Coaching Templates

Enhance your coaching with customizable templates that are crafted to inspire and simplify your process, perfectly aligning with your style.

Coach like a pro, hassle-free. Our templates offer automated onboarding, meeting notes, courses, task management, habit trackers, and more — designed to give you a clear starting point and show what’s possible with upcoach.

Example of a customizable Productivity Coaching Program Template, illustrating how upcoach can streamline your process and inspire your coaching journey.

Why Use Our Templates?

  • Get Inspired and Save Time: Start with a well-defined foundation that showcases what’s possible. Our templates help you visualize your coaching journey with upcoach, sparking ideas and reducing setup time.

  • Customization: Personalize every aspect to match your brand and coaching style. Our templates are just the beginning—make them truly yours.

  • Streamline Your Workflow: From onboarding to task management, our templates provide an all-in-one solution that makes running your coaching program easier.

Choose from a Range of Coaching Templates

Productivity

Coaching Program Template

Business

Coaching Program Template

Executive Leadership

Coaching Program Template

Sales

Coaching Program Template

Relationship

Coaching Program Template

Career Transition

Coaching Program Template

Stress Management

Coaching Program Template

Mindfulness & Well-being

Coaching Program Template

Financial

Coaching Program Template

Health & Fitness

Coaching Program Template

Ready to Learn More? 
Scroll down to explore everything our templates offer.

Start Selling Your Coaching Programs in Minutes

Customize the template, connect Stripe, and start selling with a branded checkout page—publicly or privately.

Customize the template, connect Stripe, and start selling with a branded checkout page—publicly or privately.

upcoach auto-enrolls clients after purchase, streamlining onboarding and saving you time.

A Suite of Coaching Tools Ready to Use

Each template has a complete suite of coaching tools: habit tracker, smart documents, task management, event notes, file storage, meeting agendas, course management, community-building features, and more. 

Up and Running Client Onboarding Automation

Automate client onboarding with personalized tasks, worksheets, emails, and files, ensuring a smooth start and ongoing engagement.

With Powerful Upcoach Editors, Customize Pretty Much Everything

Save time with our templates—pre-filled content and ready-to-edit pages in upcoach’s intuitive Program Editor.

Save time with our templates—pre-filled content and ready-to-edit pages in upcoach’s intuitive Program Editor.

Suitable for Both 1-on-1 and Group Coaching

All templates work seamlessly for 1-on-1 and group coaching, with detailed privacy settings for group setups.

All templates work seamlessly for 1-on-1 and group coaching, with detailed privacy settings for group setups.

Ready-to-Use Worksheets for Seamless Coaching

Explore the full potential of upcoach Smart Documents—our solution for coaching forms and worksheets. Use sample documents as inspiration or as-is.

Explore the full potential of upcoach Smart Documents—our solution for coaching forms and worksheets. Use sample documents as inspiration or as-is.

Explore a Guided Sample Course Included with Every Template

Explore sample courses designed to showcase possibilities. Each includes a dummy syllabus and the first 7 lessons featuring upcoach’s unique accountability and design tools.

Explore sample courses designed to showcase possibilities. Each includes a dummy syllabus and the first 7 lessons featuring upcoach’s unique accountability and design tools.

upcoach Scheduling

[Coming this year]

With the upcoming upcoach Scheduling, enjoy two-way calendar integration. Create unlimited schedulers, share them privately or publicly, and seamlessly link them with meeting notes, forms, offers, and other upcoach tools. Easily set up or sell appointments to clients.

With the upcoming upcoach Scheduling, enjoy two-way calendar integration. Create unlimited schedulers, share them privately or publicly, and seamlessly link them with meeting notes, forms, offers, and other upcoach tools. Easily set up or sell appointments to clients.

FAQs

What if I can’t find a template that fits my needs?

If you can’t find a suitable template, email us your coaching focus and desired template. Meanwhile, customize the closest match. We’re here to help, and it only takes 10-15 minutes to get started.

What level of customization is possible with the templates?

You can fully customize templates, including colors, branding, content, and automation, using upcoach’s powerful editors.

Can I clone a program template for different client groups?

Yes, you can easily duplicate templates for different client groups, ensuring consistency and saving time.

Can I collaborate with other coaches on a template?

Yes, upcoach supports collaboration, allowing multiple coaches to work together. You can add others as coaches or admins.

Is there a limit to how many templates I can use?

No, there’s no limit! Use as many templates as needed, whether for multiple programs or experimenting with styles.

Can I use upcoach templates for corporate coaching?

Absolutely! Our templates are versatile and ideal for corporate coaching, including executive training and leadership development.

Can I run a pilot program using a template?

Yes, you can run a pilot program with any template, gather feedback, and adjust before scaling. upcoach also allows creating and publishing Free Offers to collect leads.

How soon will the scheduling feature be available?

The scheduling feature is coming soon! Join our mailing list to be notified when it launches.

Is there a community of coaches using upcoach?

Yes, we have a vibrant community where coaches share tips and support each other. You’ll join automatically when you subscribe.

Choose from a Range of Coaching Templates

Productivity

Coaching Program Template

Business

Coaching Program Template

Executive Leadership

Coaching Program Template

Sales

Coaching Program Template

Relationship

Coaching Program Template

Career Transition

Coaching Program Template

Stress Management

Coaching Program Template

Mindfulness & Well-being

Coaching Program Template

Financial

Coaching Program Template

Health & Fitness

Coaching Program Template

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