How to Automate Client Onboarding with Digital Delivery
Stop sending files manually. Learn how to set up automated delivery for your coaching intake forms and welcome packets.
Client onboarding is often the most manual part of coaching. You create an intake form, a welcome packet, and maybe a few worksheets. Then you email them one by one. Or worse, you rely on clients to download from a shared drive.
With a digital storefront, you can automate this entire process. Create a product bundle called "New Client Starter Kit." Include your intake form, a welcome video, and a goal-setting worksheet. Set the price to zero or a low fee. When a client signs up, they get instant access to a download page. No more chasing attachments.
You can also track which files they download. If they skip the intake form, send a reminder. The system handles delivery while you focus on the first session. The result? A professional, consistent onboarding that sets the tone for your coaching relationship.