You will receive the following 17 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.
- 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.
