Your client journey and experience are important in your business. A well-designed onboarding experience signals that you run a professional practice. There are a number of considerations to think through to ensure your onboarding and offboarding packs work for your practice. This session helps you take a strategic approach rather than just filling in a template.

A professionally designed welcome document that sets the tone for your coaching relationship. Includes your philosophy, program overview, what clients can expect, communication guidelines, and mutual commitments - all structured so clients feel reassured and ready to begin.

A thoughtful close to the coaching relationship that helps clients see their progress, stay connected, and refer others your way. Includes their journey recap, next steps, feedback and testimonial requests, and ways to continue working with you.

Editable Canva files so you can update details yourself whenever your offer changes.

Print-ready PDFs you can email directly to clients or upload to your client portal.

Interactive, page-turning digital versions of both packs. Clients can click through online - feels polished and modern, and you can share via a link.

Other formats are available at different price points. I will discuss the options with you during our consultation session.