Done For You Coaching Content

Done-For-You Content So That You Can Spend Less Time On Paperwork & More Time Doing What You Love!

The Shortcut To A Business You Love!

Let's be brutally honest, you became a coach so that you could make a difference in people's lives. You didn't become a coach to do dull, boring administrative stuff. But here's the thing......

A lot of this boring dull, administrative stuff is vitally necessary to running a thriving coaching practice. 

So how can you spend less time on the boring stuff and more time being paid to make a difference in people's lives? 

The solution (at least partly) is done-for-you content...letters, templates, graphics and more that make marketing and admin a breeze. 

That's exactly why the Done For You Coaching Content Bundle was created. 

Here's What You'll Get....

Here are the done for you letters and templates currently included in the kit.

New Client Kit

It's so important to start off a new client relationship on the right foot! Sending a New Client Kit to someone who has just purchased a coaching package with you will let her know that she's invested her money wisely and will foster a sense of trust in you, your processed and your boundaries. We've make it super easy for you with our 17 done-for-you forms that you can use for a stress-free start to a successful coaching experience!

New Client Kit

Includes 17 Done-for-You Forms to Help You Spend Less Time on Paperwork so You Can Do More of What You Love!

Why do you need a “New Client Kit” to send to new clients?
Let’s step into your new client’s shoes for a moment. We’ll call her Anna.
Anna is excited but scared when she completes the payment to begin working with you. At that moment she is thinking “Did I invest money wisely? Please say this was the right thing to do… “

She truly wants to be happy with her decision but is starting to panic a little bit.

Moments later, she receives her “New Client Kit” with clear instructions and expectations laid out. Choosing to work with you WAS the right choice. She breathes a sigh of relief and gets right to work.

The best part? We’ve done all of the work for you and you can access them in minutes.

You can try to create these from scratch or hire your Virtual Assistant to create them, but why do that when we’ve done the work for you?

Here are the 17 Forms You’ll Get to Create Your Own New Client Welcome Kit:


You will receive the following 17 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.

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 Pre-call 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.

Client Getting Letter Templates

Most service based business have a natural ebb and flow of clients coming in and clients going out.

But if you’re not actively working to keep fresh new leads coming in, you’ll be putting yourself in a less than desirable position when your income unexpectedly takes a sharp dive downwards.

Whether your clients have “graduated” from your coaching program, or they no longer need your services for whatever reason – you want to make sure you have a list of potential clients to pull from.

And we make it super easy for you to do with our 7 done-for-you letters/emails that you can use to do all of these things!

These are the 7 Letters You’ll Get in this Kit:

You will receive the following 7 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients. Then you or your virtual assistant can send them out when they’re needed!



Post Event Potential Client Follow Up Letter/Email/Card. Letter to send to people you connected with at a business event who you feel would be good potential clients.


Post Consultation Call Follow Up Letter/Email. Letter to send to people you spoke with on a free consultation call to sell them into your programs.


JV Program Invitation Letter/Email. Letter to send to potential JV partners inviting them to join your referral program.


Referral Bonus Letter for Existing Coaching Clients. Letter to send to past and current coaching client where they can earn a free coaching call with you for referring a new client who buys a coaching program.


Referral Request Letter/Email. Letter to send to your current clients with a request that they refer new clients to you.


Client Testimonial Request Letter/Email. Letter to send to your current clients asking them to send you a testimonial that you can use on your website and in your marketing materials.


Client Reactivation Letter/Email. Letter to send to your inactive clients to encourage them to sign back up for your services and programs.

Tough Talks Letters Kit

In all coaching relationships there comes a time when you have to have the tough talks with your clients. This can be uncomfortable for many coaches so we've made it super easy for you by providing 10 done-for-you letters/emails that you can use to manage those various difficult client situations with ease!

 

Tough Talks Kit:

10 Done-for-You Letters to Help You Manage Difficult Client Situations with Ease

In all coaching relationships there comes a time when you have to have the tough talks with your clients…
Sometimes coaching is easy and fun. Everything is effortless and natural and you don’t have a care in the world. 

But then there are other times when it’s not.

  • A client might be overstepping their boundaries, not respecting your time, and you don’t quite know how to handle it. You’re starting to resent the client and you know you need to deal with it, but you keep putting it off.
  • A client writes to notify you they’re cancelling their coaching. You thought everything was going great. You want to know why they cancelled and possibly recover the client, but you aren’t sure quite how to ask without it sounding personal.
  • A potential client (perhaps someone you’ve met in person) express interest in working with you. They either aren’t ready yet or you know they’re not going to be a good fit. What do you say?
  • A client misses an appointment… again. You sit down to write an email to him, but you’re too frustrated to get the words right.
  • You knew that you never should have agreed to work with that client. You felt it when you did your intake call, but you needed the money so you decided to work with her anyway. Of course your gut was right and now you need to fire her.

 

What do you say?

 

Here are the 10 Letters You’ll Get in this Kit:


You will receive the following 10 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.

