Description
Calling all coaches, experts and service providers: So you’ve signed a new client, what’s next?
Instead of going back and forth between emails and messages, having important info slip through the cracks or disappear in pile of messages… Avoid confusion and overwhelm for your client by sending them a summary of your services and get them excited with all the info on what to expect next!?
Send them your Client Welcome Packet!
Coaching Client Welcome Packet Template is for you if you’re a coach, expert or service provider looking to:
- Having a handy guide to summarize your service to your clients
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Simple means to thank and welcome your new client
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Reassure them they’ve made the right choice deciding to work with you
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Clarify and set boundaries and manage client expectations
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Outline all the important details in a clear and organized way
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Provide an excellent client experience right from the beginning
- All in a beautifully branded document and stand out like a pro
This Client Welcome Packet Template includes 20 mix and match pages :
- 2 Cover Pages
- 2 Welcome/About me Pages
- 1 Program Summary/Process overview
- 1 How We’ll Communicate
- 2 Tools and Resources
- 1 Quote Pages
- 1 Guidelines / Client Best Practices
- 1 FAQs
- 1 Your Next Step/CTA Page
Please note that the photos, copy writing, and mock-ups are not included with this product.





