Tips, stories, and ideas for coaches

Practical tips, strategies, and product updates to help you grow your coaching business and deliver better results for clients.

A person setting up workflow automations on a laptop at a clean organized home office desk

How to Automate Your Coaching Onboarding Workflow

Every coach who has run their practice for more than a year has felt it: the administrative drag of onboarding. A new client signs on, and suddenly you're manually sending a welcome email, attaching the intake form, booking the first session, creating a portal entry, and firing off a calendar invite.

A person filling out a form on a tablet at a clean table with natural light

Coaching Client Onboarding Questionnaire: 20 Best Questions

The coach who skips the intake questionnaire walks into the first session with nothing but what the client remembers to tell them in the first five minutes. That is a lot of ground to cover in real time, under the implicit pressure of a paying client sitting across from you expecting something useful to happen.

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