Description
Streamline your client onboarding process with our comprehensive Client Intake & Agreement Kit. This professional package includes fully editable PDF and Word document templates for client intake forms, plus a legally-informed coaching agreement template. Both documents are designed to gather essential client information while establishing clear expectations and boundaries for your coaching relationship. The templates are customizable to your specific coaching niche and can be branded with your logo and colors. Upon purchase, we’ll send you the complete kit via email along with a questionnaire to understand your coaching specialty and customization needs, ensuring we can deliver personalized templates quickly.
