New Client Onboarding Template Pack

CREATE A WOW EXPERIENCE FOR NEW CLIENTS!

New Client Toolkit

Everything you need to create a red carpet "wow" experience for your new clients and get more referrals!

WHAT'S INCLUDED

Here's What You'll Get In This Template Pack

New Client Onboarding Journey Map that outlines exactly what you need and in what order
Sample Coaching Agreement so you know what to add into your agreements and what not to
Sample Confidentiality Agreement to put your new client at ease with their information
Payment Arrangement Agreement to make sure you are both on the same page with payments
Client Invoice Canva Template so that you can send fully branded invoices in minutes
Coaching Expectations And Accountability to make sure you are on the same page with coaching
Coaching Communication & Office Hours Form to let your client know when and were to contact you
New Client Welcome Email to officially (and automatically) welcome them in with ease
New Client Intake Questionnaire to collect some basic information you'll need from your new client
Coaching Success Guidelines to communicate best practices for effective coaching relationships
How To Prepare For Your Coaching Session (Client) to help your client best prepare for their success
Program Committment Letter (Client) a template for your clients to write a letter to themselves
Goal Setting Worksheet Canva Template to establish clear goals around coaching
Coaching Session Prep Form to help clients best prepare for their coaching sessions
Coaching Session Feedback Form to help your clients provide feedback after each coaching session
New Client Welcome Packet (Free & Pro Version) a template PDF to welcome your new client in style

You'll Also Get...

100% Fully Editable File Templates for either Canva, Google Docs, or Microsoft Word
Checklist and Roadmap to help you implement
Sample Agreements to make sure that you set proper expectations and get started on the same page

All of this plus, the added benefit of adding your own branding, company info or other customized details to every item included.

ALL OF THIS FOR ONLY $37

FAQ's

Can I add my logo and branding to these?

Absolutely yes! Make them yours!
Can I edit or modify the information?

You sure can! You can edit or change any information on any of the files included.
Can I re-sell these templates?

No you cannot. You are purchasing a single use license for your own personal use.

Can I use them as-is?

These are designed to be editable templates and not a complete-done-for-you service. You will need to customize.
How long do I have access to these templates?

Once you receive your download, you will have them forever.
What if I want a refund?

Due to the nature of this product and it's immediate delivery, there are no refunds.

PRIVACY POLICY • TERMS OF USE • REFUND POLICY

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