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Client onboarding kit

Executive Functioning Coach Client Kit

5 editable Canva templates to onboard, assess and coach executive functioning clients.

$37 USD · one-time
Buy now: instant access
Secure checkout by Stripe · Canva links emailed in a minute
License: Personal/business use license for one buyer. Edit and use it for your own business. No resale, sharing or redistribution of the template, and no resell/PLR rights. Full license

What's included

  • Coaching Onboarding Form (5 pages)
  • Client Welcome & Onboarding Manual (10 pages)
  • Coaching Session Plans (11 pages)
  • Executive Functioning Self-Assessment (8 pages)
  • Habit Tracker Guide (6 pages)

Who it's for

Executive functioning, ADHD-informed and productivity coaches who want a polished, consistent client experience from the first form to the weekly check-in.

Features

  • Intake form that captures goals, challenges, schedule and contact details
  • Welcome manual that explains how your coaching works, what to expect and how to reach you
  • Ready-made session plans, starting with a first-session plan
  • A client self-assessment to find strengths and gaps in executive function skills
  • A habit tracker guide clients can use between sessions
  • 40 pages total, letter size, soft blush and sage design

How it works

1

Pick your template

Every template is built for a specific kind of business, with starter copy already written.

2

Check out securely

Pay with card, Apple Pay or Google Pay through Stripe. Your Canva template links arrive by email within a minute.

3

Open it in Canva

Click your template link, it copies into your own Canva account (free works), and you edit away. We email you the links too.

FAQ

Can I put my own logo, colors and services in it?

Yes. Every page is fully editable in Canva. Change text, colors, fonts and photos, and add your logo and business details.

Is this medical or clinical advice?

No. These are coaching templates, not diagnostic or clinical tools. Review the wording to make sure it fits your training and scope.

What do I get after I buy?

An email with Canva template links for all 5 templates, sent automatically within a minute of checkout. Clicking a link creates your own editable copy in your Canva account.

Do I need Canva Pro?

No. The templates open in a free Canva account. If any photo or element shows a Pro crown, you can swap it for a free one or your own image in a click.

Can I resell or share this template?

No. You may edit and use it for your own business (or personal use). You may not resell, share, give away or redistribute the template or its files, and no resell or PLR rights are included.

What's your refund policy?

Because you get instant access to digital files, sales are final. If your link doesn't work or you were charged twice, we'll fix it or refund you. See the refund policy.

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