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.
This will help keep everyone on track with how many payments have been made, the payments left and how money is collected.
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.
Business Goals Worksheet
This worksheet offers an amazing accountability tool for you and your
client to turn goals into actions.
Code of Ethics
Your promise to your client so she feels comfortable and confident in
working with you.
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.
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.
This referral request can be customized and emailed to your client when you have space open to accept new clients.
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.
Ongoing Pre-Call 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.
This is an agreement verifying the expectations for both you and your
client during your sessions.
Monthly Review Form
Your client will be able to use this form to easily review her month.
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.
This agreement verifies the confidential nature of the relationship for
both you and your client.
How to Prepare for Coaching Session
Allow your client to prepare for her coaching session with you in the best
Coaching Success Guidelines
The guidelines governing your sessions are clearly laid out so that the
sessions can be as productive and beneficial as possible.