Coaching Client Welcome Packet


This 17-page Client Onboarding Template is a complete package and includes everything you need to set CLEAR expectations and give your clients EVERYTHING they need from the start. You can edit and customize each page in Canva (a free easy-to-use design program). It also includes lots of Bonus Resources such as a Coaching Onboarding Guide, a collection of Coaching Business Tools, Resources and more!

Grab the Coaching Onboarding Bundle (includes this template and 3 other Onboarding and Offboarding Templates)

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Welcome your new Coaching Clients seamlessly with this editable Coaching Client Welcome Packet Template. Perfect for life coaches, business coaches, career coaches, and any new coaches looking for resources, forms, and templates to streamline their client experience.

Coaching Welcome Packet – Letter Size Canva Template – 8.5” X 11″

✔ Share your Coaching Program Goals, Guidelines, and Expectations
✔ Pre-written Content Outline – each page includes copywriting, just change out the details, and add your business information
✔ Includes sample Coaching Agreement Template with prompts to fill out and create each section

✔ BONUS: Coaching Resource and Onboarding Toolkit – Step-by-step guide and comprehensive list of all the best Coaching Business Tools
✔ BONUS: Template Overview Guide – Page Overview and Step-by-Step Instructions to customize your template


• 2 Cover Pages
• Welcome Page
• About Page
• What’s Inside/ Table of Contents Page
• Investment/ Payment Options Page
• What’s Included/ Coaching Benefits Page
• Program Goals Page
• Success Guidelines Page
• Call Policies Page
• Coaching Contract Cover Page
• 2 Coaching Contract Sample Pages
• Frequently Asked Questions Page
• New Client Checklist Page
• Motivational Quote Page
• Thank You and Call To Action Page

1. You will need a free Canva account to be able to download and edit the templates.
2. After you order, you will receive immediate access to a PDF Download Guide with the link and instructions to download your templates and bonus resources.
3. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.
4. Download your design and share the end product with your audience.

Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any technical problems with the download or file, please contact customer service at This purchase is a digital instant download, no physical copy will be shipped.

The templates and designs are copyrighted © Julia On Purpose, LLC.

You can use this template to create end-products ONLY. This means you can share and sell the FINISHED end products you create with the template, i.e. you have to save the templates as PDF, JPEGs, etc. before sharing them. You cannot share, redistribute, resell, transfer, reproduce or give the templates as-is away to others (not paid or for free) even if you have made modifications, i.e. you’re not allowed to sell the actual editable Canva templates. The templates are copyrighted © Julia On Purpose, LLC. All Rights Reserved. By purchasing this product you accept these terms. Please reach out to if you have any questions. I’m always happy to help.

The photos you see in the product images are for illustration purposes only and not included in the template. You can easily drag and drop your own photos into the template.

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