Release Note: Onboarding Checklist v2 Is Here
We rebuilt our most popular onboarding checklist from scratch based on 200+ coach interviews. Here's what changed and why.
We shipped version 2 of the Client Onboarding Checklist this morning. It's a full rebuild, not a tweak. After 200+ conversations with coaches, one thing became clear: the old checklist assumed too much. It told you what to do but not why it mattered or how long it should take.
The new version breaks onboarding into three phases: Pre-Kickoff, First 14 Days, and First 90 Days. Each task includes a time estimate, a one-line rationale, and a link to a fill-in-the-blank template. You can duplicate it into Notion or print it as a PDF.
We also added a 'red flags' section. These are the five signals that a client is likely to churn in the first month. Catching them early is the difference between a renewal and a refund request.
If you already own the checklist, it's in your dashboard now. No action needed. If you don't own it, this is the version to get. The old one is gone.
We're already working on v3 based on feedback from this release. If you have thoughts, reply to the email that came with your download. We read everything.