Congratulations!

Download your fully customizable Done-For-You New Client Kit Forms below:

  • Welcome letter
  • referral request
  • payment arrangement form
  • ongoing pre-call form
  • my coaching history form
  • monthly review form
  • intake form
  • how to prepare for a coaching session
  • how to hold me accountable
  • how coaching works
  • confidentiality agreement
  • coaching success guidelines
  • coaching code of ethics
  • coaching agreement sample
  • client invoice sample
  • client call notes
  • business goals worksheet