Present your coaching services with confidence using this Business Coach Forms Bundle, designed to help you onboard clients smoothly and professionally.
This editable Canva kit includes a coaching agreement, client intake form, and invoice template, all in A4 and US Letter formats. The agreement and intake form come with pre-written text, so you don’t have to start from scratch—just customize to match your voice and brand.
Perfect for business coaches, mindset mentors, consultants, and strategists, these templates help you set clear expectations, stay organized, and impress your clients from day one.
✦ WHAT YOU WILL RECEIVE ✦
9 fully editable pages including:
• Client Intake Form — Editable form to collect key client details before your first session
• Coaching Agreement Template - Editable contract outlining terms, policies, and expectations
• Professional Invoice Template — Clean, brandable layout for billing and tracking payments
✦ WHO IT'S FOR ✦
• Business coaches
• Branding & marketing consultants
• Mindset and life coaches
• Career coaches
• Freelancers offering mentorship or strategy sessions
✦ WHY YOU NEED THIS ✦
• Skip the hassle of writing forms from scratch—pre-written and ready to go
• Impress clients with a polished, branded onboarding experience
• Protect your business with clearly outlined coaching terms
• Canva editable – brand it in minutes and reuse it with every new client
👉 Download now and start onboarding clients like a true professional—with clarity, structure, and ease.
Please note that this is a DIGITAL DOWNLOAD listing. No physical product will be shipped to you.
✦ HOW TO USE YOUR BUSINESS COACH FORMS BUNDLE ✦
1. After the payment process, you will receive an email with confirmation and access to the PDF with the link(s) to the Canva template (**We do not send these files/templates to your email. It is the customer's responsibility to download your files).
2. Open the "Digital Product Template" file using a PDF reader. DO NOT USE CANVA to open this file!
3. The link in the PDF will direct you to a landing page in Canva. Log in or sign up on Canva first (it’s free). Click the “Use Template for New Design” button to save a new copy of the design to your Canva account and instantly begin editing – no need to make a copy!
4. Customize the template.
5. After customizing, download as PNG files for high-quality images or as PDFs for printing.
✦ IMPORTANT – PLEASE READ ✦
+ This is a DIGITAL PRODUCT, which means NO physical item will be shipped to you.
+ These templates are for use in Canva ONLY. (You don’t need a PRO account!)
+ All elements of our templates are FREE. BizTemplateForYou bears no responsibility for situations wherein the client utilizes PRO elements within Canva, resulting in charges incurred by Canva.
+ Common knowledge of Canva is required to edit the template.
+ Please note that while this template is editable in Canva, turning it into a fillable PDF (where clients can type directly into the fields) requires the use of third-party software such as Adobe Acrobat or PDFescape. Canva currently does not support creating fillable PDF forms directly within its platform.
+ Stock photos are free Canva images and are included. You can easily exchange them for your own or other stock pictures.
+ Once you complete your purchase, your template remains accessible—come back anytime to keep editing.
+ There’s no expiration date! You can return and make changes whenever you need. To access, simply use your original link to add it back to your Canva account.
✦ CUSTOM ORDERS ✦
The templates are designed for you to customize on your own, using resources such as tutorial videos and PDF guides. I currently do not provide customization services for the templates.
If there are any specific templates you are looking for, please fill out your template request form here: https://forms.gle/vTVStwosF3KaxUoNA.
✦RETURNS✦
Due to the digital nature of this product, ALL SALES ARE FINAL. Please note that requests for refunds or exchanges cannot be accepted. Therefore, we recommend considering the product carefully before placing your order. Please feel free to ask me ANY questions before you make a purchase.
✦DISCLAIMER✦
A lawyer has NOT reviewed these form templates. Biz Templates For You will not be held responsible for any issues related to the usage of these forms. It is your responsibility to review and edit the text carefully and adapt it to be in accordance with the laws in your country. The sample content provided in these templates is not intended to provide legal advice. It is highly recommended that you seek legal counsel before using.
✦COPYRIGHT NOTICE✦
All of the files included in this download are original and copyrighted by Biz Templates For You. Files are for personal use only and may not be resold, copied, distributed, or shared with a third party. ©BIZ TEMPLATES FOR YOU
✦VISIT THE SHOP✦
https://www.biztemplateforyou.com/
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