The Essentials Toolkit provides everything you need to create a repeatable and polished onboarding process. Includes a guided workbook, editable intake forms, prep sheets, coaching templates, and more, so you can confidently welcome new clients and stay organized from day one.
Perfect for solopreneurs, coaches, and service providers who are ready to upgrade their systems with ease.
Includes:
✅ Step-by-Step Onboarding Workbook
✅ Editable Client Intake Form
✅ First Session Prep Sheet
✅ Coaching Session Notes Template
✅ Quick Wins Menu