$29.00
Set your clients up for success from day one 💖
This Client Onboarding Toolkit gives you simple, supportive tools to help your clients feel:
✔ seen
✔ supported
✔ confident
✔ and cared for
Right from the very beginning.
These are the exact onboarding documents I’ve used for years in my own coaching business — refined through real clients, real conversations, and real experience.
WHAT’S INCLUDED:
Inside the Client Onboarding Toolkit, you’ll find:
✔ PAR-Q Form
Support safe, appropriate movement and open clear communication around health history.
✔ New Client Questionnaire
Understand your client’s goals, motivations, challenges, and expectations from the start.
✔ Goal-Setting Worksheet
Help clients define what success looks like — in a grounded, achievable way.
✔ Weekly Check-In Form
Create ongoing connection, reflection, and support beyond the workout itself.
Each document is:
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clean and professional
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easy to use
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fully white label & editable
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and designed to support real-world coaching businesses
Description
🤍 WHAT THIS TOOLKIT IS
This is not just a set of forms.
It’s a relationship-building system designed to help you:
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start clients with clarity and confidence
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create trust early on
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support consistency from week one
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protect both you and your clients
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and coach with calm, structure, and intention
Everything is fully white label, so you can brand it to match your business and make it your own.
HOW COACHES USE THIS TOOLKIT
Coaches use these documents to:
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onboard new clients with confidence
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strengthen coach–client relationships
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create structure without overwhelm
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improve communication and retention
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save time while delivering a better experience
Use everything — or just what fits your style.
There’s no one “right” way — only what works best for you and your clients.
🖊️ FORMATS + EDITING NOTES
You’ll receive access to Google Docs and Canva versions, making it easy to customize.
Editing Google Docs
To edit the Google Docs versions:
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Click the link
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Go to File → Make a Copy
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Save it to your own Google Drive
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Edit and customize freely
✨ These documents are designed to be copied, not shared.
🤝 COACH TO COACH
Great coaching isn’t about doing more — it’s about doing what matters.
These tools exist to support your coaching, not complicate it.
They help you lead with care, clarity, and confidence — while letting systems do the heavy lifting behind the scenes.
And remember:
You don’t have to build everything alone.
I’m here as your Online Fitness Specialist, supporting you with tools, systems, and real-world coaching insight so you can focus on connection.
We’re building this together 💖
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