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New Client Kit

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

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

You will receive the following 17 documents that you can add your logo and customize them for your own use in working with your clients:

  • 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.
  • 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.
  • Coaching Success Guidelines. The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
  • Coaching Agreement. This is an agreement verifying the expectations for both you and your client during your sessions.
  • Ongoing Precall 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.
  • 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.
  • 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.
  • 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.
  • Business Goals Worksheet. This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
  • Client Invoice. This will help keep everyone on track with how many payments have been made, the payments left and how much money is collected.
  • Confidentiality Agreement. This agreement verifies the confidential nature of the relationship for both you and your client.
  • Code of Ethics. Your promise to your client so she feels comfortable and confident in working with you.
  • 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.
  • How to Prepare for a Coaching Session. Allow your client to prepare for her coaching session with you in the best way possible.
  • 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.
  • Referral Request. This referral request can be customized and emailed to your client when you have space open to accept new clients.


Your Instructor


Nikki Woods
Nikki Woods

As CEO of Nikki Woods Media and Victoria Street Publishing and Media Solutions, Nikki Woods specializes in providing the tools, support and platforms for transforming writers into published authors and empowers them to earn a living by telling their own stories. Nikki is also the founder of The GREATful Group - a tribe of dedicated to realizing their greatness through the practice of gratitude.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!