by Laura West
One of the things I learned early on in my coaching business (coming up on 18 years!!) is that systems are your friend!
I know you got into your business because you were so excited and passionate about what you do. But not as excited about all the paperwork behind the scenes.
The business stuff can be pretty overwhelming. Payment agreements, contracts, coaching plans, notes and other details can make you feel like you’re reinventing the wheel every time you land a new client. That’s way more stressful than it should be.
The best way to avoid all that hassle is to automate and systematize as soon as possible, and that starts with a copy and paste new client template you can simply tweak and send.
For a new client package, you’ll want to include (at a minimum):
- A welcome letter
- Your payment agreement
- An intake form
- A confidentiality agreement
- Your invoice
Then, as your relationship continues, you’ll have other documents to add, such as your call notes, goals, reviews, and other information. It’s a lot to develop from scratch.
I’m so excited that I found a solution to make this easier for you!
My friends Nicole Dean and Melissa Ingold of Coach Glue have stepped up and created a complete done-for-you resource. It includes 17 rebrandable forms and documents you can put to work in your business right now, and they’re giving it away for FREE.
And the best part? Because it’s fully customizable, you’re encouraged to edit every piece to fit your unique business.
That’s smart marketing!
Stop struggling (and looking like an amateur) and get your new client kit developed today. Start right here.
