COACHING ONBOARDING WORKBOOK

A structured onboarding workbook that surfaces assumptions, clarifies constraints, and creates alignment before execution begins.

Execution breaks down when alignment is assumed instead of established.

The Client Alignment & Intake Workbook is a deep, structured playbook designed to create shared understanding before coaching or consulting work begins.

It guides clients through thoughtful reflection on goals, constraints, responsibilities, and decision-making — without hype or motivational fluff.

This workbook does the hard work up front, so execution doesn’t unravel later.

Use This Workbook To:

• Clarify goals and success criteria
• Identify constraints early
• Establish decision ownership
• Prevent misalignment during delivery
• Replace vague onboarding calls with structure

What’s Included

• Client Alignment & Intake Workbook (PDF)
• 20+ generously spaced pages
• Explanatory guidance on every section
• Calm, systems-first language
• Designed for real client use, not surface-level reflection

Best For

• Coaches and consultants onboarding new clients
• Program-based services
• High-trust, outcome-driven engagements

Format

• PDF (Canva-editable)
• Workbook / playbook format