Coaching Welcome Packet with Coaching Templates, Forms and Exercises in a Folder
Coaching Welcome Packet with Coaching Templates, Forms and Exercises in a Folder Client Reminder List Coaching Template Coaching Contract Template p1 Set Coaching Goals Worksheet Page 1 Life Map Template Coaching Exercise Page 1 Monthly Client Review and Feedback Form Motivation Quiz Page 1 Pondering Questions Life Coaching Tool Page 1 Speedy-Priority-Finder-5-Minute-Exercise_NEW_500 Action Brainstorming Coaching Worksheet Image Free Action Recording Coaching Template for Clients & Coaches Intake Session TEMPLATE Checklist Complimentary Session Vouchers Template (4 Colours) Free Coaching Tool to Create Your Referral Team - p1 Free life coaching invoice template ready to be customized with your own details and pricing. Life Satisfaction Quiz Coaching Exercise Coaching Receipt Sample Template Sample Values Example List Cognitive Distortions List for Coaching Tool Welcome Letter Sample TEMPLATE Free Wheel of Life Template! Page 1

Coaching Welcome Packet

Top seller! This Life Coaching Welcome Packet has all the coaching tools & templates you need to get started with a new client. Get an intake checklist, coaching agreement and many more! (en Español)

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$47.00

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Client Reminder List Coaching Template

1. Client Reminder List

Help clients get the most out coaching with you with this list of prompts. Help your client prepare and be ready for their session with you.

  • Get clients thinking about what to discuss before their session
  • Broad range of topics/area prompts
  • Perfect extra coaching resource to send out with your welcome packet
Coaching Contract Template p1

2. Coaching Agreement Contract TEMPLATE (Sample)

Need a coaching agreement or contract? This professional template is a tried and tested example including payment terms, conditions and more.

  • A professional sample coaching agreement / template
  • Includes disclaimers, payment terms, how to rearrange a session and more
  • NOTE: Not a legal document - review and customise to suit your requirements
Set Coaching Goals Worksheet Page 1

3. Coaching Goals Worksheet

Stay on track! Essential for every coaching client - get clear on what your clients want to get out of coaching with you!

  • Helpful starting point outlining what client wants from the coaching relationship
  • Stay on track during coaching sessions
  • Great basis for measuring achievements, tracking progress and checking in with clients
Life Map Template Coaching Exercise Page 1

4. Life Map Template

Get a snapshot of the key events that have shaped your clients life. Don't ask clients to 'Tell me about yourself', get them to show you with a Life Map!

  • Get helicopter overview of significant shaping events in clients' lives
  • Questions included to explore and look for patterns
  • Good for objective reflection and esteem building
  • Helps identify core values, strengths and limiting beliefs
Monthly Client Review and Feedback Form

5. Monthly Client Review and Feedback Form

An invaluable tool to discover how your client is REALLY doing and how you can better help them.

  • Clarify what support your clients need for the upcoming month
  • Help clients evaluate what they most value in their coaching experience
  • Get feedback to improve your effectiveness as a coach
Motivation Quiz Page 1

6. Motivation Quiz

How motivated are your clients and prospects? Find out with this quick quiz!

  • Gain insight into your client's current motivation levels
  • Helps you adapt your coaching accordingly
  • Offers tips to get clients more inspired and focused
  • Includes 3 great homework ideas
Pondering Questions Life Coaching Tool Page 1

7. Powerful Pondering Questions Tool

Get clients thinking about what they really want from life - and from coaching with these deep, pondering questions.

  • Great start to a coaching relationship
  • Stimulate ideas for goal setting and discover areas to explore further
  • 22 powerful coaching questions
  • Ideal to include in your welcome pack
  • Also use questions as individual journaling prompts / homework

8. Speedy Priority Finder - 5 Minute Exercise

Sometimes clients' day-to-day priorities differ from life priorities. Help your clients live their lives instead of their lives living them!

  • Speedy (5 minute!) priority identifying worksheet
  • Use to help client feel more in control and less overwhelmed
  • Clarify a path to set and realize top priorities

Also Included:

We have added the relevant free resources, so you have everything you need.


Action Brainstorming Coaching Worksheet Image

1. Action Brainstorming Coaching Worksheet

What behaviours do and don't serve your clients? Help your clients get unstuck and moving towards their goals with this free coaching worksheet!

