Welcome Letter

Create a personalized welcome letter that sets expectations, boundaries, and next steps, using proven onboarding prompts trusted by working coaches.

Worksheet · 5 min · Print-ready PDF · Free download

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Preview Worksheet · 5 min

When to Use This Tool

A coach is onboarding a new client and wants a personalized welcome document that sets the tone for the engagement

A coach wants to convey their coaching philosophy and what the client can expect from working together

New client who is unfamiliar with coaching and benefits from a warm, clear introduction to how the process works

How to Introduce This Tool Plus

Welcome. This letter is a way for you to understand how I work and what you can ...

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Interactive Preview Worksheet · 5 min

Tool Classification

Domain

Coach Practice

Type

Worksheet

Phase

Discovery

Details

5 min Between sessions

Topics

Communication Identity

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 Coach whose onboarding process is inconsistent across clients

Context

Your client runs a solo coaching practice and has been operating for three years. Different clients received different levels of orientation when they started - some got a thorough intake conversation, others received only a contract. The coach recognizes the inconsistency is affecting first-session quality and wants a repeatable structure that sets expectations without feeling impersonal.

How to Introduce

Frame the welcome letter as infrastructure, not communication. 'This becomes the thing you never have to think about aga...

2 Coach expanding into organizational clients for the first time 🔒

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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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