Want to run smoother, more professional client sessions—without spending hours prepping? This Mini Client Session Toolkit is the perfect starter pack for coaches who want to stay organized and deliver a high-touch experience with ease.
Whether you're onboarding a new client, reviewing goals mid-program, or running a quick check-in session, this toolkit gives you structure and flexibility.
What’s Included:
✔ Client Session Notes Template
✔ Goal-Setting Worksheet
✔ 1-Week Habit Tracker
✔ Editable Canva Links
Why Coaches Love It:
✨ Clean, modern design
✨ Easy to customize with your branding
✨ Helps you stay focused and efficient
✨ Makes a great first impression
Perfect for health coaches, nutritionists, NTPs, and wellness practitioners who want to deliver more value while saving time.
Important Note:
My templates are customizable in Canva. Once exported as a PDF, they will not be fillable by default. Canva does not yet offer this capability. If you’d like a fillable version outside of Canva, you can create one for free using a tool like Sejda PDF Editor. I have included a guide with your purchase on how to do this.
Don't forget to grab the professionally designed, fully customizable Referral Handout Flyer, the perfect compliment and go-to tool for educating potential clients and building partnerships with local providers like doctors, chiropractors, acupuncturists, and therapists. Get it here: https://www.etsy.com/listing/4324919409/editable-wellness-referral-flyer
Want to run smoother, more professional client sessions—without spending hours prepping? This Mini Client Session Toolkit is the perfect starter pack for coaches who want to stay organized and deliver a high-touch experience with ease.
Whether you're onboarding a new client, reviewing goals mid-program, or running a quick check-in session, this toolkit gives you structure and flexibility.
What’s Included:
✔ Client Session Notes Template
✔ Goal-Setting Worksheet
✔ 1-Week Habit Tracker
✔ Editable Canva Links
Why Coaches Love It:
✨ Clean, modern design
✨ Easy to customize with your branding
✨ Helps you stay focused and efficient
✨ Makes a great first impression
Perfect for health coaches, nutritionists, NTPs, and wellness practitioners who want to deliver more value while saving time.
Important Note:
My templates are customizable in Canva. Once exported as a PDF, they will not be fillable by default. Canva does not yet offer this capability. If you’d like a fillable version outside of Canva, you can create one for free using a tool like Sejda PDF Editor. I have included a guide with your purchase on how to do this.
Don't forget to grab the professionally designed, fully customizable Referral Handout Flyer, the perfect compliment and go-to tool for educating potential clients and building partnerships with local providers like doctors, chiropractors, acupuncturists, and therapists. Get it here: https://www.etsy.com/listing/4324919409/editable-wellness-referral-flyer
Image 1 of 5
Image 2 of 5
Image 3 of 5
Image 4 of 5
Image 5 of 5