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Client Onboarding and Early Engagement PLR Toolkit

Client Onboarding and Early Engagement – PLR Toolkit

Original price was: $67.00.Current price is: $27.00.

Use this ready-to-teach workbook to help coaches build their own client onboarding and early engagement system they can use again and again. It complements our course on Motivate Your Clients to Take ACTION, but can be taught as a stand-alone resource or delivered as a lead magnet too.

You’ll get the following customizable, brandable content:

  • Facilitator instructions
  • Student workbook & templates
  • Slides (a bonus for walking through the toolkit live)
  • Follow-up emails
  • Opt-in page copy
  • And more!

Are Your Clients Losing Coaching Momentum Before It Even Begins?

Many coaches and service-based business owners struggle to keep clients engaged after the initial “yes.”

They’ve done the hard part — enrolled a client — but then:

  • The first session arrives and the client isn’t prepared
  • The follow-up is patchy or inconsistent
  • The client goes quiet after week one... and never really re-engages

Without a clear onboarding system, even great coaches end up dealing with flakey clients, avoidable resistance, and unnecessary stress.

But what if you could give your audience the exact tools to fix that?

You can—with the Client Onboarding + Early Engagement Toolkit.

This ready-to-go, customizable PLR toolkit can be taught live or delivered as a standalone resource to help your audience:

  • Create a professional, repeatable onboarding process that builds trust from the start
  • Keep new clients engaged before mindset blocks or drop-off sets in
  • Save time and avoid miscommunication with branded, easy-to-use templates

You can teach it live, run it as a self-paced session, or offer it as a lead magnet or low-ticket product. It also makes a perfect add-on to our done-for-you courses on Motivate Your Clients to Take ACTION, Create Your Group Coaching Program or Action-Based Coaching Skills— but it works just as well on its own.

Here’s what you’ll get inside the Toolkit:

  • A Step-by-Step Workbook. A comprehensive, editable workbook for your students to:
    • Build their 5-part onboarding flow
    • Customize welcome emails, prep sheets, and client-facing materials
    • Plan how to implement, automate, and improve their system over time.
  • Templates for Onboarding Essentials. Ready-to-edit templates that include:
    • Welcome email
    • Intake form
    • First session prep sheet
    • Week 1 engagement message
    • Quick Win menu
    • FAQ sheet
  • Customizable Slides. Editable slides you can use for live or recorded sessions, with speaking points included.
  • Marketing Materials. If you want to deliver the Toolkit as a lead magnet:
    • Opt-in page copy to help you promote the toolkit.
    • Follow-up emails to engage your audience after sign-up.
    • Social media posts and images for easy promotion.

Your audience will love this Toolkit because it simplifies a simple, repeatable onboarding system that sets clear expectations, builds trust from the first interaction, and motivates their clients to follow through.

You’ll love this Toolkit because it’s easy to use, flexible, and ready for you to customize. 

Whether you want to deliver it as a workshop, a lead magnet, or a stand-alone resource, all the content is done for you.

All you have to do is tweak the materials for your audience and add your branding.

Click the button below to get your license to the 'Client Onboarding & Early Engagement Toolkit':

Original price was: $67.00.Current price is: $27.00.Add to cart

Here's what you'll get in the Client Onboarding & Early Engagement Toolkit:

To help you run the session we have included:

  • Facilitator Instructions - ideas and instructions to help you deliver the toolkit in different ways. (in Word)
  • Student Workbook & Templates - Broken down into manageable step for your students to work through to build a simple, repeatable onboarding system that sets clear expectations, builds trust from the first interaction, and motivates your clients to follow through.  (in Canva and Word)
  • Slides – for you to use as your speaking points in a live session or as summary. (in Canva)
  • Follow-up Emails – to send out to your students once they have signed up. 
  • Opt-in Page Copy – to customize for your audience (or tweak to be a sales page.)
  • Social Media Posts and Images – to attract your audience on social media.

