No more running in circles. Now you can have customizable versions of everything you need to run your business most efficiently and effectively.

From Client Intake forms to Referral Letters, you’ll find it here.

You’ll be free to focus on serving your clients (and getting more clients) – rather than the day to day running of your coaching business.

You will receive the following 17 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.

Here are the 17 Forms You’ll Get to Create Your Own New Client Kit:

1. Welcome Letter: As the first experience of your new client kit, your welcome letter will be warm, encouraging and build excitement for your time together
2. Payment Arrangements Form: It’s good to have a detailed agreement for a set payment schedule so everyone is on the same page regarding payments.
3. Client Invoice: This will help keep everyone on track with how many payments have been made, the payments left and how money is collected.
4. Coaching Success Guidelines: The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
5. Coaching Agreement: This is an agreement verifying the expectations for both you and your client during your sessions.
6. Intake Form: Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared to discuss where they’re currently at and where they wish to be.
7. Ongoing Precall Form: By allowing your client to evaluate herself before each coaching session, this will give you an idea of what is important to discuss before your next session.
8. Client Call Notes: Keeping track of what was discussed during each session is vital to tracking progress and following up on agreed upon action steps.
9. Monthly Review Form: Your client will be able to use this form to easily review her month.
10. Business Goals Worksheet: This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
11. How Coaching Works: Helping your client to understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.
12. Code of Ethics: Your promise to your client so she feels comfortable and confident in working with you.
13. Confidentiality Agreement: This agreement verifies the confidential nature of the relationship for both you and your client.
14. How to Hold Me Accountable: Since everyone’s motivations are different, your client can use this form to tell you how to respond in certain situations.
15. How to Prepare for a Coaching Session: Allow your client to prepare for her coaching session with you in the best way possible.
16. My Coaching History Form: Get detailed information about your client’s coaching history, if they’ve had coaching, what worked, what didn’t or if they’re completely new to the world of coaching.
17. Referral Request: This referral request can be customized and emailed to your client when you have space open to accept new clients.