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6 Forms You Must Have as a Coach

An essential part of running a successful coaching business is having the right forms. Gone are the days of jumping right into coaching with a stranger you just met on the internet. These days, coaches need forms to implement an official agreement with clients, get to know clients on a deeper level, establish expectations, and track progress.

No matter your niche, it’s time to start using forms to elevate your client experience and streamline your operations with the right forms. 

The Importance of Forms

As a service provider, you know how important it is to provide an amazing experience for your clients. And nothing makes the client experience more overwhelming than a flurry of emails with documents to sign, steps to take, and lengthy explanations of your policies.

Coaching forms can help you streamline the onboarding process. Instead of overwhelming your client with tons of emails and next steps provide them with a few forms that lay out your processes and policies.

The best part, you only need to create your forms once. Rather than starting from scratch every time you sign a client you can pull from your library of customizable forms. Your stash of easily customizable form templates will keep you organized and efficient as you convert a potential client into a paying customer.

Ready to implement forms in your coaching business? Keep reading to find out which forms you absolutely must have!

Coaching Application Form

The first form you must have is a coaching application. A coaching application is a great way to pre-qualify potential clients. This form is a goal mine of information that will help you establish whether or not an applicant is an ideal client. 

You can use the information provided by an applicant to determine whether you are an ideal coach for them or if you need to make a referral. If an applicant is an ideal candidate for your coaching services you can move on to scheduling a Discovery Call and locking in the sale.

Here’s what you want to find out through your application:

  • Goals – What does your potential client hope to accomplish by working with you? Is your area of expertise aligned with their desired outcome?
  • Struggles – What is your potential client struggling with? Can you help them with their struggles?
  • Budget – How much can your potential client afford? Is their budget aligned with your value as a coach? (Click here to read more about how to price your services).
  • Coachability – Do you get the sense that your potential client is motivated and action oriented? Will they follow through on their work between sessions?
  • Lead Source – Be sure to track your leads. Ask your applicants how they found you and plug their responses into a tracking sheet.

Embed a coaching application on the coaching page of your website. You can use Google Forms and adjust the settings so you receive a notification every time an application is submitted. You might also use a form plugin on your website and use a similar notification setting so you receive an email when a form is submitted through your website.

Be sure to respond to applications within 24 hours. Your next step is either to set up a Discovery Call or refer your applicant to a coach that better meets their needs.

Coaching Agreement Form

Once you’ve converted an applicant into a committed client you’ll need a coaching agreement. A coaching agreement is a contract that protects you and your client. Your agreement will establish expectations for the client-coach relationship.

Your agreement should include information about the following:

  • Service Details – Spell out how many coaching sessions your client will get, how often your sessions will occur and how your client can contact you between sessions.
  • Cost – Your client needs to know the cost of your services. Whether you charge a one-time or recurring fee, make the cost crystal clear. Your agreement should also establish due dates for payments.
  • Confidentiality – Lay out your confidentiality policy in a manner that is easy to understand. This is especially important if you are coordinating care with an employer or mental health professional.
  • Cancellation policy – Your client needs to know what happens if they cancel a session or fail to show up. Cover refunds, rescheduling, and consequences for no showing.
  • Client & Coach Responsibilities – What should your client bring to each session? What will you bring? Does your client need to do any prep work before a session? Make the responsibilities of both parties a no brainer.

Make sure you go over your coaching agreement with your client before you start working together. It’s important that both you and your client sign your agreement. Give your client a copy of the signed agreement and keep one for your records.

Pro tip: Jotform.com is a great service for creating, storing, and sending coaching forms. Start from scratch or customize one of Jotform’s premade templates.

Discovery Document Form

You’ll be eager to get to work after signing your agreement. Don’t miss a vital step, a Discovery Document (or intake form). Go over the Discovery Document with your client before you schedule a coaching session. 

This form will help you be a better coach. Through this form you will get a better idea of what your client struggles with, why they hired you, and how you can help. Your coaching sessions will be much richer and deeper when you take the time to go over the contents of your client’s Discovery Document.

Here’s what you should capture through your Discovery Document:

  • Contact Information – Capture your clients cell phone number, email address, and any other contact information you might need to use. Be sure to note how your client prefers to be contacted.
  • Key Questions – Ask 5-10 questions that will help you serve your client better. Ask about their goals, personality, strengths, gifts, passions, struggles and anything else that will help you create a tailored coaching experience.

