Refer a friend and get % off! They'll get % off too.

New Client Welcome Kit

17 DONE-FOR-YOU Templates to help you manage your business with ease that you can edit, brand and send straight to your clients.

This pack will save you both time and money and help you get the back end of your business set up and organized in no time at all.

Included in this Client Pack:

1. Welcome letter
2. Client invoice
3. Payment agreement
4. Client intake form
5. Monthly review form
6. Coaching agreement
7. Coaching code of ethics
8. Coaching history form
9. Coaching success guidelines
10. Confidentiality agreement
11. Ongoing pre-call form
12. Business Goals Worksheet
13. How to hold me accountable questions
14. Referral request
15. Client call notes
16. How to prepare for coaching
17. How coaching works guidelines

You will receive the following 17 documents in .docx format. You can add your logo and customize them for your own use in working with your clients.

You will get a ZIP (1MB) file

$ 7.00

$ 7.00

Buy Now

Discount has been applied.

Added to cart
or
Add to Cart
Adding ...