New Client Welcome Letter Sample (Page 2 of 3) in pdf

NEW CLIENT WELCOME LETTER

Welcome Letter (For delivery by postal mail or email)

A welcome letter is designed to introduce your client to your business coaching sessions. Once a

client has signed on to work with you through your website, this letter can be sent to them as the

cover for your Welcome Package.

A Welcome Package may include but is not limited to:

 Welcome letter – Acknowledges your new client, lists what is included along with the

letter, any follow-up instructions and a reminder about the date of your first session.

 Business goals worksheet – To be completed and returned before the first coaching

session. This is where your clients can list their goals for their business. It can help you

to prepare for first client coaching session.

 Payment arrangement form – This form details the payment arrangement that the

client entered into when they signed up for sessions on your coaching website. It needs

to include date of recurring payment, payment amount, what service is being rendered

and payment type options.

 Client receipt copy – This simply states that their payment for their first month of

coaching was received. They can file it for their records.

 (2) Copies of the Coaching Agreement – It is important for them to read it carefully and

sign one copy to be returned to you. If coaching is done over the telephone or through

another medium like Skype, clients may sign and fax a signed agreement or scan and

send it to you as a PDF file.

 Copy of your Coaching Success Guidelines – This is your code of conduct for business

coaching sessions. You may also include a copy of any guidelines that you observe as a

member of a professional business coaching association.

Sample Welcome Letter

All of your client correspondence needs to be official and professional. Create a company

letterhead template that you can use for all letters. Here is an example (modify it to fit your

needs):

New Client Welcome Letter Sample Page 2