about what they can and cannot do, and ready to use.
Questions
Before you buy.
Do I need special software?
No. Word, Google Docs or Pages for the editable files, and any PDF reader for the fillable PDFs.
Can I add my branding?
Yes. Add your logo and colours in the Word files and remove ours.
Are they suitable for life, career, health and business coaches?
Yes. They cover the client relationship, not a niche. The Goals Worksheet is written for business and professional goals; rename it for life coaching.
Do clients see the coach notes?
No. They sit in a box at the top of each Word file that you delete before sending. The PDFs do not include them.
Can I use them with my team?
One purchase covers one coaching business, including your assistant. For a company license, email hello@theaubi.com.
What if it is not right for me?
Please read the full template list before you buy. Because this is a digital download you receive straight away, all sales are final and we do not offer refunds. If a file is missing, damaged or will not open, email hello@theaubi.com and we will send you a working copy.
The Client Success Bundle
Give every client a professional start.
One-time payment · Instant download · One license per coaching business · Examples use a fictional coach and client