Pro tip: Offer a strengths or personality assessment as part of your coaching package. Assessments are a perk that excite your client and provide you with insight that will help you better serve your clients.

Have your client fill out a Discovery Document as soon as they sign your coaching agreement. Schedule a call to go over the document with your client. This call should be about 60-90 minutes and typically doesn’t include any coaching.

Use the call to get to know your client better. Dive deep into their responses and aim to get a better sense of why they need coaching and how you can help.

Client Welcome Letter Form

You’re almost ready to start coaching! Before you book that first session, send your client a welcome letter. A client welcome letter is an essential part of the onboarding process. 

If you are using a client management system the welcome letter should be waiting in the client portal when you first give your client access. If you are not using a client management system, send your client a welcome letter via email as soon as they sign a coaching agreement.

A welcome letter is instrumental in the onboarding process because it helps your client get set up. Your welcome letter will help them navigate your client management system and next steps.

Take a moment to pause and consider what your client needs to know. Jot down a few ideas of what you will include in your letter. With content for your welcome letter in mind, start writing! You can always customize or revise your letter but having a template ready to go will make your onboarding process a breeze. Store your letter in Google Docs, Word, or in your client management system.

Progress Tracker Form

Now that you have started coaching, your client will need a form to track their progress. A progress tracker will help you be a better coach and help your client see the value of your services. Have your client log wins, setbacks, and spaces where they feel stuck. 

Creating a progress tracker is as simple as using Google Forms or creating a custom spreadsheet. Your client should fill out their progress tracker before every session. This form will help both you and your client show up to a coaching session prepared.

An alternative kind of form could be a dedicated space for your client to journal. If you go the journal route, make sure that you provide the journal prompts and elect a dedicated space for your client’s journal entries. Journal prompts should address goals, struggles, and wins.

Pro tip: A client management system is a great place to store your client’s progress tracker. With a client management system you and your client both have space to access and review progress. Check in on your clients journal entries or review their latest progress updates.

Testimonial Form

The final form you must have for your coaching business is a testimonial form. Testimonials are one of the best ways to attract new clients. After you’ve worked with a client for a while ask them to brag about you.

The positive words your clients share with you can convert skeptical prospective clients into eager paying customers. Prospective clients might not take your word for it when you say that you’re an amazing coach but they will almost certainly be convinced that your the coach for them by testimonials from satisfied clients.

Starting to see why it’s essential to have a streamlined system for collecting testimonials?

Reach out to a few current or past clients and personally ask them to provide you a testimonial. If they agree, send them a link to your testimonial form.

Here’s what your testimonial form should include:

  • The reason your client hired you – This shows potential clients who might be seeking a coach for something similar that you are the coach for them.
  • The transformation – Ask your client to explain in detail what changed in their life as a result of working with you.
  • Why they loved working with you – Ask your client to brag on your amazing skills!
  • Why they would recommend you – Your client should share what they would tell a friend who is considering hiring you.
  • Permission to share publicly – Be sure to confirm with your client that it’s okay if you share their responses on your website, social media, and anywhere else you plan to post their testimonial.
  • High quality headshot – Last but not least, get a high quality photo to attach to the testimonial.

You can create a Google Form to capture client testimonials or embed a testimonial form in your client management system. Be sure to thank the clients that provide you with a testimonial and share their responses like crazy!

Set Yourself Up for Success

There you have it, the forms you must have as a coach. No more scrambling to get your ducks in a row or bombarding your client with emails containing a billion attachments. With the right forms your client’s experience will be straightforward and smooth every step of the way.

Want more tips on how to level up your coaching business? The Coach School was created to help coaches navigate the ins and outs of running a business. You have the skills to provide an amazing service to your clients but you could likely use some help when it comes to attracting new clients, marketing your services, and implementing systems that streamline your operations.

Plus The Coach School features a bonus library where you can download templates for all the forms mentioned in this post! What are you waiting for? Join The Coach School today! Learn more here.

13 Tools You Need to Streamline Your Coaching Business 

As a coach, you want to provide your clients with a quality experience. From onboarding to offboarding and every step in between the process should be simple and smooth. To provide a simple and smooth experience for your clients you’ll need the right tools. 

You don’t have to spend a fortune or loads of time learning new tools. The tools listed below are cost effective and user friendly. Reclaim your time and provide your clients with an amazing experience by implementing the right tools.

Contracts & Payments

First things first, let’s explore a few tools for the most important tasks in your business: contracts and payments. Running a  streamlined business starts with professional contracts that are easy to navigate and sign. Once your contract process is running smoothly you’ll want to make sure your payment collection process is up to par.

