Done-for-You Coaching Forms

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.

Save the Sale Kit: Letters to Get Every Sale

Like most coaches, there will be times in your business when a potential client isn't an immediate "yes!" and you'll need to follow up in order to save the sale.

In order to keep these potential clients from slipping through your fingers, our 10 done-for-you letters/emails will help you to close the deal!

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Client Getting Kit: 7 Done-for-You Letters to Grow Your Client Base

Most service based business have a natural ebb and flow of clients coming in and clients going out.

But if you’re not actively working to keep fresh new leads coming in, you’ll be putting yourself in a less than desirable position when your income unexpectedly takes a sharp dive downwards.

Whether your clients have “graduated” from your coaching program, or they no longer need your services for whatever reason – you want to make sure you have a list of potential clients to pull from.

And we make it super easy for you to do with our 7 done-for-you letters/emails that you can use to do all of these things!

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Tough Talks Kit: 10 Done-for-You Letters to Help You Manage Difficult Client Situations with Ease

In all coaching relationships there comes a time when you have to have the tough talks with your clients. This can be uncomfortable for many coaches so we've made it super easy for you by providing 10 done-for-you letters/emails that you can use to manage those various difficult client situations with ease!

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Payment Letters Kit: 9 Done-for-You Letters to Help You Collect Money Owed from Your Clients

In all coaching journeys, there comes a time when you may need to discuss payments with your clients. Maybe they have a past due or declined payment, or you need to remind them of an upcoming membership renewal, or they've decided to stop paying when the contract clearly states they have several payments left. These can be difficult conversations to have! We've make it super easy for you to do with our 9 done-for-you letters/emails that you can use to come to peaceful + happy resolution that works for both you and your client.

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Webinar in a Box: 17 Templates, Checklists, Charts and Agendas to Make your Next Webinar More Profitable Than Ever

Webinars can be hugely profitable for you AND your clients, but they also are a lot of work...Just a few things a successful webinar host or hostess needs to juggle include - finding guests, planning the webinar, creating the handouts, promoting the webinar so that people show up, and sending reminder emails to attendees so they show up. There are a lot of moving pieces and parts.

This package makes it super easy for you by providing 17 done-for-you templates, checklists, charts and agendas that you can use to fill your next webinar to capacity!

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New Client Kit: Includes 17 Done-for-You Forms to Help You Spend Less Time on Paperwork so You Can Do More of What You Love!

It's so important to start off a new client relationship on the right foot! Sending a New Client Kit to someone who has just purchased a coaching package with you will let her know that she's invested her money wisely and will foster a sense of trust in you, your processed and your boundaries. We've make it super easy for you with our 17 done-for-you forms that you can use for a stress-free start to a successful coaching experience!

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