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💡 Welcome to your new client portal! This template is designed to help you deliver a smooth, professional experience for your coaching clients from day one. You’ll find step-by-step setup instructions just below to guide you through customizing everything to fit your workflow.
How to Setup This Template (One-Time)
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ONBOARDING
THE PROGRAM
OFFBOARDING
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*A big round of applause for you, [CLIENT’S NAME]! You’ve taken the first step toward something bigger—a version of yourself that is more aligned, confident, and empowered. I’m honored to walk this path with you and help turn your goals into reality.
Whether it’s [BENEFIT 1: e.g., building confidence in decision-making] or [BENEFIT 2: e.g., developing habits for long-term success], I’m here to provide the guidance, tools, and support you need to create real, lasting progress.
Starting this coaching journey is a bold and exciting step, and I’m truly grateful you’ve chosen to take it with me. Let’s get started!*
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💡 Only tasks with a due date are included in this table. You can switch the view to see the tasks by their status.
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