Preparing to launch a freelance or consulting business? Wondering how much you’ll end up spending on client forms? Here’s a trusted source for you to download client forms absolutely free. They’re from Coach Glue, but they’re not just for coaches. From lawyers to psychologists, freelance artists to party planners, professional quality forms are the differentiator for your enterprise.
Coach Glue is much more than client forms. They deliver done-for-you content to customize and present as free and paid courses, ebooks, challenges, learning materials and much more.
Edit and brand any private label content you acquire from them so that it matches your own field of expertise, brand and business.
After you download these brilliant business-building templates, you’ll be on the Coach Glue email list. Sign up using an email address where you won’t mind lots of great offers for content coming in. You’ll get deals on things like planners, workbooks to use with clients, courses to customize and sell on Teachable, and other high-value content with private label rights.
SUGGESTION Before You Grab the Done-for-You Client Forms:
MUST-KNOW TIP: If you haven’t already, start building your list. I made the mistake of not being proactive about this. It took me YEARS to get known in my field and build a following of ready buyers. Skip ahead to the good part and build that list. If you’re not using a list manager like Aweber, make the jump. People out there want what you have!
Create a high-value download to offer as an opt-in gift.
Your followers might love a short list of tips, a set of recommended tools and tips, a free printable template, or series of recipes. Whatever you give as a gift should depend on what niche you’re in and what your audience is looking for.
Set everything up to send out on autopilot when someone new finds your website and decides to start following your good advice.
What’s the Process for Receiving Your Free Client Forms from Coach Glue?
After you sign up, your new client forms will arrive via email. You’ll get a login and password from Coach Glue. Log in and download the folder of your client form files from your Coach Glue member area. If you order more done-for-you content from them later, that’s always where the downloads will be. Access them again and again as you need them!
Okay- Here’s the Coach Glue Set of Free Client Forms to Get You Going.
Welcome Letter
As the first experience of your new client kit, your welcome letter will be warm, encouraging and build excitement for your time together
Payment Arrangements Form
It’s good to have a detailed agreement for a set payment schedule so everyone is on the same page regarding payments.
Client Invoice
This will help keep everyone on track with how many payments have been made, the payments left and how money is collected.
Client Call Notes
Keeping track of what was discussed during each session is vital to tracking progress and following up on agreed upon action steps.
Business Goals Worksheet
This worksheet offers an amazing accountability tool for you and your client to turn goals into actions.
Code of Ethics
Your promise to your client so she feels comfortable and confident in working with you.
How to Hold Me Accountable
Since everyone’s motivations are different, your client can use this
form to tell you how to respond in certain situations.
My Coaching History Form
Get detailed information about your client’s coaching history, if they’ve had coaching, what worked, what didn’t or if they’re completely new to the world of coaching.
Referral Request
This referral request can be customized and emailed to your client when you have space open to accept new clients.
Intake Form
Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared to discuss where they’re currently at and where they wish to be.
Ongoing Pre-Call Form
By allowing your client to evaluate herself before each coaching session, this will give you an idea of what is important to discuss before your next session.
Coaching Agreement
This is an agreement verifying the expectations for both you and your client during your sessions.
Monthly Review Form
Your client will be able to use this form to easily review her month.
How Coaching Works
Helping your client to understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.
Confidentiality Agreement
This agreement verifies the confidential nature of the relationship for both you and your client.
How to Prepare for a Coaching Session
Allow your client to prepare for her coaching session with you in the best way possible.
Coaching Success Guidelines
The guidelines governing your sessions are clearly laid out so that the sessions can be as productive and beneficial as possible.