Client Welcome Packet for Coaches

Grab our beautifully designed 6-part client welcome packet for coaches to help you professionally welcome your new coaching client into your coaching program with excitement and professionalism.

A real client welcome packet written by coaches, for coaches

Client Welcome Packet for Coaches

🤫 Steal It. We promise not to tell…

  • 6-part professionally written welcome packet
  • Original files so you can copy and paste
  • Created for any coach in any niche
  • 100% customizable for your coaching business
  • Written and designed! Instantly access and use
Chris F., Remote Work Coach


I just purchased one of your templates and just want to offer a sincere thank you! They are extremely easy to follow and super clear. It’s not easy to nail both style and structure!

— Chris F., Remote Work Coach

6-Part Canva Client Welcome Packet To Help You:

And so much more…

Here’s exactly what’s included:

⚡You’ll get a 6-part client welcome packet, beautifully designed in Canva, with fill-in-the-blank pre-written content:

No more looking like a copy-and-paste coach! This beautiful document will help you welcome your client professionally, so you look like you run a real coaching business.

6 part client welcome packet for coaches

⚡ You’ll also get the original files, so you can edit, copy, and paste with ease:

Just in case you need the original copy so you can send it to your designer or use it in an email, we’ve got you! We’ve included the original documents so you can use the content any way you like.

6 part client welcome packet for coaches

⚡ Plus, line-by-line tips to help you personalize everything:

We added coaching notes in red next to every single fill-in-the-blank section so you can easily add your magic and make our welcome packet fit you and your business.

tips next to every blank

⚡ We included tons of verbiage for every conceivable client situation:

Seriously. We tried to think of every scenario possible so you’d never have to panic and Google again, including welcome letters, session preparation steps, confidentiality agreements, and so much more.

every conceivable client situation

Plus a Lovely Bonus!

And to make sure you are looking professional… We’ve included a fantastic bonus to help you onboard your new coaching client!

Bonus Client Intake Form

Use our client intake form to beautifully ask all the questions needed to get your client ready for their first coaching session!

— Stacy S., Career Coach


Your content provides clarity, coaching, and deep emotional work. I am speechless and in tears. Thank you so much

— Stacy S., Career Coach

How It Works

Get Instant Access In 3 Easy Steps


01 Check Your Inbox

Once you purchase, check your inbox and click the link to access the welcome packet.


02 Bookmark or Download!

The Canva template and original copy are separate for ease of use. You can bookmark them for later use, or download them.


03 Fill-In-The-Blank & Customize

Just fill-in-the-blank! We’ve even given line-by-line tips on how to customize it to fit your business.

What Our Customers Say

— Joni D., Eating Disorder Recovery Coach


“They are generous with their knowledge, providing all the instruction and support needed to run my business.”

— Joni D., Eating Disorder Recovery Coach

— Christina G., Life Coach


“You have been an answered prayer. I greatly appreciate your thought partnership and coaching”

— Christina G., Life Coach

— Shira G., Pro Organizer & Life Coach


“So grateful to have Lovely Impact! My business truly couldn’t run without their consistent talent and expertise!”

— Shira G., Pro Organizer & Life Coach

By the way… we’re Cass and Tee.

We are designers turned coaches… turned designers AGAIN… 

Seriously… let us explain: 👀 After an entire year of working with coaches, it took us one catch-up convo via video to realize that there was a huge gap in the market.

There were no real resources out there helping coaches with their businesses.

One of the first things we learned about running a coaching business is the power of onboarding your new client.

That the journey your client takes AFTER they hire you will dictate whether they will become a repeat customer, refer you to others, or provide you with a client testimonial.

So, we developed a client welcome process and tweaked it over the years.

This welcome process changed our business!

Then it hit us… 🙄 duh! Why don’t we package this up and share them with our audience?

That’s why we created the Client Welcome Packet for Coaches, to help you communicate your coaching program expectations, results, and boundaries exactly the way you want.

We want you to really see how powerful a welcome process can be!

See you on the other side 🙂

Canva Logo

Why Canva?

✓ Super Easy to Use

All you have to do is sign up for a free account on Canva and you’re ready to customize your this template! Canva was made so that anyone could create designs without needing expensive software.

✓ 100% Creative Control

You can leave the logo as is and change the text, OR you can add colors, fonts, and more! You have full creative control to change the template any way you want. It’s up to you and your imagination.

✓ Tons of Fonts & Design Elements

The beauty of Canva is that you have a ton of font and design elements to choose from. This includes illustrations, shapes, and more. And if you have Canva Pro, you and upload your brand fonts too!

✓ Top-Rated Support & Resources

Lovely Impact’s support plus Canva’s learning center and resources provide you with everything you could need. Just email us and we’d be honored to help. 

Client Welcome Packet FAQ

What is your coaching welcome packet?

Our client welcome packet was created for coaches, by coaches to help them professionally welcome their new coaching clients into their coaching programs.

Never stare at a blank screen again, these will help you confidently communicate your coaching program expectations, results, and boundaries exactly the way you want.

Are these for any type of coach and any niche?

Yes, our welcome packet is for ANY coach in ANY niche. We’ve provided line-by-line tips on how to customize to fit your coaching niche and your clients. This can be used by any coach!

Why Should I Use Canva?

Canva is a website that provides graphic design tools on the web. It offers a simple drag-and-drop interface that’s ideal for editing and is easy to use. Accessing your templates requires no software, and you can use any device (Phone, Computer, or Tablet).

Can I give this away or resell it?

No. You cannot resell or give away our coaching products. They’re intended to be used internally in your business only.

Do you offer refunds/accept returns?

Sorry, no refunds or returns! All digital and instant download purchases are non-refundable due to the fact that we cannot determine if the product has been used. If you have any questions or problems regarding your order, please don’t hesitate to contact us.

How will this help my coaching business?

This isn’t just an example, this is a fill-in-the-blank client welcome packet that you can use instantly. Add it to your favorite coaching platform or bookmark the original files to copy and paste right inside your email editor. For every section of the packet, we’ve given you line-by-line strategies to make sure it works for you.

How much do they cost?

Our Client Welcome Packet for Coaches is $47.  We want every coach to be able to purchase and use it right away.

How will my welcome packet work?

Once you pay, you’ll receive instructions for downloading and editing your client welcome packet template. The only thing you’ll need to do is create a free Canva account and customize your template. You can change or add colors, texts, photos, and more.

Is my packet one-of-a-kind?

No. Our client welcome packet template is free to purchase by any coach that browses our website. The way you customize it makes it unique.

When will I get my packet?

Instantly! These are digital products that are available for immediate access! There is no shipping cost and no waiting period. It’s yours forever after you purchase it once!

Still here? What are you waiting for!

If you’re still reading this, and 

  • you’re thinking about getting our Client Welcome Packet for Coaches, and
  • you want client onboarding to work for you vs against you, and 
  • you want to keep your dream coaching clients…


==> Click here to grab this product today <==


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