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English English
Polski Polski
Starting at $20.00

I will provide a coaching client onboarding template package

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( 31 reviews )
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Hello friends! I am a financial advisor with a lot of experience. In this gig I will offer the following.


Not sure what forms to send to a new client? Don't worry, I've got you. Use these forms and templates to create a seamless onboarding experience.


What can you do?


✖ Create the forms on your website behind a private page or portal

✖ Send a physical hard copy In the post

✖ Use a system like Dubsado, LifeCoachHub, Honeybook or your email autoresponders and just plug these templates in.

✖ Use these as drafts and templates to create your own onboarding documents.

✖ Add your branding, logo, colors MAKE THEM YOURS


What is included?


✖ Welcome letter
✖ Client Intake Form
✖ Client Coaching Form
✖ Client Call Note Sheets
✖ Coaching Agreement Template
✖ Coaching Code of Ethics
✖ Coaching Success Guidelines
✖ How Coaching With Me Work ( make this your style, add your personality)
✖ How Do I Hold You Accountable
✖ How To Prepare For a Session
✖ Invoice Template
✖ Business Goals Worksheet
✖ Confidentiality Agreement
✖ Monthly Review Form
✖ Ongoing Pre Call Form
✖ Payment Arrangement Form
✖ Referral Request Form


Sincerely, Emory

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