Without the right tools for these processes, you’ll waste a ton of time preparing contracts and collecting signatures. You’ll have to have awkward conversations about missed payments and declined credit cards. Spare yourself the back and forth fiasco of awkward contract and payment conversations. 

Implement the tools below for a smooth, painless contract and payment process.


As a coach, you’re sending a lot of forms. You need a secure and seamless way to send and collect your contracts and intake forms. DocuSign is an essential tool for sending and receiving confidential forms.

DocuSign makes it easy to securely send confidential forms and collect signatures. Send easy to navigate forms right to your client’s inbox and get notified as soon as the signatures are complete.

DocuSign with spare with a slew of back and forth emails and give your clients peace of mind as they disclose personal information. Plans for DocuSign start at $10/month.


You’ve delivered a coaching contract and your client has signed it, now, it’s time to get paid! Make sure you have the right payment capturing tool in your toolbox. Provide your client with a smooth and professional payment experience with a tool like PayPal.

Set up a PayPal Business account to seamlessly collect payments. Take your seamless payment process further with features like automated invoicing and payment reminders. PayPal makes it easy to streamline payments and provide your clients with peace of mind that their payments are securely received. 

The best part, there is no fee to sign up. Rather than paying a monthly or annual fee, PayPal takes a small percentage of your transactions.

Communication Tools

Once you’ve got your contracts and payment running smoothly, you’ll want to streamline your communication. Contrary to what you might think, communication goes beyond the coaching session.

You’ll need to communicate with your clients about scheduling, progress tracking, where you’ll host your sessions, and how to get support between sessions. In other words, you’ll need tools that help you cut back on the flurry of emails it takes to coordinate all of the administrative tasks associated with your business.

Streamline communication in your business with the tools featured below.

Google Workspace

By far, the best tool you can invest in for admin activities is Google Workspace (formerly G Suite). Google Workspace is a one-stop shop for professional email, calendar, forms, storage and so much more. 

This tool makes it possible to seamlessly share your work, plan meetings, and stay organized. You can store important client documents in the Drive, track client progress in Sheets, and collaborate on documents in real time. Google Workspace makes it easy to keep all of your important documents in one place.

With plans starting at $6/month this is a really affordable tool that your business will benefit from.


Google Workspace is the hub for your business email and documents but it won’t automatically screen the contents of your communication for errors. Believe it or not, clients can be really turned off by grammatical errors.

Never send a document or email littered with grammatical mistakes again. Grammarly screens your writing for grammatical errors. This tool integrates seamlessly with Google Workplace products and will help you maintain a professional persona in all of your written communication. 

Start using Grammarly for free or splurge to unlock all of the software’s features.


With peace of mind that the next email you send to schedule a session with your client will be error free, take a moment to consider how efficient your scheduling process is. Unless you’re using Calendly, your process probably consists of sending a bunch of emails back and forth until you finally find a day and time that works.

Cut out all of the back and forth with Calendly. Calendly gives you the ability to automate the scheduling process by simply setting your appointment hours and sending your clients a link to claim their appointments. Sounds too easy, right?

Calendly really is that simple. Use the scheduling service for free or upgrade to offer various types of appointments (Discovery Calls, one-on-one sessions, group sessions, etc.). Plans start at $10/month.


Basecamp is the ultimate tool for fostering an epic client experience. Through Basecamp you can easily deliver important documents and resources.

Rather than sending a flurry of emails and storing client documents here and there, store everything your client might need in one place. Upload contracts, progress tracking, and homework directly to Basecamp.

You can also use Basecamp as a hub for communication. Get notifications when your client reaches out without cluttering up your inbox. Basecamp offers a free 30-day trial and a flat rate of $99/month after that.


More important than the location of your client documents and resources might be the location of your coaching sessions. Zoom is a fantastic meeting tool for your online clients. Provide your online clients with a high quality video and audio experience with Zoom.

You can customize your virtual background, adjust audio settings to cut out background noise, and record your sessions. Zoom easily integrates with tools like Google Calendar and Calendly so setting up a meeting doesn’t have to be a hassle.

Zoom is free for one-on-one meetings and for 40-minute meetings with more than 2 participants. Zoom offers annual payment options for unlimited meeting time and more participants for group coaching.


