Free coaching business spreadsheet template
A business-side spreadsheet for coaches: revenue per client, sessions delivered this month, renewal dates, and status, all in one view so you can see your practice's health at a glance. Download the CSV directly, no signup required.
What's in it
Built for every kind of 1:1 coaching practice
This coaching business spreadsheet works the same way regardless of your niche — the math is identical whether you run a life coaching practice, a business coaching practice, or a personal training business. Jump to your specific practice type below to see what CoachevaOS pre-loads for it:
Frequently asked questions
The client tracker focuses on contact info and session scheduling. This spreadsheet is the business-side view — revenue per client, sessions delivered, and renewal dates — so you can see your practice's financial health, not just client status.
Despite the name, it's not business-coach-specific — the revenue and renewal columns work identically for life coaching, health coaching, executive coaching, or any recurring-package coaching model.
Yes — just adjust the renewal date and monthly revenue columns to reflect your actual billing cycle; the spreadsheet doesn't assume monthly-only billing.