COACHING JUMPSTART TOOLKIT
On Sale
$149.00
$149.00
ππππππ & πππππππ ππππ πππππππ ππππ πππ ππππππππ πππππππππ πππππππ: OVER 40 forms and resources to support you in onboarding your coaching clients and dealing with those "difficult" matters that arise along the way.
The Essential Get Started System forΒ new coaches - a step by step process to welcome new clients, share your policies/expectations, guide & onboard your NEW clients with clarity and ease.
Imagine having a welcome packet/orientation that onboardsΒ new clients seemlessly.
Imagine having your coaching agreement/contract in place so your clients know your policies and what to expect working with you?
THINK ABOUT THIS......
How would it feel to have a tracking system that leaves no client behind?
How would it feel to have a pre/post session system in place that keeps you and your clients accountable.
And what if you could request client testimonials easily.
You can have complete CONFIDENCE in your business systems and client onboarding NOW, with this system.
Jumpstart your coaching business by creating a sound business foundation & onboarding system from start to finish, with The Coaching JumpStart ToolKit.
All of these forms are ready to use, just add your own verbiage, changes and branding.
Get the tools that every NEW coach Needs to Manage NEW Client Intakes.
The toolkit provides you with the templates, forms and complete onbaording process you need to deal with client follow ups, unsuccessful discovery calls, delicate issues with payments and boundaries, that arise with Your Coaching Clients.
GRAB YOUR COACHING-AGREEMENT/CONTRACT AND ONBOARD YOUR CLIENTS WITH EASE
THE TOOLKIT INCLUDES ALL OF THIS:
I. ONBOARDING FORMS:
Coaches Onboarding Planner (Coaching policies step by step planner β 20 pages)
Client Onboarding Checklist (step by step process)
Client Welcome Letter
Client Onboarding Questionnaire
Client Agreement/contract
Coaching Code of Ethics
Coaching Success Guidelines
Client Accountability Form
Client Pre-Session Form
Monthly Review Form β (for client).
II. THE COACHES FORMS AND RESOURCES:
100 Powerful coaching questions
Coaching Preparation checklist
Testimonial request form
Coaches Post Session notes.
Coaches Session Preparation Checklist
Client Booking & Follow Up Form
Hiring/Retention of Service Contract (when hiring a VA)
Website Disclaimer
Website Private Policy
Website Terms & Conditions.
III. PAYMENT FOLLOW UP LETTERS- To Help Manage Difficult Client Situation with Ease:
Insufficient Funds Letter (to client)
Expired Credit Card Payment
Failed Payment Follow Letter
Refund Refusal Letter (PayPal)
Refund Refusal Letter (credit card)
Late Payment Notification
IV. SAVE THE SALE LETTERS β Done for you letter to follow up with client matters.
Client Lack of Progress Letter
Client Refund Request Letter
Discovery Call NO SHOW β follow up letter
Follow Up with A Past Client
βI Canβt Afford itβ β Follow Up Letter
Sales Call β Follow Up Letter
When a Prospect Says βNOβ β Follow Up Letter.
V. TOUGH TALK LETTERS WITH CLIENTS:
Cancellation Recovery Letter
Client Termination Letter
Missed Appointment Letter
Rate Increase Letter
Reinforcing Client Boundaries Letter
We are Not a Fit Letter - (to continuing working together- for the coach)
PLUS THESE FAST ACTION BONUSES:
1.) 4-Step Blueprint to Jumpstart Your Coaching or Service-Based Biz in 30-Days or Less.
2.) Top 10 Journal Prompts for Self Care & Self Discovery
3.) Top 6 Tools Every New Coach Needs
4.) 101 Wealth & Mindset Recommended Books for Entrepreneurs
5.) Think & Grow Rich (e-Book)
6.) Science of Getting Rich (e-Book)
7.) VIDEO LIVE PLANNER: How to plan to your LIVE videos for Facebook or Instagram.
8.) Breakthrough Your Money Blocks Mini Course workbook.
BONUS: 45-Min "Get More Leads" coaching/strategy session with Jacqueline.
