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Client Intake Forms Workbook

Client Intake Forms Workbook

$29.99 USD
$29.99 USD
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Simplify and elevate your onboarding process with this comprehensive Client Intake Form Template set. These ready-to-use, professionally designed forms cover every essential detail to ensure a seamless coaching experience for both you and your clients. With sections dedicated to key areas of your business and client relationship, these templates provide a structured approach that builds trust and clarity from the very beginning.

Perfect for coaches, consultants, and wellness professionals, these templates streamline client onboarding, improve organization, and create a professional and personalized experience that sets the foundation for a productive client relationship.

This is an instant download: no physical product will be shipped!

Easily editable with the FREE version of Canva!

*Please note the photos are only for illustration purposes. All the images are available from Canva.com, Pexels.com, and Unsplash.com, where you can easily drag and drop your own photos into the frames in the template.

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Step-by-Step Guidance

A clear, easy-to-follow worksheets to help you provide a structured approach that builds trust and clarity from the beginning.

  • Showcase Your Coaching Structure:

    • Make an impactful start by sharing your mission, values, and introducing your team. Build client confidence from the very beginning.
    • Outline what clients can expect and reinforce trust with a dedicated section on your ethical coaching practices.

  • Streamlined Onboarding Process:

    • Save time and create a smooth experience with organized, easy-to-fill forms that cover all the essentials of client onboarding.
    • Effortlessly gather and organize client info, contact details, session notes, and checklists all in one place.

  • Tools for Success:

    • Equip clients with a warm-up list, membership resources, and more to support their progress and engagement.
    • Get insights that help you grow and refine your services through the feedback questionnaire template.

Build Client Confidence

Create a strong first impression by showcasing your mission, core values, and introducing your team. Establish client trust and confidence from day one.

Everything You Need to Get Organized

Follows a cohesive framework that looks professional and aligns with your services. Each section is thoughtfully structured to align seamlessly with your services, ensuring your clients confidence from the very beginning.

Customizable & Ready To Use

Customize each section to perfectly showcase your unique style, highlight your services, and convey your authentic voice. This flexibility allows you to create a personalized experience that resonates with your audience, ensuring your brand shines through every detail.

Clear Expectations & Ethical Standards

A solid business strategy is the backbone of any successful coaching practice, and this workbook helps you reinforce your clients trust.

Create Ongoing Client Engagement with Fresh Content

Create a membership site or subscription model program where your clients can access an entire library to learn new skills.

I'M IN! LET'S DO IT!

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