Signed and Sealed
You’ve done it. You’ve just signed a new client. Now what?
Now you need to make sure everything is incredibly clear to the client. The best way to do this is with various forms you create templates for.
Maybe you’ve been a coach, consultant, speaker or trainer for quite some time, but you know things are slipping through the cracks. You keep promising yourself that “someday” you’ll get all the necessary paperwork in order.
A huge challenge for many entrepreneurs, such as coaches and consultants, is they want to roll their sleeves up and start doing the fun stuff; working with their clients.
But truth be told, if you don’t take care of the “paperwork” you set yourself up for misunderstandings, frustration, and possibly legal action.
I’m not an attorney, nor do I plan to be. But I am an entrepreneur who knows how important the right paperwork is and also, how time consuming it can be to create needed forms from scratch.
Do you have all the forms you need to run your business and serve your clients at the highest level? If not, read on.
Here are five incredibly important documents you would be wise to have templates for.
- Welcome letter
- Intake form
- Payment schedule
- Confidentiality agreement
- Monthly review
This one’s obvious. As soon as you enroll a client it’s highly recommended to send a welcome letter. Depending on the size of the contract, you may want to send a welcome gift. A gift would still need a welcome letter.
A well thought out intake form helps you to more fully understand the needs of the client. What I love about intake forms is the client often gets some great clarity on their goals when they complete the form.
No matter how much you love what you do, you want to make sure you get paid… on time. A clearly stated payment schedule helps to clarity exactly what the expectations are.
A confidentiality agreement (also called a nondisclosure agreement or NDA) clarifies how information such as trade secrets, databases, client information, etc. will be treated.
Having a form for a monthly client review enhances the relationship with your clients. It lets them see what they’ve accomplished, where they need to put more effort and how far they’ve come.
Very Time Consuming Unless…
Although the forms are great to have, they do take time (and often lots of it) to create.
What if you could have important document templates at your fingertip? You can and their FREE.
My good buddy and super smart colleague, Nicole Dean, along with her business associate, Melissa Ingold, have put together the most important document templates you need in order to run a successful business.
Here’s what you get (FREE)
- Welcome Letter
- Payment Arrangements Form
- Client Invoice
- Client Call Notes
- Business Goals Worksheet
- Code of Ethics
- How to Hold Me Accountable
- My Coaching History Form
- Referral Request
- Intake Form
- Ongoing Pre-Call Form
- Coaching Agreement
- Monthly Review Form
- How Coaching Works
- Confidentiality Agreement
- How to Prepare for Coaching Session
- Coaching Success Guidelines
It will take you less than 30 seconds to access these forms. If you tried to create them yourself, it would take hours, even days. By accessing these forms you free up your time to do what you love; coach, consult, speak and train.
What could be better than that?