New Release: The Client Onboarding Workflow That Runs Itself
Our most requested system is live — a complete onboarding workflow that handles intake, scheduling, and welcome materials without back-and-forth.
Today we're releasing the Client Onboarding Workflow, a set of connected templates that takes a new client from signed agreement to first session without you touching a thing. It includes a dynamic intake form, an automated welcome email sequence, a scheduling handoff, and a shared client dashboard.
We built this after watching dozens of coaches lose their first impression to logistics. The workflow maps every step a client takes in their first 72 hours and removes the gaps where people get confused or drop off. Setup takes about 30 minutes. After that, it runs in the background.
A few details: the intake form branches based on coaching type, so you're not asking a career client about meal timing. The welcome sequence includes five emails with plain-text options if you hate fancy design. And the dashboard is a single Notion page you can duplicate per client.
If you already own the Discovery Call Kit, this pairs with it directly. Existing customers get 30% off in their account. As always, lifetime updates are included — when we refine a step, you'll get the new version free.
Grab it in the library, or read the full breakdown on the product page. If you're not sure it fits your practice, reply to this email and ask. We'll tell you honestly.