BE-Creatives
Coaching Client Template Bundle | Canva Templates
Coaching Client Template Bundle | Canva Templates
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Are you a coach, consultant, or service provider looking to attract your ideal clients and get booked out?
A COMPLETE COACHING/CLIENT BUSINESS BUNDLE
Everything you need to manage your coaching business and deliver ideal results to your clients from start to finish.
Get ready to personalize and professionalize your client onboarding and offboarding experience with 4 done-for-you coaching client templates.
- Make a great first impression with your coaching client welcome pack. Get your clients prepared and excited to start working with you, all while showcasing your expertise and attention to detail. (33 pages)
- Once you are legally covered, it changes the entire game. Simplify the process from conversation to contracts with our professionally crafted client agreement forms. (24 pages)
- Look like a seasoned pro with all the client session forms you need to give your client a professional experience from start to finish. (27 pages)
- Step into every call prepared to guide your client seamlessly with our proven coaching session forms. (10 pages)
Your coaching program needs to follow a logical sequence in order for your clients to get the most out of each session, and for you as the coach to stay organized and efficient with your time. But every client has different needs and goals that require a personalized touch.
Our 4 fully customizable coaching client templates allow you to structure your sessions, track success and deliver a more efficient coaching solution, all while maintaining a consistent and professional brand.
Perfect for life coaches, health coaches, business coaches, wealth coaches, content creators, and consultants in any niche. Any new coaches looking for resources, forms, and templates to streamline their client experience.
Our coaching client templates are perfect for digital agency owners and service providers who manage large teams and want a consistent workflow.
- 4 Individual temptable sets with a total of 100 + pages
- Fully customizable in Canva (a free online design tool)
- Instant access to templates so you can get started right away.
- Canva quick start guide.
What’s Included:
Client Welcome Guide: (33 pages)
Make a great first impression with your coaching client welcome pack. Get your clients prepared and excited to start working with you, all while showcasing your expertise and attention to detail.
- Outline your program details in a clear and organized way.
- Share your story and connect on a deeper level.
- Stand out as a premium coach in your industry and position the value and transformation only you can provide.
- Showcase your expertise, client results, and social proof.
- Set boundaries and manage expectations to provide an excellent client experience from the beginning.
Client Agreement: (24 pages)
Once you are legally covered, it changes the entire game. Simplify the process from conversation to contracts with our professionally crafted client agreement forms.
- Cover your tail end with our coaching/client agreement contract. Professional written and easy to customize.
- Look professional and stay organized with beautifully designed client invoices.
Client Session Forms: (27 pages)
Look like a seasoned pro with all the client forms you need to give your client a professional experience from start to finish. With session forms that allow them to discover key insights of each session, record their own journey throughout the process, and keeping them focused on the action plan that holds both parties accountable to the growth.
- Gather critical and timely information about your clients with client intake forms.
- Provide your clients with all the information they need to prepare them for your first and next coaching sessions.
- Create a one-of-a-kind experience and set the tempo with carefully crafted client session forms.
- Keep your client engaged and accountable with the right questions at the right time.
- Get critical feedback and insight to serve your clients, better your process, and mitigate any issues with expertly crafted coaching evaluations.
Coaching Session Forms: (10 pages)
Step into every call prepared to guide your client seamlessly with our proven coaching session forms. Easily identify struggles, areas of opportunity, and growth and be able to easily navigate the best next steps for your client's success.
Always know where you are in the process, what questions to ask, and how to get your client the outcome they desire. The entire goal is to connect the coaching sessions together to get the client to progressive wins towards their goals.
- Take detailed notes pre-session to track client progress.
- Identify struggles and areas of opportunity for client growth.
- Easily navigate the best next steps for your client's success...
- Manage progressive wins towards your client's goals.
If you have ever asked:
What should be included in your coaching package?
How do you create a coaching intake form?
How do you document a coaching session?
What is a coaching template?
What are good coaching questions?
What client agreements do I need?
Then this coaching client template bundle is for you….
- Save time by using our professional templates.
- Save money by not having to hire a graphic designer.
- Eliminate the stress with done-for-you coaching client business forms.
- Impress your clients with professional and personalized marketing materials.
- Stand out as the organized expert who delivers a Haigh end experience to their clients.
Every form you need to be an effective & efficient Coach in one bundle!
What’s Included:
- Client Welcome Guide Canva Template (33 pages)
- Client Agreement Canva Template (24 pages)
- Client Session Forms Canva Template (27 pages)
- Coaching Session Forms (10 pages)
- Instant access so you can get started right away
- Fully customizable in Canva Pro and Canva Fee
- Full access to our Canva Training Library
If you are interested in purchasing a professional license, please reach out to our team: support@be-creativeagency.com
Refund/Return Policy
Refund/Return Policy
Due to the nature of digital goods, upon purchasing it is deemed used and non-refundable.
