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Description : Since everyone’s motivations are different, your client can use this form to tell you how to respond in certain situations.

It’s good to have a detailed agreement for a set payment schedule so everyone is on the same page regarding payments.

Your promise to your client so she feels comfortable and confident in working with you.

As the first experience of your new client kit, your welcome letter will be warm, encouraging and build excitement for your time together

This is an agreement verifying the expectations for both you and your client during your sessions.

By allowing your client to evaluate herself before each coaching session, this will give you an idea of what is important to discuss before your next session.

This agreement verifies the confidential nature of the relationship for both you and your client.

This referral request can be customized and emailed to your client when you have space open to accept new clients.

This will help keep everyone on track with how many payments have been made, the payments left and how money is collected.

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Allow your client to prepare for her coaching session with you in the best way possible.

Keeping track of what was discussed during each session is vital to tracking progress and following up on agreed upon action steps.

Helping your client to understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.

This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.

Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared to discuss where they’re currently at and where they wish to be.

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