How to onboard your clients professionally with a welcome package

Your Welcome Package gives every new client a professional, organized start inside LCH Core.

Instead of sending separate emails, attachments, agreements, intake forms, and resources manually, you can send one polished package as part of your client onboarding process.

This saves time, creates a stronger first impression, and helps your client begin coaching with more clarity.

Start every client relationship professionally

The beginning of a coaching relationship matters.

Your client is forming an opinion about what it will be like to work with you from the first few steps. If onboarding feels scattered, the relationship can start with confusion. If onboarding feels clear, organized, and professional, your client feels more confident right away.

A Welcome Package helps you set that tone.

You can include your welcome letter, coaching agreement, client intake questions, and first resources in one place, so your client knows exactly what to complete before coaching begins.

Save time every time you onboard a client

Most coaches already have onboarding materials somewhere.

The problem is that they often live across email drafts, PDFs, forms, folders, and saved documents.

That means every new client can create another round of repetitive admin:

• Finding the right agreement
• Sending the right form
• Explaining what to fill out
• Following up if something is missing
• Saving the completed information
• Searching for it again later

With LCH Core, you can build your Welcome Package once and reuse it whenever you invite a new client.

That gives you a repeatable onboarding system instead of rebuilding the process from scratch every time.

Send your agreement without the back-and-forth

Your Welcome Package can include your coaching agreement.

Your client can review and sign it electronically, and you can access the completed agreement from their client record.

That means no printing, scanning, downloading, re-uploading, or chasing signed documents through email.

You get a cleaner process, and your client gets a smoother experience.

Collect the information you actually need

A Welcome Package also helps you gather important client information before coaching begins.

You can collect basic personal details, such as work, family, or background information, so you have useful context in one place.

You can also ask coaching-specific questions, such as:

• What do you want to get out of coaching?
• What are your current goals?
• What would make this coaching relationship successful?
• What do you want your coach to understand before the first session?

This helps you come into the coaching relationship better prepared.

You are not starting from zero. You already have context, goals, and expectations in front of you.

Help clients feel prepared before the first session

A strong Welcome Package does not just help you. It helps your client too.

Your client can read your welcome letter, complete the intake questions, sign the agreement, and review any resources you include before the first session.

That gives them a clear sense of what comes next.

It also helps them begin reflecting before coaching starts, which can make the first session more focused and productive.

Keep everything in the client record

Once your client completes the Welcome Package, their answers and signed agreement are stored inside their client folder.

You do not have to search through old emails or download files into separate folders.

You can open the client record and see the information connected to that client.

This helps you stay organized as your client list grows.

Customize packages for different coaching offers

You can create more than one Welcome Package.

This is useful if you work with different types of clients or programs.

For example, you might create:

• A new private client Welcome Package
• A group coaching Welcome Package
• A VIP client Welcome Package
• A renewal package
• A program-specific package
• A prospect-to-client package

This lets you give each client the right onboarding experience without manually rebuilding it each time.

Send another package when the relationship changes

Your Welcome Package is not limited to the first onboarding moment.

You can send another package later if the client moves into a new stage with you.

For example, you may send a new package when:

• A prospect becomes a full client
• A client joins a new program
• A client upgrades to a higher package
• A client renews
• A client starts a new coaching focus

This helps your onboarding system grow with the client relationship.

What can be included in a Welcome Package?

A Welcome Package can include:

• A welcome letter
• A coaching agreement
• Personal information questions
• Coaching information questions
• Worksheets
• Resources
• Forms or documents you want the client to complete or review

LCH Core gives you a default Welcome Package to start with. You can edit it, clone it, archive it, or create your own from scratch.

How do I send a Welcome Package?

You can send a Welcome Package during the client invitation and onboarding process.

When you invite a client, you can choose whether to send a Welcome Package and select which package you want them to receive.

Your client gets an email with a link to complete it.

After they complete it, you can find their answers and signed agreement inside their client record under Welcome Packages.

What does the client see?

Your client can view the Welcome Package inside their client area.

They can see your welcome letter, complete the forms, sign the agreement electronically, download the agreement, and review any included materials.

This gives them one clear place for their onboarding documents instead of scattered email attachments.

Final takeaway

Welcome Packages help you onboard clients with less admin and more authority.

They give every new client a clear, professional start, while helping you collect the information, agreements, and context you need before coaching begins.

Instead of chasing documents and repeating the same setup process manually, you get a reusable onboarding system that helps your coaching business look more organized, more polished, and more client-ready from day one.