Behind the Scenes: How We Create Our Templates
A peek into our process for building templates that coaches actually use, not just pretty documents.
We get asked all the time: 'How do you make templates that don't feel generic?' The answer is a mix of research, testing, and real-world feedback.
It starts with a problem. We talk to coaches about their biggest time-wasters in client management. Then we brainstorm the simplest possible solution—not the most feature-packed, but the one that solves the core issue.
Next, we draft a prototype and use it in our own coaching work (yes, we practice what we preach). We take notes on what works and what feels clunky. Then we iterate.
Finally, we send it to beta testers—a small group of coaches who agree to use it for a week and give honest feedback. That's when we catch the little things that make a template feel off. The result is a resource that saves time and feels obvious once you see it.