Welcome Packet Template (LM27)

Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template
Welcome Packet Template

Welcome Packet Template (LM27)

35.00

Calling all coaches and strategists: What do you do once a client books your services?

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 this 10-page Coaching Client Welcome Packet Template is for you!

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

  • Reassure your client 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

This Coaching Client Welcome Packet Template includes 10 mix and match pages —

  • Fully customizable to match your brand

  • Quick and easy to edit using Canva, a FREE online tool

  • No need to hire or wait for a designer

  • Reusable for multiple clients

  • Comes with a FREE design guide and video tutorial

The 10 pages include:

  1. Cover Page

  2. Welcome Message 

  3. The Coaching Program + Communication

  4. The Process 

  5. Important Dates

  6. Guidelines

  7. Tools + Resources

  8. Frequently Asked Questions

  9. Your Next Step

  10. Client Homework (Q&A and Checklist)

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NOTES —

These templates are for personal use only. You may share the final flattened designs through your website, email list, or social media accounts but the templates can not be re-sold, redistributed, or passed off as your own.

Neither I nor my templates are affiliated with Canva. I simply love using this tool and highly recommend it!

The images and mockups are not included with your purchase but I do share the link to where you can get the main mockup image for free. All fonts used are included in the free version of Canva.

Due to the digital nature of this product, no refunds or returns will be accepted. If you have questions, please contact me first and I'd be happy to help!


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