You told your best friend you're coaching. Did you tell anyone else?
Most new coaches skip the easiest clients they'll ever get. The people who already know them. Old coworkers. The college roommate. The neighbor who always asks "so what are you up to now?"
You skip them because asking feels awkward. You don't want to sound salesy. So you post on Instagram instead and hope the right person scrolls by.
These templates make the ask easy. Two warm, human emails that tell people what you're doing now and give them a simple way to help.
What's inside
Email 1: The First Reach Out. Share your news, name who you help, and give two easy ways to support you
Email 2: The Follow-Up. A short nudge for anyone who didn't reply, with the easiest possible ask: just one name
3 subject line options and preview text for each email
A pre-send checklist so you never hit send with a [placeholder] still in it
Customization notes on writing a specific ideal client line, when to include intro pricing, and how to send without it feeling like a mass blast
An outreach tracker to log who you emailed, who replied, and who booked
You don't need to post more. You need to aim better.
If your drafts folder is full and your feed has been quiet all week, you're missing a plan. Nobody taught you marketing in your certification program. The Visible 90 fills that gap, 90 days at a time.
What's inside
Start Here: 16 pages of prep. Your offer on one page, your ideal week, and a not-doing list for everything you're dropping
The Quarter: your one number, five decisions, and a 13-week scoreboard that shows you where clients are getting stuck
Three month blocks: decisions, content map, blank calendar, focus, and look-back
13 weekly previews and 13 weekly reviews
91 daily pages: Daily Big 3, a 5am to 10pm timeline for coaching around a job, tasks, and a habit tracker
Reference pages: Content Idea Bank, Canned CTAs, AI Prompt Pack for ChatGPT and Claude, Idea Garden, Win Log, and the DELIVER roadmap
Templates you need to onboard coaching clients with clarity, confidence, and a professional process — without piecing together random documents.
This Client Onboarding Bundle includes three Canva-editable templates designed to support your client journey from first conversation to first session.
Customize once. Reuse with every client.
What’s Included (3 Templates)
✅ Discovery Call Application: Use before the call to screen for fit, readiness, and alignment.
✅ Client Intake Form + First Session Goals Sheet: Use after signup to gather key info and set clear focus for your first session.
✅ Coaching Package Overview: Client-facing overview that explains what coaching includes, how it works, and what to expect.
All templates are:
✔ Canva editable
✔ Clean + professional
✔ Logo-free and brandable
No results match your search. Try removing a few filters.