An end-to-end automated onboarding system for coaches and consultants that eliminates 10+ hours of manual work per client. When someone pays, the system handles everything - welcome emails, contracts, intake forms, scheduling, and reminders - without any human intervention.
Most coaches waste their evenings chasing clients for signatures, following up on intake forms, and playing email tennis to schedule sessions. This system takes all of that off your plate.
Here's what happens automatically:
As soon as a client pays through Stripe, they get a personalized welcome email with everything they need. No waiting. No manual sending. Just instant, professional communication that sets the right tone from day one.
The system sends the coaching agreement via DocuSign for electronic signature. If the client doesn't sign within 48 hours? Automatic reminder. Still nothing after 4 days? Another nudge. You never have to think about it.
While they're engaged, the system also sends an intake questionnaire to gather their goals, challenges, and what they want to achieve. Same deal - automatic reminders if they don't complete it. No more chasing people down.
Once both the contract and intake form are complete (and only then), the system sends a calendar link. The client picks their preferred time from your real availability, and boom - first session is booked with a Zoom link automatically generated.
24 hours before the session, they get a prep email with what to expect and how to prepare. 1 hour before? A quick reminder with the Zoom link. Your no-show rate drops, and clients show up ready.
The best part? You're not doing any of this. The system is.