Stop Wasting Hours on Coaching Paperwork.

Done-for-You Forms to Help You Spend Less Time on Paperwork so

You Can Do More of What You Love!

No credit card. No spam. Just the tools.

Why do your client documents matter more than you think?

Let's step into your new client's shoes for a moment. We'll call her Sarah.

Sarah is excited but nervous when she pays to work with you. At that moment she's thinking: "Did I invest this money wisely? Please let this be the right decision." She truly wants to believe in you — but she's watching everything.

Moments later, she receives her welcome packet and client forms. They're polished, clear, and professional. Choosing to work with you WAS the right choice. She lets out a breath and gets right to work.

Your documents speak before you say a single word. The intake form that looks like it was typed in 2009? The missing client agreement? The handwritten notes? They're quietly telling your clients a story about you — and it's not the one you want told.

The problem isn't that you don't care. It's that building these forms from scratch takes hours you simply don't have.

Introducing: The AI-Ready Coaching Client Kit

16 done-for-you coaching forms — plus Claude AI prompts so you can personalize every one to your brand, your niche, and your clients in under 60 seconds. Free for coaches who are ready to look professional and use AI the right way.

We value your privacy. When you signup for this kit you will also receive regular emails, updates and special offers

Why Claude — Not ChatGPT — Is the Right Tool for Coaches

You may have tried AI before and thought: "This sounds robotic. This doesn't sound like me." That's not an AI problem — that's a wrong-AI problem.

Here's why coaches who switch to Claude don't go back:

Claude reads long documents Paste your entire program outline, brand guide, or client intake — it processes all of it, not just the first paragraph.
Claude writes with warmth and nuance Not buzzword soup. It produces copy that actually sounds like a real, thoughtful human wrote it.
Claude remembers your full conversation Refine, adjust, and build on what you've started — no starting over from scratch every time.
Claude understands coaching language Transformation frameworks, boundaries, trauma-informed framing — it was trained to understand coaching philosophy, not just marketing copy.
Claude stays in its lane It won't hallucinate credentials or make up advice. It helps you communicate your expertise — it doesn't pretend to have its own.

Every prompt inside this kit is written specifically for Claude — so you get the best possible output every single time.

WHAT'S INSIDE YOUR FREE KIT

The 17 Done-For-You Coaching Forms:

Welcome Letter. As the first experience of your new client kit, your welcome letter will be warm, encouraging and build excitement for your time together.
Payment Arrangements Form. It’s good to have a detailed agreement for a set payment schedule so everyone is on the same page regarding payments.
Coaching Success Guidelines. The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.
Coaching Agreement. This is an agreement verifying the expectations for both you and your client during your sessions.
Ongoing Precall Form. By allowing your client to evaluate herself before each coaching session, this will give you an idea of what is important to discuss before your next session.
Client Call Notes. Keeping track of what was discussed during each session is vital to tracking progress and following up on agreed upon action steps.
How Coaching Works. Helping your client to understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.
How to Hold Me Accountable. Since everyone’s motivations are different, your client can use this form to tell you how to respond in certain situations.

Business Goals Worksheet. This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
Client Invoice. This will help keep everyone on track with how many payments have been made, the payments left and how much money is collected.
Confidentiality Agreement. This agreement verifies the confidential nature of the relationship for both you and your client.
Code of Ethics. Your promise to your client so she feels comfortable and confident in working with you.
My Coaching History Form. Get detailed information about your client’s coaching history, if they’ve had coaching, what worked, what didn’t or if they’re completely new to the world of coaching.
How to Prepare for a Coaching Session. Allow your client to prepare for her coaching session with you in the best way possible.
Intake Form. Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared to discuss where they’re currently at and where they wish to be.
Referral Request. This referral request can be customized and emailed to your client when you have space open to accept new clients.

+ A Claude AI prompt for every single form so you can make it yours in 60 seconds.

What can you do with the templates in this kit?

Use them to start your own coaching program – TODAY!
Streamline your existing coaching program so you have more time to get clients instead of spending all of your time on admin.
If you teach online business owners 1-to-1 how to become coaches, then include some of these forms in a bundle with your own program. It’s ok. We don’t mind.
Create some training about how to become a coach and bundle these forms as an upsell to your program

We value your privacy. When you signup for this kit you will also receive regular emails, updates and special offers

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