How to Automate Client Onboarding in 3 Steps
Stop manually sending forms and documents. Here’s a simple system to deliver everything automatically.
Every coach I know hates onboarding admin—but most think they have to do it manually. You don't. With a few digital tools, you can set up a system that delivers your intake form, welcome packet, and first session prep automatically.
Step one: Create a single onboarding document (or use our template) that includes everything a new client needs. Step two: Add a download link to your payment confirmation email. Step three: Follow up with a sequence of automated emails that guide the client through the first week.
This three-step system takes about an hour to set up and saves you 2-3 hours per client. Plus, clients feel more prepared and valued when they receive a professional, organized welcome.