The Onboarding Automation Checklist I Wish I Had Two Years Ago
A practical list of the five automations that actually move clients from 'yes' to 'ready' without your inbox.
Most coaches don't have an onboarding problem. They have a memory problem. You know the steps — welcome email, contract, payment, kickoff call, intake form — but you're remembering them one at a time, mid-session, and something always slips.
Start with a single trigger: the moment payment clears. From there, fire exactly five things. A welcome email with the kickoff link. The contract to sign. The intake form. A calendar invite with a prep note. And a short 'what to expect' page. That's it. If you add more, you'll never debug it.
Test it on yourself first using a $1 coupon or a test client. Watch what arrives, in what order, and fix the two things that feel clunky. Most coaches find the calendar invite lands before the contract, which confuses people. Swap the order and you're done.
The payoff isn't just time. Clients form their first impression in those ten minutes. A clean, sequenced welcome tells them you run a tight ship — which is exactly what they're paying for.