Client Worksheet Canva Template: Minimal Editable Coaching Pages, US Letter Size
$1.80
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Keep every client session structured, professional, and effortless with this Canva template pack of easy client notes and worksheets.
Designed with business tools in mind, these minimalist coaching pages are perfect for entrepreneurs, small business owners, coaches, and consultants. They help you organize client session notes, use as a consulting form, and easily capture key insights during every meeting. With dedicated sections for an onboarding worksheet, coaching intake form, daily coaching tool prompts, and more, you can guide each conversation and track progress in a way that matches your brand.
Whether you’re welcoming new clients with a coaching session kit, using the two worksheet pack for 1:1 meetings, or reflecting with pdf coaching sheets after a program, this coaching starter kit ensures a smooth and consistent onboarding experience every time.
What’s Inside:
-Two editable Canva worksheets + a bonus title page (US Letter 8.5×11 in)
-Sections for client info, session notes, goals, action steps, and reflections
-Structured Q&A for easy consulting
-Customizable in Canva (Free or Pro)
-Use as digital worksheets or print-ready sheets
-Compatible with desktop, tablet, and mobile
-Simple, modern design that’s straightforward to edit—no experience needed
How It Works:
-Purchase and download the PDF coaching sheets with your Canva link
-Customize fonts, colors, and layout to suit your style
-Export as a PDF coaching intake form, onboarding worksheet, or daily coaching tool—use for print or digital coaching
License & Notes:
-For your personal or brand use only. Please don’t resell or share the Canva template.
-Digital purchases are non-refundable.
More business tools and canva worksheets:
https://juraber.etsy.com?section_id=55651557
Explore business planners, wellness tools, and more:
https://juraber.etsy.com
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Your files will be available to download once payment is confirmed.
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I don't accept returns, exchanges, or cancellations
But please contact me if you have any problems with your order.
Privacy policy
Effective Date: July 31, 2024
1. Introduction
At JuraBer, we take your privacy seriously. This policy explains how we collect, use, and protect your personal information in accordance with the General Data Protection Regulation (GDPR) and Etsy’s Seller Policy. By interacting with our shop, you acknowledge the practices described below.
2. Information We Collect
To fulfill your order, you must provide us with certain information (which you authorized Etsy to provide to us), such as:
Contact Information: Your name and email address.
Delivery Details: Your shipping address.
Transaction Details: Payment information and the specifics of the product(s) you ordered.
3. Why We Need Your Information (Legal Bases)
We rely on several legal bases to collect, use, and share your information, including:
Service Provision: To fulfill your order, settle disputes, or provide customer support.
Consent: When you have provided affirmative consent, such as signing up for a mailing list (which you may revoke at any time).
Legal Compliance: To comply with a legal obligation or court order, such as retaining information about your purchases if required by tax law.
Legitimate Interests: To improve our services and comply with the Etsy Seller Policy and Terms of Use.
4. Information Sharing and Disclosure
Information about our customers is important to our business. We share your personal information for very limited reasons and in limited circumstances:
Etsy: We share information with Etsy as necessary to provide you our services and comply with our obligations under both the Etsy Seller Policy and Etsy Terms of Use.
Service Providers: We engage certain trusted third parties to perform functions and provide services to our shop, such as delivery companies. We will share your personal information with these third parties, but only to the extent necessary to perform these services.
Compliance with Laws: We may collect, use, retain, and share your information if we have a good faith belief that it is reasonably necessary to respond to legal processes or to government requests.
5. Data Retention & Security
We retain your personal information only for as long as necessary to provide you with our services and as described in our Privacy Policy. However, we may also be required to retain this information to comply with legal and regulatory obligations (typically for a period of 7 years for tax purposes). We employ industry-standard technical measures to ensure your data remains secure.
6. Your Rights
If you reside in certain territories, including the EU, you have a number of rights in relation to your personal information:
Access: You may have the right to access and receive a copy of the personal information we hold about you.
Change, Restrict, Delete: You may also have rights to change, restrict our use of, or delete your personal information. (Absent exceptional circumstances, like legal requirements, we will generally delete your personal information upon request).
Complain: If you reside in the EU and wish to raise a concern about our use of your information, you have the right to do so with your local data protection authority.
7. Contact Information
For purposes of EU data protection law, I, Jurate @JuraBer, am the data controller of your personal information. If you have any questions or concerns, you may contact me directly on Etsy.
Frequently Asked Questions
How do I get my downloadable files?
All products in this shop are digital downloads. No physical items are shipped.
After payment is confirmed, Etsy provides an instant download link on your Purchases page and in your confirmation email. Files can be downloaded multiple times.
Can I edit the templates on my phone or tablet?
Most templates work best on desktop or laptop for easier editing. Canva templates can also be edited using the Canva mobile app. PDF files require a compatible editing app.
Can I print these designs?
Yes. Files are high-resolution and suitable for home or professional printing. Please check each listing description for file format details before purchasing.
How fast will I get my digital files after purchase?
Instantly. Etsy provides immediate access to your files once payment is completed.
What if I want to resize my printable planner?
Mane templates can be resized using Canva or printer settings. Common sizes include A4, A5, and US Letter unless otherwise noted in the listing.
Will these templates work for my coaching business or client sessions?
Yes. Many customers use planners and worksheets for coaching, consulting, and client organization. Please review each listing for intended use.
Do I need a Canva Pro account to use your website templates?
No. Most templates work with Canva Free unless a listing specifically states otherwise.
Are these planners and templates beginner-friendly?
Yes. Most products are designed to be simple and intuitive, making them suitable for beginners without advanced design or technical skills.
What kind of products do you sell?
JuraBer offers digital planners, business worksheets, productivity tools, website templates and structured planning resources designed to support focused work and organization.
Are there any monthly hosting fees for the website templates?
No. Canva websites can be published using a free Canva domain without ongoing hosting fees unless you choose optional paid upgrades.