Client Onboarding and Early Engagement – PLR Toolkit - Workbook
Client Onboarding and Early Engagement – PLR Toolkit - Slides

Click the button below to get your license to 'Client Onboarding & Early Engagement Toolkit':

Original price was: $67.00.Current price is: $27.00.Add to cart

Here’s what coaches and business owners just like you have to say about Content Sparks:

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I'm able to develop new programs quickly and professionally

Sharyn's materials help me to stay stealthy. I'm able to develop new programs quickly and professionally, always offering something new to my members and leaders, giving me tremendous edge in the market. My network is growing rapidly and I'm expanding into other cities. Now, as leaders plug into the system I've created, I'm able to help them grow their business as well.

Jennifer Henczel
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This is first-rate stuff—highly recommended

When it comes to premium customizable content, look no further than Sharyn's suite of products. This is beautifully researched and exquisitely crafted material. Even if you don't end up modifying and rebranding it for your own business, you're guaranteed to find the content itself incredibly useful. Sharyn's trainings drive even greater value into the customer equation; don't miss them. I've been in marketing for over three decades, and Sharyn and her team continue to impress me with each new release.

This is first-rate stuff—highly recommended. Period.

Daniel Ulin
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Thanks to Sharyn Sheldon and her crew at Content Sparks

Just want to give a huge shout-out of thanks to Sharyn Sheldon and her crew at Content Sparks…been reading over some of the material I picked up for my education biz and it's fantastic. It's like having a great script to work with and now as the actor/director it's my job to put my own spin on it…but isn't great to have the script to work from? Again, thanks a bunch for being so great at what you do!

Michael Bridgman Course Creator

FAQs about White Label Content

What does my license allow me to do with my Content Sparks content?

Your license gives you the rights to edit or cut up the content into sections, combine it with other content, or transform it to other media formats (such as audio, video, graphics, etc).

You can then share or sell the content with paid customers or prospects who have given you contact details.

The exception is the content meant for promotion, such as tweets, blog posts, and graphics. You can publish those freely anywhere on the web to drive traffic to your site and offers.

What am I NOT allowed to do with my Content Sparks content?

You are not allowed to sell or give away a license  or the editable files to anyone else. That means you can NOT sell or share the Private Label Rights (PLR), Resell Rights, or Master Resell Rights to anyone.

Also, you are not allowed to publish the content freely on the web where anyone can read or download it, including free membership sites or forums. The exception is promotional materials, as mentioned above. This protects the value of your content.

Do I have to rewrite the content?

You have the option to rewrite it if you choose, but it is not necessary. However, we recommend that you rewrite and add to any web-based content that you want found by search engines (like Google), so that it will rank higher in search engines. Adding value to existing content is also important, such as additional images, examples, stories, or lists of resources. By adding your own personal examples and experience, you'll boost your reputation and credibility exponentially.

What should I charge for the content once I've made it into a product?

Pricing your content is always a challenge and it depends on your own market. Some people charge $97 for a webinar series. Others add it to a $27/month paid membership program each month. And some have charged as much as $1997 for a full training program with coaching added.

Take a look at what competitors and similar businesses are charging in your industry. Then find your own middle ground based on how you want to position yourself.

We recommend that you never charge less than $27, depending on the length of the program, and charge more if you're adding live or video elements. Charge even more if you're adding coaching.

If I want to set up a sales funnel, how do I get started?

We have a number of tutorials and videos in our blog, as well as a list of our favorite resources we use in our own business.

Start by watching these tutorials:

==> Profiting from Content: Basic Funnel Set Up for Beginners

==> How to Quickly Customize Your Content

And get ideas for resources to use here:

==> Resources I Use in My Business

How can I get help if I need it?

You can always contact our support desk here:

support@contentsparks.com

You should expect an answer within 24 hours, except on weekends.

Click the button below to get your license to 'Client Onboarding & Early Engagement Toolkit':

Original price was: $67.00.Current price is: $27.00.Add to cart