Client Welcome Pack Template for Coaches
Are you a coach, course creator, service provider, or entrepreneur looking for an easy way to onboard and welcome your new clients? Look no further! Our professionally curated Client Welcome Pack Template for Coaches is the perfect way to gain trust from the start. With 34 pages of customizable content, this template will help you create excitement and anticipation before the first meeting, set boundaries and manage client expectations, and provide a timeline with important milestones.
This welcome pack is an essential tool for any coach or online business owner that's looking to make a good impression on their customers. It's designed to ensure that clients feel great about having chosen the right person for the job. Using our customized design, you can welcome new clients; introduce your business and/or team; create a timeline with important milestones; and set boundaries and manage client expectations. And all it takes is just a few simple clicks -- no complicated technology required!
What you get:
WELCOME
- Content Page
- Meet Your Coach
- Welcome Letter
- Welcome Video
- Let’s Get Started! / Details
- What I Need from You
- What to Expect
- How to prepare for sessions / Checklist
- Coaching Success Guidelines
- Code of Ethics
AGREEMENT
- Coaching Agreement
INTAKE/CLIENT FORMS
- Getting to Know You
- Pre-Session Form
- Business Goals Worksheet
- Session Notes
- Service Invoice
- Monthly Review Form
- Coaching History
- Important Dates
OTHER TEMPLATES
- Testimonials
- Service Timeline
- Resources
- Useful Tools
- Get in Touch
You can edit and customise each page in Canva (a free easy-to-use design program) to match your branding (Text, fonts, colours, and images are completely customisable and the templates can be reused).
Empower yourself as a coach or entrepreneur with our Client Welcome Pack Template and get ready to show off your professional polish! Introduce yourself in style, showcase your expertise from the jump, and leave your clients feeling confident that they made the right decision in booking you.
So what are you waiting for? Get started now and put together an unforgettable welcome packet for each of your new customers.
HOW IT WORKS
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 with the link and instructions to download your templates.
3. Start editing and customising your template.
TERMS OF USE
This client welcome packet is made for personal use. This means YOU MAY use the templates to create an End product for yourself, but YOU MAY NOT resell the Template, bundle it with other products or share it in any other way, including claiming them as your own or offering them for free or for sale online.
Due to the digital nature of our products, please note we are unable to accept returns or offer refunds so please make sure the file is what you want before purchasing, and feel free to contact us with any questions you might have.
Client Welcome Packet | Client Onboarding | Orientation Templates | Business Coach | Client Welcome Kit | Welcome Letter | Welcome Book