I will provide a coaching client onboarding template package
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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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