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Enjoy this basic free coaching template - a helpful form with all your client's key details; name, address, phone numbers, email/s, employer name, role, family names and key dates.

Essentially - in these days of multiple email addresses, text messaging, instant messaging, Facebook messaging, home, work and mobile phones, ask your client what the best method to communicate is both usually, and at short notice (if for example you were sick and needed to cancel an appointment).


You may also love our great value Coaching Tool Packs and Tools. May we recommend:

welcome pack templates value pack image Add to Cart

This Welcome Pack Templates Value Pack is our most popular toolkit!

The tools in this Toolkit are customisable, brandable Microsoft Word documents (.doc). They are delivered instantly, electronically, upon payment. Visit our FAQ for more info.

Great value! Save $32 (over 40%) and buy these 8 Welcome Pack Templates for just $79.60 $47!

The Welcome Pack Templates in this Toolkit are a great way to:

  • feel confident when starting out with a new client
  • save you valuable time so you can spend more time coaching!
  • surprise and delight your new client and appear super-professional and organized!
  • give your clients something tangible to validate their investment in coaching
  • give your clients homework to get them going quickly

NOTE: Simply scroll down the page for a complete list of Welcome Pack contents.

Whether you're just getting started or revamping your current welcome packet, you can feel confident you're getting great value with these proven templates, created and tested by a skilled and experienced professional coach.

BONUS! We also included 8 of the most relevant FREE coaching resources – for a grand total of 16 coaching tools and welcome pack templates. Now you have everything you need to get started in a ready-to-go Toolkit!

You may also find this article helpful: 7 Suggestions for a Coaching Client Enrollment Process that ROCKS!

Client-Reminder-List_u_small Add to Cart

Ever have clients come to a session not knowing what they want to talk about? This simple coaching template and crib sheet suggests  a broad range of topics/areas that will get them thinking before the session so that you both get the most out of your time together. Read More...

Coaching Agreement Template Image Add to Cart

This sample coaching agreement template provides you with a professional example of a coaching contract. Ideal if you're overwhelmed or confused at the thought of putting together a coaching agreement, this template gives you Read More...