The prospect → client journey
From first click to first session.
Every touchpoint that turns a stranger into a paying client. The booking, the nurture, the agreement, the payment, the welcome. All in one tab. Here is the whole road.
Step one · The intro
They find you, then book a free call.
A prospect clicks “Book a free call” on your own website and lands straight in your Kaido scheduler. They pick a day, tap a time, and they are on your calendar. No email tag, no third-party booking tool.
- → Your booking link lives on your site, socials, anywhere
- → Real-time availability, confirmations sent automatically
Step two · The nurture
You track follow-ups and keep them warm.
After the call, the prospect moves across your CRM: new lead, contacted, discovery, ready to buy. Kaido fires the right follow-up email at each stage, so the nurture runs on rails while you coach.
- → Drag-and-drop stages, or let automations advance them
- → Triggered email sequences keep every lead warm
Step three · The agreement
They read and eSign the agreement.
Before any money changes hands, your client reads the coaching agreement and signs it right inside Kaido. They scroll the terms, sign on the line, and move straight to payment. No DocuSign tab, no printing, no chasing a PDF.
- → Legally binding eSignature, captured and stored in Kaido
- → Signed, then routed straight into checkout
Step four · The purchase
They pay, and your welcome lands instantly.
The client pays securely in Kaido. The moment the card clears, an automated welcome email goes out, one you fully customize, merge tags and all. No manual send, no forgotten first impression.
- → Card payments processed in-platform, no Stripe tab
- → Editable welcome email fires automatically on payment
Step five · The client
They log in to everything, in one place.
Your new client signs into their Kaido portal and it is all waiting in the side panel: resources, materials, scheduling, notes, tasks, messaging, courses. They browse it, then book their next session. The stranger became a client, without leaving one tab.
- → One portal for resources, materials, notes, messaging, courses
- → They book the next session in a tap, and the loop closes
One login. Every client. Zero chaos.
The whole journey, in one tab.
Booking, CRM, agreements, payments, email and the client portal. Kaido runs the entire road from prospect to client, from $59/mo.