Staying in contact with your clients between sessions is important. Clear up the clutter in your text message and email inboxes. Send voice texts, written messages, and even share photos with Voxer

Go above and beyond a reminder text or boring email with Voxer. Enrich your client’s experience with a dedicated space to communicate with them between sessions. Download the Voxer app for free or upgrade for Pro features.

Marketing Tools

You’ve streamlined your contracts and payments process and upgraded your communication. But what about tools that help you get clients in the first place? You want to create a professional persona from the first moment your potential clients come across your content.

You’ll need professional looking graphics, branding that speaks to your ideal client, and automations that help you create more without the stress of scheduling. You don’t have to be a design expert or tech wiz to market your business like a pro.

Let’s dive into must-have tools for top-notch marketing that don’t cost a fortune.


Canva is a tool that every DIY content creator swears by. When it comes to graphic design this tool can do it all. You can design social media graphics, free downloadable PDFs to share with email subscribers, and even print products. 

You don’t have to be a graphic design expert to use Canva. This tool is super user friendly and totally free to use! Take advantage of the free templates and unlimited downloads or upgrade for more advanced features.

Creative Market

If the DIY functions of Canva are intimidating, Creative Market is a great alternative. You can shop graphics, WordPress themes, stock photography, and other digital products through the creative market.

Jazz up your digital content with plans starting at $37/month.


Save time creating and scheduling social media content with Tailwind. Tailwind is the ultimate tool to plan out your content and automate the scheduling process. Simply upload your graphics and captions, set a date and time for your content to go live, and let Tailwind do the rest.

That’s not all this amazing tool does. Tailwind also offers a content creation feature that helps you design your content directly from the platform. You provide the title and color scheme for your content and Tailwind does the rest.

Use Tailwind for free or upgrade for more amazing features with plans starting at $9.99/month.


An engaged email list is a great way to grow your business. You don’t want to use any old method to send your subscribers emails. You’ll need the right email marketing platform to create beautiful, engaging content that your subscribers can’t wait to read. That’s where Convertkit comes in.

Seamlessly capture emails from potential clients and send professional looking emails with Convertkit. You can also create landing pages, email sign up forms, and automations with Convertkit. Your potential clients will definitely be impressed by the professional quality of your email marketing process.

Convertkit offers a free 14-day trial and plans starting at $0/month after that.


Ready to expand your business beyond one-on-one coaching? Kajabi is an incredible tool for creating and selling online courses and memberships. 

Convert your knowledge and expertise into an on demand digital course or host large group coaching sessions with Kajabi’s membership feature. Kajabi makes it easy to create, design, and publish beautiful, professional looking digital products. 

As your business grows so will demand for your time. Reclaim your time with on demand digital products and group coaching through Kajabi.

Kajabi offers a free trial and plans starting at $149/month after that.

That’s a wrap!

You are well on your way to running a seriously streamlined business. The tools above will help you run a smooth, professional looking business and provide your clients with a quality coaching experience.

Want even more insight on how to run a successful coaching business? The Coach School was created to help coaches like you learn the ins and outs of running a coaching business. 

The Coach School provides step by step guidance on how to launch your business as well as interactive group coaching and tools crafted by coaching experts that you won’t find anywhere else.

Learn more here.

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You're a Life Coach. Now What?

You’re a Life Coach. Now What?

Congratulations coach! You’ve put in the hard work to make your dream of becoming a coach a reality. Now…it’s time to get to work!

You’re probably wondering how to launch your business and start attracting clients. If so, you’re in the right place! Keep reading to discover the next steps you’ll need to take to run a successful business and attract your dream clients.

Step One: Launch Your Business

Getting your business ready to launch is an exciting first step! As a coach, you have to wear many hats. Before stepping into your roles as head of marketing, finances, and operations, you need to have a good grip on the basics.

Here’s what you’ll need to get squared away before announcing you’re open for business:

Name your Business 

Have fun with naming your business, but don’t go too crazy. Your name should reflect who you are and what you do. If the creative juices aren’t flowing, you can’t go wrong with your first and last name followed by “Coaching” (ex. Jane Doe Coaching).

It’s important to get your business name right. Your business name will be used for your website URL, email address, and social media handles. Spend some time to brainstorm a name for your business before moving any further.

Choose Your Domain Name 

Once you have a business name you feel confident about, you’ll need to claim your domain name. A domain name is usually yourbusinessname.com. Curb the creative juices here. You want your URL to match your business name as closely as possible. GoDaddy, Squarespace, and Bluehost are popular places to purchase a domain name.

