A Client Onboarding System That Runs Without You
Automated intake forms, welcome sequences, scheduling, and handoff workflows — so every new client gets a flawless first impression without you manually chasing emails.
Get started today →-
Setup in 5-7 business days — Your system is live and ready to onboard clients
-
Works with any coaching platform — Connects to your existing systems seamlessly
-
Automated intake + welcome sequence — No manual back-and-forth emails
-
$100/incident support after launch — Same-day response for any issues
-
$2,500 setup fee — One-time investment for your system
Everything your clients need from day one.
One comprehensive onboarding system that takes your clients from signed agreement to first session without any manual intervention.
Custom Intake Form
A branded intake form that captures everything you need to know before the first session — health background, goals, preferences, and any questions. No follow-up emails needed.
Welcome Email Sequence
5-7 automated emails that go out after intake completion — setting expectations, building excitement, and answering common first-client questions. Sounds like you, runs on autopilot.
Calendar Integration
Your scheduling system is built into the flow — clients can pick their first session time during onboarding without Calendly back-and-forth. Your calendar updates automatically.
Payment Confirmation Flow
Automated receipts, billing confirmations, and payment records — integrated with your payment processor. Clients have proof of purchase; you have organized records.
Client Portal Setup
A private portal where clients access intake confirmations, documents, and pre-session materials. Everything is organized in one place — no hunting through emails.
Handoff Checklist Automation
When a client completes intake, an internal checklist goes to your team — prep notes, follow-up items, anything that needs to happen before the kickoff call. Nothing falls through the cracks.
Built for coaches who scale through systems.
This system is built for coaches who know that onboarding sets the tone for the entire client relationship — and want it to be flawless every single time.
Coaches Onboarding 3+ Clients/Month
At this volume, manual onboarding becomes your bottleneck. This system handles the repetitive parts — so you can focus on the strategic work that only you can do.
Coaches Tired of 5+ Back-and-Forth Emails
Every new client sends a dozen emails: questions, missing forms, scheduling confusion. This system answers it all before they even think to ask.
Coaches Who Want a Premium First Impression
Your onboarding is the first time your clients experience your professionalism. An automated system that feels personalized sets expectations high and builds trust immediately.
From audit to live in two weeks.
We build the system once, then it runs automatically for every new client.
Audit Your Current Onboarding
We map every step of your current process — all the emails you send, information you collect, approvals that happen, and decisions you make. We look for gaps and pain points.
Design the Automated Flow
We design the ideal client journey — what happens when they sign, what emails they get, what they need to complete, and when your team gets alerted. You approve every step.
Build and Test Everything
We build the forms, email sequences, integrations, and handoff workflows. We test with fake clients to make sure every piece works perfectly before it goes live.
Launch + Train You on the System
We go live, run your first few clients through to catch any edge cases, and show you how to manage it. After launch, you just monitor — we handle any issues that come up.
Simple pricing with ongoing support.
One setup fee builds your system. Ongoing support is pay-per-incident after launch — because most weeks you don't need anything.
- Custom intake form
- Welcome sequence (5-7 emails)
- Calendar integration
- Payment confirmation flow
- Client portal setup
- Handoff checklist automation
- Complete training session
After launch, ongoing support is $100 per incident — updates, optimizations, or troubleshooting when you need it.
It's not a tool. It's your system.
We don't sell you a form builder or a template. We build your onboarding as an integrated system that handles every step of bringing a new client on board.
Built on Your Actual Process
We audit your current onboarding and build the system around how you work — not around what some template dictates. It fits your business, not the other way around.
Fully Integrated with Your Tools
Your intake data automatically flows to your CRM, email goes to your sequences, calendar links to your scheduling system. No manual data entry between tools.
You Own It After Launch
This isn't a service you rent forever. We build your system, train you to manage it, and you own it. Incident support is available when you need it.
Things coaches ask before getting started.
Stop manual onboarding tomorrow.
Message us and tell us about your current process. We'll outline the system we'd build, timeline, and answer any questions. Then we'll get started within a week.
Other services.
Social Media Automation
Done-for-you content system that keeps you in front of your audience every day — powered by Claude AI.
Marketing Workflow Automation
Custom automation systems that eliminate manual work across your entire marketing operation.
Marketing Ops Dashboard
A centralized view of your marketing operation — built in Claude, organized so your whole team stays aligned.