Welcome your new Coaching Clients seamlessly with this editable Coaching Client Welcome Packet Template.
This 24-page Client Onboarding Template is a complete package and includes everything you need:
– Pages to outline your coaching program and policies
– Coaching Contract Sample Template
– Editable worksheets to get to know your client and their goals from the start
The customizable Welcome Packet allows you 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!
Perfect for life coaches, business coaches, career coaches, and any new coaches looking for resources, forms and worksheets to steamline their client experience.
All the templates, worksheets, and tools you need to get started:
⬇️ COACHING CLIENT WELCOME TEMPLATE ⬇️
✨ 24 pages – Editable – Letter Size Canva Template – 8.5” X 11″
✨ Coaching Program Outline Templates AND Onboarding Worksheet Templates
✨ 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
✨ Instant Access and Download after your purchase so you can get started right away
✨ Download Guide with detailed Instructions and FAQ’s
⬇️ BONUS RESOURCES ⬇️
📝 Coaching Resource and Onboarding Toolkit – Step-by-step guide and comprehensive list of all the best Coaching Business Tools
📝 Canva Quick Start Guide – Learn how to use Canva and customize your templates
📝 Template Overview Guide – Page Overview and Step-by-Step Instructions to customize your template
24 PAGE TEMPLATE OVERVIEW
• 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
• Welcome Packet Worksheets Cover Page
• Coaching Goals Worksheet Page
• Life Goals Worksheet Page
• Goal Categories Worksheet Page
• Future Vision Worksheet Page
• Call Notes Worksheet Page
• Coaching Session Planner Worksheet Page
• Thank You and Call To Action Page
–> You can mix and match the pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts, and more.
HOW IT WORKS
1. You will need a free Canva account to be able to download and edit the templates. You can sign up at canva.com.
2. After you order, you will receive immediate access to a PDF Download Guide with the link and instructions to download your files and your bonus resources.
3. Start editing and customizing your template. You can edit anything you would like including images, elements, fonts, and colors.
4. Save your design as a PDF and send to your clients.
4. Edit and reuse your template as many times as you’d like.
PHOTOS: The photos you see in the product images are for illustration purposes only and not included in the template. You can use free stock photo sites such as Unsplash.com and easily drag and drop your own photos into the frames in the template.
Due to the instant nature of this transaction, I cannot offer refunds or exchanges. If you have any problems with the download or file, please contact me and I’ll do anything I can to help you.
This purchase is a digital INSTANT DOWNLOAD, no physical copy will be shipped.
If you have any questions at all, please feel free to message me! I’m always happy to help.
The templates are for personal use for you and your own business only. You cannot share, redistribute, resell, transfer or give the templates away to others (not paid or for free) even if you have made modifications. They are copyrighted © Julia On Purpose.
💌 Check out my website for online business and marketing tips: http://www.juliaonpurpose.com
💌 Resource Library and Freebies: http://www.juliaonpurpose.com/resource-library
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