How to create different Welcome Packages for different client types

You can build as many Welcome Packages as you want in LCH. Most coaches start with one and never realize they could build several. Different client types need different onboarding, and once you have a few in your library, you stop reinventing the wheel.

Here are the most common Welcome Package variations and how to build them.

Why one Welcome Package isn’t enough

The needs of a brand-new private client are different from a returning client. A VIP package buyer needs a different opening than a free trial signup. A group coaching cohort needs different intake questions than a 1-on-1 client.

If you send the same Welcome Package to everyone, you end up either over-onboarding people who don’t need it or under-onboarding people who do.

6 Welcome Packages worth building

1. New private client. The most common one. Welcome letter, full coaching agreement, full personal info form, coaching information form, your “what to expect” resources. This is the comprehensive onboarding.

2. Group coaching client. Same agreement but tailored intake. Less personal information, more “what brought you to this group” focus. Add resources specific to the group format.

3. VIP / high-ticket client. A more personalized welcome letter, a more thorough intake, and maybe a higher-end resource (a workbook, a video, a planning template). Sets the tone that this engagement is different.

4. Prospect-to-client (converted from your CRM). Built for someone who came in as a prospect through your Public Booking Page or a lead magnet. They’re newer to you. Your welcome letter can reference how they found you. The intake digs into “what made you reach out now?”

5. Buyer-to-coaching client (someone who bought a non-coaching item first). They already bought a digital product, course, or worksheet from you. Your welcome letter can build on that purchase. “Glad the [product] resonated, here’s what working with me as a coach looks like.”

6. Renewal / continuation package. For clients moving into a new phase with you. Less onboarding (they know you already), more reflection. “What did you accomplish in our last package? What do you want to focus on next?” Maybe include a fresh agreement for the next chapter.

A clever twist: the pampered prospect package

Here’s one a coach shared with us that’s too good not to pass on. You can use a Welcome Package on someone who isn’t a paying client yet, purely to get them into the system and make them feel like a million bucks.

The move: build a stripped-back package. Switch off the coaching agreement, and skip the personal and coaching info forms too (nobody wants to fill in paperwork before they’ve even committed). All you keep is a warm welcome letter, and then you pile on the goodies: a helpful worksheet, a guided audio, a short video, a resource they’ll actually use.

Why it works: the prospect gets a real taste of what being your client feels like, with zero pressure and zero forms. They’re set up in your portal, they’ve had a genuinely lovely first experience, and you’ve got an easy, natural reason to follow up. When they’re ready for the real thing, you send them the full new-client package with the agreement and intake, and they’re already sold.

Think of it as the velvet-rope version of onboarding: all of the warmth, none of the homework.

How to clone an existing one and adapt it

You don’t have to start from scratch each time:

1. Go to your Welcome Packages tab
2. Find your existing Welcome Package
3. Click Clone under Action Items in the right hand column
4. Rename it to the new client type
5. Edit the welcome letter, intake questions, agreement, and resources as needed
6. Save

Now you have two Welcome Packages in your library. Repeat for as many as you want.

How to assign the correct one when inviting

When you invite a new client (via the blue Invite button, “invite to portal,” or “convert to coaching”), you’ll be taken to the Onboarding wizard. Here you’ll see a dropdown of all your Welcome Packages. Pick the one that fits. The client gets the appropriate Welcome Package automatically.

Final takeaway

Build the new-client one first. Then build a second one for whichever client type you onboard next-most-often. Then a third. Within a month you’ll have a small library that means every new client gets exactly the right onboarding, with zero extra effort from you.