Why Your Onboarding Process Is Killing Client Retention
Learn the three most common onboarding mistakes coaches make and how to fix them with a simple welcome sequence.
You’ve landed a new client. Congrats. But if your onboarding is a chaotic email chain and a PDF that sits unread, you’re already losing them. Research shows that 68% of clients decide whether to continue within the first 30 days. And that decision hinges on how clear and supported they feel.
The fix isn’t complicated. Start with a single welcome call that outlines the entire journey. Then send a one-page roadmap — not a 50-page handbook. Finally, automate a check-in after their first session. That’s it. Three actions that build trust and reduce churn.
I use a template that bundles all three into a single system. It took me an afternoon to set up, and it’s saved me dozens of refund requests since. If you want to replicate it, grab the Client Onboarding Kit from the library. It’s editable, so you can make it yours in minutes.