Getting clients shouldn’t have to be so difficult!

Many business coaches covet their templates and only share them as part of their programs.  However, getting clients shouldn’t be a secret. In an effort to help other coaches start with a leg up, here are seven of my most frequently used client getting email templates. 

Getting Clients Reactivation Email

Subject: I would enjoy working with you again

Hi [First Name],

I hope this email finds you doing well. I really enjoyed working with you and would love to hear about your successes and achievements in [the area that you coached the client in and/or the client’s goals].

I am presently offering a new package and thought you might be interested in it. [List the details of your new package here including the BENEFITS of the program. How/why is it different and what does it have to offer?]

Here is what clients have had to say about this new package.

Testimonial: [Insert Testimonials]

And if you know of anyone who might be interested in the new package, I would be grateful if you would pass this information along. You can also visit [LINK] to learn more. As you might remember, we offer [list any referral discount or new customer discount].

Looking forward to hearing from you!


[Your name]

JV Program Invitation Email

Subject: Mutually Beneficial Partnership

Hi [first name],

I have been on your mailing list for a few months now, and I am really enjoying your down-to-earth tips and advice. I think you are doing a great job of helping your market to build stronger businesses. Well done!

I see that you sometimes promote the programs of other coaches and consultants, and I wonder if you would be interested in sharing my [name of specific program] with your readers?

This program has done quite well in the past [number] [years/months], as you can see:

[Fill in the available details here:

  • The number of students enrolled:
  • Percentage of successful graduates:
  • Sales page conversion rate:
  • Refund rate:

 You can see some student testimonials here: [url]

My referral partner program pays [commission percentage], and payouts are made every [week/month]. I’d love to count you among my successful affiliates.

Go here to register and I will send you all the promotional materials right away: [URL]

And if you have questions, I would love to jump on a short call to discuss. Feel free to call me at [your phone number].

Thank you so much for your time, and I look forward to hearing from you!


[your name]

Post Consultation Call Follow Up Email

Subject: Discovery Session Follow-Up

Hi [first name],

Thank you so much for our recent discovery call session. I truly enjoyed learning more about you and your business, as well as your plans for the future.

As you mentioned, your biggest frustration comes from [the reason your potential client isn’t succeeding], and I feel together we can easily tackle this and any other issues you’re having.

I have extensive experience with other clients just like you who have faced similar blocks, and I have successfully helped many people grow their business. You can read about some of my clients’ successes here: [URL for testimonials page]

My [name of coaching program] is the most popular choice for new clients, and where I recommend we start. To sign up, go here to register: [URL]

Thank you again for spending your time with me during our discovery call. I look forward to working with you to help grow your business.


[your name]

Post Event Potential Getting Clients Follow Up Email

Subject: It was a pleasure meeting you, [name]

Hi [first name],

We met recently at [name of event]. You made such an impression on me with [something specific you remember about the meeting], that I wanted to reach out and thank you for your time.

During our conversation, you mentioned that you are looking for help with [specific goal you can help with]. As you are probably aware, I am a [type of] coach specializing in [your specialty], and I work with many business owners just like you who need help with [specific goal you can help with].

I would like to invite you to schedule a discovery call with me at your earliest convenience. You can book time on my calendar here: [URL]

Together we will take a look at your current business, how I can help, and whether or not we feel we’d be a good fit to work together.

Thank you for your time, and I look forward to meeting with you again!


[your name]

Referral Bonus Email for Existing Clients

Subject: An Opening in My Schedule = A Bonus for You!

Hey [first name],

I have a rare opening in my schedule and I wanted to reach out to you right away with a very special bonus offer.

For a limited time, when you refer a new client to me, I will gift you with a BONUS hour of coaching with me. Here’s how it works:

  • You refer one (or more!) new clients to me—the client must purchase a private coaching plan with me to be eligible
  • Once the client has worked with me for a minimum of 60 days, I will reward you with a free 1-hour coaching session (you do not need to have a current coaching plan with me to claim your bonus)

All you have to do is send your friends and colleagues to my discovery session sign up page and ask them to put your name in the “referred by” field. I’ll do the rest!

Here’s the link to send them: [URL]

Thanks so much for trusting me with your business growth. I look forward to our continued work together—and to meeting your friends as well!


[your name]

Referral Request Email

Subject: Any friend of yours is a friend of mine

Hi, [First name]

It has been a delight to work with you and I’m so glad to hear that you were pleased with your coaching results.  I’m offering a new service/promotion that’s designed to ______________________________________________________________________________ [enter a description and/or major benefit of your service offering].

How many people do you know who could benefit from my coaching program and/or my new service?

I’d be so grateful if you’d share this opportunity with your friends and colleagues. I also offer a [name of discount, coupon, special referral credit] on [name of service, product, etc.]  for each referral you send. Just make sure your referral mentions your name and lets me know you directed them to me, and I’ll make sure you receive the discount.

Thank you again for your business, and for referring us to others. It is such a pleasure to work with motivated clients such as yourself. I have truly enjoyed watching your progress and I appreciate you so much!

Please let me know if you need any other information from me.


[Your name]

Getting Clients Testimonial Requests Email

Subject: Care to share your thoughts?

Hi [first name],

It has been such a pleasure working with you over the past [number] months! I’ve truly enjoyed watching your business thrive as your skills and confidence grow. I can’t wait to see where you take this!

As you know, it can be difficult to choose a new coach. How can you know who to trust? Or who might be a good fit for your business?

Those are very likely the questions you asked as you were thinking about hiring me, and I wonder if you could help answer them for others.

Would you please take a few minutes to write a testimonial for my services? Ideally, a testimonial should include:

  • What you were struggling with before you hired me
  • What specific results you’ve experienced as a result of our relationship
  • What’s next on your agenda as we work together
  • Your name and headshot

You can see some of my other testimonials here: [URL]

Thank you in advance for your help, and I look forward to our continued work!


[your name]

Getting Clients Wrap Up

If you are trying to figure out how to get clients the last thing you need is someone holding back information.  If you would like to join a group of coaches that are all supporting one another with business and sales … come join our free group here:


Verified by MonsterInsights