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.
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Thank you so much for investing in your coaching business.
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Much love & gratitude,
Mary Schiller, www.maryschiller.com
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