Life Coach Welcome Packet, Coaching Client Intake Form, Price List, Client Onboarding, Coach Agreement Contract, Terms & Conditions, Invoice

$10.20 $17.00

Instant Digital Download

Welcome to Banded, your go-to shop for done-for-you digital products in mental health, wellness, mindset, self-development, and education. Quality, ready-made resources that help you achieve your personal and professional goals. Whether you’re a coach, therapist, educator, or someone passionate about self-growth, our digital products are designed to save you time and help you grow and thrive in business and in life.

Please read the entire listing before purchasing, and check the conditions of use and format carefully, as each item in my store will differ. Review the description and images to confirm the file format and usage terms meet your needs. Feel free to ask any questions you may have, I am here to help. Should you have any requests for a different aesthetic, or to create a particular resource, please don't hesitate to reach out.

Welcome to your ultimate solution for seamless client onboarding in your life coaching business! Our Client Onboarding Canva Template is meticulously crafted to empower you in creating a captivating Welcome Package that not only informs but impresses your new coaching clients.

With our template, you can effortlessly address your clients' concerns before they even arise, ensuring they know exactly what they're getting and what results to expect from your coaching services. No more guesswork or uncertainty—just clarity and confidence from the start.

Say goodbye to the headache of crafting introductory materials from scratch. Our Coaching Client Welcome Package streamlines the entire process, allowing you to simply fill in your business details and voila! You're ready to cultivate a lasting relationship with your clients.

Available in convenient US Letter sizes, our Canva life coaching template is designed for easy customization. Tailor it to your brand's colors, style, and messaging in just a few clicks, and watch as it transforms into a polished, professional services guide that reflects your unique approach to coaching.

Here's what you'll find inside our 56-page Canva template:

-Table of contents
-Welcome messages
-Vision, mission, and team intros
-Expectations and guidelines
-Contact details and resources
-Service summaries and pricing
-Plans, schedules, testimonials, and quotes
-Tools tutorial
-Worksheets and trackers
-Gallery templates
-Case study and FAQs
-Essential business forms and agreements
-Thank you message
-For business use only, not for resale (resell rights not included)

Transform your Client Welcome Packet into an editable PDF for added convenience, allowing your clients to interact directly with the materials and feel empowered from the get-go.

CONDITIONS:
Please note this item does not include resell rights. You can use in your coaching business or for personal use, but it is strictly not for resale. It may not be reproduced, replicated, or resold in any way.

HOW YOUR PURCHASE WORKS
Step 1: Purchase
Step 2: Check your email and notifications from Etsy to download your PDF link file.
Step 3: Open the PDF and click the template link.
Step 4: Your digital download will populate in Canva
Step 5: Edit, Save, Download, and Print as you like!

PLEASE NOTE - This is a digital download / template. No physical product will be shipped, and as a downloadable product there are no refunds. Please ask as many questions as you need to prior to purchasing, we are here to help. This item does not include PLR or Resell Rights, and is for use in your business only.

Digital downloads

File delivery

Your files will be available to download once payment is confirmed.

Payment Options

Secure options
  • Accepts Etsy gift cards

Returns & Exchanges

I don't accept returns, exchanges, or cancellations

But please contact me if you have any problems with your order.

Frequently Asked Questions

Who are these products for?

I create digital templates, PDFs, planners, worksheets, journals, and other resources to help you save time, stay organised, and focus on what matters most. My products are designed for coaches, educators, leaders, and individuals dedicated to personal and professional growth, who want to enhance resilience, foster a growth mindset, and create meaningful impact in their work and lives.

How do I access my digital download?

Once your purchase is complete, you can access your files in a couple of ways:

From Etsy on a browser: Log in to your Etsy account on a desktop or mobile browser (downloads aren’t available via the Etsy app).

Navigate to Your Account > Purchases and Reviews, find your order, and click Download Files.

Via email: Etsy will also send a download link to the email address associated with your account. Be sure to check your spam or junk folder if you don’t see it in your inbox.

If your payment is still processing, the Download Files button will be grey.

Do you release new digital products regularly?

Yes! I’m always creating and adding new resources to the shop. Be sure to follow my shop to stay updated on the latest offerings. If you have any other questions, feel free to reach out. I am here to help!

Can I sell these digital products as my own?

The conditions attached to each product vary, so it’s important to carefully check the individual listing description for details. Some products are for personal use only, or for use with your coaching clients and may not be resold, and others come with resell rights attached.

If your intention is to use the products to create something special of your own, I encourage you to review Etsy’s Seller Handbook to ensure you understand the platform’s requirements, and best practices for compliance and success. If you have any questions about the rights associated with a particular product, please feel free to reach out to me before purchasing.

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