Welcome Packet with Coaching Templates, Forms and Exercises in a Folder
Welcome Packet with Coaching Templates, Forms and Exercises in a Folder Coaching Agreement Contract Sample TEMPLATE Set Coaching Goals Worksheet Page 1 Pondering Questions Coaching Tool Page 1 Life Map Template Coaching Exercise Page 1 Monthly Client Review and Feedback Form Motivation Quiz Page 1 Priority Finder Coaching Exercise Client Reminder List Coaching Template Free Wheel of Life Template! Free Intake Session Checklist Track Client Actions Coaching Form Complimentary Session Voucher 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. Receipt-Sample-TEMPLATE_u-500 Welcome Letter Sample TEMPLATE

Welcome Pack Toolkit

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)

See the 16 products included >>

$47.00

  • Your digital products are delivered instantly upon payment.
  • Please Note: by completing your purchase you are agreeing to be bound by our licensing terms.

1. Coaching Agreement Contract TEMPLATE (Sample)

Need a coaching agreement or contract? This professional template is a tried and tested example including payment terms, conditions and more.

  • A professional sample coaching agreement / template
  • Includes disclaimers, payment terms, how to rearrange a session and more
  • NOTE: Not a legal document - review and customise to suit your requirements
Set Coaching Goals Worksheet Page 1

2. Coaching Goals Worksheet

Stay on track! Essential for every coaching client - get clear on what your clients want to get out of coaching with you!

  • Helpful starting point outlining what client wants from the coaching relationship
  • Stay on track during coaching sessions
  • Great basis for measuring achievements, tracking progress and checking in with clients
Pondering Questions Coaching Tool Page 1

3. Powerful Pondering Questions Tool

Get clients thinking about what they really want from life - and from coaching with these deep, pondering questions.

  • Great start to a coaching relationship
  • Stimulate ideas for goal setting and discover areas to explore further
  • 22 powerful coaching questions
  • Ideal to include in your welcome pack
  • Also use questions as individual journaling prompts / homework
Life Map Template Coaching Exercise Page 1

4. Life Map Template

Get a snapshot of the key events that have shaped your clients life. Don't ask clients to 'Tell me about yourself', get them to show you with a Life Map!

  • Get helicopter overview of significant shaping events in clients' lives
  • Questions included to explore and look for patterns
  • Good for objective reflection and esteem building
  • Helps identify core values, strengths and limiting beliefs

5. Monthly Client Review and Feedback Form

An invaluable tool to discover how your client is REALLY doing and how you can better help them.

  • Clarify what support your clients need for the upcoming month
  • Help clients evaluate what they most value in their coaching experience
  • Get feedback to improve your effectiveness as a coach
Motivation Quiz Page 1

6. Motivation Quiz

How motivated are your clients and prospects? Find out with this quick quiz!

  • Gain insight into your client's current motivation levels
  • Helps you adapt your coaching accordingly
  • Offers tips to get clients more inspired and focused
  • Includes 3 great homework ideas
Priority Finder Coaching Exercise

7. Speedy Priority Finder - 5 Minute Exercise

Sometimes clients' day-to-day priorities differ from life priorities. Help your clients live their lives instead of their lives living them!

  • Speedy (5 minute!) priority identifying worksheet
  • Use to help client feel more in control and less overwhelmed
  • Clarify a path to set and realize top priorities
Client Reminder List Coaching Template

8. Client Reminder List

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.

  • Get clients thinking about what to discuss before their session
  • Broad range of topics/area prompts
  • Perfect extra coaching resource to send out with your welcome packet

Also Included:

We have added the relevant free resources, so you have everything you need.


Free Wheel of Life Template!

1. Wheel of Life Template with Instructions

Don't reinvent the wheel - the wheel of life template that is! This is our most popular free coaching tool and has been downloaded over 150,000 times (and counting)!

  • Powerful visual coaching exercise so your client can see how 'balanced' their life is
  • Great to use as a regular check-in with clients
  • Includes instructions and follow-up questions to guide clients through their wheel of life...
Free Intake Session Checklist

2. Intake Session TEMPLATE Checklist

Don't miss a thing on your Intake Sessions! Instead be confident, organized and prepared with this Intake Session Template and Checklist.

  • Comprehensive checklist of what to cover in an intake session
  • Includes taking payment, setting up next sessions, coaching process & more!
  • An essential tool for new coaches
  • Customise to your needs
Free Action Recording Sheet for Clients & Coaches

3. *UPDATED* Client Action Sheet TEMPLATE

Help your clients remember their actions with this SMART Action Recording Template—or use for your own notes! An awesome free coaching form.

  • For you - or to give to your clients!
  • Easily keep track of client actions
  • Hold your clients to their commitments
  • Helps us all stay organized

4. Client Info Sheet TEMPLATE

Keep all your client details organized and at hand. Essential form to stay on top of your clients' key information.

  • Capture key contact information
  • Stay organized
  • Store essential client information offline, all on one page
Complimentary Session Vouchers Template 3D Image

5. Complimentary Session Vouchers TEMPLATE (NEW)

Cultivate warm client leads! Include these beautiful complimentary session vouchers in your welcome kit, workshops or mail-outs.

  • Gift certificate vouchers for complimentary coaching sessions
  • Great way to get more sample sessions with prospective clients!
  • 3 per sheet. Print as many times as you like!
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.

6. Invoice Sample TEMPLATE

Need a professional invoice template? This sample layout is a good place to start.

  • Spend your time coaching, not re-creating admin forms
  • Professional and clean layout
  • Sample invoice template is customisable and brandable

7. Receipt Sample TEMPLATE

Provide clients with professional, polished receipts using this sample template.

  • Spend your time coaching, not re-creating admin forms
  • Professional and clean layout
  • Sample receipt template is customisable and brandable
Welcome Letter Sample TEMPLATE

8. Welcome Letter Sample TEMPLATE

Wondering what you need to say in your Welcome Letter? Try this customisable welcome letter sample template.

  • Great starting point for a client welcome letter
  • Use 'as is' - or customize with your personality and style
  • Part of an essential coaches Welcome Pack Toolkit

Get your Welcome Pack Toolkit here

$47.00

  • Your digital products are delivered instantly upon payment.
  • Please Note: by completing your purchase you are agreeing to be bound by our licensing terms.

Related Products

Also Available in: