Coaching Client Welcome Packet Template | Canva Template | Welcome Guide | Client Intro | Onboarding | Coach | Coaching | Coaches | Tools | Ideas | PDF

Coaching Client Welcome Packet

$35.00

Calling all coaches: What do you do once a client joins your coaching program?

Do you go back and forth between emails? Are you and your client on the same page? Is there confusion in terms of your client process, the program details, or remaining payments — even if you have a signed contract already?

If you think this is an area you could improve on, then our proprietary Coaching Client Welcome Packet System and Template is for you!

Think of it as a handy guide that you could use to:

Properly thank and welcome your new coaching client
Reassure them they’ve made the right decision in hiring you
Set boundaries and manage client expectations
Outline all the important details in a clear and organized way
Provide an excellent client experience right from the beginning

Save time and energy —

Designed by a coach for coaches
Includes our proprietary Client Welcome Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates

This Coaching Client Welcome Packet Template includes 24 mix and match pages —

3 Cover Pages
4 Welcome Pages
1 Coaching Program Summary
1 How We'll Communicate
3 Timeline / Process / Impt Dates
2 Tools and Resources
2 Client Homework
2 Quote Pages
2 Guidelines / Client Best Practices
2 Invoice
1 FAQs
1 Your Next Step

Please note that the photos, copywriting, and mockups are not included with this product.

Calling all coaches: What do you do once a client joins your coaching program?

If you think this is an area you could improve on, then our proprietary Coaching Client Welcome Packet System and Template is for you!

Think of it as a handy guide that you could use to:

Properly thank and welcome your new coaching client
Reassure them they’ve made the right decision in hiring you
Set boundaries and manage client expectations
Outline all the important details in a clear and organized way
Provide an excellent client experience right from the beginning

Save time and energy —

Designed by a coach for coaches
Includes our proprietary Client Welcome Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates

This Coaching Client Welcome Packet Template includes 24 mix and match pages —

3 Cover Pages
4 Welcome Pages
1 Coaching Program Summary
1 How We'll Communicate
3 Timeline / Process / Impt Dates
2 Tools and Resources
2 Client Homework
2 Quote Pages
2 Guidelines / Client Best Practices
2 Invoice
1 FAQs
1 Your Next Step

Please note that the photos, copywriting, and mockups are not included with this product.

Grab the bundle and save

with our proprietary 3-template system, Client Experience Templates™ for Coaches Bundle! Check it out here.

Featured Customer Reviews

P+F

“I've only been using this for about 10 minutes but already my life has been made SO much easier! I'm really excited to have beautiful templates to use that are super easy to modify. This has saved me so much time and made my work look SO much better.”

Giulia M.

“I just wanted to send an amazing shout out to you! I have a coaching and project management business and your coaching templates have truly help fast track me vs wasting time trying to do it all from scratch!”

Niecey S.

“Just wanted to say thank you so much for creating such a wonderful template. I've only had it for a few hours and I've been able to effortlessly customize it to exactly what I need. It's going to save me so much time and make my business look so much more professional.”

Jen S.

“This made it so easy… I felt stuck for so long but I recommend this for anyone that doesn't want to hire a designer and that doesn't have a design background themselves. Easy to use and change the colors to your own brand style. Thank you!”

Cindy L.

“Although we've used InDesign, Photoshop, and Illustrator in the past… I wanted to save time and not compromise on design. Enter the canva template. Huge time saver. High quality design options. Very versatile. Incredibly happy with this purchase!”

Christian G.

“I've purchased a few from you and I LOVE them! Not only do they save me time when creating my lead magnets and workbooks, but these templates also inspire me to add more to how I serve my clients. Thank you so much, and please keep designing!!”

Molle D.

“This was a big time-saver for me. It's exactly what I needed and it will be super useful to my clients, and impressive too. Thanks for such a thoughtful design.”

Jennifer W.

“I loved this template so much! It was very easy to add to Canva and adjust it to fit my own brand. I will definitely be purchasing your other templates as well!”

AlCyone G.

“This was so helpful for a quick project... It had a lot in there to inspire and guide me through the process. The template was easy to edit and it took me less than a day to finish this project thanks to this thoughtful template!”

Courtney B.

“So grateful to find this clean and practical set of lead magnet tools -- especially because it's designed with respect for printing at home. This set doesn't sacrifice anything in terms of good design but manages to put the content first.”

Emilysf

“When I came across this template, I just about lost my mind because it was just what I had in mind but couldn't do it alone. Thank you. Thank you. Thank you for being so creative. I'm a happy customer!”

Ebony S.

“I used this template twice now and I want to say THANK YOU. I LOVE this template. So easy to work with, so professional, such great price, and the fact you keep it updated is amazing. 100000000% recommended!”

Melanie R.

“Template is perfect for my needs. I love the style and flexibility of using the template pages. Great design that has given my project the high level of sophistication it needed!”

Linda T.

“The bundle had everything I needed to create my course… saved me countless hours of design work including the time it would have taken me to get up to speed with all the features of Canva. Fantastic product that I would highly recommend! Will be purchasing more in the future!“

Letitia S.

“The products were everything that was promised and more. I have never encountered such prompt and patient service, honestly. And if that is not enough, I received at one point an automatic up-date with more pages for free. That is something rare.”

Martina P.

“This template is easy to use and the ‘How to’ tutorials are easy to follow and implement. The publisher also provides excellent customer service. I highly recommend this template.”

Michelle R.

“Just wanted to send a quick message how much I adore all the work you’ve poured into your templates. I just bought a handful and they have been a life saver! I’m a mom of two and you’ve designed something that fits my needs and adds so much professionalism to my business.”

Sarah B.

“I love your templates. They have helped me uplevel all my own Canva designs, from social media posts to client workbooks. There is increased joy as well as increased ease and flow. Productive and Free templates are so worth the investment!”

Mari S.

“This product has saved me so much time. Excellent product and excellent seller! Very helpful and quick to answer questions. Very happy with my purchase!”

Anna P.

“I needed a quick and easy way to create a workbook. These templates were super easy to use AND got my creative juices flowing with so many options! Definitely recommend.”

Karissa L.

The reselling, sharing, transferring, or sub-licensing of any of our customizable templates (even if modified) is strictly prohibited. The purchase of these templates is for a single person or business use only.

Our designs, templates, and related communication are copyrighted or trademarked | © Productive and Free

All fonts used are included in the free version of Canva. The sale of this template is not affiliated with Canva.

Due to the digital nature of this product, we cannot accept refunds or returns.

Contact us for questions and we'd be happy to help you.

Coaching Client Pricing Packet

$35.00

Calling all coaches: What do you do when a potential client inquires about your coaching program?

How confident are you when introducing your premium offer? How well do you explain or justify your prices with the incredible value you provide?

If you think this is an area you could improve on, then our proprietary Coaching Package Pricing Guide System and Template is for you!

Think of it as a handy brochure that you could use to:

Make a great first impression on potential clients
Share your story and connect with your potential client
Highlight your coaching program’s value and investment details
Showcase your credentials, client results, and social proof
Stand out as a premium coach in your industry

Save time and energy —

Designed by a coach for coaches
Includes our proprietary Coaching Package System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates

This Coaching Package Pricing Guide Template includes 22 mix and match pages —

3 Cover Pages
1 Welcome Message
1 My Story / Why Me?
3 Your Signature Coaching Program
1 This Is For You / Not For You
1 Other Coaching Packages
2 Client Testimonials
2 How It Works / Process
1 Timeline
1 FAQs
1 Case Study
2 Quote
3 Strong Call-to-Action

Please note that the photos, copywriting, and mockups are not included with this product.

Coaching Client Goodbye Packet

$35.00

Calling all coaches: What do you do once your client completes your coaching program?

Do you go back and forth between emails? Is it unclear that your program has ended? Would you like an easy way to ask for feedback, testimonials, or referrals? How about offer your other products or services?

If you answered yes, then our proprietary Coaching Client Goodbye Packet System and Template is for you!

Think of it as a helpful guide that you could use to:

End your coaching program smoothly and on a high note
Summarize the incredible value of your work together
Ask your client to provide feedback, a testimonial, or referrals
Promote other products and services your client might also be interested in

Save time and energy —

Designed by a coach for coaches
Includes our proprietary Client Goodbye Packet System
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
Reusable for multiple clients
Includes 2 sizes: US letter and A4
FREE lifetime updates

This Coaching Client Goodbye Packet Template includes 18 mix and match pages —

3 Cover Pages
1 Thank You Message
1 Coaching Program Recap
3 Coaching Client Resources
1 Testimonial Request
2 Feedback Request
2 Quote Pages
3 Promotion Pages
1 Referral Program Invite
1 Thank You Gift / Client Gift

Please note that the photos, copywriting, and mockups are not included with this product.

Coaching Client Templates™ Bundle

$75.00

Calling all coaches: Want to attract and impress your ideal clients... and get booked out?

Aside from providing your amazing coaching services, be sure to:

Make a great first impression by positioning yourself as an expert and outlining the benefits of your coaching program
Welcome your new coaching client properly, manage expectations, and set boundaries
End your coaching program on a high note by providing resources, links, and tutorials
Provide an amazing client experience so you can stand out as a premium coach in your industry

And just in case you don’t want to do everything from scratch or hire a designer to create guides for you, our proprietary 3-template system, Client Experience Templates™, can help!

This Coaches Bundle includes 3 of our bestselling templates (valued at $105 if purchased separately):

Coaching Package Template (22 pages)
Client Welcome Packet Template (24 pages)
Client Goodbye Packet Template (18 pages)
Plus FREE lifetime updates (first launched in 2018)

Please note that the photos, copywriting, and mockups are not included with this product.

Lead Magnet for Coaches

$39.00

Calling all coaches: Want to grow your email list fast and get more leads?

This Lead Magnets for Coaches Bundle of 70+ Templates can help!

This massive bundle includes —

50 workbook pages to create your lead magnet
23 social media graphics to promote your lead magnet

Save time and energy —

Designed by a coach for coaches
Quick and easy to edit using Canva, a FREE online tool
Comes with a FREE video tutorial and design guide
FREE lifetime updates

The 50 lead magnet workbook pages include —

3 Cover Pages
4 Welcome / Intro Pages
10 Coaching Worksheets
5 High Level Concept Worksheets
3 Lesson and Action Items
3 Question and Answer
3 Tools and Resources
3 Checklist
5 Prompts / Challenge
5 Planner Pages
3 Quote Pages
3 Call-to-Action / Next Step

*Workbook includes two sizes: US letter and A4.

The 23 social media marketing graphics include —

5 Pinterest Pins / Blog Post Headers
5 Facebook Posts / Blog Opt-In Graphics
5 Instagram Stories / Sidebar Graphics
8 Instagram Posts / Lead Magnet Previews

Please note that the photos, copywriting, and mockups are not included with this product.

Coaching Client Welcome Packet

Grab the bundle and save

Featured Customer Reviews

“I've only been using this for about 10 minutes but already my life has been made SO much easier! I'm really excited to have beautiful templates to use that are super easy to modify. This has saved me so much time and made my work look SO much better.”

Giulia M.

“I just wanted to send an amazing shout out to you! I have a coaching and project management business and your coaching templates have truly help fast track me vs wasting time trying to do it all from scratch!”

Niecey S.

“Just wanted to say thank you so much for creating such a wonderful template. I've only had it for a few hours and I've been able to effortlessly customize it to exactly what I need. It's going to save me so much time and make my business look so much more professional.”

Jen S.

“This made it so easy… I felt stuck for so long but I recommend this for anyone that doesn't want to hire a designer and that doesn't have a design background themselves. Easy to use and change the colors to your own brand style. Thank you!”

Cindy L.

“Although we've used InDesign, Photoshop, and Illustrator in the past… I wanted to save time and not compromise on design. Enter the canva template. Huge time saver. High quality design options. Very versatile. Incredibly happy with this purchase!”

Christian G.

“I've purchased a few from you and I LOVE them! Not only do they save me time when creating my lead magnets and workbooks, but these templates also inspire me to add more to how I serve my clients. Thank you so much, and please keep designing!!”

Molle D.

“This was a big time-saver for me. It's exactly what I needed and it will be super useful to my clients, and impressive too. Thanks for such a thoughtful design.”

Jennifer W.

“I loved this template so much! It was very easy to add to Canva and adjust it to fit my own brand. I will definitely be purchasing your other templates as well!”

AlCyone G.

“This was so helpful for a quick project... It had a lot in there to inspire and guide me through the process. The template was easy to edit and it took me less than a day to finish this project thanks to this thoughtful template!”

Courtney B.

“So grateful to find this clean and practical set of lead magnet tools -- especially because it's designed with respect for printing at home. This set doesn't sacrifice anything in terms of good design but manages to put the content first.”

Emilysf

“When I came across this template, I just about lost my mind because it was just what I had in mind but couldn't do it alone. Thank you. Thank you. Thank you for being so creative. I'm a happy customer!”

Ebony S.

“I used this template twice now and I want to say THANK YOU. I LOVE this template. So easy to work with, so professional, such great price, and the fact you keep it updated is amazing. 100000000% recommended!”

Melanie R.

“Template is perfect for my needs. I love the style and flexibility of using the template pages. Great design that has given my project the high level of sophistication it needed!”

Linda T.

“The bundle had everything I needed to create my course… saved me countless hours of design work including the time it would have taken me to get up to speed with all the features of Canva. Fantastic product that I would highly recommend! Will be purchasing more in the future!“

Letitia S.

“The products were everything that was promised and more. I have never encountered such prompt and patient service, honestly. And if that is not enough, I received at one point an automatic up-date with more pages for free. That is something rare.”

Martina P.

“This template is easy to use and the ‘How to’ tutorials are easy to follow and implement. The publisher also provides excellent customer service. I highly recommend this template.”

Michelle R.

“Just wanted to send a quick message how much I adore all the work you’ve poured into your templates. I just bought a handful and they have been a life saver! I’m a mom of two and you’ve designed something that fits my needs and adds so much professionalism to my business.”

Sarah B.

“I love your templates. They have helped me uplevel all my own Canva designs, from social media posts to client workbooks. There is increased joy as well as increased ease and flow. Productive and Free templates are so worth the investment!”

Mari S.

“This product has saved me so much time. Excellent product and excellent seller! Very helpful and quick to answer questions. Very happy with my purchase!”

Anna P.

“I needed a quick and easy way to create a workbook. These templates were super easy to use AND got my creative juices flowing with so many options! Definitely recommend.”

Karissa L.

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