Welcome Pack
Coaching Tools

Amazing value! Save $47 (50%) and buy these
7 Welcome Pack Tools together for just $95 $47!

I always recommend that coaches send new clients a Welcome Pack in the mail in a brightly coloured folder or binder - who doesn’t like to get a package full of goodies? A great way to surprise and delight your new client, give them something tangible to justify their investment, some homework to get started on AND look professional! Now that’s what I call a multiple win!

Plus BONUS! We couldn't resist including 6 of our most helpful free coaching resources - for a total of 13 coaching tools and templates! Now you have everything you need to get started!

1. Sample Client Coaching Agreement TEMPLATE

This is the coaching agreement template Emma-Louise used and still uses in her practice (2 pages).

Overwhelmed or confused at the thought of putting together a coaching agreement? This sample 2 page coaching agreement template gives you one possible approach. Just some of what it covers includes:

1. That they understand they're fully responsible for their own choices and actions.
2. That coaching is not counselling, therapy or any kind of advice - financial, legal or otherwise.
3. Payment. Make it easy for your clients by clearly stating payment amounts, frequency, how you want to be paid and by when.
4. Other admin. How to book sessions, change a session date/time, how much notice to give to reschedule, how much notice to end their contract with you and what happens with any sessions they've paid but missed or not taken etc.

PLEASE NOTE: We have been asked by our lawyers to make it clear THIS IS NOT A LEGAL DOCUMENT and is for information only. Please get it checked to your own satisfaction with the appropriate experts before using it.

2. Client Pondering Sheet

Want more insight into your client, their hopes and dreams? Or maybe some ideas about where to really provide value and dig deeper when coaching them? Stimulate your client’s thinking with the 22 powerful questions in this ideal welcome pack coaching tool! (2 pages)

3. Coaching Goals Sheet

It's essential for any coach to help the client get clear about what they want from coaching with you. This goal setting form and worksheet asks the client to specifically define what they want from the coaching relationship, setting 3 primary and 7 secondary goals.

Use this goal setting tool for them to get clear on what they want to achieve during the coaching, highlighting gaps in expectations and providing the opportunity to dig a little deeper into their wants and needs. And if they don’t know what they want – this coaching tool is a great conversation-starter! (2 pages)

4. Life-Mapping Tool

Want an easy way to get an overview of your clients’ life-histories? This simple coaching exercise allows your clients to map out the key lows and highs in their lives as they experienced them - providing an excellent synopsis for discussion, context for the coaching relationship and for digging deeper as necessary.

5. Client Reminder List

Ever have clients come to a session not knowing what they want to talk about? This coaching template lists suggested topics/areas that will get them thinking before the session so that you both get the most out of your time together.

6. Monthly Client Review Sheet

This invaluable coaching form helps your clients evaluate their coaching experience with you and make it concrete.

Discover how your client is REALLY doing and how you can better help them. Find out what your clients did this month that they value most, how helpful they found the coaching and what support they need over the next month. And also get testimonials and permission to use them in your marketing materials.

7. Complimentary Session Vouchers

Like a few more warm leads? Include this gift voucher in your clients’ welcome packs, give to your contacts or use as a mail out to painlessly get some sample session clients. Then use the sample sessions to convert prospects, practice your skills, get testimonials or perhaps simply spread the word about what your coaching can do!

*BONUS* Wow - 6 More Coaching Tools!

And we couldn't resist including these 6 relevant coaching tools and templates from the free resources page so you get everything together in one place!

1. Wheel of Life with instructions comes with an extra page of instructions and helpful questions - an essential coaching exercise for every coach toolkit.
2. Invoice Template. What needs to go on your Invoice? Customize with your own style and pricing.
3. Welcome Letter Sample Template. Wondering what you need to say in your Welcome Letter? Customize with your content, personality and style.
4. Client Action Sheet. A simple, practical action recording coaching form for your clients - or you!
5. Client Info Sheet Template. A basic and essential form for all your client’s key details; name, address, phone numbers, email/s, employer name, role, family names and key dates.
6. Intake Session Checklist. Ever finish the first session and think “Darn! I forgot…" Well, no more. This detailed, customizable checklist has boxes for admin, the coaching process, a reminder to ask for their session ‘win’ and much much more.