*Free* Client Info Sheet TEMPLATE


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


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

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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.

Amazing value! Save $22 (over 30%) and buy these 7 Welcome Pack Templates together for just $69.65 $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 15 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!

ClientReminderList_small Add to Cart

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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...