Not sure what forms to send to a new client?

Don't worry, I've got you.

Use these forms and templates to create a seamless onboarding experience.

You can:

Create the forms on your website behind a private page or portal

Send a physical hard copy In the post

Use a system like Dubsado, LifeCoachHub or your email autoresponders and just plug these templates in.

Use these as drafts and templates to create your own onboarding documents.

Add your branding, logo, colors MAKE THEM YOURS


What's Included: (Word Docs)

Welcome Letter
Client Intake Form
Client Coaching Form
Client Call Notes Sheets
Invoice Template
Business Goals Worksheet
Coaching Agreement Template
Coaching Code of Ethics
Coaching Success Guidelines
Confidentiality Agreement
How Coaching With Me Work ( make this your style, add your personality)
How Do I Hold You Accountable
How To Prepare For a Session
Monthly Review Form
Ongoing Pre Call Form
Payment Arrangement Form
Referral Request Form

Coaching Starter Kit


    For Motivation

    © 2020 by Tavis Taylor.