Will you be available for occasional email exchanges? Will you be open to more one-on-one sessions if needed? Or will you take the training wheels off and let them ride into the sunset? Outlining expectations about whether you’ll stick around or create distance after your coaching sessions is an important topic to discuss. It seems counterintuitive to say goodbye in your welcome packet, but some clients want to know what happens after your coaching sessions come to a close. For example: “This past client was 47 years old, a female, and she struggled with overcoming diabetes.” Explain What’s Next After the Program Ends Your case study can contain more general information like their age, gender and health challenges. Case studies about past clients should avoid any private information like their name, location or family situation. They may have seen some testimonials on your website or social media profiles, but offering a more in-depth case study of one or two previous clients is a powerful tool. When clients first approach you to be their coach, they’ll want to see what successes you’ve had with other people. Have fun with this and let it be an extension of your style. It can also look like a digital calendar with highlighted days symbolizing different activities or objectives. Or, it can be a numbered timeline mapping out what week one will cover followed by the ensuing weeks. It can look like one graphic with a long horizontal line and vertical points along an axis outlining different topics and areas you will explore. Get creative with your coaching timeline. Offer a detailed week-by-week timeline in your welcome packet so they know what to expect. Some clients may want to know how long it will take them to start seeing results after signing up with you. What transformations your client may experience.Your unique personality and how that influences your program.Share exactly how you coach your clients and why your approach transforms lives. Your social media handles and contact information.Your credentials with the Health Coaching Institute or other educational facilities.Introduce yourself on a one-pager and share your story with answers to the following questions: Your clients may have chatted with you on the phone or in a video call, but they’re likely still wondering, “who is my coach really?” Clients feel more comfortable when they know what to expect and the results you can help them achieve. How to Build a Coaching Welcome Packet Introduction to You and Your Coaching Style It’s to make sure your clients know exactly who you are, what they’re going to experience in your program, and how you’ll help them reach their goals. It isn’t there to pigeonhole your process or make your system too rigid. This packet can include life coaching worksheets, assessments, tools and expectations. One of the best ways to be professional and prepared for your clients is to show up with a welcome packet. Get your coaching toolbelt in good shape with these five must-have tools for life coaches. These readily-available tools are a mixture of digital and traditional, with a wide range of options for each client. What can make or break your coaching practice often comes down to the tools you use. It’s one of the rare professions that allows you to help people transform their lives into something they’ve only dreamed of-and who doesn’t want that? Life coaching is an extremely rewarding career.
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