Coaching Business Forms

Grab these Coaching Business Forms as well as all the Canva templates from our shop with The Canva Template Vault membership here:
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⭐️⭐️ Grab these Coaching Business Forms as well as all the Canva templates from our shop with The Canva Template Vault membership here:  ⭐️⭐️

These done-for-you coaching client intake sheets are ready for you to use with your coaching clients. Perfect for life coaches, business coaches and any other online coach.


Also available as part of the Coaching Client Welcome Packet here:

Use to create coaching forms for your coaching clients.

⭐️⭐️ Make your coaching templates into an editable PDF that your students can edit directly. Full instructions on how to do this are included. ⭐️⭐️

Just decide what your coaching customer wants and then choose the pages you need from this coaching form template toolkit.

Easily edit the coaching templates with Canva. Change colours, text, fonts and images to make it truly customized to your brand and offer.

★ Quickly create a beautiful coaching forms for your coaching clients
★ No need to start from scratch or hire a designer
★ Easily customise with free version of Canva
★ Prewritten content which you can use
★ Choose from 30 templates to make your coaching resource perfectly customized.
★ US Letter and A4 sizes included
★ Rearrange, duplicate or delete pages
★ Drop your images and text into the professionally-designed layout
★ Customize colours, fonts, photos and text to fit your brand
★ Save your coaching resource as a PDF to share online.
★ Video tutorial of how to edit using Canva included.

30 Canva templates in both A4 and US Letter sizes.

– Welcome letter
– Confidentiality agreement
– Code of ethics
– 4 Coaching guidelines
– 2 Goal setting sheets
– Coaching explanation
– Payment agreement
– Client agreement
– Terms and conditions
– 2 Contracts
– 2 Coaching intake forms
– 2 Coaching pre-call/session forms
– Get to know you sheet
– Coaching questionnaire
– Coaching session notes
– Evaluation
– Monthly review
– Client action sheet
– Referral request
– Invoice
– Coaching philosophy
– Client coaching preferences
– Phone etiquette guidelines

– Tutorial – how to edit templates using Canva
– Tutorial – how to create an editable PDF

Hi, we dedicated to helping you build a profitable online businesses that gives you the freedom to live the life you love.

As well as being a digital designer, we have a Master’s degree in Psychology and 20 years experience working as a teacher and coaching mentor. We am happiest encouraging people to live their best lives.

Check out our blog for lots of business tips and ideas here:


– create a FREE account

– to access the templates, click on the links provided in the Instruction PDF included in your order

– edit your templates and export as PDFs

– use over and over again to create multiple digital products

Please note that these Canva templates are for you to personalize and use for your own business only. You can use them as many times as you wish. However, you may not redistribute them or sell them as templates. Please respect the hard work that I put into creating our products, thank you.

We ready and waiting to help you. Just drop me a line and we’ll be happy to help you. Ask me anything – we’d just love to chat.

Thanks for supporting me!

Megnificent Creative


Please note that the prewritten content is provided as a sample and prepared as a guide for you to add your own information, clauses, and conditions. It is intended that you review and modify the content to fit your business. Any content does not constitute legal advice for your business, and it is recommended that you review your final documents with your legal counsel. This content is provided without any warranties or representatives as to its suitability to your business purpose. We disclaim all liability or responsibility for any alleged losses, injuries, or damages resulting from a user’s decision to make use of this template or any variation thereof.

Coaching Business Forms, Canva Template, Coaching Client Intake Sheet, Coaching Forms for Coaching Clients, Coaching Welcome Letter Template