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The new-client onboarding checklist.
Every step to welcome a new coaching client the right way — from the first message to starting metrics. Check items off as you go; your progress is saved right in this browser.
Let’s onboard your new client
0 of 0 steps done
Onboarding complete. 🎉
Your new client has a real welcome-packet experience — clear expectations, a plan, and a baseline to measure from. Run this list for every client to keep onboarding consistent.
General business guidance for coaches — not legal, tax, or financial advice, and no income or results guarantees. Health-history and metrics steps are general wellness practice, not medical advice: collect a health-history/PAR-Q, get written consent before any photos or measurements, and refer clients to a qualified medical professional when anything is outside your scope. Adapt the steps to how you actually coach.
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