[No Cost] New Client Kit Download

When I got started as a Virtual Assistant I knew it would be a good idea to get my clients over some documentation to tell them things like; what it would be like working with me, the process for my services, what kind of timelines I can work with and other things that I felt were essential to building a great relationship with that new client.

I knew it was important to impress them with my organization and commitment to working with them!

I spent HOURS and HOURS on those introductory client sheets and really I never got all the info I wanted in them completed because I got business with the money-work: serving my clients.

YOU need to be marketing your business and serving your clients, too! That’s why you probably haven’t created your own client intake sheets yet.

Well I have an AWESOME resource for you! Good news it’s free, too. Coach Glue’s New Client Kit.

Here are the editable documents you’ll find included:

  • Welcome Letter
  • Intake Form
  • Payment Arrangements Form
  • Ongoing Pre-Call Form
  • Client Invoice
  • Coaching Agreement
  • Client Call Notes
  • Monthly Review Form
  • Business Goals Worksheet
  • How Coaching Works
  • Code of Ethics
  • Confidentiality Agreement
  • How to Hold Me Accountable
  • How to Prepare for a Coaching Session
  • My Coaching History Form
  • Coaching Success Guidelines
  • Referral Request

I’ve downloaded this too! The first document I opened was the Client Call Notes and this is GOLD. Seriously it’s pretty simple yet something I 100% need to implement right away. I have my Protege Clients contacting me through Skype, Facebook and email because I want them to do what works for them. So to search back through conversations is a little tricky and this sheet will be a really quick way to remind myself what they’re working on and to check back in with them if I haven’t heard from them in a while:


Of course, I’m not surprised that this kit is freaking fantastic! I know that because I know the awesome ladies behind Coach Glue very well. I met both Nicole Dean and Melissa Ingold through a networking group I joined way back in around 2005 and have been so honored to see their own business growth and success. They are highly ethical and damn smart business owners who are committed to providing coaches and service-business owners top quality content to bring to their market.

If you’re in need of content for your business (who isn’t), I highly recommend you check out what Coach Glue has to offer. If you’re really keen and want to get a HUGE jumpstart on content for your coaching business or to launch a coaching business then check out their All Access VIP Program.

You can go here to learn more about Coach Glue






p.s. YES, I’m also a customer of Coach Glue myself. I buy and love their Teach Your Tribe Monthly program but I’m very seriously considering upgrading to the All Access VIP Program instead. 😉

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Angela Wills

About Angela: I have dedicated myself and my business to help busy women entrepreneurs (like me!) use active and passive income to create total business and lifestyle freedom. Get my daily laptop lifestyle teachings here.

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