FREE CLIENT ONBOARDING KIT FOR ONLINE COACHES
Cut the back-and-forth before your first session.
Put session details, preparation and the right next action into a welcome email and short preparation sheet, so your client doesn’t have to piece them together.
Missing links, unclear times and repeat questions can lead to more messages before the work begins. Use the templates and private readiness checklist to spot missing details before you send.
Your practical starting point
Your Next Client’s Welcome Pack
PDF guide + editable Word templates + bonus prompt
Small job. Useful tools.
Inside the free download
Two welcome email templates: one for a booked session and one for choosing a time.
An editable preparation sheet and a short form for missing logistics only.
A coach-only readiness checklist, a fully worked fictional example and a send-and-check guide.
A good fit
Is this for you?
For online coaches welcoming a new adult client to a defined service. Bring your real session details, contact route and existing agreement, policy and payment process. This pack does not replace your coaching agreement or create new terms.
Included · entirely optional
One bonus ChatGPT prompt
The optional copy-and-paste ChatGPT prompt helps draft your pack using general business facts and placeholders. It flags missing information and keeps client copy separate from your notes. You can complete the pack without AI.
Use the resource with or without AI.