What Should I Include in a Simple Coaching Welcome Packet?
TLDR Answer:
A simple coaching welcome packet should include a warm introduction, session logistics, policies, goal-setting prompts, and contact info to set clear expectations and build trust from day one.
Why This Matters
For Sarah (life coach) and Lisa (business coach), a welcome packet eases new clients into your process. It reduces anxiety, prevents miscommunication, and lays the groundwork for a professional, intentional relationship—especially if you're building consistency or managing multiple clients.
What to Include and Why
A well-structured welcome packet acts as both an orientation and a contract. For Sarah, it reassures clients who value safety and depth. For Lisa, it saves time and builds efficiency with clients eager to make progress.
Start with a heartfelt but brief welcome note. This sets the emotional tone and reinforces your coaching style. Then, clearly explain how sessions will work: frequency, duration, rescheduling policy, and communication boundaries. This avoids awkward misunderstandings later.
Include a short intake or prep section—such as 3–5 goal-setting questions. This gets clients thinking and helps you tailor early sessions. Wrap up with clear contact info and any tech setup instructions (Zoom links, Voxer details, etc.).
Key Elements to Include
Clear Expectations = Fewer Hiccups
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Session frequency, length, and format
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Cancellation and rescheduling policy
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How to communicate between sessions
Pre-Work Builds Buy-In
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3–5 reflection questions or a simple intake form
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Goal-setting prompts tied to your coaching focus
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Space for clients to articulate what success looks like
Common Mistake: Overloading Clients
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Avoid long PDFs or too much mindset content upfront
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Keep it under 5 pages; aim for clarity, not overwhelm
Persona-Specific Example
Lisa often works with clients juggling multiple platforms and goals. One coach included a “Tools I Use” section to explain how Voxer, Google Docs, and Zoom would support the process—saving hours of back-and-forth.
Sarah, by contrast, might include a short values alignment statement or journaling prompt to help clients ground into the deeper “why” of their work together.
Fast Start Checklist
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✅ Write a 3-sentence welcome note in your voice
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✅List session details, platform links, and policies
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✅ Add 3 reflection questions to shape early sessions
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✅ Include your contact details and response time
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✅ Export as a 3–5 page PDF with clear headings
Wrap-Up
A simple, intentional welcome packet signals professionalism, reduces friction, and helps your coaching relationships start strong. It’s one of the easiest ways to enhance the client experience without adding extra work.
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nal purposes only. Nothing shared is intended to be — or should be considered — medical, psychological, legal, financial, or tax advice. Please consult the appropriate licensed professional for those needs.
By participating in any ElevatedMind® offerings, you agree that you are fully responsible for your own decisions, actions, and results. While I’m here to support and guide you, your results are ultimately your own.
All offerings are designed to support your growth, reconnect you to your inner clarity, and help you create aligned, sustainable momentum — not to diagnose, treat, or guarantee specific outcomes.
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©2022 Vermilion Marketing, LLC - ElevatedMind® All Rights Reserved