*BESTSELLER* New Client Onboarding Toolkit

What’s included in your Value Pack

1. New Client Intake Forms and Coaching Questions

The carefully curated questions in these forms help ensure you capture insights across the three foundational areas essential to good contracting:

» Personal insights and clear goals for the coaching engagement (outcomes)
» Expectations, nature, and tone of the coaching engagement (psychological)
» Details on procedures and how the coaching experience will work (process)

Your download includes:

✅ Resource Guide: Details and instructions on how to use client intake forms

✅ Coaching Questions: More than 35 coaching questions for coaches to help guide the onboarding process for new clients

✅ New Client Intake Form – short version, 12 questions (Microsoft Word + PDF): Simply add your brand and send the form to your coachee to complete before your first coaching session

✅ New Client Intake Form – long version, 35 questions (Microsoft Word + PDF): This extended form builds on the foundation of the short form, with 35 carefully curated questions to help form the basis of your initial ‘meet-and-greet’ or as a guide for your first formal coaching conversation. The options are over to you!

2. Effective Three-Way Contracting Guide, Question Sets and Imagery

At its core, effective three-way contracting aims to create a psychologically safe culture for growth and development within an organisation. The benefits can include:

» A clear sense of direction and purpose for the coaching engagement
» Aligned expectations (sponsor/coachee goals, process, responsibilities)
» Increased organisational support and sponsorship of the coaching process
» Joint accountability for the review of the relationship and assessment of progress

Your download includes:

✅ Resource Guide: A complete how-to summary to support you with the three-way contracting relationship

✅ Roles and Responsibilities:  An extensive list of roles and responsibilities for the Coach, Client (coachee) and Sponsor

✅ Coaching Questions: More than 40 powerful coaching questions, including pre-session questions, to set both the coachee and sponsor up for the three-way conversation. A suggested session structure is also included

✅ Imagery and checklist: High-res imagery that shows the relationship between Coach-Client-Sponsor is supplied for use in your coaching materials, workbooks and presentations

3. Goal Setting Templates, Planners, Reflection Guides and Imagery

Learning the importance of goal setting, and creating habits to support the process, is one of the most powerful defining factors in determining success. SMART Goals:

» Provide a process for goal setting this is supported by a detailed action summary
» Help align focus and sustain momentum
» Promote a sense of self-mastery and achievement

Your download includes:

✅ Resource Guide: Instructions on how to use the resources

✅ Coaching Questions: Questions to help guide the formation of SMART goals. Great resource for coaches, facilitators and people leaders

✅ SMART Goal Exercise (Microsoft Word): Questions to help shape SMART goals. Simply add your brand and send to your coachee to complete

✅ Goal Action Plan (Microsoft Word): Template to map the details of each goal, including the specific action steps needed to progress the goal

✅ Yearly Goal Planner Template (Microsoft Word): Template to map your activity for the year (12 month view). What needs to happen, and when, in order to achieve your goal(s)?

✅ Quarterly Goal Planner Template (Microsoft Word): Template to map your activity for the quarter (3 month view). What needs to happen, and when, in order to achieve your goal(s)?

✅ Monthly Goal Planner Template (Microsoft Word): Template to map your activity for the month. Define your focus and create a check-list for each of your key goals

✅ Monthly Reflections (Microsoft Word): Reflection template to capture insights and learnings from the month, to feed in to the next monthly plan

✅ Image files (PNG): Image files of the SMART Goals Model for you to add directly to presentations, workbooks or internal documents as needed (two versions, navy blue and colour)

PLUS, bonus items available in this Value Pack include:

✅ Resource Guide: Instructions on how to use the resources in the full pack

✅ Onboarding Checklist (Microsoft Word): An editable list of tasks to check off and ensure you cover each onboarding element.

✅ Welcome letter (Microsoft Word): To update and provide to your coachee as a formal welcome to your coaching programme.

✅ About Coaching brochure (PDF): A ready-to-go brochure that outlines what coaching is and what it isn't, plus a summary of expectations for both coach and coachee.

✅ Statement of Work template (Microsoft Word): Designed to provide a high-level summary of the recommended coaching programme (doubles as an initial proposal).

✅ Coaching Agreement template (Microsoft Word): A template formal agreement between the coach and coachee.

Please note: By completing your download you are agreeing to be bound by our Coaching Tools Shop licensing terms. See coachingtoolsshop.com/legal