What should a coaching welcome pack include?

How coaching runs, who they work with, check-in day and reply times, what you need from them with dates, and the first few weeks in order.

How long should it be?

Around 400 words. Short enough to read in one sitting, specific enough that the client knows what to do this week.

Templates

Client welcome pack template for coaches

A welcome pack is what a new coaching client receives on day one.

Have Fen write yours Or copy the outline

What goes in it

It says in plain words how coaching works and what happens first, who they will work with, how and when you talk (check-in day, reply times, the channel), what you need from them with dates, and what the first weeks look like. A clear start sets the habits the rest of the coaching runs on.

Around 400 words.

1
Welcome & what happens next
Coaching in plain words and the first milestone.
2
Who you will work with
Each coach or staff member and their role, as your notes state them.
3
How we work
Check-in rhythm, how to message, sessions, when to expect replies.
4
What we need from you
Intake forms, photos, measurements and goals, each with a date where stated.
5
First weeks
Milestones your notes give, in order.

When to send it

The day a new client pays or signs.
When a client moves to a package with a different check-in rhythm.
When a client is handed from one coach to another.

Common mistakes

Burying check-in day and reply times in a long paragraph.
Asking for forms, photos and measurements with no date.
Promising a first program date you have not set.

Why it works

Most readers scan before they read: in Nielsen Norman Group's eyetracking work, 79% of users scanned a new page and only 16% read word by word. Put the point in the first line.
Nielsen Norman Group, How users read on the web
The inverted pyramid, conclusion first and detail after, lets a reader stop at any point and still leave with the answer.
Nielsen Norman Group, Inverted pyramid
The WHO Surgical Safety Checklist, a short list run at defined pause points, cut surgical deaths in its eight-hospital trial. Short checklists of the steps people actually skip are the ones that work.
WHO Surgical Safety Checklist

Copy the outline

Paste it into any document.

WELCOME PACK

Welcome & what happens next
[Coaching in plain words and the first milestone.]

Who you will work with
[Each coach or staff member and their role, as your notes state them.]
1. 
2. 
3. 
4. 

How we work
[Check-in rhythm, how to message, sessions, when to expect replies.]
1. 
2. 
3. 
4. 
5. 

What we need from you
[Intake forms, photos, measurements and goals, each with a date where stated.]
1. 
2. 
3. 
4. 
5. 

First weeks
[Milestones your notes give, in order.]
1. 
2. 
3. 
4.

Let Fen write it

1
Bring the client's record
Their intake, check-ins and messages, pasted, dropped or imported into that client's record.
2
It can't make up a number
Every weight, date and figure Fen writes is checked against the client's own words, and a load or macro target is computed from your rules. One with no source is flagged, never guessed.
3
You decide what goes out
At default settings nothing reaches a client until you press. Email replies go out from your own Gmail when you press Approve and send.

Questions

What should a coaching welcome pack include?: How coaching runs, who they work with, check-in day and reply times, what you need from them with dates, and the first few weeks in order.
How long should it be?: Around 400 words. Short enough to read in one sitting, specific enough that the client knows what to do this week.