Keep all your client details organized and at hand. Essential form to stay on top of your clients’ key information. (1 pages)
Free!
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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Our biggest seller! This Welcome Pack has all the tools, forms and templates you need to get started with a new client. Includes a Coaching Agreement & Intake Session Checklist (en Español)
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Also Available In: Coaching Tools & Exercises MEGAPack!
Get valuable information when starting with a new client as to how they’re feeling about themselves and their business, and what they might need help with. (2 pages)
Also Available In: Small Business Coaching Toolkit
Help clients get the most out coaching with you with this list of prompts. Help your client prepare and be ready for their session with you. (1 pages)
Also Available In: Welcome Pack Toolkit
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