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Welcome Pack Toolkit

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!

NB. All our tools are priced in $CAD.

$69.65 Only $47 Add to Cart

Please read our licensing terms here >>

This Toolpack Contains:

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1. Client Reminder List

Ever have clients come to a session not knowing what they want to talk about? This simple coaching template and list 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.

A great prompt to help your client prepare and be ready for their coaching session with you. And perfect as an extra coaching resource to send out with your welcome packet when welcoming them into your practice.

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2. Coaching Agreement TEMPLATE (Sample)

Overwhelmed or confused at the thought of putting together a coaching agreement form? This sample coaching agreement template provides you with a professional coaching contract example – one possible approach to working with your clients. (2 pages)

This is a the actual coaching agreement template Emma-Louise still uses in her practice. Just some of what it covers includes:

  1. Reminders: That your client understands they’re fully responsible for their own choices and actions.
  2. Disclaimer: That coaching is not counselling, therapy or any kind of advice – financial, legal or otherwise. They need to get an expert for help in these areas.
  3. Payment Terms and Options: Make it easy for your clients by clearly stating payment amounts, frequency, how you want to be paid and by when.
  4. General Admin: How to book a session or how to change a session date/time – what notice needs to be given in order to reschedule.
  5. The Coaching Contract: How much notice to give to terminate the coaching contract with you, what happens around any sessions they’ve paid for 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 your information only. It is a coaching contract template – and you will need to customise it to your circumstances and get it checked to your own satisfaction with the appropriate experts before relying upon it.

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3. Coaching Goals Worksheet

It’s essential for coaches to help our clients get really clear about what they want from working with us. This coaching goals form asks the client to specifically define what they want from the coaching relationship, setting 3 primary goals and 7 secondary goals.

The 3 primary coaching goals are the main focus of the coaching relationship and ask for a measure – how will know they’ve achieved this goal? The 7 secondary coaching goals are areas for the client to work on alone, although it is great to check-in with the client and see how these goals are coming along.

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 the client doesn’t know what they want – this coaching tool is a great way to get the conversation-started! A simple, but essential tool to include in your welcome packet. (2 pages)

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4. Life Map Exercise

This coaching exercise is a powerful addition to your toolbox, especially at the START of a client relationship – and great to include in your welcome pack templates. Don’t ask your clients to, “Tell me about yourself”get them to show you with a Life Map!

This visual life coaching exercise allows your clients to map out the key lows and highs in their lives as they experienced them – providing an excellent overview for you (and them) and great context for the coaching relationship.

It’s also great to use this coaching tool to see how a client thinks their life may go in the future – helpful to identify possible goals and limiting beliefs!

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5. Monthly Client Review and Feedback Form

This coaching form is an invaluable tool for you to discover how your client is REALLY doing and how you can better help them. This review sheet helps your clients evaluate their coaching experience with you and make it concrete. Find out what your clients have done this month that they value most, how helpful they have found the coaching and what support they need over the next month.

Also, this coaching form asks for testimonials and permission to use them in your marketing materials.

I personally found this tool incredibly helpful to focus the client on what’s most important to them and hone my coaching accordingly. A great recipe for client satisfaction…

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6. Powerful Pondering Questions Tool

When we start work with a client it’s great to ask them some big powerful pondering questions to get them thinking about what they really want from life – and from coaching. And as a coaching exercise it also gives us more insight into our clients, their hopes and their dreams.

As well as giving us insights into our clients, these questions also give us ideas about where to really provide value and dig deeper when coaching them.The answers to these pondering questions can provide ideas for goals – and any questions they have trouble answering or leave blank are great areas to explore further.

Stimulate your client’s thinking with the 22 powerful questions in this ideal welcome pack life coaching exercise! (2 pages)

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7. Speedy Priority Finder – 5 Minute Exercise

Sometimes our clients’ day-to-day priorities differ from their life’s priorities. Perhaps all they need to do to feel better right now is finish painting that bedroom, update their resume or just get an early night!

All too often we do what seems to make sense, but not what we really need. So, help your clients live their lives instead of their lives living them with this Speedy (5 Minute!) Priority Finder. I use this handy coaching tool myself when I feel overwhelmed!

*BONUS* Wow - 8 More Coaching Tools!

And we couldn't resist including the relevant coaching tools and templates from our FREE RESOURCES page so you get everything you need together!


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1. Client Action Sheet TEMPLATE

Do you ever find you start a session, look at last session’s scribbled notes and think “Now WHAT were they supposed to have done?” or have a client that scribbles things down and misses an action because they couldn’t find it in their notes? Here’s a free coaching template to help – a simple, practical client-action recording sheet for you – or your clients!

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2. Client Info Sheet TEMPLATE

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.

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3. Complimentary Session Vouchers TEMPLATE

Like a few more warm leads? Include this gift voucher for complimentary (or change the wording to sample) sessions coaching template in your clients’ welcome packs. You could also give it to your contacts, use it in a mail-out to painlessly get yourself some sample session clients.

Finally, you could include these vouchers in your seminar or workshop marketing – at the back of the room – or give a voucher out to all your attendees.

Then you use the sample sessions to convert prospects, practice your skills, get testimonials or perhaps simply spread the word about what your coaching can do!

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4. Intake Session Checklist TEMPLATE

Ever wonder what to cover in an intake session? Or finish the intake session and think “Darn! I forgot to ask…” Well, no more. Here is a detailed, customizable free coaching template – a checklist with boxes for admin, the coaching process, what coaching is and isn’t, review of homework/client history, an action for the client and a reminder to ask for their session ‘win’. Also serves as a useful record for your files and future reference.

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5. Invoice Sample TEMPLATE

What needs to go on your Invoice? This sample free coaching template is ready to go and can also be customized with your own style and pricing.

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6. Receipt Sample TEMPLATE

What needs to go on a Receipt? This sample free coaching template is ready to go and can also be customized as required.

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7. The Wheel of Life Template

Still getting your clients to draw circles on pieces of paper? Don’t reinvent the Wheel. The Wheel of Life Template that is! Did you know that this essential free coaching tool:

  • Is our most popular free coaching tool. It’s been downloaded by over 10,000 (and counting) happy people?
  • Is more than just a template – it has an additional page of instructions and helpful questions to easily guide your clients through the Wheel of Life exercise?
  • Is a tried-and-true coaching tool – arguably the most versatile tool in a coach’s toolbox?

The Wheel of Life Exercise is a great free coaching tool to help your client see how balanced their life is, clarify priorities for goal-setting, assess progress and as a regular check-in with your clients. Like all of our coaching tools and free coaching templates, it’s customizable so you can brand it with your name and company logo.

This Wheel of Life Template uses the standard categories for life balance but you or your client can also customize them! And when you use this tool regularly with the same client it helps you check in with them and allows them to visibly see their progress. For more on how to do this, click here Measure Progress Towards Coaching Goals!

With our Wheel of Life Template, as well as our other free and paid coaching tools, you can provide your clients with a consistent experience by using proven coaching tools, created and tested by a skilled, experienced professional coach. You’ll also save valuable time, effort and money, by not reinventing the Wheel!

You may also like these articles about The Wheel of Life Template to help you even more:

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8. Welcome Letter Sample TEMPLATE

Wondering what you need to say in your Welcome Letter? Sometimes it’s hard to know where to start! This sample free coaching template gives you my approach – which you can use ‘as is’ – or customize with your personality and style.

 
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$69.65 Only $47

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