Coaching Onboarding Documentation

Your onboarding process sets the tone for every client relationship. Whether you’re a brand‑new coach building your foundations or an established coach ready to refresh your materials, I create clear, beautifully structured onboarding documents that feel aligned, professional, and effortless to use.

​

This service gives you a complete, ready‑to‑send onboarding pack, either created from scratch or updated from your existing materials, so you can welcome clients with confidence and consistency.

 

Why Your Onboarding Documents Matter

​

Your onboarding isn’t just admin. It’s your client’s first real experience of working with you.

​

Great onboarding documents help you:

​

• Build trust and credibility

• Set expectations and boundaries

• Reduce back‑and‑forth admin

• Create a smooth, supportive client journey

• Protect your time and energy

​

I bring together my background in L&D, coaching support, and documentation design to create onboarding materials that feel polished, human, and aligned with your brand.

​

 

Your Options

​

Document Refresh (Using Your Existing Materials) - £135

​

Perfect for established coaches who already have onboarding documents but want them updated, modernised, and aligned with their current brand and process.

​

You provide:

​

• Your current welcome email

• Existing coaching agreement

• Intake form

• Any pre‑session documents you already use

​

I will:

​

• Refresh, update, and lightly re‑write your documents

• Improve clarity, tone, and structure

• Apply light branding (fonts/colours)

• Ensure consistency across all materials

• Return a clean, ready‑to‑use onboarding pack

 

Turnaround: Approx. 5–7 working days (depending on how many documents you provide and the level of updating required)

 

​

Complete Onboarding Document Creation - £225

​

Designed for new coaches or those launching a new programme who need a full, cohesive onboarding suite created from the ground up.

​

I provide + customise:

​

• Welcome pack and email template

• Coaching agreement

• Client intake form

• Pre‑session questionnaire

• Optional light branding (fonts/colours)

​

You receive:

A polished, cohesive onboarding pack that’s ready to send to new clients immediately - no writing, formatting, or guesswork required.

 

Additional documents (e.g., boundaries guide, cancellation policy, FAQ sheet) - £45 each

​

Turnaround: Approx. 5–7 working days (depending on how many documents are requested to be created)

 

​

How It Works

​

1. Choose your package

Select either the Document Refresh or Complete Creation option.

​

2. Share your materials (if applicable)

I’ll request any existing documents or brand details I need.

​

3. I create your onboarding pack

Clear, consistent, beautifully formatted documents tailored to your coaching style.

​

4. Review & refine

You’ll receive your full pack to review, with one round of refinements included.

​

5. Start onboarding clients with confidence

Your documents are ready to send - polished, professional, and aligned with your brand.