We therefore advise customers to review each product thoroughly before making any purchase. We are happy to answer any question about a product to help you better decide if it is a good fit for your project(s), so please feel free to get in touch.
However, were are invested in your satisfaction and will absolutely help you resolve any issues. If you encounter any technical issues or difficulties please contact us at support@be-creatives.com. We will get back to you as soon as possible to assist you in fixing the problem.
However, if the technical issue you encounter cannot be resolved, your purchase will be fully refunded.
Contact
Contact
Purchase Details
Purchase Details
BE-Creatives Products
CANVA TEMPLATES
Canva is a graphic design platform that allows users to create social media graphics, presentations, posters, and other visual content. It is available on the web and mobile and integrates with apps for increased productivity. Canva has a wide variety of templates, graphic sizes, fonts, illustrations, elements, and stock images to use at your disposal.
How it works:
- DOWNLOAD-You will get immediate access to the files via a pdf with access to all the template links sent to your email. Click the links in the PDF file to open the template and it will automatically be copied in to your Canva account (under temples shared with me).
- CUSTOMIZE-Simply switch out any fonts, images, colors, and copy, to match or your branding.
- EXPORT & SHARE-Save your template in Canva. Download in a variety of formats to share and use as many times as you wish for your personal/business use.
What’s Included:
- Canva Templates & Designs
- Instant access so you can get started right away
- Fully customizable in Canva Pro and Canva Free
- Full access to our Canva Training Library full of walkthrough videos + pdf guides.
- All websites & pages can be hosted in Canva so you DON’T NEED a website to host it
- Access to all future updates and add ons.
- You can mix and match the pages however you would like by rearranging, duplicating, or deleting them. Add your own graphics, pictures, fonts, and more.
- You got Questions? We got Answers! Send us a quick email at hello@be-creatives.com and we well get back to you within 24 business hours.
Don’t Have a Canva Account? No problem, you can set one up in a few clicks.
Get started with Canva Pro HERE
TRELLO BOARDS
Trello is a visual project management tool that enables you to organize and prioritize projects in a fun and flexible way. A Trello board is a series of lists, with a bunch of cards attached and packed full of powerful features and automations. Trello is amazing for managing and collaborating with team members on work projects and tasks. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process.
How does it work:
- COPY and save all 5 business essential templates into your free Trello account.
- LEARN to use Trello quickly with our pdf + video walkthrough.
- ORGANIZE your content, get your team on board, and inspire productivity, efficiency, and creativity.
What’s Included:
- Trello Boards & Resources to bring your projects to life and keep them moving forward.
- Instant access so you can get started right away.
- Fully customizable in Trello Free.
- Full access to our Trello Training Library full of walkthrough videos + pdf guides.
- Each boards is complete with lists, cards, labels, workflows, resources and of course STRATEGY to go from idea to action in seconds. Access to all future updates and add ons.
- You got Questions? We got Answers! Send us a quick email at hello@be-creatives.com and we well get back to you within 24 business hours.
Don’t Have a Trello Account? No problem, you can set one up for free in just a few clicks.
LIGHTROOM PRESETS
Lightroom makes it easy to get your images just right. Edit like a pro on the go and take your photography to new places. Whether you are a beginner or a professional, Lightroom makes it easy and quick to edit, batch edit, organize, and share. With just the right amount of control, you can make dramatic adjustments or subtle tweaks. Lightroom makes it simple and fun to share your photos with the world and get noticed.
What is the difference in Lightroom Mobile + Desktop? Lightroom Classic vs. CC?
The Lightroom Mobile App is Free and can be used on any iPhone device.
Adobe Creative Cloud Subscription is required to use Lightroom Desktop
Adobe Lightroom Classic CC is the offline version, i.e. the one you use on your computer. Lightroom CC (mobile) is the online version, i.e. the one you can also use on your phone and tablet.
How it works:
INSTALL-Install your presets in a few simple steps. We walk you through step-by-step so you can get started right away.
EDIT-With a single click, you will be able to apply your preset and turn an ordinary images into extraordinary content.
SHARE-Share your edits with the world and finally show up consistently. These priests are the perfect tool to showcase your personality.
What’s Included:
- Stylish Mobile + Desktop preset Collections
- Quick install Video + PDF Guide
Don’t have Lightroom Mobile + Desktop. No problem, you can sign for either/both versions in just a few clicks.
ALL-ACCESS PASS
For those who want it all RIGHT NOW!
Get instant access to EVERYTHING in the shop at an insane price. Perfect for Agency Owners and Creatives who want to fill their creative library with done-for-you assets that move the needle in their business.