Save yourself hours and get organized fast

Every coaching business should have, these core documents to convert prospects to clients and to professionally manage clients from day one.

Templates Included:

Coach Bio
Coaching Programs
Business Letterhead
Proposal
Coaching Client Management Overview
Client Questionnaire
Prospect to Client Script
Coaching Agreement
Tax Invoice/Receipt
Client Progress Tracking Worksheet
Coaching Feedback Form

Brief description of each template:

Coach Bio/Resume

(Word Template) Make sure you have this handy tool ready to send to your prospective clients. A great way to impress clients before you meet them.

Coaching Programs Summary Page

(Word Template) This document is an essential component of closing a sale. Have a one-page summary version of your programs ready to go during every complimentary session.

Business Letterhead

(Word Template) Every business needs a letterhead template. Whenever you start a new document, use this template to ensure that every message you send out aligns with your overall corporate branding.

Proposal

(Word Template) Writing your first proposal can be a daunting task but with this template you won’t have to worry about starting with a blank page. This template gives you the framework you need to get started, including headings that you need, suggested content, and a draft text that you can tweak. All you need to do is tailor the message to meet the requirements of your client and press save. The proposal template is also, of course, formatted to align with all of the other documents within the Coaching Starter Kit™ so that you are able to deliver a consistent brand image to your clients at every stage. This template is scalable: we have used it for one-on-one coaching programs, team training, and large corporate coaching initiatives.

Client Management System Overview

(Word Template) This system outlines the end-to-end process for a new one-on-one coaching client. It gives a complete overview of how all the templates and forms included in the Coaching Starter Kit ™ allow you to process a new coaching client from start to finish.

Client Questionnaire

(Word Template) Take the time to learn even more about your clients before your first paid coaching session with them. The Client Questionnaire consists of 17 exploratory questions that provide both you and the client with the detailed information you need to build your relationship even further. Feel free to change and add questions to your heart’s content.

Prospect to Client Script

(Word Template) Getting your first session right is critical to your coaching career. This questioning model guides you through that very important session. Its aim is to convert leads into paying clients and it works a treat!

Coaching Agreement

(Word Template) It is up to you to make sure that your business complies with the coaching code of conduct. We use this form at the start of each coaching relationship to make sure that we cover the essentials and to ensure that the client and the coach are on the same page.

Tax Invoice/Receipt

(Excel Template) It is not a very exciting item, but every business needs a tax invoice/receipt. Here is the one we have been using for years. Simple and effective. Just insert your business details and you are ready to start selling!

Client Progress Tracking Worksheet

(Word Template) We got this idea from a ballroom dancing program. It’s a worksheet that you print out and have in each client file. At the end of each session, you make a short record of the session. You can have a look at it before each session to get a snapshot view of the overall progress. Deceptively simple, it is one of our favorite tools.

Coaching Feedback Form

(Word Template) This is an invaluable form that you email to your clients at the end of their coaching program. You should always collect feedback from your clients as it not only helps you to track your own evolution as a coach, but is also a great platform for collecting testimonials (which are awesome to have on your Coach Bio/Resume, website, and other marketing material).

Download the Coaching Starter Kit Today

We hope that you will stand on our shoulders and use these tools in your business. Please feel free to change the templates as much as you like to give them your unique mark in order to work even better for your clients.

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