Your client onboarding process can make or break your coaching business. If you’re treating it like a checklist, you’re missing out on one of the biggest opportunities to create lasting client relationships and build a thriving, six-figure practice.
Now, here’s why this matters: The first session with a new client is where expectations are set, trust is built, and goals are aligned. If you get this part right, you set your clients up for powerful results, the kind that make them come back for more—and share your work with others. If you miss it? They’ll struggle, they’ll feel lost, and they may never experience the full transformation you offer.
Imagine this: A strong onboarding process not only keeps clients engaged and inspired but also fuels your success with powerful testimonials and referrals, creating a ripple effect that grows your practice.
Let's walk you through the top 10 onboarding secrets that will help you retain clients, drive transformational results, and lay the foundation for a six-figure business. Let’s dive in!"
___________________________
0:00 - Why is the onboarding process so important?
1:23 - 1. Set up future appointments
3:04 - 2. Clearly define graduation date
5:28 - 3. Outline your process
6:27 - 4. Sign coaching agreement
7:05 - 5. Do a scale of 1-10 assessment
12:08 - 6. Set intentions and goals
13:24 - 7. Set a bedtime
16:44 - 8. Set up easy action steps
18:50 - 9. Bring questions to the next call
19:07 - 10. Resist the temptation to do more
25:08 - Closing thoughts
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