Get New Clients Kit – 17 Done-for-You Forms

Welcome To Your Incredible 7 Day Gift Week – Day One

Get New Clients Kit

Complete form below to receive Your Gift – Get New Clients Kit

Why do you need a “New Client Kit” to send to new clients?

It’s so important to start off a new client relationship on the right foot!

Sending a New Client Kit to someone who has just purchased. Let’s say a coaching or consulting package with you.

Your New Client Kit will them know that they invested their money wisely and will foster a sense of trust in you, your process and your boundaries of doing business.

I’ve made it super easy for you with 17 done-for-you forms that you can use for a stress-free start to a successful  experience with your client!

Here are the 17 Forms You’ll Get to Create Your Own New Client Welcome Kit:

You will receive the following 17 documents in .doc version so that you can add your logo and customise them for your own use in working with your clients – Whether it be coaching, consulting or selling a product or service.

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

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

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

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

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

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

7.How to Hold Me Accountable
Since everyone’s motivations are different, your client can use this form to tell you how to respond in certain situations.

8.My Coaching History Form
Get detailed information about your client’s coaching history, if they’ve had coaching, what worked, what didn’t or if they’re completely new to the world of coaching.

9.Referral Request
This referral request can be customised and emailed to your client when you have space open to accept new clients.

10.Intake Form
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.

11.Ongoing Pre-Call Form
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.

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

13.Monthly Review Form
Your client will be able to use this form to easily review her month.

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

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

16.How to Prepare for Coaching Session
Allow your client to prepare for her coaching session with you in the best way possible.

17.Coaching Success Guidelines
The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.

The Get New Clients Kit Will Help You Spend Less Time on Paperwork so You Can Do More of What You Love!

Complete form below to receive Your Gift – Get New Clients Kit!