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.


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


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


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