Coaching Business Onboarding - Canva

Upgrade your client experience with a welcome (onboarding) package, services, and pricing guide, and goodbye (off-boarding) packet. This Canva bundle includes everything you need to attract potential clients, onboard your new client, and gracefully end a client relationship.

• ⦿ Client Welcome Packet: Welcome and onboard your new coaching clients seamlessly with this editable 35-Page Client Welcome Packet Template for Canva. Take the next step after your client books your service. Avoid going back and forth between emails by using a new client welcome pack

• ⦿ Services and Pricing Guide: Impress potential clients with these services and pricing Canva template package. Create an onboarding packet for new clients that contains all your coaching services.

• ⦿ Client Goodbye Packet: Streamline your client offboarding process with this exit or goodbye Canva template pack for your coaching business. A client goodbye package allows for a seamless transition for both you and your client.

• ⦿ Client Health Intake Forms: Use this client intake form to capture valuable client information from your new coaching clients. This template is customizable in Canva for free and can be downloaded as a pdf file

• ⦿ Wheel of Life (100% editable) : The wheel of life balance kit is one of the most useful coaching tools used in life coaching and management coaching

• ⦿ Client Contract Template Upgrade your client experience with a client contract template. Use this simple editable Canva template to share your coaching proposal and agreement with your new clients.

• ⦿ Coaching Forms and Worksheets Coaching worksheets to document your client sessions

• ⦿ Coaching Business Invoice Business invoice to send to your clients to pay for your coaching program

This package is great for health and wellness coaches, business coaches, life coaches, fitness coaches, virtual assistants, social media managers, or any other service-based businesses.

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What you get (110 Templates Total)

♦️ CLIENT WELCOME PACKET - 35 PAGES

• [x] Multiple Cover Pages
• [x] About Me and Welcome Pages
• [x] Table of Content Pages
• [x] Mission & Vision Statement Page
• [x] Signature Coaching Process
• [x] Program or Service Overview
• [x] Program or Service Details
• [x] Program or Service Timeline
• [x] Communications and Meetings
• [x] Client Commitment & Agreement
• [x] Tools, Resources, and Homework
• [x] 1 FAQ Page & Getting Started Checklists
• [x] Next Steps and Call to Action

♦️ SERVICES & PRICING GUIDE - 38 PAGES

• [x] Cover pages
• [x] Welcome letter, about me and meet the team
• [x] Vision, mission, and values
• [x] Signature coaching program
• [x] Program packages and add on services
• [x] Coaching process
• [x] Program goals and outcomes
• [x] What to expect and milestones
• [x] Payment policies
• [x] Program pricing and invoice
• [x] Frequently asked questions (FAQs)
• [x] Client reviews and testimonials
• [x] Call to action pages

♦️ GOODBYE PACKET - 30 PAGES

• [x] Cover pages
• [x] Thank you letter & pages
• [x] Accomplishment & outcomes page
• [x] Resource library
• [x] Other services & products
• [x] Thank you gift/special offer
• [x] Outcomes & deliverables
• [x] Reference sheet
• [x] Feedback questionnaire
• [x] Testimonial program
• [x] Referral program
• [x] Final goals & reflection
• [x] Call to action pages

♦️ CLIENT INTAKE FORMS ~ 4 + PAGES TOTAL

• [x] Client Intake Forms
• [x] Bonus Checklist Page

♦️ BONUS Session Worksheets ~ 8 + PAGES TOTAL

★ HOW IT WORKS ★

✔ Download your pdf file

✔ Click on the link in the PDF file to open the template

✔ Log in with your free or Canva pro account

✔ Add your desired brand colors, font, logo, photos, and unique content.

✔ Save your template in Canva and edit as many times as you wish.

✔ Download your template as a pdf and use it as you please.

★ Buy now, download your template (Instant Download) and start creating immediately.

★ Unsure? Add this listing or my shop to your favorites and return when you are ready

★ Questions? Ask and I will get back to you in less than 24 hours.

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👍 You Can

✔ Use templates for your personal or business social media account

✔ Use templates for your website or blog

✔ Use templates for your coaching clients and business

✔ Edit the templates anyway you wish: change colors, edits text, add images, etc.

👎 You Cannot

❌ Resell or redistribute this template in any way other than your personal or business social media accounts.

❌ This is a digital product that is delivered via instant download, therefore, no refund can be issued.

❌ These files may not be sold or redistributed in digital or printed form.

❌ All rights reserved © for designsbydarowan

Thank you so much for looking.

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ABOUT ME Hey there, I'm Darowan. I am a health, wellness, and life coach and I help other coaches like you plan, launch, and grow their dream business with well thought out digital templates to simplify your coaching business ♥

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If you have any questions at all please do not hesitate to send me a message. If you have any suggestions, please send me a message and I'll respond within 24 hours.C