I will provide a coaching client onboarding template package
1 day for delivery
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
The seller delivered on time and is very professional.
As always a good work and am a long term customer now. That speaks for it.
They were able to get it right the first time. It was also completed on an urgent basis which was fantastic!
Great experience, not so great communication,but the result was very good, defiantly will work in the future. Thank you
Quick turn around and able to help with some problems. Thank you!
Wonderful Job. Words can't explain how great this seller is
Great work by the seller. Seller clearly understood my requirements ..
Very happy with the work. This performer has great . Definitely coming back with future orders.
Unfortunately, we could not come to an understanding.
Very easy working togeter! great work, communication, and originaljob!!
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