Pick the draft that matches the client moment.
Free templates
Templates for repeat-client businesses
Start with a clean draft for agreements, proposals, packages, sessions, reminders, and intake before the work turns into spreadsheet cleanup.
Documents
Templates for documents
Coaching Agreement
Coaching Agreement Template
Use this as a starting point for a clear coaching agreement before work begins.
Open templateProposal
Proposal Template
Use this to send a clearer proposal without overcomplicating the document.
Open templateSession Package
Session Package Template
Use this to describe a session package clearly before you publish or send it.
Open templatePackage Tracker
Free Coaching Package Tracker Template
Use this tracker structure before package balances turn into spreadsheet cleanup.
Open templateSession Tracker
Free Client Session Tracker
Use this to keep session history readable before it gets scattered across calendars, notes, and payment tools.
Open templateEmails & Forms
Templates for emails & forms
Intake Form
Intake Form Template
Use this to structure a practical intake form before the first booking or session.
Open templateInvoice Reminder
Invoice Reminder Email Template
Use this as a neutral invoice reminder instead of rewriting the same follow-up each time.
Open templateDiscovery 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.
Open templateHow to use these templates
Tighten the wording around your offer, policy, or next step.
Move the workflow into HeyPond when the template starts becoming repeat admin.
Next step
Ready to stop rebuilding admin?
Start free and connect templates to booking, payments, packages, forms, contracts, and client records.