Pro Tip: Create an Onboarding System That Converts and Retains
First impressions are everything in coaching. The difference between a one-month client and a one-year client often comes down to how professional and organized your onboarding process feels. Today, I want to share how to create an onboarding system that sets the foundation for long-term client relationships.
What It Is:
A comprehensive digital onboarding system in CoachRx that combines legal documentation, client education, and payment processing into one streamlined, professional experience.
How to Use It:
Set Up Legal Documents
Create contract templates
Prepare liability waivers
Configure digital signing process
Store signed documents securely
Send automated copies to clients
Build Client Education Packets
Create program design expectations
Define communication guidelines
Outline client responsibilities
Include platform usage instructions
Add coaching policies
Pro tip: Upload as PDF for mobile app access
Configure Payment Systems
Set up Stripe integration
Create product offerings
Configure subscription plans
Automate billing processes
Track payments efficiently
Customize Organization Details
Add company logo
Update contact information
Brand all client-facing documents
Ensure professional presentation
Why It Matters:
This system transforms your coaching by:
Creating professional first impressions
Preventing misunderstandings
Securing necessary legal protection
Streamlining payment collection
Saving administrative time
Setting clear expectations
Building client confidence
Reducing early dropoffs
Need help setting up your consultation system?
Book a 1:1 call with our team and we'll help you create a process that converts and retains clients.
Want to dive deeper?
Watch this week's 10 Minute Tips video for a detailed walkthrough of these features in action.
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