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Original Price: $16.89

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Editable Coaching Client Kit | Intake, Agreement, Session Notes (Digital Download)

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Highlights

  • Designed by FairdraftStudio
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

Run your coaching practice with confidence: clear, professional paperwork from the first enquiry to the final review.

The Coaching Client Kit is 5 editable templates for life, career, business, and wellness coaches. Open them in Microsoft Word or Google Docs, replace the orange placeholders, and send.

WHAT'S INCLUDED
✔ Client Intake Form: goals, current situation, priority scores, preferred coaching style, readiness scale, and a not-therapy note
✔ Discovery Call Guide and Proposal: a 30-minute call flow with questions, a notes table, and a proposal with three packages (Essential / Recommended / Premium)
✔ Coaching Agreement: package, fees, scheduling and cancellations, confidentiality, ending early, and a sign-off table
✔ Session Notes: check-in, focus, insights, commitments with dates, private coach notes, and a recap email
✔ Progress Review: client reflection, goals table, wins log, next-step decision, and a testimonial request email
✔ Start Here guide

DETAILS
• Formats: .docx (Microsoft Word, Google Docs, Pages, LibreOffice)
• Sizes: A4 and US Letter
• Fully editable text, colours, and fonts
• Built-in tips show what to write in each section

HOW IT WORKS
1. Download the zip file after purchase
2. Open a template in Word, or upload it to Google Drive and open it with Google Docs
3. Replace the orange [placeholders], delete the tips, export to PDF, and send

PLEASE NOTE
• This is a digital download; nothing will be shipped
• Coaching is not therapy: the templates include a note you can adapt, and they are not a substitute for professional care
• Business templates, not legal advice. Have your coaching agreement reviewed by a professional in your country.
• Created with AI assistance, then written, designed, and checked by me.

Questions? Send me a message and I'll reply within one business day.

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Listed on Sep 11, 2026
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