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
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
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