In this brand new Done-for-You New Client Kit you will get everything you need to manage your new client from day one.
On Sale Now $11.00
New Client Kit: Includes 17 Done-for-You Forms to Help You Spend Less Time on Paperwork so You Can Do More of What You Love!
Impress your new clients with these professional documents and get your client-coach relationship set off on the right foot.
Having a new client welcome kit makes you look professional, keeps you organized and makes sure you have crossed all the “t’s” and dotted all the “i’s”.
The best part?
We’ve done all of the work for you and you can access them in minutes.
Sure, you could just create these from scratch or hire your Virtual Assistant to create them for you, but why do that when we’ve done the hard work for you?
What’s Included:
You will receive the following 17 documents in .doc format so that you can add your logo and customize them for your own use in working with your clients.
Welcome Letter
As the first experience of your new client kit, your welcome letter will be warm, encouraging and build excitement for your time together.
Payment Arrangements Form
It’s good to have a detailed agreement for a set payment schedule so everyone is on the same page regarding payments.
Client Invoice
This will help keep everyone on track with how many payments have been made, the payments left and how much money is collected.
Client Call Notes
Keeping track of what was discussed during each session is vital to tracking progress and following up on agreed upon action steps.
Business Goals Worksheet
This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
Code of Ethics
our promise to your client so she feels comfortable and confident in working with you.
How to Hold Me Accountable
Since everyone’s motivations are different, your client can use this form to tell you how to respond in certain situations.
My Coaching History Form
Get detailed information about your client’s coaching history, if they’ve had coaching, what worked, what didn’t or if they’re completely new to the world of coaching.
Referral Request
This referral request can be customized and emailed to your client when you have space open to accept new clients.
Intake Form
Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared to discuss where they’re currently at and where they wish to be.
Ongoing Pre-Call Form
By allowing your client to evaluate herself before each coaching session, this will give you an idea of what is important to discuss before your next session.
Coaching Agreement
This is an agreement verifying the expectations for both you and your client during your sessions.
Monthly Review Form
Keep track of your clients montly progress with this review form.
How Coaching Works
Helping your client to understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.
Confidentiality Agreement
This agreement verifies the confidential nature of the relationship for both you and your client.
How to Prepare for Coaching Session
Allow your client to prepare for her coaching session with you in the best way possible.
Coaching Success Guidelines
The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
Who’s This Kit For:
If you don’t have a client onboarding kit or your struggling to write your own, then this is for you.
I’ve already created all the documents you need in an easily customizable word doc for you.
Just add your information and logo and you are ready to go!
On Sale Now $11.00
Hey there!
I’m Lori
I love working with solopreneurs, just like you, who are just starting out or leveling up their business to help them find their place on the web. If that sounds like you and you know building a strong support system around you is crucial and you’re looking for accountability, new insights, and the occasional kick in the butt and you believe in the value of hiring a coach to have someone to bounce ideas off of, call you out if need be, and be your balance as you walk the tightrope of solopreneurship, then you’re in the right place.
