- ✓ Client intake questionnaire (goals, challenges, timeline)
- ✓ Goal-setting framework with 30/60/90-day milestones
- ✓ Session structure guide with agenda templates
- ✓ Progress tracking and accountability system
- ✓ Value delivery framework and client ROI documentation
- ✓ 5 done-for-you coaching client email templates
- ✓ Engagement agreement with scope and boundaries
- ✓ Offboarding and next-steps system for sustainable growth
The average coaching engagement dies in the first 90 days — not because the coach is bad, but because expectations were never set correctly. Clients expect transformation, coaches deliver process, and neither side communicated what success actually looks like. This kit fixes that before it starts.
Every section is written for the coaching and consulting context: goal-setting frameworks, session structures, accountability systems, and value documentation. You're not adapting a generic business template — you're using a system built for your exact work.
Why Coaching Clients Quit Before Week 8
Most coaching dropout happens in weeks 3-8 — the honeymoon phase is over, the easy wins are done, and the hard work has started. Clients who don't see immediate progress question the value of the engagement. This kit includes a progress tracking system and value delivery framework that makes client ROI visible throughout the engagement, not just at the end. When clients can see what they're getting, they stay.
What's Inside the Coaching & Consulting Onboarding Kit
The kit is 18 pages and covers the full coaching engagement lifecycle — from first inquiry through offboarding and next steps. Key sections include a comprehensive intake questionnaire covering goals, challenges, timeline, and preferred working style; a goal-setting framework with 30/60/90-day milestones; and a session structure guide with agenda templates that make every session productive.
Five email templates cover: inquiry response and session booking, pre-session preparation, post-session summary and action items, progress check-in, and engagement renewal or offboarding. Each is written in a clear, forward-moving tone appropriate for coaching communication.
Frequently Asked Questions
Customize in Canva — No Design Skills Needed
After purchase, upload the PDF directly to Canva and edit it like any other design. Change colors, swap fonts, and update copy to match your brand — all without touching code or hiring a designer.
- 1Buy the kit and download the PDF
- 2Go to canva.com and click Create Design → Upload PDF
- 3Your kit opens as a fully editable Canva design
- 4Customize colors, fonts, and copy to match your brand
- 5Download and send to your clients
Get the Coaching & Consulting Kit
An 18-page Coaching & Consulting onboarding kit with intake questionnaire, goal-setting framework, session structure guide, progress tracking, value delivery framework, and 5 coaching-specific client email templates. Purple accent theme. For coaches, consultants, and advisors who want to build client commitment from the first conversation.