Coaching Templates | Client Onboarding Kit | 27 Editable Canva Forms

COACHING TEMPLATES FOR A MORE PROFESSIONAL CLIENT EXPERIENCE

Create a polished, professional client experience from the moment someone says yes to your coaching services.

This Coaching Templates + Client Onboarding Kit includes 27 editable Canva templates designed to help coaches organise their client documents, streamline onboarding and present a consistent, professional brand.

Instead of creating client documents from scratch every time you sign a new client, customise the templates in Canva, add your branding and reuse them throughout your coaching business.

Perfect for coaches who want their client experience to feel organised, professional and premium — without spending hours designing documents themselves.

WHAT'S INCLUDED

Your 27 editable Canva templates include professionally designed coaching business documents such as:

✓ Client Welcome Guide
✓ Welcome Letter
✓ Client Intake Form
✓ Coaching Questionnaire
✓ Coaching Agreement
✓ Coaching Contract
✓ Coaching Policies
✓ Client Information Form
✓ Session Preparation Guide
✓ Goal Setting Worksheet
✓ Coaching Action Plan
✓ Progress Tracker
✓ Session Notes
✓ Reflection Worksheet
✓ Client Check-In Form
✓ Coaching Resources Page
✓ Contact Information Sheet
✓ Frequently Asked Questions
✓ Coaching Process Overview
✓ Expectations & Boundaries
✓ Next Steps Guide
✓ Client Checklist
✓ Thank You Page
✓ Additional onboarding and coaching documents

27 editable Canva templates in total.

PERFECT FOR

These coaching templates are ideal for:

• Life Coaches
• Business Coaches
• Mindset Coaches
• Wellness Coaches
• Confidence Coaches
• Health Coaches
• Career Coaches
• Executive Coaches
• Relationship Coaches
• Leadership Coaches
• Holistic Coaches
• Online Coaches
• New Coaching Businesses
• Established Coaching Brands

USE YOUR TEMPLATES FOR

Create a consistent client experience with templates for:

CLIENT ONBOARDING
Welcome documents, client information and onboarding materials.

CLIENT INTAKE
Intake forms, questionnaires and client information documents.

COACHING SESSIONS
Session preparation, notes, goals, action plans and progress tracking.

CLIENT COMMUNICATION
Welcome letters, resources, FAQs and next-step documents.

PROFESSIONAL BUSINESS DOCUMENTS
Coaching agreements, contracts, policies and expectations.

WHY YOU'LL LOVE THIS COACHING TEMPLATE KIT

Your client experience starts before the first coaching session.

These editable Canva templates help you:

✓ Look professional from day one
✓ Create a consistent branded experience
✓ Save time creating client documents
✓ Organise your coaching workflow
✓ Welcome clients with confidence
✓ Keep important information organised
✓ Reuse your templates for multiple clients
✓ Create polished documents without designing from scratch

Simply customise the templates with your own branding and reuse them whenever you onboard a new client.

EDIT IN CANVA

No advanced design skills required.

✓ Canva Free compatible
✓ Fully editable templates
✓ Change colours
✓ Change fonts
✓ Add your logo
✓ Add your branding
✓ Add your own content
✓ Reuse for your coaching business
✓ Download and share with clients

You can edit your templates directly in Canva and create a consistent client experience that reflects your brand.

DESIGNED FOR COACHES

Whether you're building your first coaching business or refining an established brand, this client onboarding kit gives you a ready-made collection of professional coaching documents to work from.

Use the templates for:

• 1:1 Coaching
• Group Coaching
• Online Coaching
• Coaching Programs
• Client Onboarding
• Client Intake
• Coaching Sessions
• Client Resources
• Coaching Agreements
• Welcome Packets

INSTANT DIGITAL DOWNLOAD

This is a digital product.

No physical product will be shipped.

After purchase, you'll receive access to your Canva templates so you can begin editing and customising them for your coaching business.

WHAT YOU NEED

Canva Free or Canva Pro

No additional design software is required.

PLEASE NOTE

This is a Canva template product.

You are purchasing editable digital templates, not a physical product or completed printed documents.

Colours, fonts and text can be customised in Canva.

LICENCE

These templates are intended for use within your own coaching business.

You may edit and reuse the templates for your own clients.

Reselling, redistributing, sharing or copying the original templates is prohibited.

NEED HELP?

Have a question before or after purchasing?

Send us an Etsy message and we'll be happy to help.