How to Onboard Coaching Clients in Under an Hour
Stop wasting time on manual onboarding. Here’s a step-by-step system to welcome new clients in 60 minutes flat.
You’ve just signed a new client. You’re excited, but you know what’s coming: a flurry of emails, forms, scheduling, and content handoffs. It can eat half a day. But it doesn’t have to.
Start with a standardized welcome email template. Include a link to a brief intake form that captures their goals, challenges, and preferred communication style. This should take you 10 minutes to set up—once.
Next, use a automated scheduling tool to send calendar invites with a prep link. No back-and-forth. Finally, drop all onboarding materials into a single client portal or folder. Share the link in the welcome email. Done.
Total time: under one hour. Your client feels guided, you stay sane. Save that template for every new client—it’s a small investment that pays off in every engagement.