Written by Jason McClain. Posted in Templates and Training Materials



Attached to this article you will find templates for you to use in most aspects of the sales process. From the Interest Sheet, to capture names and contact info for prospective clients, to one of the most comprehensive client-coach agreements in existence. Tested over 6 years and 220 clients.

Use them in good health and thriving finances.


pdfInterest Sheet Template28.58 KB

pdfInitial Chat Email Template29.07 KB

pdfExploratory Session Email Template22.57 KB

pdfCoaching Agreement Template76.74 KB

pdfIntake Sessions and Outcome Elicitation83.02 KB

pdfEvolutionary Sales™ Flow | Pipeline Checklist141.64 KB


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