01
Custom intake form
A branded intake form gathers the details your business needs to begin the engagement.
A better first impression
Client onboarding systems for coaches.
Connect intake, welcome emails, scheduling and internal handoffs into one clear journey, built around the way your coaching practice welcomes new clients.
Built around your process
What we build together.
These are the core areas of the service. Your proposal confirms the deliverables, integrations and boundaries of your engagement.
02
Welcome email sequence
A sequence of 5–7 emails sets expectations and shares the information clients need to get started.
03
Calendar integration
Connect your scheduling process to the onboarding flow.
04
Payment confirmation flow
Organize receipts, billing confirmations and payment records with your existing payment processor.
05
Client portal setup
Provide a place for onboarding documents, confirmations and pre-session materials.
06
Handoff and training
Create internal handoff checklists and walk your team through the finished system.
A clear path forward
Understand it.
Build it.
Put it to work.
- 01
Map your priorities
Review your current setup, goals and the work you want help with.
- 02
Agree on the scope
Confirm the deliverables, tool connections, price and timeline before building.
- 03
Build and test
Connect the agreed pieces and check the workflow before it is used.
- 04
Launch and hand over
Walk through the finished work and the support arrangements for your service.
A few useful details.
What can I automate when a coaching client signs up?
Start with the repeatable steps: collecting intake details, sending a welcome message, sharing booking instructions and creating your internal checklist. Keep space for a personal welcome and review anything that needs your judgment.
What should I prepare before we start?
Bring your current intake questions, welcome materials, scheduling process and the tools you use. We identify missing steps together before connecting the workflow.
Will this work with our current tools?
We map your existing platforms during discovery and confirm which integrations they support. The build is designed around the agreed workflow and tool connections.
What happens after launch?
You receive a training session. Support for updates or troubleshooting is available at $100 per incident; larger changes are scoped separately.
How long does setup take?
The timeline depends on the agreed process, integrations and access to your tools. A launch schedule is confirmed before work begins.
Let’s find the right starting point.
Tell Avery what you need, or get in touch directly.