Coaching business plan Template

Start a coaching business (Prewritten plan & Workbook)

This personal Coaching Business plan & workbook Template is perfect for coaches who want to quickly and effectively plan, organize, and grow their coaching business, including pages like: goals setting, tracking progress, action plans, self-reflections and more!

Perfect for small business coaches, executive coaches, and online program instructors.

The template provides a complete framework for structuring services, tracking client progress, and managing coaching programs, all in one easy-to-use PDF and editable Canva file.

What you will get

With your purchase, you receive:

• 100-Page Business Plan and Workbook: A clear, professional layout for planning, tracking, and managing coaching programs, suitable for business coaching, small business coaching, or executive coaching.
• Print-Ready PDF: Start using it immediately.
• Pre-Written, Step-by-Step Guidance: Includes instructions on how to engage clients and track their progress.

This combination provides comprehensive, practical, and professional resources at your fingertips, ideal for coaching services, corporate programs, and coaching for business leaders. 

Why you’ll love this Template

1. The right plan for your coaching business

Create a clear service structure, define your offerings, a client communication path, and a clear marketing strategy!

• • Professionally present your services

  • Streamline your coaching operations

2. Clearly set goals

Easily support your clients and track their goals. Use this plan to assign exercises and milestones – dedicated action plan pages are perfect for coaching programs.

• • Maintain greater accountability for your clients and encourage them to take greater action

  • Set goals more efficiently for the development of your business and its clients

3. Brand personalization

The business plan is fully editable, so it will perfectly reflect your brand and style, whether you specialize in women's coaching, life coaching, or marketing programs for companies.

The template is editable and includes 100 pages of pre-written, ready-to-use content.

• • Maintain an elegant, professional look

  • Easy template adaptation

Who is this Template for?

This personal Coaching Business plan & workbook is ideal for anyone looking to build a structured and professional coaching business.

• Define your services, create a clear client communication path, and outline effective marketing strategies (fully editable in Canva to adapt to your style and niche).
• Use pre-written prompts and worksheets to set client goals, assign exercises, and track milestones with ease.

Whether you are just starting your coaching business, growing a small business coaching service, or providing executive programs, this template is an indispensable tool for creating structure and clarity.

💡 Did you know?

Having a professional business plan and workbook not only improves client accountability but also helps coaches save time, stay organized, and scale their services.

Key features

• Instant download: Start using immediately after purchase; the PDF file is ready to download immediately after payment is received.

• PDF and Canva compatibility: Edit on any device with a free Canva account.

• 100 pages with layouts for effective coaching.

• Pre-written content: Step-by-step guidance on engaging clients and tracking progress, including templates for business coaching, small business coaching, and executive coaching.

Important notes

Digital product only; no physical items will be shipped

Compatible with Canva (free account required) and PDF

Refunds not available due to instant download, please review carefully before purchasing

How this Template helps you

This template helps coaches and instructors to:

• Quickly create a structured coaching business plan with clear service offerings

• Track client milestones and program progress

• Engage clients through step-by-step exercises and worksheets
• Save time with a ready-made business coaching resource for both online and in-person programs

Bonus benefits

Supports multiple coaching styles (individual, group, online programs)

Adaptable for beginner, intermediate, or advanced coaching workflows

Enhances client retention, clarity, and engagement

Start growing your coaching business today! With this Personal Coaching Business Plan & Workbook Template from CraftedCharts, you’ll gain the clarity, structure, and confidence needed to engage clients, deliver measurable results, and scale your business coaching services with ease.

💬 Have questions? Send us a message, we’re happy to help you start your journey toward a thriving coaching business!

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