Complete client toolkit for coaches | Plug & Play | Fully Editable | Brand as your own
£49.00 £129.00
Now Live: The Coaching Essentials Toolkit

As of Wednesday only 7 copies left at this price


Dear coach mate,
If you’re like most online coaches, your onboarding didn’t start as a system.
It just… happened.
A PDF here.
A Word doc there.
A couple of questionable form links holding it all together.
You know it could be better.
You also know rebuilding it properly would be a job.
And that’s why it keeps getting parked.
Because on their own, these feel like small tasks.
Put together, you know you’re in for a slog.
So it’s easy to tell yourself, “No one really cares.”
But the smart coaches know that’s not true.
Their onboarding is so slick that clients start confident, clear, and bought in -
before the first check-in even happens.
So here’s the bit most coaches never actually sit down and work out.
On their own, these are small jobs.
Together, they usually cost a lot more than you’d expect.
If you were to create each part properly - or pay someone to do it for you - this is what it typically adds up to:
Client welcome pack - £100–£350
Weekly check-in guide - £50–£100
Coaching agreement - £50–£100
Cancellation policy - £25–£75
Goal-setting workbook - £25–£75
Referral guide - £25–£75
Habit & lifestyle guide - £50–£75
Quickfire onboarding guide - £75–£150
In real-world terms, you’re looking at £400–£1,100 to have this created and designed properly.
But that all changes here.
Right now.
Most coaches spend more than this on one custom document.
This gives you the full system.
Tap the image for a quick peek
Client Welcome Guide
Welcome pack covering expectations, process, and how to get the most from coaching.
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Weekly Check-In & Progress Guide
Simple, repeatable process that makes accountability smooth.
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Coaching Agreement & Terms
Set boundaries, outline responsibilities, protect your time
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Cancellation & Pause Policy
No more refund drama or awkward convos, everything is crystal clear.
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Goal Setting Workbook
Help clients map milestones and stay consistent.
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Feedback & Referral Templates
Collect social proof + generate referrals without begging.
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Habit & Lifestyle Guide
How to build habits for long-lasting results
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Lead Generation Template
Canva lead generation website template
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes

Quickfire Onboarding Guide
Canva lead generation website template
Fully editable in Canva
Plug & play template with placeholder text and images
Easy to edit, go live in minutes
As of Wednesday only 7 copies left at this price
Not in a nasty “school teacher with a red pen” way…
…but by every potential client who scrolls your page, replies to your DMs, or books a call.
And here’s the kicker:
Most of them have already had a coach before.
Some good. Some bad. Some downright terrible.
Which means you’re being compared before you’ve even opened your mouth.
So, when your onboarding feels messy…
When everything looks ‘average’
When your docs look DIY…
…it plants doubt.
And doubt is NOT what you want in the mind of someone who’s just signed up for a premium coaching fee… that’s for sure.
So let’s kill the doubt and make you look the premium brand on the front cover of social media and when they sign up.

As of Wednesday only 7 copies left at this price
Fresh out of the box, never seen before!
Lead Gen Website Template
Building a website or landing page for scratch is hard. Not only from a tech perspective, but also the layout and design.
And if you don't have a website right now and maybe hiring a designer is out of budget, this Canva template may be the ticket.
Fully editable in Canva
No need for a domain or hosting
Embed your application form or lead magnet link

Client Welcome Guide
Weekly Check-In & Progress Guide
Coaching Agreement & Terms
Cancellation & Pause Policy
Goal & Habit Success Guide
Feedback & Referral Guide
Client FAQ & Success Guide
Canva Website Template
Quickfire Onboarding Guide
As of Wednesday only 7 copies left at this price

The Coaching Essentials Toolkit is for any fitness coach, nutritionist, personal trainer or online coach who wants to improve their service, reduce churn and look like the professional they know they can be.
The templates are easily customisable inside Canva, and there's also a quick video tutorial showing you how to make them "your own".
I've done the heavy lifting for you. All you need to do is read them (essential), and then change the obvious placeholder texts and details in yourself. To customise all of the guides including branding, you're talking around 1 hour total (if you're an average Canva user).
You get lifetime access to the members portal, and once you import the Canva templates to your account, you can access them from there without needing to revisit the portal.
This is a digital asset which is unrecoverable, therefore no refunds are offered. I've been creating digital assets for over 10 years, if you're already looking at the refund policy, we're probably no the best fit.
Lifetime access - No monthly payments or contracts!

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