Introducing the New Client Kit - A collection of 17 ready-to-use templates to assist you in streamlining your paperwork and allowing more time for the things you love.
Why do you need a “New Client Kit” to send to new clients?
Imagine you are in the shoes of a new client, let's call her Sarah. She is eager but also apprehensive after making the payment to begin working with you. At this moment, she may be thinking "Did I make the right decision with this investment?"
She wants to be satisfied with her choice, but there may be some doubts creeping in.
With the New Client Kit, those doubts will be alleviated as soon as it arrives in her inbox. The kit includes clear instructions and expectations, assuring Sarah that she made the right decision in choosing to work with you.
The best part is that all the work has been done for you, and you can access these forms in minutes. There's no need to spend time creating them from scratch or hiring a virtual assistant to do it, as we've already done it for you.
Included in the New Client 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.
- Coaching Success Guidelines. The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
- Coaching Agreement. This is an agreement verifying the expectations for both you and your client during your sessions.
- Ongoing Precall 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.
- 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.
- 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.
- How to Hold Me Accountable. Since everyone's motivations are different, your client can use this form to tell youhow to respin certain situations.
- Business Goals Worksheet. This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
- Client Invoice. This will help keep everyone on track with how many payments have been made, the payments left and how much money is collected.
- Confidentiality Agreement. This agreement verifies the conditional nature of the relationship for both you and your client.
- Code of Ethics. Your promise to your client so she feels comfortable and confident in working with you.
- My Coaching History Form. Get detailed information about your client's coaching history, if the'y've had coaching, what worked, what didn't or if they're completely new to the world of coaching.
- How to Prepare for a Coaching Session. Allow your client to prepare for her coaching session with you in the best possible way.
- 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.
- Referral Request. This referral request can be customized and emailed to your client when you have space open to accept new clients.
Here’s a Few Examples of What You’ll Get
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.
