Client Onboarding Template Kit for Coaches
$27
A complete, professional onboarding system with everything you need to gather client info, run a smooth first session, and close out your program with intention.
What's inside — two files:
Fillable PDF (forms you complete fresh with every client):
Client Information Form
Onboarding Checklist (step-by-step for you AND your client)
Final Session Checklist (for a memorable close)
Customization Guide
Editable Word doc (templates you personalize once and reuse forever):
Welcome Email Template
Program Overview Template
Session Agreement Template
Offboarding Email Template
Plus a full bracket reference guide so personalizing every template takes minutes, not hours.
Who it's for: Coaches and service providers who want their onboarding to feel as intentional and professional as the work they actually do.
Format: Fillable PDF + editable Word doc, instant download.