This Client Onboarding Template helps you gather client goals, expectations, and preferences, setting a strong foundation for your coaching journey.
Client Onboarding Template
What Is the Client Onboarding Template?
The Client Onboarding Template is a structured tool that helps coaches streamline the process of welcoming new clients. It captures key details such as client goals, challenges, session preferences, and first-session expectations. By organizing everything in one place, it ensures a smooth start, builds trust, and sets the tone for a productive coaching relationship.
How to Use This Template
Collect client details
Record name, contact information, and background.
Define goals and expectations
Clarify what the client wants to achieve through coaching.
Schedule sessions
Note preferred days, times, and session frequency.
Prepare for the first session
Ask clients what they hope to accomplish and note key discussion points.
Why Coaches Use This Template
Creates a professional first impression
Streamlines onboarding by keeping all client details in one place
Builds alignment between coach and client from the start
How Coaches Use This Template
To set expectations clearly
Amelia, a life coach, uses the template to align with clients on goals and session structure before coaching begins.
To save time during setup
Liam, a performance coach, sends the onboarding form to clients before their first meeting to gather all key details in advance.
To establish accountability early
Renee, an executive coach, reviews the agreed-upon goals from the onboarding template at each milestone to keep clients focused and responsible for their progress.
Frequently Asked Questions
Can I customize this template?
Yes, you can modify questions or fields to suit your coaching niche or style.
Is this for one-on-one coaching only?
No, it can be used for group or corporate clients as well by adjusting the client information section.
Should clients fill this out before or after the first session?
Ideally before, so you can tailor the first session around their goals and expectations.
