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Top 10 Small Business Coaching Tools

Last updated on April 18, 2024

If you’re a small business coach, these small business coaching tools might be just what you need to level up your practice. Let’s talk about them. 

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1. Visioning Exercises

Business visioning exercises are designed to help your clients clarify their long-term goals and aspirations. These exercises can guide them through imagining their ideal future, identifying what success looks like for them, and planning how to get there. 

When clients have a vivid mental image of where they want their business to be, they can be more intentional in aligning their daily actions and decisions with their ultimate objectives. 

2. Mission Statement Generator

If you’re working with a client who’s just starting their own business, the Mission Statement Generator can be immensely helpful. 

This tool includes thought-provoking questions, tips, and an appendix of examples to assist in crafting a unique and meaningful mission statement. 

It aims to provide business clarity, focus, and direction, guide decisions and marketing efforts, and ensure that management, staff, and stakeholders have common goals.

3. Business SWOT Analysis

The Business SWOT Analysis is a must-have tool in every small business coach’s kit. This simple but powerful tool provides insights into where your business currently stands and what potential challenges and opportunities lie ahead. 

By understanding these things, you can create strategies that capitalize on your main strengths, address your weaknesses, seize opportunities, and mitigate threats.

After reviewing each area, there’s a final section summarizing learnings and choosing three actionable steps to help clients move forward. 

4. Mentor Magic

Mentor Magic is a business coaching tool that encourages people to tap into their inner wisdom and “be their own mentor.” 

By asking the right questions, clients can better navigate challenges, identify possible solutions, and make informed decisions.

5. Annual Business Goals Planner

The Annual Business Goals Planner is a go-to tool for mapping out a successful year ahead. It’s designed to help clients pinpoint their top 10 business ambitions for the year and then zoom in on the three most important ones. 

For these top goals, they’ll have to outline three kick-start actions for each, setting a clear and exciting path toward hitting those milestones.

Small Business Coach Client Answering Goals Planner

6. Weekly Daily To-Do List Action Planner

To help your clients tackle large goals with ease, consider using the Weekly Daily To-Do List Action Planner. This simple and engaging 2-page planner breaks down major goals into smaller, doable tasks and provides a practical and organized strategy for maintaining progress throughout the week. 

With a clear daily and weekly to-do list, clients can minimize procrastination and accomplish the most important tasks first.

7. Coaching Review Form

The Coaching Review Form can help you understand how your client is doing month to month and how you can improve the support you give them. It lets your clients clarify their needs for the upcoming month, evaluate what they value about your coaching, and provide feedback for you to improve as a coach. 

Introduce it early in the process to set the stage for open communication and client expectations. You can also use it regularly after the introductory session to stay in tune with your client’s priorities and to continuously improve your coaching approach.

8. Big Rocks Exercise

Big Rocks Exercise helps your clients understand the importance of using their time with what truly matters—the “big rocks.” 

The idea is that if you prioritize the big rocks (important tasks) and place them into the jar first, followed by the smaller pebbles (less important tasks), and finally the sand (minor tasks), you can fit everything in the jar.

9. What Do You Need To Let Go Of?

What Do You Need To Let Go Of? is a tool that inspires reflection and self-awareness. It prompts clients to reflect on whether they’re clinging to things that cloud their mind, drain their energy, or weigh down their business. 

By asking powerful questions like “Why are you holding on? What benefits do you get by NOT letting go?” individuals can better understand the underlying emotions and beliefs that may be keeping them tethered to these burdens.

10. Small Business Coaching Toolkit

The Small Business Coaching Toolkit is the most comprehensive solution to enhance your small business coaching. The package contains 30 tools, worksheets, and exercises that cover various aspects, including:

  • business assessment tools
  • goal setting and planning templates
  • time management and productivity resources
  • financial management tools 
  • marketing and branding resources
  • client worksheets and handouts

…among many others.


These top small business coaching tools offer diverse resources to help solopreneurs, mompreneurs, and other small business owners succeed. 

They can help coaches communicate better with clients and foster deeper connections by providing structured frameworks for goal setting, strategic planning, and problem-solving. 

That’s all! If you found this list helpful and want to explore more resources, check out The Coaching Company Tools. They have a vast shelf of coaching tools to help you take your coaching practice to the next level. 

And if you aspire to be a certified small business coach, don’t hesitate to check out the list of the best certification programs here

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