Ever wanted to start and run your own coaching and consulting business but were daunted by the prospect so never got started?

 

When it comes to starting and running your own coaching or consulting business, it can be pretty daunting creating the various forms and documents you need. Client on-boarding forms, client agreements, consultation tracking form, session preparation forms, invoices, and more. You need forms to keep yourself organised and looking professional, you need forms to manage your clients, and you need forms your clients can use to manage themselves. So much paperwork, and so many templates to produce.

Fortunately you have found the perfect shortcut!

My Coaching and Consulting Swipe Collection is a perfect mix of 34 Worksheets, Forms, Letter Templates, Action Plans, Checklists and Books to get you up and running in no time at all.

And they can come complete with your own brand on them!

Here’s what’s inside the box:

  1. Consultation Goals – This worksheet offers an accountability tool for you and your client.
  2. Client Call Notes – This form can be utilized to jot down notes from client coaching sessions.
  3. Coaching Agreement Example – This is the agreement that is drawn up between you, the coach and your client.
  4. Code of Ethics – the standards by which you conduct your coaching business.
  5. Coaching Success Guidelines – This document entails the guidelines governing your sessions.
  6. How Coaching Works – an explanation of your coaching style and expectations.
  7. How to Prepare for Coaching Sessions – a checklist to send to clients at the outset of your engagement.
  8. Client Intake Form – This form will provide you with all the relevant information to get a rudimentary picture of your client before the first meeting.
  9. Review Form – The information can be filled out at the end of each month and emailed to you, the coach, for your evaluation at the next month’s coaching session. It can be adapted to fit WEEKLY reviews if necessary.
  10. Session Preparation Form – This is another tool that can be used by the client to evaluate themselves before each coaching session.
  11. Client Invoice Sample – An invoice will detail the type of service that your client is paying you to provide.
  12. Payment Arrangement Form – This is a form detailing the agreement for a set payment schedule.
  13. Client Accountability Form – One of the most challenging aspects of coaching is knowing what to do when the person you are working with is not completing the work you’ve agreed upon. This form enables your client to tell you how to respond.
  14. MORE CLIENTS, MORE CASH! – eBook – How to Fill Your Coaching Order book.
  15. MORE CLIENTS, MORE CASH Workbook.
  16. 130 Things Every Coach Must Do to Succeed Online – Checklist.
  17. Best Year Ever Planner – A sure-fire way to make the next year your best ever is to spend some time reviewing your wins, setting new goals, and planning your strategy for the coming months.
  18. Ditch Your 9-to-5 – How to Fire Your Boss and Live Your Entrepreneur Dream Life! – The 4-Week Freedom Plan to help you start your coaching or consulting business from scratch.
  19. Ditch Your 9-to-5 – Action Plans
  20. Ditch Your 9-to-5 – Checklist
  21. Welcome Letter – A welcome letter is designed to introduce your client to your business coaching sessions. Once a client has signed on to work with you through your website, this letter can be sent to them as the cover for your Welcome Package.
  22. Client Testimonial Request – Use this letter to solicit an honest testimonial from your clients.
  23. Client Reactivation – Use this letter to reach out to previous clients who have now gone cold.
  24. Post Consultation Follow up – Use this to follow up on free consultations with the aim of converting the individual into a paying client.
  25. Referral Request – Use this to ask for personal referrals/introductions from existing clients.
  26. Post Event Potential Client Follow-up – Use this to follow up with potential clients you met at events such as conferences and trade shows.
  27. Client Cancellation Letter – Use this letter to discover why a client has cancelled with you.
  28. Client Boundaries Letter – Use this to remind clients about the terms of your engagement. Useful if a client is taking liberties by contacting you outside of your agreed times, or is pushing the scope beyond the agreed boundaries.
  29. Client Missed Appointment – Use this to gently remind a client that they have missed an agreed consultation slot.
  30. Client Engagement Termination Letter 1 – Use this if your client relationship is not working. It’s OK to disengage from ‘problem’ clients or when it comes clear that your particular brand or style of coaching simply does not suit a particular client.
  31. Client Engagement Termination Letter 2 – Use this if your client relationship is not working. It’s OK to disengage from ‘problem’ clients or when it comes clear that your particular brand or style of coaching simply does not suit a particular client. This letter adopts a slightly harder tone than Client Engagement Termination Letter 1.
  32. New Client Refusal – refer to another coach – Use this when a potential client wants to engage your services, but you feel that you are not going to be a good fit.
  33. New Client Refusal – refer to a different program – Use this when a potential client wants to engage your services, but you feel that 1-1 coaching is not appropriate at this time, and instead, want to recommend an alternative program.
  34. Rate Increase Letter – Use this when you are increasing your rates.

 

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