Set Up Your Website 

Now that you’ve got a domain name, move on to setting up your website. You can hire a website designer if you’d like, but when you are starting out, it can save you a lot of money to do it yourself. 

Plenty of website services will cater to “do-it-yourself entrepreneurs” just like you. Check out WordPress.org, Squarespace, Kajabi, and Showit. Try our a few of their services, and opt for the one that feels most comfortable for you.

As for content, – no matter what hosting service or design you select – there are four pages you absolutely must have on your website.

Your Website Home Page

The first page you must have is a “front” or “home” page. Your home page should quickly establish who you help and how you help them. Be sure to feature a high-quality photo of yourself on this page.

The very next thing you want your visitor to see is a free offer. Your free offer should be something valuable that your visitor can gain instant access to in exchange for their email. 

We’ll share more on the importance of capturing emails later in this article, but for now, follow these steps:

  • Create a freebie: This could be an ebook, devotional, meal plan, mindset exercise or anything that relates to your specific type of coaching. Just remember, the priority of this freebie is to offer something valuable and capture their contact information.
  • Set up a sign-up form: Create an account with an emailing service of your choice. ConvertKit is a great way to start out. Create a sign up form through your email service. Once you’ve got email opt-ins rolling in, set up an automation sequence so that your freebie can be delivered to the recipient on autopilot.
  • Send subscribers to a thank you page: Finally, send your new subscribers to a thank you page. It’s a big deal for someone to give you their email! Show your appreciation and remind your subscribers that they’ve got something amazing waiting in their inbox.

Your Website About Page

Use this page to show how you help your ideal client and why you are passionate about it. You can share more personally about yourself, but don’t go overboard. The idea is to highlight yourself as the right coach for your ideal client.

Your Website Coaching Page

Go more in-depth on your coaching services on this page. Share about who you serve, why you love serving them, and why it matters to you. Show your ideal customer how you will address their specific pain point. Convince them that the change they wish to see is possible and you are the person that can help them achieve it.

Your Website Contact Page

Make it easy for visitors to connect with you! Share a high-quality image of yourself on this page and provide a link to email you directly. You will also want to embed a simple contact form.

Discovery Calls

Once your essential web pages are ready to roll, make sure you offer opportunities for website visitors to take the next step and book a Discovery Call with you. Start by setting up a scheduling service. Create a Calendly or YouCanBookMe account. Embed links to the scheduling service of your choice on relevant pages of your website. You can add this link to the banners or footer of your website for extra exposure.

Prepare Coaching Packages 

Finally, prepare your coaching packages. Clients don’t just book you to coach. Your clients will book you for the perks you offer in your packages.

Wondering how to design packages that lead to a purchase? Keep reading!

Nail Down the Details

As you start designing your packages there are a few details you need to nail down. First, take into consideration the length of each session. Coaching sessions typically last 30-60 minutes. 

Next, decide where you will meet your clients and how often. Will you meet online, at your office, or somewhere else? Will you get together once a month, once a week, or more?

Define the Purpose

Now that the fine details are squared away, define the purpose of your coaching. What outcome can your client expect as a result of working with you? Make your outcome an obvious component of the package.

Will you help your clients grow their business, lose weight, heal their marriage? Take a moment to consider the outcome you will help your clients achieve. How will you include this as a component of your package?

Highlight the Process

The purpose of your service is clear, now show your client how you will deliver the outcome you promised. You don’t want the process to be a mystery. It should be easy to understand and enticing. 

Consider the systems, shortcuts, or strategies you will share with your client.

Set the Price

Your packages must include a price. Most coaches that are just starting out charge between $50 and $75 per hour. Start by identifying your hourly rate and build from there. 

Next, take each element of your package into consideration. Will you offer workbooks, access to group coaching calls, weekly check-ins? Determine what extra elements you will add to your one-on-one coaching time. What is each element worth?

Craft a price for your package that reflects your hourly rate plus the worth of the other elements in your packages.

Curious to know more about designing the perfect package? The Coach School will teach you everything you need to know about designing irresistible coaching packages! Don’t launch your business alone. Learn how The Coach School can help you grow the coaching business of your dreams.

Step Two: Market Your Business

You’ve got the backend business essentials covered. Now it’s time to spread the word!

Get ready to harness the power of your story to create engaging content that your ideal customer craves.

Address Imposter Syndrome

Before we get into the nitty-gritty of marketing your coaching business, let’s take a moment to address “imposter syndrome.” Imposter syndrome is something that nearly all of us will experience when we start something new.

