Templates
Free templates for repeat-client businesses
Use these as clean starting points for agreements, proposals, intake, package pages, invoice reminders, and discovery follow-up.
Documents
Templates for documents
Use the draft as a starting point, tighten the wording for your offer, then publish or send it through the real workflow.
Coaching Agreement
Coaching Agreement Template
Use this as a starting point for a clear coaching agreement before work begins.
Proposal
Proposal Template
Use this to send a clearer proposal without overcomplicating the document.
Session Package
Session Package Template
Use this to describe a session package clearly before you publish or send it.
Emails & Forms
Templates for emails & forms
Use the draft as a starting point, tighten the wording for your offer, then publish or send it through the real workflow.
Intake Form
Intake Form Template
Use this to structure a practical intake form before the first booking or session.
Invoice Reminder
Invoice Reminder Email Template
Use this as a neutral invoice reminder instead of rewriting the same follow-up each time.
Discovery Follow-Up
Discovery Call Follow-Up Template
Use this after a discovery call to recap the fit and point the person to the next step.