Every new cohort means rebuilding the same documents from scratch: the workbook, the slide deck, the intake forms, the welcome emails, the client agreement — or paying a designer and a copywriter to do it for you. For coaches launching their first group program, that document rebuild is where momentum dies.
THE OUTCOME
A complete, designed, ready-to-brand program-in-a-box: run your first session this weekend instead of next quarter. Swap in your name, brand colors, and content, and hand clients a workbook, slides, and onboarding experience that look like you hired a team.
WHO THIS IS FOR
Business, life, mindset, career, fitness, and wellness coaches launching their first (or next) group coaching program
1:1 coaches moving into group programs
Course creators who want live-cohort delivery assets without starting from a blank deck
WHAT'S INCLUDED (exact files)
Program-Workbook.pptx — 28-page client workbook, 8 modules: Clarify Vision & Values, Goal Architecture, Habits That Stick, Mindset Blocks & Reframing, Action Planning & Time Design, Accountability Systems, Review & Measure Progress, Sustain & Scale. Each module: intro, substantive teaching content, exercise worksheets with write-in lines + reflection prompts. Plus welcome page, closing page, "My Commitments" page.
Client-Onboarding-Pack.pdf — 12-page designed pack: welcome letter, 28-question intake questionnaire, original coaching agreement template with plain-English clause guide, onboarding checklist, first-session prep worksheet.
Editable .docx versions — Welcome-Letter.docx, Client-Intake-Questionnaire.docx, Coaching-Agreement.docx, Onboarding-Checklist.docx (open in Word, Google Docs, or Pages).
Welcome-Email-Sequence.pdf + .docx — 5 complete original emails (welcome + what happens next, intake reminder, pre-session-1 prep, mid-program check-in, completion + testimonial request) with subject lines, [bracket] placeholders, and a Day -7 / -5 / -2 / Week 4 / final-week sending schedule.
Download the ZIP → open Kit-Guide.pdf → find-and-replace the sample coach name, swap the brand colors to yours, adjust any module content to your method → export workbook to PDF, deliver slides on Zoom or in person, send the onboarding pack and email sequence to each cohort.
FORMATS & COMPATIBILITY
.pptx: PowerPoint 2016+, Microsoft 365, Google Slides (File > Import), Canva (upload to edit — becomes an editable Canva design), LibreOffice Impress, Apple Keynote
.docx: Word, Google Docs, Apple Pages, LibreOffice Writer
.pdf: any PDF reader
PREREQUISITES
A free Canva account, or PowerPoint / Google Slides. No design skills required — the design is done; you customize.
LIMITATIONS & DISCLOSURES
All coach names, program names, client stories, and testimonials referenced in sample content are fictional — replace them with your own before using.
The coaching agreement is a starting-point template, not legal advice. Have an attorney in your state review it before relying on it.
Coaching is not therapy, counseling, or medical advice — the kit includes clear boundary language; adapt it to your credentialing and jurisdiction.
This kit contains no guarantees of program sales, client results, or income.
DELIVERY & ACCESS
Instant download ZIP after purchase. Yours to keep; free updates to v1.x.
LICENSE
Licensed to you, the buying coach, and your coaching business. Use the workbook, slides, documents, and emails with your own clients and cohorts as often as you like. You may not resell, share, or redistribute the template files themselves.
FAQ
I don't use Canva — can I still edit everything? Yes — every designed piece is also native in PowerPoint and Google Slides, and documents come as editable Word files.
Is the content locked to "mindset coaching"? No — the 8 modules are general program architecture (goals, habits, accountability, planning) that adapt to business, life, fitness, or career coaching; you rewrite examples in your voice.
Are the sample coach and program real? No — "Maya Chen / Flourish" is clearly-labeled fictional sample branding for you to replace; the guide walks through the swap.
Can I sell the workbook as a standalone product? The license covers use within your own coaching programs and client delivery; it does not grant resale of the templates as products.
What if I need help customizing? Reply to your purchase receipt email with questions about the files.
What's included
Program Workbook (28 pages, 8 modules) — Clarify Vision & Values, Goal Architecture, Habits That Stick, Mindset Blocks & Reframing, Action Planning & Time Design, Accountability Systems, Review & Measure Progress, Sustain & Scale. Each module: teaching content, exercise worksheets with write-in lines + reflection prompts. Plus welcome page, closing page, and "My Commitments" page
Slide Deck (54 slides) — mirrors the workbook: title, agenda, per-module section dividers, 3 teaching slides per module, "Your Turn" exercise slides, module recaps, closing + next steps + Q&A
Kit Guide (PDF) — full inventory, editing instructions for Canva / PowerPoint / Google Slides, branding customization steps, print guide, FAQ
README & license file
Key features
Fully editable source files: real text boxes and shapes, not flattened images — upload any .pptx into Canva and it becomes an editable Canva design
Real, substantive coaching content throughout — not stubs or lorem ipsum
Consistent premium brand system (terracotta + deep plum + cream + sage) you can recolor in one place
Print-ready: workbook and pack pages export cleanly to PDF for printing or digital delivery
Frequently asked questions
I don't use Canva — can I still edit everything?
Yes — every designed piece is also native in PowerPoint and Google Slides, and documents come as editable Word files.
Is the content locked to "mindset coaching"?
No — the 8 modules are general program architecture (goals, habits, accountability, planning) that adapt to business, life, fitness, or career coaching; you rewrite examples in your voice.
Are the sample coach and program real?
No — the sample branding is clearly-labeled fictional branding for you to replace; the guide walks through the swap.
Can I sell the workbook as a standalone product?
The license covers use within your own coaching programs and client delivery; it does not grant resale of the templates as products.
What if I need help customizing?
Reply to your purchase receipt email with questions about the files.
Program in a Box — Coaching Program Kit
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