We wonder if we have what it takes. We convince ourselves that it’s only a matter of time before other people will discover that we’re a fraud. Sound familiar?

As you work through the rest of this article, remember this: there are people out there who need what you have to offer.

Everyone starts out as a beginner. Embrace the early stages of your business and tell the pesky little voice of doubt in your head to take a hike.

Know Your Perfect Person

Creating compelling content starts with knowing who your ideal customer is (or as we like to say at The Coach School, your perfect person). Your goal isn’t to produce marketing that speaks to everyone. The goal is to create content that speaks to your perfect person.

You can start creating this kind of content by identifying a problem that you solve. What problem does your perfect person have and how can you solve it?

With a solution to your perfect person’s problem in mind, start thinking of ways you can communicate the power of your solution. You want to show your potential clients how life-changing your services can be.

Finally, brainstorm how you want your perfect person to feel after working with you. Potential clients will purchase based on emotion far more often than logic. Pause and jot down the emotional impact of working with you.

Be Relatable

You’ve got a problem to solve and a powerful message that will incite emotion in your perfect person. As you share your message, don’t forget to be relatable. Know your audience and meet them where they are at.

You can connect with your audience by sharing vulnerably. They want to know that you are a real human that “gets them.” Wondering how to connect and be vulnerable? Use storytelling.

Use the Power of Story

Using story-telling is a great way to connect with potential clients. It will take some practice and brainstorming, but once you have a good grip on storytelling, you can weave it into social media captions, emails, blog posts, podcasts, and other marketing mediums.

Here’s the formula you need to craft a story that converts:

  • Hook: Use hooks to grab attention. Draw your audience in with a bold statement.
  • Story: Once you’ve got them on the hook, share a story. Your story should elicit emotion and give your audience an aha moment.
  • Close: Remind your audience what’s at stake here. They’ve got a problem and you have the solution!

Step Three: Set Up Your Systems

With amazing marketing, it’s only a matter of time before you start signing clients. Before your schedule gets too full of client appointments, let’s make sure you have systems in place. 

Systems will help you run a smooth operation, save your sanity, and provide a high quality service to your clients.

Automation Systems for Coaches

The first system you need as a coach is an automation system. Automate as much as you can to save time and energy. 

Scheduling is often the first place to implement automation. Research schedule platforms. Platforms like Calendly, Acuity, or SimplyBook sync with your calendar and allow you to schedule client meetings without lifting a finger. Simply set your hours, send clients a link, and let them schedule their appointments.

Next, schedule payments. Make it easy for you and your client to make payments in a timely and efficient manner. Research options for automated payment.

PayPal and Stripe are popular payment systems. Both platforms can bill your client automatically on a time table of your choosing.

Time Blocking Systems for Coaches

Automation is a big time saver, but “time blocking” is another great way to protect your time so you can get stuff done!

Running a coaching business requires more than just meeting with clients. You need to set aside time to work on marketing, finances, continuing education, and a whole host of other tasks (not to mention your personal life!).

Time blocking works by reserving 30 to 90-minute chunks of time on your calendar. Assign these chunks a task like paying bills, session prep, or writing. Turn off all other distractions during this time and commit to focusing only on the task at hand.

Client Management Systems for Coaches

Automation and time blocking will make things smooth on the back end of your business. A client management system will make things equally as smooth on the front end.

You want to give your clients a high quality experience. A crucial part of their experience is the onboarding process. Take the time to set up an onboarding process that will impress your client and get them excited all over again to start working with you.

Coaching Client Onboarding Process

  • Step 1: Welcome Letter – Draft a letter that you will send to all of your new clients. Welcome them and provide next steps.
  • Step 2: Intake Form – Develop and intake form that you will use to get to know your clients better. Ask for their contact and biographical information and other information that will be relevant to the work you’ll be doing.
  • Step 3: Communication Expectations – Establish communication expectations. Should your client text, call, or email to get a hold of you? What days and times can you be reached? Make your expectations about communication abundantly clear.
  • Step 4: Progress Tracker – Give your clients a tool they can use to track progress. After all, the point of working with you is to achieve life change! Help yourself and your client keep a pulse on the life change that is unfolding in real time.

You’re Ready Coach!

You’re ready, coach! You’ve got the basics of running a coaching business nailed down. You know how to market effectively. And you’ve got systems in place to help you save your time and sanity.

Wishing you had some support when it comes to launching your business? 

Check out The Coach School. The Coach School is a 12-week program that was created for coaches like you that need guidance and support when it comes to running your business.

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