Digital Onboarding Package

Includes 7 Done-for-You Forms to Help You Spend Less Time on Paperwork so You Can Do More of What You Love!

Why do you need an “Onboarding Kit” to send to new clients?

Let’s step into your new client’s shoes for a moment. We’ll call her Stephanie.

Stephanie is excited but scared when she completes the payment to begin working with you. At that moment she is thinking “Did I invest money wisely? Please say this was the right thing to do… “

She truly wants to be happy with her decision but is starting to panic a little bit.

Moments later, she receives her “Onboarding Kit” with clear instructions and expectations laid out. Choosing to work with you WAS the right choice. She breathes a sigh of relief and gets right to work.

Contact information

Your name

Your first name

Your last name

Your email address

Your business name

Phone no.

Billing address

State/region

Your street address

Your city

ZIP

State/region

ZIP

I agree to the terms and conditions

Yes, please send me marketing emails!

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

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

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

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

Ongoing Coaching 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.

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

Enter your bullet points here..

Contact information

Billing address

Payment information

Digital Onboarding Package$17