IMPORTANT DOWNLOAD DETAILS:Β After purchase, you will receive a download link via EMAIL and you'll also be redirected to the donwload link.
The Essential Get Started System forΒ new coaches - a step by step process to welcome new clients, share your policies/expectations, guide & onboard your NEW clients with clarity and ease.
Imagine having a welcome packet/orientation that onboardsΒ new clients seemlessly.
Imagine having your coaching agreement/contract in place so your clients know your policies and what to expect working with you?
THINK ABOUT THIS......
How would it feel to have a tracking system that leaves no client behind?
How would it feel to have a pre/post session system in place that keeps you and your clients accountable.
And what if you could request client testimonials easily.
You can have complete CONFIDENCE in your business systems and client onboarding NOW, with this system.
Jumpstart your coaching business by creating a sound business foundation & onboarding system from start to finish, with The Coaching JumpStart ToolKit.
All of these forms are ready to use, just add your own verbiage, changes and branding.
Get the tools that every NEW coach Needs to Manage NEW Client Intakes.
The toolkit provides you with the templates, forms and complete onbaording process you need to deal with client follow ups, unsuccessful discovery calls, delicate issues with payments and boundaries, that arise with Your Coaching Clients.
GRAB YOUR COACHING-AGREEMENT/CONTRACT AND ONBOARD YOUR CLIENTS WITH EASE
THE TOOLKIT INCLUDES ALL OF THIS:
I. ONBOARDING FORMS:
Coaches Onboarding Planner (Coaching policies step by step planner β 20 pages)
Client Onboarding Checklist (step by step process)
Client Welcome Letter
Client Onboarding Questionnaire
Client Agreement/contract
Coaching Code of Ethics
Coaching Success Guidelines
Client Accountability Form
Client Pre-Session Form
Monthly Review Form β (for client).
II. THE COACHES FORMS AND RESOURCES:
100 Powerful coaching questions
Coaching Preparation checklist
Testimonial request form
Coaches Post Session notes.
Coaches Session Preparation Checklist
Client Booking & Follow Up Form
Hiring/Retention of Service Contract (when hiring a VA)
Website Disclaimer
Website Private Policy
Website Terms & Conditions.
III. PAYMENT FOLLOW UP LETTERS- To Help Manage Difficult Client Situation with Ease:
Insufficient Funds Letter (to client)
Expired Credit Card Payment
Failed Payment Follow Letter
Refund Refusal Letter (PayPal)
Refund Refusal Letter (credit card)
Late Payment Notification
IV. SAVE THE SALE LETTERS β Done for you letter to follow up with client matters.
Client Lack of Progress Letter
Client Refund Request Letter
Discovery Call NO SHOW β follow up letter
Follow Up with A Past Client
βI Canβt Afford itβ β Follow Up Letter
Sales Call β Follow Up Letter
When a Prospect Says βNOβ β Follow Up Letter.
V. TOUGH TALK LETTERS WITH CLIENTS:
Cancellation Recovery Letter
Client Termination Letter
Missed Appointment Letter
Rate Increase Letter
Reinforcing Client Boundaries Letter
We are Not a Fit Letter - (to continuing working together- for the coach)
PLUS THESE FAST ACTION BONUSES:
1.) 4-Step Blueprint to Jumpstart Your Coaching or Service-Based Biz in 30-Days or Less.
2.) Top 10 Journal Prompts for Self Care & Self Discovery
3.) Top 6 Tools Every New Coach Needs
4.) 101 Wealth & Mindset Recommended Books for Entrepreneurs
5.) Think & Grow Rich (e-Book)
6.) Science of Getting Rich (e-Book)
7.) VIDEO LIVE PLANNER: How to plan to your LIVE videos for Facebook or Instagram.
8.) Breakthrough Your Money Blocks Mini Course workbook.
BONUS: 45-Min "Get More Leads" coaching/strategy session with Jacqueline.
IMPORTANT DOWNLOAD DETAILS:Β After purchase, you will receive a download link via EMAIL and you'll also be redirected to the donwload link.