Simplo Wellness Onboarding Kit
🧰 What’s Included
The Simplo Wellness Onboarding Kit is a complete, step-by-step system for streamlining client consultations and onboarding—so you can save hours, boost your confidence, and create a professional, memorable first impression.
It’s designed for health, fitness, and wellness coaches who want a simple, repeatable process to collect client information, choose the right programs, and start their coaching journey without the overwhelm of admin tasks.
You’ll get:
📝 Interactive Google Client Intake Form – Fully editable, branded digital form for collecting essential client details and guiding program recommendations.
🎨 Canva Client Intake Form – Visually polished, customisable PDF form to impress clients from day one.
📋 Program Creation Blueprint – A proven framework for creating results-driven, tailored wellness programs.
📅 5-Step Guide: When to Offer the Onboarding Form – The optimal timing to ensure engagement and clear next steps.
🗣 7-Step Checklist: How to Talk About the Onboarding Form – Proven scripts and strategies to encourage completion and connection.
📖 How-To Guide: Choose the Right Program – A simple method for matching clients with the right program based on their goals, needs, and motivations.
🚀 Getting Started Guide – Step-by-step instructions to help you set up and launch your onboarding process fast.
📜 Complete Private Branding License – Rebrand everything as your own in Canva or Google, keeping 100% of the credit.
Plus Bonuses:
💌 Win With Words: Ultimate Email Scripts Bundle – Pre-written, customisable scripts to improve form completion and client show-up rates.
📚 Program Navigator – Shows which Exceed Nutrition programs align with client needs based on their onboarding responses.
🤝 Support & Mastermind Community – Connect with other coaches, share insights, and stay updated with industry trends.
💡 Key Benefits
Simplifies and standardises your onboarding process
Saves hours of admin time every week
Builds client trust and connection from the very first interaction
Helps you choose the right program for each client with confidence
Fully customisable to match your brand and style
⚡ How It Works
Download instantly after purchase.
Customise in Canva and Google with your logo, colours, and text.
Use with clients to onboard efficiently and start delivering value from day one.
📌 Who It's Best For
Health, fitness, and wellness coaches who want a structured onboarding process
Coaches looking to improve client engagement and retention
Professionals ready to rebrand and integrate proven onboarding tools into their business