Onboarding Toolkit: 40 Documents to Help Make a Great First Impression with Your New Customers

Many years ago,?I was so excited to purchase an online SEO course that promised to help me with my coaching business. But when I started the course, I was disappointed. She was extremely disorganized and the content wasn't much better than what I could have found for free online. And although she had been a business coach for ten years, she was basically charging premium prices for SEO information that she herself was still learning. Needless to say, I didn't continue with the course.

Whether you are a new coach, or one with an established practice, keep in mind that creating a great first impression with your new customers is essential for a successful business. If they have a positive experience, they are more likely to be loyal and return customers in the future. That's why it's important to have all the necessary documents ready to go when they buy from you.

In this blog post, we will discuss 40 documents that will help make a great first impression with your new customers!

1. Welcome Letter: A welcome letter is a great way to start off the onboarding process. It should introduce the customer to your company and thank them for their purchase.
2. Company Profile: A company profile is a document that gives an overview of your business, including your history, mission, and values. This is a good way to give new customers an idea of what your company is all about.
3. Business Card: A business card is a great way to promote your business and give new customers your contact information. This is a necessary item if you want to build your business.
4. Product Catalog: A product catalog is a great way to show off all the products and services you offer. This can help new customers see everything you have to offer and make choosing what they need easy.
5. Pricing List: A pricing list is a document that lists out all your products and services with their corresponding prices. This is a good way to give new customers an idea of what you charge for your products and services.
6. Order Form: An order form is a document that lists out all the products and services you offer and allows customers to fill in their contact information and shipping address. This is a necessary document if you want to take orders from new customers.
7. Terms and Conditions: Terms and conditions are a document that outlines the rules and regulations for using your products or services. This is a good way to protect yourself and your business from any legal issues in the future.
8. Privacy Policy: A privacy policy is a document that outlines how you collect, store, and use customer information. This is a necessary document if you want to protect your customers' privacy.
9. Shipping Policy: A shipping policy is a document that outlines how you ship your products and services. This is a good way to give new customers an idea of what to expect in terms of shipping times and costs.
10. Returns Policy: A returns policy is a document that outlines how you handle returns and refunds from your customers. This is a necessary document if you want to protect yourself from any potential legal issues.
11. Sales Receipt: A sales receipt is a document that shows that a customer has purchased something from you. This is a necessary document if you want to keep track of your sales.
12. Service Agreement: A service agreement is a document that outlines the terms of your service. This is a necessary document if you want to protect yourself and your business from any legal issues in the future.
13. Feedback Form: A feedback form is a document that allows customers to provide feedback about their experience with your company. This is a great way to collect information about how well you're doing and what you can do to improve.
14. Thank You Letters: A thank you letter is a great way to show your appreciation for your new customers' business. Your customers could have selected someone else with a similar offer, so take a moment to express gratitude that they chose you. You can say "thank you for making an investment", "thank you for taking the time to read our blog", "thank you for your referral and recommendation", "thank you for completing our survey", or something else that you're thankful for. It's always nice to receive a handwritten note, so take the time to write one.
15. Client Intake Form: A client intake form is a document that allows you to collect information about your new customers. This is a great way to get to know them and their needs better.
16. Client Coaching Form: A client coaching form is a document that allows you to collect information about your new customers' goals. This is a great way to help them achieve their desired results.
17. Invoice Template: An invoice template is a document that allows you to create invoices for your new customers. This is a necessary document if you want to get paid for the products and services you've provided.
18. Coaching Agreement Template: A coaching agreement template is a document that outlines the terms of your coaching service. This is a necessary document if you want to protect yourself and your business from any legal issues.
19. Contract Template: A contract template is a document that allows you to create contracts for new customers. This is a necessary document if you want to protect yourself and your business from any legal issues.
20. Coaching Code of Ethics: A coaching code of ethics is a document that outlines the ethical principles that you abide by as a coach. This is a necessary document if you want to protect yourself and your business from any legal issues.
21. Coaching Success Guidelines: A coaching success guidelines document is a great way to help your new customers achieve their desired results. This is a great way to ensure that you're providing the best possible service.
22. Business Goals Worksheet: A business goals worksheet is a document that allows you to track your progress towards your business goals. This is a great way to stay on track and achieve your desired results.
23. Pre-Session Questionnaire: This questionnaire allows you to collect information from your new customers before their first session. This is a great way to get to know them and their needs.
24. Client Call Notes Sheets: Client call notes sheets are a great way to keep track of your conversations with new customers. This is a great way to ensure that you're providing the best possible service.
25. Confidentiality Agreement: Confidentiality Agreements are a way of ensuring that sensitive or secret business information does not get out into publicdom. Sometimes, companies will have confidential clauses in their contracts with other parties which means they can't disclose any trade secrets as well!
26. Non-Disclosure Agreement: Non-disclosure agreements are a way to keep secrets. They're most commonly used when two or more parties need access and want it limited, like with highly confidential information that should only be shared among co workers in the workplace for example. Reasons why someone might consider using one include: wanting protection from competitors who have obtained sensitive know how through theft; ensuring against leaks during transition periods where new employees join an organization but haven't yet been granted full clearance by management .
27. How Coaching With Me Works: This document outlines how coaching with you will work. This is a great way to ensure that your new customers know what to expect.
28. How Would You Like to Be Held Accountable: This document outlines how you would like your new customers to be held accountable. This is a great way to ensure that they are getting the most out of your service.
29. How To Prepare For a Session: This document outlines how to prepare for a coaching session. This is a great way to ensure that you're both prepared and focused on the goals for each session. This is also a great way to ensure that your new customers are getting the most out of your service.
30. What's Next: This document outlines what's next after the initial coaching sessions. This is a great way to ensure that your new customers know what to expect and how to get the most out of your service.
31. Follow Up Email Template: This email template can be used to follow up with your new customers after their first session. This is a great way to stay in touch and ensure that they are getting the most out of your service.
32. Monthly Review Form: This document allows you to review your new customers' progress on a monthly basis. This is a great way to ensure that they are making progress and achieving their desired results.
33. End of Program Survey: This survey allows you to collect feedback from your new customers at the end of their program. This is a great way to ensure that they are satisfied with your service and that they would recommend you to others.
34. Ongoing Pre Call Form: This document helps you prepare for each coaching call. This is a great way to ensure that you're both prepared and focused on the goals for each session.
35. Session Evaluation Form: This form allows you to evaluate each coaching session. This is a great way to ensure that you're providing the best possible service.
36. Payment Arrangement Form: This form outlines the payment arrangements for your coaching service. This is a great way to ensure that your new customers know what to expect.
37. Cancellation Policy: This policy outlines the conditions under which your coaching service can be cancelled. This is a great way to ensure that your new customers are aware of the terms of your service.
38. No-Show Policy: This policy outlines the conditions under which a customer may be considered a no-show. This is a great way to ensure that your new customers are aware of the terms of your service.
39. Referral Request Form: This form allows you to collect referrals from your new customers. This is a great way to grow your business and get more customers.
40. Testimonial Request Form: This form allows you to collect testimonials from your new customers. This is a great way to show potential new customers what others have said about your service.

These documents will help you create a great first impression with your new customers and help them have a positive experience with your business. By having these items in your onboarding toolkit, you'll be prepared for anything and be able to provide the best possible service.

Thanks for reading! I know that having these forms made running my brines alot smoother. Please feel free to share this list with anyone who might need it. And, if you would like support in cleaning up your coaching and speaking business model, schedule a consult today! Today is a great day to reposition your brand for pleasure and profit. :-)