Create a client onboarding pack for a coaching program

Describe your program and get a welcome email, an intake questionnaire, a first-session agenda and a one-page how-we-work guide, ready to edit and send.

Works in Claude, ChatGPT, Gemini, Copilot.

The prompt

Everything else on this page is free to read. The prompt itself is included with every Dapols plan.

This prompt is included with every Dapols plan

Any plan, the one-time setup or the monthly subscription, unlocks “Create a client onboarding pack for a coaching program” and every other prompt in the library.

What this prompt produces:

A welcome email and a timed first-session agenda
An intake questionnaire tuned to your program
A one-page how-we-work guide built on your own policies
A list of missing policies instead of invented ones

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The summary, safety checks and questions on this page are free to read. A plan unlocks the full prompt with its fill-in guide.

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Want to try one now? Use a free prompt.

Check before you use it

Check every policy, payment term and refund line matches your actual contract, and have a professional review your terms if you are unsure. Only collect the client information you genuinely need, and store it securely.

When not to use AI for this

Your client contract or terms of service should be written or checked by a lawyer, not just drafted by AI.

Questions

What should a coaching client onboarding pack include?

Usually a welcome email, an intake questionnaire, how sessions and payments work, and what happens in the first session. Keeping it short helps clients actually read it.

Can ChatGPT write my coaching intake questionnaire?

Yes, it can draft one from your program details. Review the questions so you only ask what you need and avoid collecting sensitive information without a reason.

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The full AI plan for coaches and consultants

A Dapols plan picks the AI tools for your budget, hands over the setup steps, prompts and automations, and unlocks every prompt in this library.

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