Every coaching business should have, these core documents to convert prospects to clients and to professionally manage clients from day one. Have a one-page summary version of your programs ready to go during every complimentary session that you conduct. Whenever you start a new document, use this template to ensure that every message you send out aligns with your overall corporate branding. Writing your first proposal can be a daunting task but with this template you won’t have to worry about starting with a blank page. This template gives you the framework you need to get started, including: headings that you need, suggested content and a draft text that you can tweak.
The proposal template is also, of course, formatted to align with all of the other documents within the Coaching Starter Kit™ so that you are able to deliver a consistent brand image to your clients at every stage.


This template is scalable: we have used it for one-on one coaching programs, team trainings and large corporate coaching initiatives.
It gives a complete overview of how all the templates and forms included in the Coaching Starter Kit ™ allow you to process a new coaching client from start to finish.
Take the time to learn even more about your client before your first paid coaching session with them. The Client Questionnaire consists of 17 exploratory questions that provide both you and the client with the detailed information you need to build your relationship even further. It is up to you to make sure that your business complies with the coaching code of conduct. We use this form at the start of each coaching relationship to make sure that we cover off the essentials and to ensure that the client and the coach are on the same page.


This is an invaluable form that you email to your clients at the end of their coaching program.
Please feel free to change the templates as much as you like to give them your unique mark in order to work even better for your clients.
All you need to do is tailor the message to meet the requirements of your client and press save. You can have a look at it before each session to get a snapshot view of the overall progress.



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