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The Coaching Onboarding Kit

Elevate your client experience and streamline your onboarding process from the very first interaction.

50+ pre-made visually appealing, professionally designed Onboarding and Offboarding Templates and resources.

Feeling overwhelmed with onboarding new Clients?

Inconsistent first impressions and a lack of structured guidance can leave your clients confused and less engaged. This kit will help you craft a welcoming, cohesive onboarding experience so you can improve your client satisfaction and ultimately, the success of your coaching program.

WHAT's inside

Here's What You'll Get

50+ professionally designed editable Canva Templates. Your clients will feel valued and well-informed from the get-go, leading to higher satisfaction, retention, and referrals.

Intake Worksheets

Variety of intake worksheets, goal setting, session planner, progress and more – 8 pages

Coaching Program Guide

Share the details about your Coaching Program and outline your pricing options – 22 pages

Coaching Welcome Packet

Onboard your new clients seamlessly with this professional Welcome Packet – 17 pages

Client Offboarding Guide

Share additional resources with your clients, request feedback, and recap sessions – 20 pages

Bonus Resources

Onboarding Experience Checklist

Tips for a Memorable Onboarding Process

45 Powerful Coaching Prompts

template customization guides and instructions

workbook to create your coaching package

coaching contract sample to customize

With the Coaching Program Guide, the Welcome Guide, and the Offboarding Guide you’ll be able to clarify expectations, establish a professional tone, and enhance the overall client experience.

What others are saying

Join thousands of other coaches who have transformed their business and client experience using my templates.

Your client journey can finally begin with clarity, excitement, and the promise of transformation.

summary of what you get

Total Value of $128 - Save more than 80%!

Get it for just $27

Hello there, I'm Julia

My mission is to provide service providers and digital product creators with all the tools they need to plan, market and grow their dream business.

The Coaching Onboarding Kit is the result of years spent in the trenches, working closely with coaches just like you. I’ve tested and refined these templates and tools to ensure they deliver optimal results for your coaching practice.

Frequently Asked Questions

PLEASE NOTE: If you already own the Coaching Business Startup Bundle, you already have access to this product.

The Kit is hosted in MemberVault. Once your payment is approved, you will receive a welcome email with instructions on how to access your portal. The portal in MemberVault will give you access to all your templates and resources in one place.

Absolutely! The templates are versatile and can be adapted for various coaching programs and niches.
Absolutely! It’s designed to give new coaches a head start with professional onboarding materials.

Nope, you can use all templates with the free version of Canva. I only used free elements and fonts that don’t require a pro account.

Yes! You can easily customize the worksheets and templates to suit your coaching style and client needs. Canva allows you to customize colors, fonts, elements and images.

The templates are digital instant downloads. As soon as your payment is approved you will get access to the templates. This purchase is a digital product, no physical copy will be shipped.

You get lifetime access to all of the templates.

Refunds or exchanges are not available as digital items cannot be returned but please reach out if you have any problems with the download or file and I’ll do anything I can to help you. If you have any issues with your order please reach out!

You can find more FAQ’s  and reach out to me via my Contact Page here. I’d love to hear from you.
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