How to Onboard New Coaching Clients in 15 Minutes
Stop wasting hours on repetitive emails. Use a smart template to welcome clients, collect info, and set expectations fast.
You just signed a new client. Now what? If you're like most coaches, you spend hours crafting intro emails, building a welcome packet, and chasing paperwork. It doesn't have to be that way.
A structured onboarding template cuts that time to 15 minutes. Start with a welcome message that includes: a brief intro, a link to your scheduling tool, a clear next step (like a questionnaire), and a PDF of your coaching agreement. Include a short video (even 60 seconds) to add a personal touch.
The key is to automate without losing warmth. Use a template that lets you swap in the client's name and goals, then send. You'll save time and clients feel taken care of from the first click.