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Bonsai: the best coaching tool to run your business

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Try Bonsai, the best coaching tool on the market today at no cost here.
Try Bonsai, the best coaching tool on the market today at no cost here.
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Updated on:
December 12, 2022
December 12, 2022
Try Bonsai, the best coaching tool on the market today at no cost here.
Discover Bonsai all-in-one business management software.

You must help your clients identify and reach their individual goals as a small coaching business owner. However, being at the helm of your business affairs is quite a daunting task that, if poorly managed, can lead to disorganization, missed targets, loss of profits, and a general decline in efficiency.

This is where you need simple yet great coaching tools that allow you to plan projects, track your goals, have better coaching conversations and overcome challenges faster.

Whether you offer business or life coaching sessions, this article looks at the different problem-solving coaching tools you can adopt. Also, we look at how Bonsai, a powerful tool lets you achieve your business goals faster. Let's get in!

Why Bonsai's Software Is The Best For A Coaching Business

Bonsai is designed explicitly for every small business executive, life coach, and agency to streamline their business and financial activities.

All Bonsai templates can be customized to fit your brand tone and style. Once you are signed up, Bonsai makes it easy to edit, create, and send your invoices and templates to your clients.

Further, it is GDPR compliant and compatible with all internet devices. If you are a coaching service provider, running your business with the Bonsai coaching tool can help you to stand out from other coaches in your industry sufficiently. From allowing easy automation to global payments and other pro features, there is so much to gain from choosing the Bonsai coaching tool. Here are some of them:

Tax Management

Taxes are an important part of every business's financial planning as it enhances the chance of long-term survival.

With the influx of more coaching clients, you can't afford to remain careless and choose to pay taxes in zero hours. Else, your executive coaching business might experience high economic pressure once the year ends. You don't want any of that.

If you have yet to maintain a strong tax strategy by now, it's time to retrace your steps. That is where the Bonsai Tax comes in. Bonsai tax is an online tax management tool that provides customized tax filing alternatives for small coaching businesses. It also lets you file returns early, gets accounts audited, and generally manage your company's finances with no restraints.

Note: If you want a software to scan your bank/credit card receipts to automatically discover potential tax write-offs, try Bonsai Tax today. On average, users save $5,600 from their tax bill. Claim your 7-day free trial here.


In addition to helping your clients develop emotional intelligence, self confidence, self awareness, etc, you want to also properly monitor your expenses and ensure you're not incurring losses along the line.

Using a budget, you can monitor your business's revenue and determine whether it's enough to cater to all the expenses. If you offer business coaching in the present moment, helping your client identify the value of budgeting can help them make better financial decisions.

The aim is to ensure that your income doesn't exceed your expenditure. With Bonsai serving as your business expenses tool, you can:

  • Cut down overspending
  • Maintain an accurate record of your business's finances
  • Track business profits and expenses
  • Set short and long-term money goals

Goal Setting

In your journey to attain unparalleled growth in your coaching practice, you must adopt goal setting as one of the basic principles of success.

Besides giving you a clear focus, motivating your team, and helping you set targets that will encourage expansion, goal setting can also offer you a set of criteria to measure the business's growth.

Goal setting can also provide you with a set of criteria to see if your business is succeeding. This is why implementing one of the best coaching tools for goal-setting, Bonsai is quite essential.

Bonsai is a task management coaching tool that enables independent coaches to align their performance goals with that of the business to increase growth. It doesn't matter if you are a life coach, bonsai can help you with goal visualization and clarity needed to walk your client through their life coaching exercise.


The importance of contracts especially when onboarding a new client cannot be overemphasized; it provides more visibility for the parties involved to meet the specific objectives of the agreement.

Bonsai offers a series of pre-made coaching contract templates that quickens the creation of contracts, proposals, and other documents you need to have smooth life coaching exercises with your client.

Note: Try our legally-reviewed and pre-made coaching agreement templates. They are easily customizable to your business's details and qualifications. Easily edit, send and kickstart a new client relationship today. Claim your 7-day free trial here.

Project Management

If your coaching exercises involve working with some team members, you need a great coaching tool that ensures successful project management. That way, you can track the coaching process and achieve tasks efficiently.

Thus, using the Bonsai coaching tool can assist you in the organization, planning, and execution of your coaching exercise in a much more reliable manner. The project management tools are basically used to allocate resources, manage time, and, monitor team performance accurately.

Moreover, using Bonsai helps your business to get competitive benefits as it allows you to excel amongst your competitors.

Invoicing and Payments

When you prepare an invoice after every coaching exercise, you make your clients feel valued. They also start to consider your small business as one that runs smoothly, hence making them trust you further.

Apparently, the invoicing process can be quite daunting. The good thing is that Bonsai as one of the best coaching tools for invoicing has several features to help you tackle this herculean task.

With this coaching tool, you can automatically generate invoices based on proposals submitted to clients. This makes the process a whole lot easier and you can easily edit the generated invoice before sending it to your clients.

Also, you receive a notification when clients check your invoices. you can automatically generate invoices based on proposals submitted to clients. This makes the process a whole lot easier and you can easily edit the generated invoice before sending it to your clients. Via this, they can let you know when you should be expecting payment.

