Coach First Client Starter Kit
Your first coaching client has said yes. Give them a clear next step with reusable documents for the work before, during and after an online coaching engagement.
The Coach First Client Starter Kit brings ten practical coaching documents into one fillable PDF. Each includes an original worked example and a blank template to adapt for your non-clinical online coaching service.
What is inside
Coaching service information sheet: explain your offer, scope, price and next step.
Client intake form: gather relevant starting context and practical preferences.
Welcome and onboarding checklist: prepare your client and first session.
Working together guide: record discussions about scope, communication, privacy and tools across two template pages.
Client goal plan: agree a client-chosen goal, starting point and first action.
Session preparation form: help the client choose a useful focus.
Session notes and action plan: record learning, decisions and agreed next steps.
Between-session check-in: support reflection within your agreed service.
Progress review: revisit the goal and the client's chosen evidence.
Completion and next-steps plan: close or pause with clear follow-through.
One PDF, ready to adapt
You receive one 25-page PDF with 10 fictional worked examples, 11 reusable template pages, 70 blank fillable fields, clickable contents and document bookmarks. Type into the fields in a compatible PDF reader, or print the pages you need. The document layout is fixed.
How to use it
Keep a clean master and save a separate working copy for each client. Customize your actual service details, then share only the relevant pages with the intended client. Test a short entry, save, close and reopen the PDF before client use. Some browser and mobile previews do not preserve form entries; use a reader that supports AcroForm fields.
Important scope
These are manual workflow templates for non-clinical coaching. They are not designed for work with clients under 18. The working-together guide supports a separately reviewed coaching agreement and privacy notice. This kit does not include a ready-to-sign contract, consent form, complete privacy policy, automation or a compliance guarantee. It does not provide legal, medical, financial or mental-health advice. All examples are fictional, and no client or business results are promised.
License and delivery
One digital PDF download for one coaching business. You may complete and use the template pages with your own clients. Do not resell, redistribute, share the complete kit publicly or give the blank template collection to others. No physical item is shipped.
Digital product sales are final except where a refund is required by law.
