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Coaching Client Worksheets

$15.00

Get to know your coaching client before you start working together with these editable Client Intake Worksheets. It includes all the worksheets you need to onboard your clients such as goal setting, session planner, and note-taking forms.

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Description

Get to know your coaching client before you start working together with these editable Client Intake Worksheets. It includes all the worksheets you need to onboard your clients such as goal setting, session planner, and note-taking forms. You can customize each form to fit your brand colors and fonts. Change or add specific questions related to your niche.

Perfect for life coaches, business coaches, career coaches, and any new coaches looking for forms and worksheets to streamline their client experience.

8 Onboarding Worksheet Templates – Editable – Letter Size Canva Template – 8.5” X 11″

✔ Welcome Packet Worksheets Cover Page
✔ New Client Onboarding Checklist
✔ 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

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.

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 info@juliaonpurpose.com. 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 info@juliaonpurpose.com 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.

my Mission

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

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