WELCOME PACK TOOLKIT

Our biggest seller! This Welcome Pack has all the tools, forms and templates you need to get started with a new client. Includes a Coaching Agreement & Intake Session Checklist

₹1,999.00 ₹2,358.82 incl. GSTAdd to Cart

Product Details

For new or just getting started coaches!
Get organized and feel more confident
Surprise and delight your new client with a Welcome Packet
Includes a coaching agreement sample
Plus great homework to get clients going quickly

In Toolkit: Coaching Tools & Exercises MEGAPack!

More Info

This Welcome Packet is our most popular toolkit!

The Welcome Pack Templates in this Toolkit are a great way to:

feel confident when starting out with a new client
save you valuable time so you can spend more time coaching!
surprise and delight your new client and appear super-professional and organized!
give your clients something tangible to validate their investment in coaching
give your clients homework to get them going quickly
Includes an essential coaching agreement sample template

Whether you’re just getting started or revamping your current welcome packet, you can feel confident you’re getting great value with these proven templates, created and tested by a skilled and experienced professional coach.

Here’s a list of the Coaching Tools, Forms and Exercises included in this set of Welcome Pack Templates:

Client Action Sheet TEMPLATE
Client Info Sheet TEMPLATE
Client Reminder List
Coaching Agreement Contract TEMPLATE (Sample)
Coaching Goals Worksheet
Complimentary Session Vouchers TEMPLATE
Intake Session TEMPLATE Checklist
Invoice Sample TEMPLATE
Life Map Template
Monthly Client Review and Feedback Form
Motivation Quiz
Powerful Pondering Questions Tool
Receipt Sample TEMPLATE
Speedy Priority Finder – 5 Minute Exercise
Welcome Letter Sample TEMPLATE
Wheel of Life Template with Instructions

We also included the most relevant free coaching resources so you have everything you need to get started in a ready-to-go Toolkit!

Read our Complete Guide to Coaching Tools to find out more about what coaching tools are, and when and how they can help!

Toolkit Contents

1. Coaching Agreement Contract TEMPLATE (Sample)
Need a coaching agreement or contract? This professional template is a tried and tested example including payment terms, conditions and more.
A professional sample coaching agreement / template

Includes disclaimers, payment terms, how to rearrange a session and more

NOTE: Not a legal document – review and customise to suit your requirements
Filetype: .docx (Microsoft Word)
2. Coaching Goals Worksheet
Stay on track! Essential for every coaching client – get clear on what your clients want to get out of coaching with you!

Helpful starting point outlining what client wants from the coaching relationship

Stay on track during coaching sessions

Great basis for measuring achievements, tracking progress and checking in with clients

Filetype: .docx (Microsoft Word)
3. Powerful Pondering Questions Tool
Get clients thinking about what they really want from life – and from coaching with these deep, pondering questions.

Great start to a coaching relationship

Stimulate ideas for goal setting and discover areas to explore further

22 powerful coaching questions

Ideal to include in your welcome pack

Also use questions as individual journaling prompts / homework

Filetype: .docx (Microsoft Word)
4. Life Map Template
Get a snapshot of the key events that have shaped your clients life. Don’t ask clients to ‘Tell me about yourself’, get them to show you with a Life Map!

Get helicopter overview of significant shaping events in clients’ lives

Questions included to explore and look for patterns

Good for objective reflection and esteem building

Helps identify core values, strengths and limiting beliefs

Filetype: .docx (Microsoft Word)
5. Monthly Client Review and Feedback Form
An invaluable tool to discover how your client is REALLY doing and how you can better help them.
- Clarify what support your clients need for the upcoming month
- Help clients evaluate what they most value in their coaching experience
- Get feedback to improve your effectiveness as a coach
- Filetype: .docx (Microsoft Word)
6. Motivation Quiz
How motivated are your clients and prospects? Find out with this quick quiz!
- Gain insight into your client’s current motivation levels
- Helps you adapt your coaching accordingly
- Offers tips to get clients more inspired and focused
- Includes 3 great homework ideas
- Filetype: .docx (Microsoft Word)
7. Speedy Priority Finder - 5 Minute Exercise
Sometimes clients’ day-to-day priorities differ from life priorities. Help your clients live their lives instead of their lives living them!

Speedy (5 minute!) priority identifying worksheet

Use to help client feel more in control and less overwhelmed

Clarify a path to set and realize top priorities

Filetype: .docx (Microsoft Word)
8. Client Reminder List
Help clients get the most out coaching with you with this list of prompts. Help your client prepare and be ready for their session with you.
- Get clients thinking about what to discuss before their session
- Broad range of topics/area prompts
- Perfect extra coaching resource to send out with your welcome packet
- Filetype: .docx (Microsoft Word)

Also Included:

We have added the relevant free resources, so you have everything you need.

1. Wheel of Life Template with Instructions
Don’t reinvent the wheel – the wheel of life template that is! This is our most popular free coaching tool and has been downloaded over 150,000 times (and counting)!

Powerful visual coaching exercise so your client can see how ‘balanced’ their life is

Great to use as a regular check-in with clients

Includes instructions and follow-up questions to guide clients through their wheel of life…

Filetype: .docx (Microsoft Word)
2. Intake Session TEMPLATE Checklist
Don’t miss a thing on your Intake Sessions! Instead be confident, organized and prepared with this Intake Session Template and Checklist.

Comprehensive checklist of what to cover in an intake session

Includes taking payment, setting up next sessions, coaching process & more!

An essential tool for new coaches

Customise to your needs

Filetype: .docx (Microsoft Word)
3. Client Action Sheet TEMPLATE
Help your clients take a leadership role in their own lives with this simple, action recording sheet. Or use for yourself!
- Easily keep track of client actions
- Hold your clients to their commitments
- Helps you stay organized
- Filetype: .docx (Microsoft Word)
4. Client Info Sheet TEMPLATE
Keep all your client details organized and at hand. Essential form to stay on top of your clients’ key information.
- Capture key contact information
- Stay organized
- Store essential client information offline, all on one page
- Filetype: .docx (Microsoft Word)
5. Complimentary Session Vouchers TEMPLATE (NEW)
Cultivate warm client leads! Include these beautiful complimentary session vouchers in your welcome kit, workshops or mail-outs.
- Gift certificate vouchers for complimentary coaching sessions
- Great way to get more sample sessions with prospective clients!
- 3 per sheet. Print as many times as you like!
- Filetype: .docx (Microsoft Word)
6. Invoice Sample TEMPLATE
Need a professional invoice template? This sample layout is a good place to start.
- Spend your time coaching, not re-creating admin forms
- Professional and clean layout
- Sample invoice template is customisable and brandable
- Filetype: .docx (Microsoft Word)
7. Receipt Sample TEMPLATE
Provide clients with professional, polished receipts using this sample template.
- Spend your time coaching, not re-creating admin forms
- Professional and clean layout
- Sample receipt template is customisable and brandable
- Filetype: .docx (Microsoft Word)
8. Welcome Letter Sample TEMPLATE
Wondering what you need to say in your Welcome Letter? Try this customisable welcome letter sample template.
- Great starting point for a client welcome letter
- Use ‘as is’ – or customize with your personality and style
- Part of an essential coaches Welcome Pack Toolkit
- Filetype: .docx (Microsoft Word)