Customer Onboarding Templates

Email Templates for Coaches

Professional emails that convert discovery calls into clients, keep sessions on track, and fill your group programs with committed participants.

Coaching is a relationship business, and your email communication sets the tone for that relationship. From the first follow-up after a discovery call to the check-in that keeps clients accountable between sessions, every email is an extension of your coaching practice.

Ready-to-Use Templates

Copy these templates and customize them for your needs. Each includes HTML and plain text versions.

Discovery Call Follow-Up
Follow up after a discovery call to convert the lead into a client
General use
Subject Line

Great talking with you, {{firstName}} — here's what we discussed

Preview Text

A summary of our call, your recommended program, and the next step to get started.

Personalization Variables:
Email Preview
Session Reminder
Remind client about their upcoming coaching session with prep questions
General use
Subject Line

Tomorrow: Your coaching session at {{sessionTime}} — quick prep inside

Preview Text

Your session is tomorrow. Take 5 minutes to reflect on these questions before we meet.

Personalization Variables:
Email Preview
Progress Check-In
Check in with client between sessions on their action items and progress
General use
Subject Line

How's it going, {{firstName}}? A quick check-in on your progress

Preview Text

Just checking in on the action items from our last session. How are things going?

Personalization Variables:
Email Preview
Group Program Enrollment
Invite subscribers to enroll in a new group coaching program
General use
Subject Line

{{programName}} is open — {{spotsAvailable}} spots for {{cohortStartDate}}

Preview Text

My next group coaching cohort starts {{cohortStartDate}}. Here's what you'll achieve and how to join.

Personalization Variables:
Email Preview

Best Practices

Send discovery call follow-ups within 2 hours while the conversation and motivation are fresh

Include prep questions in session reminders so clients arrive ready to do meaningful work

Keep between-session check-ins short and encouraging — not demanding

Use real scarcity in program enrollment (small groups, limited spots) and honor it

Write in first person with warmth — your emails should feel like a note from their coach

Common Mistakes

Waiting days to follow up after a discovery call, losing the momentum and motivation

Sending session reminders without prep questions, leading to unfocused sessions

Making progress check-ins feel like homework assignments instead of supportive nudges

Using high-pressure sales tactics in enrollment emails that undermine trust

Being inconsistent with communication — clients need to trust your reliability

Subject Line Examples

Timing & Performance

Best Days
Tuesday, Wednesday, Thursday
Best Times
9:00 AM, 2:00 PM
Open Rate
25-35%
Click Rate
3-5%

Personalization Tips

Coaching businesses thrive on trust, and trust is built through consistent, thoughtful communication. The discovery call gets someone interested, but the follow-up email is what converts them into a client. The session itself creates breakthroughs, but the between-session check-in is what sustains change.

Session reminders with prep questions are the highest-value email in a coaching practice. Clients who arrive prepared make faster progress, which leads to better testimonials, more referrals, and higher retention. It's a small email investment with outsized returns on your coaching impact.

Group programs represent the biggest revenue opportunity for coaches, and email is how you fill them. A clear enrollment sequence with genuine scarcity, specific outcomes, and a personal invitation from the coach consistently outperforms social media launches for converting subscribers into paying participants.

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Frequently Asked Questions

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