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.

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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

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

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Great onboarding documents help you:

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• Build trust and credibility

• Set expectations and boundaries

• Reduce back‑and‑forth admin

• Create a smooth, supportive client journey

• Protect your time and energy

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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.

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Your Options

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Document Refresh (Using Your Existing Materials) - £135

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

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You provide:

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• Your current welcome email

• Existing coaching agreement

• Intake form

• Any pre‑session documents you already use

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I will:

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• 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)

 

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Complete Onboarding Document Creation - £225

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

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I provide + customise:

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• Welcome pack and email template

• Coaching agreement

• Client intake form

• Optional light branding (fonts/colours)

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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., Pre-session questionnaires, boundaries guide, cancellation policy, FAQ sheet) - £45 each

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

 

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How It Works

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1. Choose your package

Select either the Document Refresh or Complete Creation option.

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2. Share your materials (if applicable)

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

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3. I create your onboarding pack

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

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4. Review & refine

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

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5. Start onboarding clients with confidence

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