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New Client Worksheet Package for Coaches

This coaching new client kit includes several worksheets for you to just fill in the blanks. This package can be customized for use by a writer as well. The worksheets included are:


  1. Business goals worksheet
  2. Client call notes worksheet
  3. Client invoice sample
  4. Coaching/writer agreement
  5. Coaching Code of Ethics
  6. Coaching Success Guidelines
  7. Confidentiality Agreement
  8. How Coaching Works
  9. How to Hold Me Accountable
  10. How to Prepare for a Coaching Session
  11. Intake form
  12. Monthly Review Form
  13. My Coaching History Form
  14. Ongoing Pre Call Form
  15. Payment Arrangement Form
  16. Referral Request
  17. Welcome Letter

These forms are extremely valuable in your coaching and writing business. Print them out or use them in Microsoft Word or your chosen word processing program. 

You will get the following files:

  • ZIP (1MB)
  • ZIP (557KB)

$ 10.00

$ 10.00

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