Pro Tip: Turn Consultations into Client Success Stories
First impressions matter - especially in coaching. A great consultation can set the foundation for years of successful coaching, while a disorganized one can doom the relationship before it begins. Today, I want to share how to create a consultation system that converts prospects and sets clear expectations from day one.
Pro Tip: Turn Consultations into Client Success Stories
What It Is:
A comprehensive consultation management system in CoachRx that combines pre-consultation preparation, structured conversation frameworks, and professional follow-up documentation to create meaningful client connections.
How to Use It:
Pre-Consultation Prep
Review client intake forms before meeting
Note potential areas for deeper discussion
Prepare conversation guide using NEPA framework:
Notice: Observe client behavior and responses
Explain: Ask clarifying questions
Prescribe: Align services with needs
Action: Agree on next steps
During Consultation
Take notes in organized sections: • Client-facing notes (shared with client) • Private notes (coach observations)
Document key information: • Goals and priorities • Previous experiences • Potential obstacles • Agreed-upon actions
Post-Consultation Follow-up
Export professional consultation summary
Send to client via app or email
Schedule follow-up consultations
Set clear timeline for next steps
Document expectations clearly
Why It Matters:
This system transforms your coaching by:
Creating clear expectations from day one
Building trust through professionalism
Preventing miscommunication
Making follow-up consistent
Creating accountable coaching relationships
Providing reference points for future conversations
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.
Ready to Transform Your Coaching Business? Take Action Now.
For Existing CoachRx Users:
Log In Now and explore your new "Needs Attention" dashboard. Your clients are waiting!
New to CoachRx?
Start Your Free 14-Day Trial and see why leading coaches trust CoachRx to deliver exceptional client experiences.