  • Excellent action brainstorming & coaching worksheet
  • Super simple coaching form adaptable to any situation!
  • Use to minimise clients' self-sabotaging behaviours or achieve goals
  • Great wrap-up for workshops and seminars!
Free Action Recording Coaching Template for Clients & Coaches

2. Client Action Sheet Coaching TEMPLATE

This SMART Action Recording Coaching Template keeps a record of the actions your clients commits to! A free coaching form for both you and your clients.

  • For you - or to give to your clients!
  • Easily keep track of client actions
  • Hold your clients to their commitments
  • Helps us all stay organized
Intake Session TEMPLATE Checklist

3. Coaching Intake Session Checklist & Template

Feel confident, organized and prepared with this coaching intake session checklist! This first session coaching template ensures you don't miss a thing.

  • Everything you need for your first coaching session with a client!
  • This comprehensive checklist ensures you cover the essentials in your intake session, and is fully customisable
  • Better understand your client's needs and help them understand what coaching is and what to expect
  • Includes taking payment, setting up next sessions, coaching process & more!
  • An essential coaching template for new coaches
  • Created by a coach for coaches
Complimentary Session Vouchers Template (4 Colours)

4. Complimentary Session Vouchers TEMPLATE

Cultivate warm client leads! Include these beautiful complimentary session coaching templates in your welcome kit, workshops or mail-outs.

  • Gift certificate vouchers for complimentary coaching sessions
  • Great way to get more sample sessions with prospective clients!
  • 3 per sheet. Print as many times as you like!
Free Coaching Tool to Create Your Referral Team - p1

5. Create Your "My 50" Referral Team!

Use this free business building tool to create your own trusted referral and support team.

  • Grow your business and get new clients!
  • Build a referral and support network of up to 50 people
  • Track your progress as you make new friends and connections!
Free life coaching invoice template ready to be customized with your own details and pricing.

6. Life Coaching Invoice TEMPLATE

Need a professional life coaching invoice template? This sample layout is a great place to start. Editable, brandable and ready for you.

  • Spend your time coaching, not re-creating admin forms
  • This coaching invoice template is customisable and brandable
  • Keep it simple with this professional and clean layout
  • Created by a coach, for coaches!
Life Satisfaction Quiz Coaching Exercise

7. Life Satisfaction Quiz & Coaching Exercise

How do your clients feel about themselves and their lives? Use this free coaching tool and handy check-in quiz to find out.

  • Get a snapshot of how satisfied your clients are with their lives right now in key coaching areas
  • Use to identify what areas of a client's life to focus the coaching or goal-setting on!
  • Great for prospects and new clients
  • Make coaching measurable: Ask clients to re-score their quiz to see tangible improvements!
Coaching Receipt Sample Template

8. Receipt Sample TEMPLATE

Provide clients with professional, polished receipts using this sample template.

  • Spend your time coaching, not re-creating admin forms
  • Professional and clean layout
  • Sample receipt template is customisable and brandable
Sample Values Example List

9. Sample Values List

This free coaching tool with 89 sample values helps people put their values into words—with value examples. Help your clients get clear on what matters most.

  • Knowing our values helps us understand what drives us
  • Helpful handout to start the values conversation with clients
  • Helps clients define value words
  • A great reference with 89 value examples!
Cognitive Distortions List for Coaching Tool

10. Top 10 Cognitive Distortions List

Use this great handout and free coaching tool with your clients to see the Top 10 ways people limit themselves and (negatively) distort their perception of the world.

  • Excellent tool to help clients embrace more positive thinking
  • One of our most popular freebies
  • Great as a reference for you during sessions OR handout for your clients!
Welcome Letter Sample TEMPLATE

11. Welcome Letter Sample TEMPLATE

Wondering what you need to say in your Welcome Letter? Try this customisable welcome letter sample template.

  • Great starting point for a client welcome letter
  • Use 'as is' - or customize with your personality and style
  • Part of an essential coaches Welcome Pack Toolkit
Free Wheel of Life Template! Page 1

12. Wheel of Life Template with Instructions

Don't reinvent the wheel—use this wheel of life template instead! Our most popular free coaching tool has been downloaded over 350,000 times (and counting)!

  • Powerful visual coaching exercise so your client can see how 'balanced' their life is
  • Great to use as a regular check-in with clients
  • Includes instructions and follow-up questions to guide clients through their wheel of life...

Get your Coaching Welcome Packet here

$47.00

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  • Your digital products are delivered instantly upon payment.
  • Please Note: by completing your purchase you are agreeing to be bound by our licensing terms.

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