SBB: New Client Onboarding Template Kit
SKU:
SBBCOTK19
$47.00
$27.00
$27.00
On Sale
per item
Why do you need a “New Client Onboarding Kit” to send to new clients?
Easy answer; we’ve done all of the work for you and you can access them in minutes. Once you've gone through and added your branding you just send them to your new clients via auto responders or VA. After your client signs up they receive their “New Client Onboarding Kit” with clear instructions and expectations laid out.
This not only helps them know what to do next but it helps them establish that choosing to work with you WAS the right choice.
Easy answer; we’ve done all of the work for you and you can access them in minutes. Once you've gone through and added your branding you just send them to your new clients via auto responders or VA. After your client signs up they receive their “New Client Onboarding Kit” with clear instructions and expectations laid out.
This not only helps them know what to do next but it helps them establish that choosing to work with you WAS the right choice.
You will receive the following 16 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.
Use these templates to streamline your existing coaching program or business so you have more time to get clients and customers instead of spending all of your time on admin.
- Welcome Letter. As the first experience of your new client kit, your welcome letter will be warm, encouraging and build excitement for your time together.
- Payment Arrangements Form. It’s good to have a detailed agreement for a set payment schedule so everyone is on the same page regarding payments.
- Coaching Success Guidelines. The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
- Coaching Agreement. This is an agreement verifying the expectations for both you and your client during your sessions.
- Ongoing Precall Form. By allowing your client to evaluate herself before each coaching session, this will give you an idea of what is important to discuss before your next session.
- Client Call Notes. Keeping track of what was discussed during each session is vital to tracking progress and following up on agreed upon action steps.
- How Coaching Works. Helping your client to understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.
- How to Hold Me Accountable. Since everyone’s motivations are different, your client can use this form to tell you how to respond in certain situations.
- Business Goals Worksheet. This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
- Client Invoice. This will help keep everyone on track with how many payments have been made, the payments left and how much money is collected.
- Confidentiality Agreement. This agreement verifies the confidential nature of the relationship for both you and your client.
- Code of Ethics. Your promise to your client so she feels comfortable and confident in working with you.
- My Coaching History Form. Get detailed information about your client’s coaching history, if they’ve had coaching, what worked, what didn’t or if they’re completely new to the world of coaching.
- How to Prepare for a Coaching Session. Allow your client to prepare for her coaching session with you in the best way possible.
- Intake Form. Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared to discuss where they’re currently at and where they wish to be.
- Referral Request. This referral request can be customized and emailed to your client when you have space open to accept new clients.
Use these templates to streamline your existing coaching program or business so you have more time to get clients and customers instead of spending all of your time on admin.
