Behind the Scenes: Building a Digital Product for Coaches
What went into creating our most popular template—and the lessons I learned from real coach feedback.
When I first started creating digital products for coaches, I made the mistake of building what I thought coaches needed. Spreadsheets with dozens of tabs, complex automations, and fancy dashboards. They flopped.
So I asked my coaching community: What’s your biggest time sink? The answer was unanimous: client onboarding and content delivery. Coaches wanted simple, customizable templates that worked in tools they already used—Canva, Google Docs, and Notion.
We built a Client Onboarding Kit with just five components: a welcome email sequence, an intake form, a session tracker, a feedback form, and a completion certificate. Each template is editable and comes with a video tutorial. The result? 500 downloads in the first month and a 4.8-star rating.
The lesson: don’t guess. Ask your audience. Build the minimum viable product, then iterate based on real feedback.