Simply.Coach Templates & Digital Forms Library:
A Walkthrough for New and Growing Practices

Overview of the Template and Digital Forms Library

Simply.Coach's practice management tools go beyond scheduling and the client portal. The platform also ships a templates library. A separate digital forms library sits alongside it.

The templates library lives at simply.coach/coaching-template/. It offers ready-to-use templates a coach can duplicate or customize freely. The confirmed standout is the Wheel of Life, a classic coaching tool.

Clients get a visual snapshot of satisfaction. Across life areas like family, career, health, finances and relationships, all at once.

Beyond that named example, the library spans further. Goal-setting and self-reflection templates. Session-structuring templates round it out.

The digital forms library lives at simply.coach/client-management/forms/ and simply.coach/resources/digital-coaching-forms/. It's distinct from the templates library. The two overlap in purpose, though, and often get used together.

Forms here are automated. Exercises, surveys and prompts coaches use at different stages of a coaching journey. Reflective goal setting and daily habit ideation are common examples.

Self-reflection prompts round it out, typically filled in between sessions.

Neither library publishes a fixed item count. This piece won't invent one either. What's confirmed is a growing library of templates and forms, included with an active account.

Simply.Coach markets itself to ICF-accredited and EMCC-credentialed coaches. That positioning extends to these libraries too. They read as professional-grade tools, not a trial-signup gimmick.

The two libraries solve different problems by design. Templates are static. A coach duplicates one and edits it by hand.

Forms work differently, often assigned straight to a client to complete alone. That distinction shapes how a coach actually reaches for each one.

A template gets pulled out mid-session, walked through live with a client. A form gets sent ahead of time. Completed independently, before or after a call.

Coaches comparing software broadly weigh a library like this against core pricing and setup. For that wider view, see our guide on how to choose a coaching platform.

None of this replaces a coach's own judgment. Nothing in either library dictates methodology. The libraries exist to remove blank-page friction, and that's the whole job they do.

Categories Covered: Intake, Goal-Setting, Session Notes, Feedback

Across the templates and forms libraries, four categories cover most of a coaching engagement's paperwork. Each one solves a different, recurring problem in a practice.

Intake forms capture a client's background, context and readiness. That happens before the first real session. A structured intake means a coach walks into session one already informed.

Without one, that same ground gets covered live. Paid session time goes to gathering basic facts instead of coaching.

Goal-setting forms and templates define what a client wants from the engagement. They log a baseline to measure against. This is where a tool like the Wheel of Life earns its place.

A client rates satisfaction across life areas in minutes. Quick, and often more revealing than an open-ended conversation.

Session note templates structure what gets recorded after each session. Nothing important gets forgotten between visits. A coach scans past notes fast before the next call, every time.

A growing practice with more than one coach benefits too. Consistency matters. A shared template keeps documentation the same across the whole team.

Feedback forms collect client input at check-ins or at the close of an engagement. They give a coach a structured read on what worked. No guessing required.

That data shapes the next engagement directly.

These four categories rarely stay separate in practice. A single client touches all four over one engagement, sometimes within the same week.

Intake and goal-setting tend to move together early. Session notes and feedback carry the middle and the close. Together, the four categories map onto a coaching engagement's natural timeline.

A solo coach might touch all four personally, every time. A multi-coach practice usually assigns ownership, one coach handling intake standards, another handling feedback loops.

Template and Forms Categories at a Glance

The grid below lays out the four core categories side by side. It adds the template-side tools that support them. Use it as a quick reference.

Five pieces, four form categories and one template-side catch-all. That fifth card matters because not everything fits neatly into intake, goals, notes or feedback.

How Templates Pair With Coaching Tracks for a Full Program Structure

Templates and forms don't build a program by themselves. Simply.Coach's coaching tracks supply the overall shape. Career, business, life, leadership and health coaching are among the niches covered.

A track answers what stage comes next in an engagement. The templates and forms library answers something different. It supplies the document a coach hands the client at that stage.

Picture a career-track engagement. The track lays out an intake step and a goal-setting step. A series of guided modules follows.

An intake form from the library fills the first slot. A goal-setting worksheet, or the Wheel of Life template, fills the second. Session-note templates carry the middle.

A feedback form closes the loop at wrap-up.

Used together, a track and the library get close to a done-for-you structure. Nothing about that requires exact, rigid usage though.

A coach can drop a track's structure and still use the forms library alone. Or use a track without ever touching a form. The two are built to work together, not required to.

The same pattern holds across every track. Career isn't unique here.

A life-track engagement pairs an intake form with the Wheel of Life early. It leans on session notes for the open-ended middle that follows.

A business-track engagement leans harder on goal-setting from day one. Founders want a fast baseline metric. A feedback form follows at each milestone.

The forms fill in around whatever gaps that specific track's guided modules actually leave behind.

A leadership-track engagement follows a similar rhythm. Corporate outcomes, not personal ones. A health-track engagement leans on goal-setting forms tied to a specific wellness target.

Our companion piece covers what each track actually includes, career through health. See Simply.Coach's coaching tracks explained for that breakdown. This one stays on the documents.

Time Saved vs. Building Forms From Scratch

The honest value of a built-in library isn't the polish. It's the hours a coach doesn't spend building the same documents from scratch.

That cost isn't hypothetical. Every coaching practice needs some version of these documents eventually. Built by hand, or pulled from a library.

Picture a new coach opening a document editor. They need an intake form, a goal worksheet and a session-note template. Real work, not a quick task.

Each document takes real thought. That means deciding what to ask, in what order, and what to skip. Nobody wants a client to feel interrogated on day one.

None of this is exotic knowledge. Any coach with enough time could write a solid intake form eventually. Time is exactly the resource in shortest supply during a launch.

Under normal time pressure, corners get cut. A coach might draft an intake form and a session-note template. The feedback form often gets skipped because it feels less urgent.

A structured close-out review is exactly the kind of step that gets dropped. That happens when a coach juggles client work and admin at once. Common, and costly.

A built-in library removes that setup cost before it happens. The intake form exists already. So does the Wheel of Life template.

The feedback form exists too, ready to assign at close-out. That saved time goes to the actual coaching relationship. Not to redoing the same document, yet again.

That kind of savings compounds fast for a practice that keeps adding coaches. Picture a second or third coach joining. Same documents, every time.

No exceptions. Nobody drafts a private version from scratch anymore.

The time savings matter most in the first few months. That's when a new coach has the least slack to spare. A built-in library removes one entire category of early setup work.

Frequently Asked Questions