ClientInfoSheetTEMPLATE_small

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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).

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

Welcome Packet with Coaching Templates, Forms and Exercises in a Folder

$47.00 Add to cart

This Welcome Packet is our most popular toolkit!

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
  • Includes an essential coaching agreement sample template

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.

Here's a list of the Coaching Tools, Forms and Exercises included in this set of Welcome Pack Templates:

  1. Client Action Sheet TEMPLATE
  2. Client Info Sheet TEMPLATE
  3. Client Reminder List
  4. Coaching Agreement Contract TEMPLATE (Sample)
  5. Coaching Goals Worksheet
  6. Complimentary Session Vouchers TEMPLATE
  7. Intake Session TEMPLATE Checklist
  8. Invoice Sample TEMPLATE
  9. Life Map Template
  10. Monthly Client Review and Feedback Form
  11. Motivation Quiz
  12. Powerful Pondering Questions Tool
  13. Receipt Sample TEMPLATE
  14. Speedy Priority Finder - 5 Minute Exercise
  15. Welcome Letter Sample TEMPLATE
  16. Wheel of Life Template with Instructions

We also included the most relevant free coaching resources so you have everything you need to get started in a ready-to-go Toolkit!

Client Reminder List Coaching Template

$9.95 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 Contract Sample TEMPLATE

$9.95 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...