New Client Kit: 17 Form Templates to Help You Run Your Coaching Business

Save time! Use these templates as a starting point for the documents you need in your coaching business.

Everything from your coaching agreement to a request for referrals from your super-happy clients ... it's all in the New Client Kit:

- Welcome Letter

- Coaching Agreement

- Payment Arrangement Form

- Coaching Success Guidelines

- Goals Worksheet

- Coaching Code of Ethics

- Accountability Document

- Client Call Notes

- Client Invoice Sample

- Coaching Confidentiality Agreement

- Coaching History Form

- How Coaching Works

- How to Prepare For a Coaching Session

- Client Intake Form

- Ongoing Pre-Call Form

- Monthly Review Form

- Referral Request

Please note: I am not an attorney or financial adviser. Please consult a professional for specifics you may need to include in client agreements.

All sales final. No refunds or exchanges. Thank you!