Get Your FREE “New Client Kit” that Includes 17 Done-for-You Forms to Help You Spend Less Time on Paperwork so You Can Do More of What You Love!
Why do you need a “New Client Kit” to send to new clients?
Let’s step into your new client’s shoes for a moment. We’ll call her Anna.
Anna is excited but scared when she completes the payment to begin working with you. At that moment she is thinking “Did I invest money wisely? Please say this was the right thing to do… “
She truly wants to be happy with her decision but is starting to panic a little bit.
Moments later, she receives her “New Client Kit” with clear instructions and expectations laid out. Choosing to work with you WAS the right choice. She breathes a sigh of relief and gets right to work.
The best part? We’ve done all of the work for you and you can access them in minutes.
You can try to create these from scratch or hire your Virtual Assistant to create them, but why do that when we’ve done the work for you?
What can you do with the forms in this kit?
- Use them to start your own coaching program – TODAY!
- Streamline your existing coaching program so you have more time to get clients instead of spending all of your time on admin.
- If you teach online business owners how to become coaches, then include some of these in a bundle with your own program. It’s ok. We don’t mind.
- Create some training about how to become a coach and bundle these forms as an upsell to your program.
Get Access to this New Client Kit for FREE!
Here’s What’s Included in this Kit:
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.
Client Invoice
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.
Referral Request
This referral request can be customized and emailed to your client when you have space open to accept new clients.
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.
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.
Coaching Agreement
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.
Confidentiality Agreement
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 way possible.
Coaching Success Guidelines
The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
Here are a Few Examples of What You’ll Get:
Get Access to this New Client Kit for FREE!