Coaching Client Welcome Packet
About
Welcome Packet Template for Coaching Clients - Set of 24 Pages in Canva Format
Calling all coaches: What do you do once a client joins your coaching program?
Do you go back and forth between emails? Are you and your client on the same page? Is there confusion in terms of your process, the program details, or remaining payments — even if you have a signed contract already?
If you think this is an area you could improve on, then our proprietary Coaching Client Welcome Packet System and Template is for you!
Think of it as a handy guide that you could use to:
- Welcome your new coaching client properly and start off on the right foot
- Reassure them they’ve made the right decision in hiring you
- Set boundaries and manage client expectations
- Outline all the important details in a clear and organized way
- Provide an excellent client experience right from the beginning
SAVE $ with the BUNDLE! Grab our proprietary 3-template system, CLIENT EXPERIENCE TEMPLATES™ FOR COACHES here: https://crmrkt.com/Wlxrm0
Save time and energy:
- Strategically designed by a coach for coaches
- Includes our proprietary Client Welcome Packet System
- Quick and easy to edit using Canva, a FREE online tool
- Comes with a FREE video tutorial and design guide
- You can reuse for multiple clients
- FREE lifetime updates
Includes 24 pages you can mix and match:
- 3 Cover Pages
- 4 Welcome Pages
- 1 Coaching Program Summary
- 1 How We'll Communicate
- 3 Timeline / Process / Impt Dates
- 2 Tools and Resources
- 2 Client Homework
- 2 Quote Pages
- 2 Guidelines / Client Best Practices
- 2 Invoice
- 1 FAQs
- 1 Your Next Step
Comes in US letter and A4 sizes
What you'll get as soon as you purchase:
- 1 PDF file with 2 links to the Canva template (one for US letter; one for A4)
- FREE Guide to Designing with Canva
- FREE Video Tutorial
What to do after:
- Create your own FREE Canva.com account (if you haven't yet)
- Click on the link in the PDF you purchased
- Customize the template using your photos, text, colors, etc.
- Download or export the final file
- Feel free to revise and reuse over and over again
You might also like:
- Client Experience Templates™ for Coaches Bundle: https://crmrkt.com/Wlxrm0
- Coaching Package Pricing Guide Template: https://crmrkt.com/x7dbp5
- Coaching Client Goodbye Packet Template: https://crmrkt.com/8xA2WM
- Lead Magnets for Coaches: https://crmrkt.com/EDEVMd
- Instagram Templates for Thought Leaders™: https://crmrkt.com/z0d3xd
IMPORTANT:
- Stock photos and copywriting / copy are not included.
- The reselling, sharing, transferring, or sub-licensing of any of our customizable templates (even if modified) is strictly prohibited. You may not sell our templates as templates.
- The sale of this product is not affiliated with Canva in any official way.
- Due to the digital nature of this product, we cannot accept refunds or returns.
- If you have questions, feel free to contact us and we'd be happy to help you.
WANT FREE RESOURCES?
- Free checklists
- Free workbooks
- Free brand board templates
Get access to our VIP Resource Library here: https://www.productiveandfree.com/signup
Over 100 in-depth blog posts and tutorials: https://www.productiveandfree.com/articles
Templates, Designs, and Related Communication are Copyrighted © Productive and Free | All Rights Reserved
Reviews
2 Reviews
The directions that came with this easily to adapt and practical template was so organized, it could probably be used to both use the template and onboard someone to canva in general. I appreciated the creator's attention to detail so much, I thanked them already via message. But I would not only re-purchase this very useful template, I will be keen to get any template from this creator in the future. They just get it and the people's needs who are buying their work. Kudos!
Comments
FAQs
- How do I contact support?
For questions about this product, message the Shop Owner via their shop profile. For all other questions, like licensing or billing, visit our Help Center.
- How can I unzip product files?
PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.
Mac: Double click the .zip file, then search for the product folder or product file.
If you continue to have trouble, check out this help article for more tips.
Similar Templates & Themes
-
$29 $26.10
-
$29 $26.10