FREE Client Onboarding Guide & Welcome Packet Templates
Streamline your onboarding process and impress your clients with a polished, professional experience – customised for your coaching brand.
How You Could Use This Guide
Streamline Your Process
Follow the step-by-step onboarding guide to create a seamless client experience from the first interaction.
Set Expectations Early
Use the guide to clearly communicate expectations, boundaries, and next steps with clients.
Build Stronger Relationships
Start off on the right foot with a professional, thoughtful onboarding process that makes clients feel valued.
Attract More Clients
Use this streamlined process to confidently scale your business while maintaining a high level of service.
Hi – I’m Miri!
I am dedicated to helping coaches like you, design and build profitable coaching businesses that give you the freedom to live the life you love.
I’m a BPS registered psychologist with over 20 years of coaching and teaching experience.
After working as a teacher, I quit my job to start my coaching business.
But with three small children to look after and a fledgling business to grow, I soon discovered I was so busy I had very little time to get things done.
I knew I needed to create content and marketing materials for my business to be successful. And I needed to create this all fast.
As a new business owner, I couldn’t afford a designer so I slowly started creating all of the material myself. But it took … ages.
Then, I realised something…
I could help other time-poor entrepreneurial coaches by sharing what I was creating.
So, I got creative – testing and tweaking processes, building templates, and creating toolkits until I had a repeatable formula that just worked … over and over.
And now I want to share those resources with you so you can create coaching content for your business in no time.

Hi – I’m Miri!

I am dedicated to helping coaches like you, design and build profitable coaching businesses that give you the freedom to live the life you love.
I’m a BPS registered psychologist with over 20 years of coaching and teaching experience.
After working as a teacher, I quit my job to start my coaching business.
But with three small children to look after and a fledgling business to grow, I soon discovered I was so busy I had very little time to get things done.
I knew I needed to create content and marketing materials for my business to be successful. And I needed to create this all fast.
As a new business owner, I couldn’t afford a designer so I slowly started creating all of the material myself. But it took … ages.
Then, I realised something…
I could help other time-poor entrepreneurial coaches by sharing what I was creating.
So, I got creative – testing and tweaking processes, building templates, and creating toolkits until I had a repeatable formula that just worked … over and over.
And now I want to share those resources with you so you can create coaching content for your business in no time.
Want a proven system to save time creating content for your coaching business?
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