To wrap it up, Bonsai correctly monitors each invoice, checking that they have all been paid. In case of delayed payment, the app automatically follows up with the client and reminds them.

Note: try our customizable invoice templates for coaches. Simply edit, customize, personalize a pre-made professional looking document, and send it off to your clients. Our software lets you set up recurring invoices and partial payment requests. Claim your 7-day free trial here.

Time Tracking

Like many coaches that are successful, it’s important that you prioritize your time, especially if you are dealing with multiple projects at once. Now, while you must have come across several time-tracking project tools, using Bonsai can take your experience from zero to a hundred in a blink of an eye.

Bonsai automates the whole time tracking process by integrating with your invoicing tool and recording the total number of hours you spent on each project. It also calculates your unpaid hours, generates a quick invoice, and sends them to your client.

Note: try our time tracking software today. Bonsai automatically records your hours for tasks in the background while you work online so it would not hurt your productivity. Try a 7-day free trial and records how long it takes you do tasks today.

Recurring Payments

The recurring system of payment is often convenient for both you and your clients. It improves client experience by minimizing the struggles that accompany repeated or delayed manual payments.

Do you offer life coaching or business coaching program? then you should ignore all the coaching tools you've seen and focus on Bonsai. You can set up a recurring payment on Bonsai. Doing this ultimately signals Bonsai to send your clients unpaid invoices at the end of every month.

In all, the recurring payment feature on Bonsai increases the possibility of you having stable cash flow in your business.


After generating leads, you want to capture the prospects and turn them into real clients. Luckily, Bonsai provides a contact form where potential clients can fill in their details and easily reach out to you for new gigs.

What's more, you are welcomed to customize the look and feel of the form to fit your personal taste. You can attach the contact link to your portfolio so any one that comes across it can easily access you.


There are up to six different pre-made templates that you can use to create proposals for your business.

All you need to do is quick set up, tweak with your preferred content and send across to your client.

Once you're done with customizing and editing your proposals, you can send it either through email, link, or PDF.

Note: try Bonsai's pre-made coaching proposal templates today. Send professional looking pitches to potential clients to help you close more deals today. Try a 7-day free trial here.

Why Should You Use Bonsai to Run Your Coaching Programs?

By now, you should know that the best coaches do not come by chance; the right coaching tool can foster accountability, create clarity needed to reach your client goals, challenge perspectives, and improve coach client relationship.

If you are still wondering whether the Bonsai coaching tool is worth investing in, here are a few reasons why it is such a great idea:

Encourages Work-life balance

With Bonsai, it is easy to set your priorities right, hence preventing your work from being a major part of your personal life. It motivates you to build hobbies out of your working hours. That way, you and your team can gain more satisfaction from work and life respectively.

Simply put, integrating Bonsai leads to improved self care as you work towards your goal achievement.

Effective Allocation of resources

Your team members are part of the largest resource you will have while running your coaching company.

Since the project team will majorly consist of individuals who probably have other commitments, you want to make sure that they are available to do your tasks when needed. How can you achieve this? through proper project planning, of course.

Employing Bonsai as your resource tool can help you monitor project phases and prevent delays. At the end of the day, you get to save more time and money.

Better Project Planning

Undoubtedly, the bedrock of every successful project starts from its planning phase. During this phase, you must define your:

  • Project goals
  • Project scope
  • Project schedule

This keeps you from slowing down on the project. Although you might be tempted to dive straight in, planning your coaching projects with Bonsai ensures that you effectively carry out tasks according to your client's initial requirements.

Improved Communication

Once there is no strong communication structure, the likelihood of your project plans coming to actualization will be low. So, if you expect to get the best from a coaching project, you must ensure that the communication channel between you, your team, and clients is as effective as possible; that will determine the project's performance.

As a project manager, you must ensure that every team member has a common goal and is willing to channel their energies into seeing it work.

Bonsai makes communication simpler by allowing you to manage everything regarding your coaching projects on one platform. With everyone being on the same platform as you, the overall efficiency and productivity of the entire project will be highly improved.

High Rate of Customer Satisfaction

How often do your clients return after using your coaching service the first time? your answer will determine if you are doing everything right or not.

To retain each client that registers to use your coaching service, you need to ensure that you provide them with nothing but premium quality services. Other than that, Bonsai enables you to run your coaching projects in a manner that only focuses on quality. This would leave your clients feeling happy and satisfied at the end of the day, making them return with better business deals in the future.

Also, a happy client would naturally think and refer your business to other potential customers when needed. What other business strategy is better than word-of-mouth marketing?

Higher Tolerance to Risks

Planning with Bonsai signifies that you are aware of the possible risks that may occur while the coaching project is going on. Bonsai typically prepares you to tackle any emergency that may impact your project negatively.

Improved Confidence

Lastly, your team continues to gain increased morale with tons of efficiency, which would come from managing projects with Bonsai.

Try Bonsai's Suite Of Coaching Tools Today

Any coach that wants always to be ahead of the competition and remain relevant for a long time will certainly need the right coaching tool. If you are searching for simple software that will guide you and your team towards reaching the business's goals faster, then Bonsai is your best bet! What are you waiting for? Sign up now to begin your free trial.

Try Bonsai, the best coaching tool on the market today at no cost here.
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