The difference between a client who stays for years and one who drops off after a month often comes down to their first experience with your coaching. Think about it: those first few interactions set the tone for everything that follows. When clients feel confused about expectations, overwhelmed by new terminology, or unsure about how to communicate with you, they're likely to disengage before they ever experience the true value of your coaching.

On the flip side, when clients experience a smooth, professional onboarding process, they start their journey with confidence. They understand how to read their programs, know when and how to reach you, and feel equipped with the resources they need to succeed. This early confidence translates into better adherence, more engaging check-ins, and ultimately, better results.

What It Is:

A comprehensive onboarding system in CoachRx that automates the client welcome process while maintaining a professional, personal touch. Think of it as your client's first impression of your coaching practice - automated but not impersonal.

How to Use It:

Set Up Essential Documents (Before Adding Clients)

• Create customized intake forms following key pillars:

• Behavior questions

• Exercise history

• Nutrition background

• Lifestyle assessments

Build welcome packet including:

• Training terminology explanations

• Best practices guide

• CoachRx app instructions

• Communication expectations

Prepare contracts and waivers

Configure Client Settings

• Set up coaching services (exercise, nutrition, lifestyle)

• Enable and customize touchpoints 

• Configure time zones for remote clients

• Set commission rates if applicable

Execute Onboarding Flow

• Send welcome email with app download instructions

• Guide clients through intake form completion

• Share welcome packet through app

• Process contracts and waivers

• Schedule initial consultation

Why It Matters:

This system transforms your coaching practice by:

• Creating a professional first impression

• Preventing common onboarding dropoffs

• Setting clear expectations from day one

• Saving hours of repetitive setup work

• Building trust through organization

• Creating consistent client experiences

Need help setting this up? Book a 1:1 call with our team and we'll help you create your perfect workflow.

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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