Behind the Scenes: How We Built the Client Onboarding Kit
We took a deep dive into coaching workflows and created a kit that saves you hours. Here's what we learned and why we built it the way we did.
When we decided to create the Client Onboarding Kit, we knew we had to solve a real pain point. We talked to dozens of coaches and asked them: 'What's the most tedious part of getting a new client?' The answer was unanimous: the administrative chaos. So we set out to build something that would eliminate that chaos.
We started by mapping out every touchpoint a client has with a coach, from the initial inquiry to the first session. We then created templates for each touchpoint—welcome emails, contracts, questionnaires, and more. But we didn't just copy generic templates; we customized them based on feedback from coaches who had tested them with real clients.
The kit includes editable files, so you can tweak them to match your brand. It also comes with a setup guide that walks you through each document. We even added a client portal setup guide to help you centralize everything.
The best part? Many coaches report saving up to five hours per week after implementing the kit. That's time they can spend on their clients or on growing their business. We're proud of this product, and we hope it makes a difference for you too.