plan it
Business coaches: Get 17 free forms & templates to customize and use in your business.
Imagine having every coaching form and template you will ever need to welcome new clients into your coaching programs… ready for you to easily customize, no matter what you’re selling or who you’re selling it to!
customize
Here's what you'll get:
Grab these 17 must-have coaching forms, open up the word documents and customize them in minutes for your business.
- 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.
- 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.
- Coaching Success Guidelines. The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
- Coaching Agreement. This is an agreement verifying the expectations for both you and your client during your sessions.
- 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.
- 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.
- And so much more!
what if...
What if you could...
Streamline Your Marketing
Create a clear, concise marketing plan for the next year that will help you stay on track and save you time.
Maximize your earnings potential by identifying opportunities to promote your offers consistently.
Hit your audacious business goals that support the lifestyle you’ve always dreamed of.
testimonials
The New Client Kit has given me every piece of the puzzle and then some!
“I am overjoyed at how easy you have made this!”
I’m pretty sure you have changed my life. I am constantly searching for the right forms and worksheets to really clarify what I want and need to be doing in my business. The New Client Kit has given me every piece of the puzzle and then some. I am overjoyed at how easy you have made this! Thank you so much!
- Desiree Wolfe
creators
Meet the creators.
Hi friends! We’re Melissa and Nicole.
We want you to get back to doing what you love—whether that’s planning your next trip, spending more time with your family, or even just squeezing in an extra yoga class.
That’s why we created our done-for-you content packages so that you can share your insights and gifts with the world without having to hire a team or spend months working on the materials.
With over a decade of experience as marketers, online business owners, and content creators, we know how exhausting it can be to create all the content you need to build and launch your coaching offers all on your own. (We’ve been helping others do it for years!)
get it
Ready to WOW your clients with how incredibly organized, prepared, professional and down right awesome you are?
Download your customizable templates for FREE today!
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© 2023 Coach Glue, LLC | Site by Tracy Raftl Design
Legal Disclaimer: Every effort has been made to accurately represent our programs and it’s potential. The testimonials and examples used are exceptional results, don’t apply to the average purchaser, and are not intended to represent or guarantee that anyone will achieve the same or similar results. In fact, no guarantees are made that you will achieve results from our ideas and techniques in our material. Each individual’s success depends on his or her background, dedication, desire, and motivation. As with any business endeavour, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money. Our products are in no way sponsored, administered, or associated with Instagram, Inc. or Facebook, Inc.