Done For You - New Client Kit for Coaches | The FitFilled Life

In this brand new Done-for-You New Client Kit you will get everything you need to manage your new client from day one. 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.

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Welcome Letter

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Payment Arrangements Form

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Client Invoice

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Client Call Notes

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Business Goals Worksheet

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Code of Ethics

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How to Hold Me Accountable

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My Coaching History Form

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Referral Request

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Intake Form

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Ongoing Pre-Call Form

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Coaching Agreement

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Monthly Review Form

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How Coaching Works

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Confidentiality Agreement

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How to Prepare for Coaching Session

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Coaching Success Guidelines

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!

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.

Get Your FREE New Client Kit!

Get 17 Done-for-You Coaching Forms to Use in Your Business.

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