Coaching service information sheet
Explain your service, who it is for and the practical details a prospective client needs.
Coach First Client Starter Kit
Your first client is ready. Get the practical details in place.
Your first client is ready to begin. Prepare the information, welcome message and working documents you’ll use from the first conversation to the final review.
Explore the 10 documents ↓One fillable PDF · Printable templates
Start with your real service
A useful starting point for your first client.
A good fit if…
You have a coaching service to offer and want a consistent set of documents for starting, preparing for sessions, reviewing progress and closing the work. Adapt each page to how you actually work.
Keep your own judgment
The working-together guide supports a separately reviewed agreement. It is not a ready-to-sign contract. The kit does not find clients, install software or automate your workflow, and it does not promise coaching or business results.
One 25-page fillable PDF
Ten documents for the work around your sessions.
See 10 worked hypothetical examples, then adapt the 11 reusable template pages. The PDF includes 70 blank fillable fields and 10 bookmarks to help you move between documents. The examples are teaching material, not testimonials or client results.
Client intake
Collect the starting information that is relevant to your coaching work.
Welcome email and onboarding checklist
Put the first steps, preparation and session details into a clear welcome.
Working-together guide
Explain communication and working arrangements alongside your separately reviewed agreement.
Client goal plan
Record the goals, starting point and next steps you agree with your client.
Session prep
Give the next session a starting point with priorities and questions to bring.
Session notes and action plan
Keep useful notes and agreed actions together after the conversation.
Between-session check-in
Prepare a brief check-in grounded in the actions you agreed.
Progress review
Review what has changed, what remains difficult and what needs adjusting.
Completion and next steps
Close the work clearly and record the next steps you discuss.
Use the page you need next
Read an example. Make the template yours.
- Start with one document. Choose the page that matches the next step with your client.
- Add your actual details. Use the hypothetical example as a guide, then complete a blank template for your own service.
- Save and check your copy. Reopen the saved PDF to confirm your entries were retained, or print the pages you need.
The practical details
Know what you’re opening.
Is this one PDF or a folder of files?
One 25-page fillable PDF. The 10 documents, worked hypothetical examples and 11 reusable template pages are sections within that PDF. You do not receive a ZIP or separate Word files.
Can I type into the templates?
Yes. The PDF has 70 blank fillable fields. Use a PDF reader that supports filling and saving form fields. Save a copy and reopen it to check that your entries were retained. You can also print the pages and write by hand.
Do I need to install software or connect my accounts?
The kit does not install software or connect to your accounts. You need access to a compatible PDF reader. It is a set of documents you use manually, not an automated onboarding system.
Does it include a coaching contract?
No. The working-together guide helps explain practical arrangements alongside a separately reviewed agreement. It is not a ready-to-sign contract or a substitute for reviewing your own terms.
Do I need AI?
No. You can use all the core documents without AI. Any AI use is optional; review the accuracy of your own wording before using it.
How can I use it with my clients?
The license covers one coach business and its own client work. No resale or redistribution. Read the full terms.
Is this in the Client Trust and Follow-Through Bundle?
No. That $45 bundle still contains Client Proof and Case Study, Referral Intake and Handoff, and Discovery Call Follow-Through. This starter kit is a separate $19 product.
What is the refund policy?
All sales are final, except where required by law. Review the contents and PDF compatibility before buying.
Coach First Client Starter Kit
Have the next document ready.
One PDF to adapt to your service, your client and the way you work.
$19 USD One-time digital download
Continue to Wix checkout to review the final total, including any applicable tax.
One 25-page fillable PDF, delivered electronically after successful payment. No ZIP or physical item.
A compatible PDF reader is needed to save typed fields. You can also print and write. AI is optional.
For one coach business and its own client work. No resale or redistribution. Full license and terms.
All sales are final, except where required by law.
Questions? kingstadcompanies@gmail.com
Choose the help you need
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