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.