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 easily edit each page in Canva (a free easy-to-use design program).
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.
PLEASE NOTE: These worksheets are also included in the Coaching Client Welcome Packet Template available in my shop.
✨ 8 Onboarding Worksheet Templates – Editable – Letter Size Canva Template – 8.5” X 11″
✨ Instant Access and Download after your purchase so you can get started right away
✨ Canva Quick Start Guide to help you get familiar with Canva and customize your templates
✨ Download Guide with detailed Instructions and FAQ’s
8 PAGE TEMPLATE OVERVIEW
✔ 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.
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 templates.
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, make it fillable with a program such as PDF Escape and send it to your clients to fill out.
✔ The templates are copyrighted © Julia On Purpose and for personal use for you and your own business only. You can share the templates with your clients only after saving them as a PDF file.
🚫 You cannot share, redistribute, resell, transfer, or give the templates away to others (not paid or for free) even if you have made modifications.
★ By purchasing this product you accept these terms. Copyright ©️ 2021 Julia On Purpose LLC | All Rights Reserved
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.
Copyright ©️ 2021 Julia On Purpose LLC | All Rights Reserved