Performance Coaching Onboarding Checklist

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Performance Coaching Onboarding Checklist is an essential business form designed to streamline the onboarding process for new clients in the performance coaching sector. This checklist guides clients in providing crucial information that helps coaches tailor their services to meet individual needs effectively. By ensuring that all necessary details are collected upfront, this form not only enhances the client experience but also sets the stage for a productive coaching relationship. A well-organized onboarding process fosters trust and clarity, making it easier for both coaches and clients to align their goals and expectations from the outset.


This form plays a pivotal role in the client onboarding lifecycle, serving as a foundational tool that facilitates effective communication between coaches and their new clients. By sharing the Performance Coaching Onboarding Checklist directly with clients, coaches can ensure that all relevant information is gathered efficiently, allowing for a seamless transition into the coaching program. The checklist can be easily distributed via email or integrated into a coaching platform, making it accessible and user-friendly for clients to complete at their convenience.

Frequently asked questions
Why is a performance coaching onboarding checklist used?
chevron down icon
A performance coaching onboarding checklist is used to collect essential company information and specific requirements from new clients, streamlining the onboarding process and ensuring accurate data collection.
What should be included in a performance coaching onboarding checklist?
chevron down icon
A performance coaching onboarding checklist should include fields for company name, primary contact person, business phone, company website, company background, key stakeholders roles, company logo and brand assets, and any special requirements or considerations.
When to use a performance coaching onboarding checklist?
chevron down icon
A performance coaching onboarding checklist should be used whenever a coaching business needs to collect information from new clients to initiate a relationship, provide services, or customize offerings.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.
Agreements
Life Coaching Session Template
Get template
Get template
Agreements
Executive Coaching Agreement Template
Get template
Get template
Agreements
Coaching Agreement Template
Get template
Get template
Proposals
Mentoring Proposal Template
Get template
Get template
Proposals
Life Coach Proposal Template
Get template
Get template
Proposals
Executive Coaching Proposal Template
Get template
Get template
Invoices
Life Coaching Invoice Template
Get template
Get template
Invoices
Coaching Invoice Template
Get template
Get template

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup