Client Intake Forms & Letters


Enter your details and get access to these amazing forms and templates.


Create your own client welcome kit with these 17 client forms and letter templates. These forms will make your coaching business look professional, and help your clients feel at ease with what you offer and what to expect.

You will receive:

  • Welcome Letter
  • Payment Arrangements Example
  • Coaching Success Guidelines
  • Coaching Agreement Example 
  • Ongoing Pre-call Form
  • Client Call Notes
  • How Coaching Works
  • How to Hold Clients Accountable
  • Business Goals Worksheet
  • Client Invoice Example
  • Confidentiality Agreement
  • Coaching Code of Ethics
  • My Coaching History Form
  • How to Prepare for a Coaching Session
  • Client Intake Form
  • Monthly Review Form
  • *Bonus* Client Referral Request

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