*BESTSELLER* New Client Onboarding + Coaching Tools Megapack
This welcome pack is jammed with top-quality resources to help you get started in your coaching practice. First up, you get our bestseller New Client Onboarding Toolkit, including (1) New Client Intake Forms; (2) Effective Three-Way Contracting Guide; (3) Goal Setting Templates, Planners, Reflection Guides and Imagery; (4) a New Client Checklist, Welcome Letter, and ‘About Coaching’ brochure; and (5) a template Statement of Work, Coaching Agreement and invoicing template. Next, we’ve set you up with the tools you need to do the coaching. This includes our top-sellers: (6) Wheel of Life; (7) GROW Coaching Model; (8) 10 Techniques to Open a Coaching Session; and (9) 10 Techniques to Close a Coaching Session. As a bundle, you save over 50% - which means more tools for less moolah! Yup, our pleasure. And if you love it as much as we do, please leave us a virtual review to say thanks.
Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms.
This welcome pack is jammed with top-quality resources to help you get started in your coaching practice. First up, you get our bestseller New Client Onboarding Toolkit, including (1) New Client Intake Forms; (2) Effective Three-Way Contracting Guide; (3) Goal Setting Templates, Planners, Reflection Guides and Imagery; (4) a New Client Checklist, Welcome Letter, and ‘About Coaching’ brochure; and (5) a template Statement of Work, Coaching Agreement and invoicing template. Next, we’ve set you up with the tools you need to do the coaching. This includes our top-sellers: (6) Wheel of Life; (7) GROW Coaching Model; (8) 10 Techniques to Open a Coaching Session; and (9) 10 Techniques to Close a Coaching Session. As a bundle, you save over 50% - which means more tools for less moolah! Yup, our pleasure. And if you love it as much as we do, please leave us a virtual review to say thanks.
Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms.
This welcome pack is jammed with top-quality resources to help you get started in your coaching practice. First up, you get our bestseller New Client Onboarding Toolkit, including (1) New Client Intake Forms; (2) Effective Three-Way Contracting Guide; (3) Goal Setting Templates, Planners, Reflection Guides and Imagery; (4) a New Client Checklist, Welcome Letter, and ‘About Coaching’ brochure; and (5) a template Statement of Work, Coaching Agreement and invoicing template. Next, we’ve set you up with the tools you need to do the coaching. This includes our top-sellers: (6) Wheel of Life; (7) GROW Coaching Model; (8) 10 Techniques to Open a Coaching Session; and (9) 10 Techniques to Close a Coaching Session. As a bundle, you save over 50% - which means more tools for less moolah! Yup, our pleasure. And if you love it as much as we do, please leave us a virtual review to say thanks.
Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms.
What’s included in your Value Pack
✅ New client intake forms and coaching questions (Microsoft Word): A short and long-form template option with more than 35 coaching questions to help guide the onboarding process for new clients (view full product pack here).
✅ Effective three-way contracting guide, question sets and imagery: Designed to help you set up your three-way contract, includes coaching questions and an outline of roles and responsibilities for coach, coachee and sponsor (view full product pack here).
✅ Goal-setting templates, planners, reflection guides and imagery (Microsoft Word): Everything your coachee needs to capture and monitor progress on their goals (view full product pack here).
✅ Onboarding Checklist (Microsoft Word): An editable list of tasks to check off and ensure you cover each onboarding element.
✅ Welcome letter (Microsoft Word): To update and provide to your coachee as a formal welcome to your coaching programme.
✅ About Coaching brochure (PDF): A ready-to-go brochure that outlines what coaching is and what it isn't, plus a summary of expectations for both coach and coachee.
✅ Statement of Work template (Microsoft Word): Designed to provide a high-level summary of the recommended coaching programme (doubles as an initial proposal).
✅ Coaching Agreement template (Microsoft Word): A template formal agreement between the coach and coachee.
✅ Invoice Template (Excel): A brandable, editable invoice template for you to manage the invoicing process with a consistent, professional look.
Plus, tools to help you do your coaching:
✅ Wheel of Life Resource Guide and Brandable Toolkit (Microsoft Word): A how-to Resource Guide, Coaching Questions, and blank templates ready for you to add your brand and use with your coachees (view full product pack here).
✅ GROW Coaching Model Guide, Question Sets and Imagery: More than 80 GROW Coaching Questions, a Print-and-Go Question Guide, a brandable Self-Coaching Exercise, and images of the model to use in your presentations, workbooks or internal resources (view full product pack here).
✅ 10 Techniques to Open a Coaching Session: 10 suggested techniques, and more than 100 coaching questions, to help set your coaching sessions up for success (view full product pack here).
✅ 10 Techniques to Close a Coaching Session: 10 suggested techniques, and more than 100 coaching questions, to help close your coaching sessions with impact (view full product pack here).
Our New Client Onboarding + Coaching Tools Megapack includes all of our top onboarding resources, key coaching models, and question sets that help you coach. All editable resources are in Microsoft Word, allowing you to simply edit the copy to suit and add your branding.
Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms. See coachingtoolsshop.com/legal