Monthly Rate Increase Letter/Email. Letter to clients letting them know that you are increasing your monthly rates.


Client Boundaries Letter/Email. Letter to send to your clients when they overstep your boundaries outside of agreed upon contract.


Problem Clients Termination Letter/Email. Letter to send to clients who you no longer want to wok with for whatever reason.


Cancellation Recovery Letter/Email. Letter to send to your client asking for feedback on why they cancelled and if there’s a way that you can continue working with each other.


New Client Refusal Letter/Email (Refer to Your Other Programs). Letter to send to people who want to work with you but they’re not ready for 1:1 coaching. This letter will help you refer them to your other programs, such as group coaching, or your book, or digital product.


Client Missed Appointment Letter/Email. Letter to send to clients who schedule a call and then don’t show up for it.


Clients Who Waste Your Time Termination Letter/Email. Letter to send to clients who are not showing up to do the work and they’re not making progress.


Refund Refusal Letters/Email (Credit Card). Letter to send to your client after a client signs a contract for services and then changes their mind and requests a refund, or initiates a charge-back on payment.


New Client Refusal Letter/Email (Refer to Another Coach). Letter to send to people who want to work with you 1:1 but they are not a good fit for you. This letter will help you to refer them to someone else.


Refund Refusal Letters/Emails (PayPal). Letter to send to your client after a client signs a contract for services and then changes their mind and requests a refund, or initiates a dispute on payment.

Save The Sale Kit

Like most coaches, there will be times in your business when a potential client isn't an immediate "yes!" and you'll need to follow up in order to save the sale.

In order to keep these potential clients from slipping through your fingers, our 10 done-for-you letters/emails will help you to close the deal!

Save the Sale Kit: Letters to Get Every Sale

Want to easily save every sale? Like most coaches, there will be times in your business when a potential client isn’t an immediate “yes!” and you’ll need to follow up in order to save the sale. In order to keep these potential clients from slipping through your fingers, some of the ways you can save the sale are:

 

  • Following up with people who have shown interest in coaching in the past but who were not ready yet.
  • Reconnecting with previous clients
    Turning a “no” into a “yes!”
  • And much more!

And it's now easier than ever to save the sale with this done-for-you kit. 

You will receive the following 10 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.

Email to Follow Up With Potential Customers Who Do Not Buy
If a client visits your sales page but does not buy, this email will help answer questions and remove purchasing barriers.


Email to Send When a Potential Client Says “No”
Send this email to respond to your client’s concerns regarding your programs or services to overcome their objections and get them excited to work with you.


Email to Reconnect With a Past Client
This email is perfect for reaching out to a client you’ve coached in the past, and would love to work with again. They are waiting for the opportunity. With this letter, you’ll give it to them.


Email to Send to a Canceled Group Coaching Member
This email lets canceled members know about changes to your membership since they’ve left, and extends an invitation to rejoin. Sometimes life circumstances change or the person’s business has changed and they’ll jump at the chance to pick up where they left off.


Email to Send When a Client Says “It’s Not in My Budget”
This email answers the money concerns your potential clients might have in a thoughtful, gentle manner.


Email to Send When Client Isn’t Doing the Work
This email offers a gentle reminder of her goals, plus encouragement to keep moving forward. This letter can help to ensure your client’s success so they continue to work with you.


Email to Send Following a No-Show Appointment
Frequently a no-show is just based in fear. Send this email to help potential clients overcome their concerns while offering encouragement and information on how you can help.


Email to Send When They Hire a Different Coach
Send this email to wish them well with their new coach, and to remind them of additional training/programs you offer that may be a good fit down the road. They’ll remember that you were a class act.

Frequently, when their other coaching relationship ends, they’ll come back and be ready to sign on the dotted line saying “I should have chosen you instead.” While we don’t wish anyone to waste money, we definitely want them to end up with the RIGHT coach (you) in the end.


Email/Letter Responding to a Refund Request
Send this email to encourage feedback from your customer, and to offer an exchange in lieu of a refund. You’ll keep the money in your account AND have a happy customer for life.


Email to Send When a Sales Call Goes Bad
Send this email when you feel a sales or discovery call was awkward or non-productive. This is a graceful way to help your client to come back and work with you, even if they feel embarrassed.

Grab Your Done-For-You Coaching Content Bundle

Just $97 for the entire bundle and FREE access to future updates.

5 Part Email Series To Turn Cold Leads Into Hot Clients

Building your email list is a great way to get new coaching clients. These done for you emails will help you to turn cold prospects and leads into hot new coaching clients. 

Social Media Posts For Coaches

20 Done-For-You Social Media Coaches On The Benefits of Coaching. 

Finance Kit For Coaches

Planners and tracking tools to help you to keep track of your finances. 

Coaching Graphics

Done-For-You graphics about coaching. 

Motivational Graphics

Done for you motivational graphics you can use on your social media channels. 

Grab Your Done-For-You Coaching Content Bundle

Just $97 for the entire bundle and FREE access to future updates.

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