1. Welcome message
Warmly welcome your new coaching client and reassure them they’ve made the right choice: Share your values and what they can expect from you.
2. Program Summary
Summarize the coaching program they paid for so it’s clear what’s included (And not included)
3. Communication
Set boundaries; Explain how and when you’ll communicate
4. Process Overview
Outline your process to manage client expectations // Clearly list what you’ll need from them (AKA client homework) + deadlines + important dates + timeline
5. Client Best Practices
Share guidelines, tips, and client best practices so they can maximize your time working together
6. Tools & Resources
Share the tools your coaching client needs to be familiar with + links to tutorials if necessary
7. FAQs
Share some frequently asked client questions & your answers
8. Client’s Next Step
Clearly state what your client’s next step is right after reading your welcome packet
