Coach Client Onboarding Bundle
About this kit
Three complete fillable PDF kits for the start of a coaching engagement: prepare the documents, organize the first booking and connect the administrative checks. A short Start Here guide shows how to use them together.
Explore what’s included ↓Three complete kits
Included in this bundle
- Coach First Client Starter Kit$19 USD separately
- Coaching Booking & Reminder Kit$19 USD separately
- New Client Onboarding Workflow Kit$19 USD separately
$57 separately. Bundle price $45. Save $12. These are the same kits sold individually; check what you own before buying. No upgrade credit is included.
Give each part of onboarding a clear place
A new client needs useful documents, clear appointment instructions and someone checking that the prerequisites are complete. The Coach Client Onboarding Bundle brings those jobs together while keeping each kit focused.
What is included
Coach First Client Starter Kit: a 25-page fillable PDF with 70 fields and ten practical documents. Includes a service information sheet, intake form, welcome and onboarding checklist, working together guide, goal plan, session preparation, session notes and action plan, between-session check-in, progress review, and completion and next-steps plan. Worked examples sit alongside reusable blank templates.
Coaching Booking & Reminder Kit: a 26-page fillable PDF with 68 fields. Plan timezones, availability and session access; adapt booking, preparation, reminder, reschedule and cancellation messages; check duplicate reminders and a failed-call backup; work through seven acceptance-test cases.
New Client Onboarding Workflow Kit: a 25-page fillable PDF with 82 fields. Connect agreement, payment and reviewed-intake checks to welcome and first-session readiness. Includes exception handling, message ownership, internal handoffs, a tool-neutral implementation brief, manual fallback and ten acceptance-test cases.
A two-page Start Here PDF guide explains where to begin. The three customer kit PDFs are included unchanged, with their fillable fields preserved.
How the kits work together
Use the Starter Kit to prepare the documents that fit your coaching service. Use the Booking & Reminder Kit to plan and test appointment communications and access. Use the Workflow Kit to track current evidence, hold an affected step when something is missing, and assign the next action.
The Starter Kit covers more of the client journey, including sessions, reviews and completion. Its onboarding checklist is a starting point; the Workflow Kit adds detailed administrative checks, changes, handoffs and testing. Choose the pages you need rather than asking every client to complete every form at once.
Price and existing purchases
The bundle is $45 USD. The three kits cost $19 USD each when purchased separately, $57 in total. Save $12 compared with buying all three separately.
These are the same kits sold individually. If you already own the Starter Kit, the other two individual kits cost $38 USD together. If you already own Starter and Booking, the Workflow Kit is $19 USD individually. Check what you own before purchasing; no upgrade or purchase credit is included.
Format and compatibility
One ZIP download containing three fillable kit PDFs and the Start Here PDF guide. Extract the ZIP before use. The kits contain 76 pages and 220 fillable fields in total; the guide adds two pages. No physical item is included.
Keep the blank originals and save dated working copies. Use a PDF reader supporting AcroForm fields. Test a copy by typing, saving, closing and reopening. Some browser and phone previews do not retain entries, and fixed pages may need zoom on a phone. Printing is also an option.
Share only the intended client-facing pages. Keep internal checklists, test records and other clients' information private. Verify extracted fillable pages before sending them.
Scope and common questions
Does the bundle set up my tools?
No. These are educational documents, planning worksheets, message examples and test records. They do not install automations, connect accounts, send messages or make changes in your scheduling, payment or client systems. Your software subscriptions and any implementation service are separate.
Does it include a ready-to-sign contract?
No. Use your own service agreement, privacy arrangements and applicable obligations, with qualified review where needed. The worksheets do not establish legal compliance or guarantee attendance, client outcomes or software behavior.
Can I use only one kit?
Yes. Start with the job you need to complete. Each kit is also available individually for $19 USD. Provider-specific guidance is a prompt to verify your current tools and plan. Worked examples are fictional and need adaptation to your real service, permissions and policies.
Terms, license and refund details · Questions before buying?
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