New Client Kit: Includes 17 Done-for-You Forms

New Client Kit: 17 Done for You Forms You Can Use Right Away

Spend Less Time on Paperwork so You Can Do More of What You Love!​ | taught by Lindsey Archibald

Course description

New Client Kit: Includes 17 Done-for-You Forms to Help You Spend Less Time on Paperwork so You Can Do More of What You Love!

Why do you need a “New Client Kit” to send to new clients?

Let’s step into your new client’s shoes for a moment. We’ll call her Anna.

Anna is excited but scared when she completes the payment to begin working with you. At that moment she is thinking “Did I invest money wisely? Please say this was the right thing to do… “

She truly wants to be happy with her decision but is starting to panic a little bit.

Moments later, she receives her “New Client Kit” with clear instructions and expectations laid out. Choosing to work with you WAS the right choice. She breathes a sigh of relief and gets right to work.

The best part? We’ve done all of the work for you and you can access them in minutes.

You can try to create these from scratch or hire your Virtual Assistant to create them, but why do that when we’ve done the work for you?

Here are the 17 Forms You’ll Get to Create Your Own New Client Welcome Kit:

You will receive the following 17 documents in .doc version so that you can add your logo and customize them for your own use in working with your clients.

Here is what you will receive in your kit:

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.

Coaching Success Guidelines:

The guidelines governing your session are clearly laid out so that the sessions can be as productive and as beneficial as possible.

Coaching Agreement:

This is an agreement verifying the expectations for both you and your client during the session.

Ongoing Precall Form:

By allowing your client to evaluate themselves before each coaching session, this will give you an idea of what is important to discuss before your next session.

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.

How Coaching Works:

Helping your client understand your coaching style and your expectations will enable both of you to go forward with a clear understanding.

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.

Business Goals Worksheet:

This worksheet offers an amazing accountability tool for you and your client to turn goals into action.

Client Invoice:

This will help keep everyone on track with how many payments have been made, the payments left and how they have been collected.

Confidentiality Agreement:

This agreement verifies the confidential nature of the relationship for both you and your client.

Code of Ethics:

Your promise to your client so they feel comfortable and confident in working with you.

How to Prepare for a Coaching Session:

Allow your client to prepare for their coaching session with you in the best possible way.

My Coaching History Form:

Get detailed information about your clients coaching history, if they've had coaching, what worked, what didn't or if they are completely new to the world of coaching.

Intake Form:

Using this form will allow you to gain a rudimentary picture of your client before the first meeting, so you come prepared do discuss where they are currently at and where they wish to be.

Monthly Review Form:

Your client will be able to use this form to review their month.

Referral Request:

This referral request can be customised and emailed to your client when you have space open to take in new clients.

What can you do with the forms in this kit?

  • Use them to start your own coaching program – TODAY!
  • Streamline your existing coaching program so you have more time to get clients instead of spending all of your time on admin.
  • If you teach online business owners how to become coaches, then include some of these in a bundle with your own program. It’s ok. We don’t mind.
  • Create some training about how to become a coach and bundle these forms as an upsell to your program.
Lindsey Archibald
Lindsey Archibald

Hey I’m Lindsey Archibald- founder of The Digital Duchess. 

It’s my mission to transform your financial life by giving you no-nonsense, step-by-step guidance and proven systems that will help you build an audience, generate more sales leads and ultimately make you more money.

The Internet is a crowded place which means there is a lot of money to be made out there. Currently 3.2 billion people log on each day which means there are LOTS of people who need your help and your offers.

Each year I help hundreds of entrepreneurs make money online but it really saddens me to see talented people with awesome business ideas struggle to make ends meet because they don’t know the simple steps to take that will give them true financial freedom. As a result they get frustrated and fed up and they give up on their business dreams as they feel like a complete failure.

Over the course of my career I have launched several online businesses and I have helped clients build their digital audiences and grow their online sales revenues well into six figures.

But there was a time when I was completely broke after being made redundant when the TV Company I worked for went into administration. I lost everything overnight- my glamorous presenting job, my money and my relationship. I got into serious debt and for months I struggled to see how I could ever climb out of the situation I found myself in.

However, I took a chance and hired a mentor on my credit card then I pressed the reset button on my career and my life. I learned everything I could about the digital world. I spent thousands of pounds on learning from some of the best business coaches across the Globe and I turned my career on its head and fully embraced the digital life.

Being made redundant was the best thing that could have happened to me. It was the wake-up call that I needed as I wasn’t happy working in TV. It was the catalyst for a domino effect of good things that set the stage for the awesome life and career I enjoy today.

And now? Well, I do all that I can to pay it forward and help business owners build companies that allow them to live life on their terms.

The core mission of The Digital Duchess coaching sessions and online courses are to provide you with the tools and advice that will speed up your journey towards being a success online.

I am here to help entrepreneurs, coaches, experts and service based businesses stop feeling overwhelmed and overworked.

Being a successful entrepreneur is NOT just for the lucky few who happen to be in the right place at the right time. The difference between them and you is they got help immediately and then they implemented simple strategies that allowed them to grow massively profitable businesses.

There is no great secret to having a dream freedom business, instead there are proven systems that you can start using this week that will help give you the dream business and lifestyle that you deserve.

So what are you waiting for?

It’s time to unleash your genius and make a huge difference, and a living, in this amazing online word!

See you soon



Lindsey Archibald

Course Curriculum

New Client Kit: 17 Done for You Forms You Can Use Right Away
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Business Bonus
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