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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!

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  • a .pdf with 17 form templates for your coaching business
  • Size2.09 MB
  • Length33 pages

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

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    Thank you so much for investing in your coaching business.

    Would you like more help? Join my free FB group, The Healthy Wealthy Online Coach:

    www.facebook.com/groups/healthywealthycoach.

    See you there!

    Much love & gratitude,

    Mary Schiller, www.maryschiller.com

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