21 New Client Templates For Coaches

Product Details

These 21 forms will help you:

  • Serve coaching clients professionally
  • Streamline your client onboarding process
  • Systemize your client journey with just 3 touch points
  • Avoid overwhelming your new clients with information
  • Establishing mutual expectations to avoid misunderstandings
  • Delight your client before, during, and after they work with you

What's Included

This product comes with a Quick Start pdf and three zip folders:

  • Enrollment Templates: Forms 1 - 7
  • Onboarding Templates: Forms 8 - 15
  • Back Office Templates: Forms 16 - 21
  • BONUS:  10 Top Strategies To Get New Clients. 

The forms are in three categories: A, B, and C.

A - GUIDELINES

Overview of how to best use the forms to optimize your client intake and their coaching experience.

B - TEMPLATES

Editable done-for-you forms in word .doc format that you can brand and customize to suit your business.

C - EXAMPLES

Demos of my personal forms that you can copy and paste or customize to fit your unique coaching services.