Client Onboarding and Engagement System
Transform Your Client Experience from Day One
Set the tone, build trust, and create a seamless coaching experience with the ultimate Done-for-You Client Onboarding System That Saves You Time & Impresses Clients
Whether you're just starting your business or scaling your systems, this ready-to-use bundle provides you with the exact tools you need to welcome, engage, and impress your clients.
Fully Editable + Branded Format
All templates are beautifully formatted but fully customizable, so you can personalize the tone, language, and layout to fit your business brand.
BONUS: Next-Level Offer Sheet for Upsells
Encourage ongoing work with your clients using a polished, pre-written offer sheet that introduces your next package or program with clarity and confidence.
What’s Included in Your Complete Client Onboarding & Engagement System
Why This Toolkit Works
Most coaches and service providers wait too long to systemize their onboarding. That leads to confusing client experiences, wasted time, and missed opportunities to build trust.
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This toolkit changes that—because it’s not just a folder of templates.
It’s a step-by-step onboarding system backed by strategy, not guesswork.
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The included workbook guides you through setting up your full onboarding flow—from intake to upsells.
The templates make implementation fast and easy—no blank pages, no starting from scratch.
The email pack helps automate communication while maintaining a personal and professional tone.
The bonus materials also help you retain clients, collect testimonials, and increase repeat bookings.
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You’ll walk away with more than tools. You’ll have a system that’s polished, repeatable, and completely yours.
FAQ
Q: What format are the templates in?
A: Editable PDF and copy/paste-ready email scripts.
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Q: Can I use this in [GHL / Dubsado / Trello / HoneyBook]?
A: Yes! These templates are flexible and can be uploaded into most CRMs or project boards.
Q: Do I need to be tech-savvy?
A: Not at all. The workbook walks you through everything step-by-step.
Q: Is this just for coaches?
A: No! It’s ideal for anyone who works with clients, including freelancers, VAs, OBMs, and consultants.
Create a Seamless Experience That Reflects Your Brand
Your clients deserve more than a welcome email and a calendar link.
Equip yourself with a full-onboarding and engagement system—polished, powerful, and built to scale.
Choose Your Package & Start Today
Essentials Toolkit
$97
For business owners who want to DIY their onboarding system and client experience, clean, professional, and repeatable.
Includes:
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Step-by-Step Onboarding Workbook
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Client Intake Form
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First Session Prep Sheet
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Coaching Session Notes Template
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Quick Wins Menu
Complete System Bundle
$127
Everything in the Essentials Toolkit + all the bonus tools to retain clients, generate referrals, and upsell your next offer.
Includes Everything in Package 1
PLUS These Bonuses:​
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Client Agreement Template
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Session Reminder Email
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Coaching Session Notes Template
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Post-Session Recap Email
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Client Progress Tracker
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End-of-Program Reflection
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Re-engagement Email
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Testimonial Request
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Next-Level Offer Sheet
VIP Strategy Package
$197
Includes everything in Package 2 + a private 60-minute strategy sessio to help you implement and customize your entire onboarding system.
Includes Everything in Package 2
PLUS:
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60-Minute Coaching Session