Onboarding
New Client Onboarding
A 4-week onboarding sequence that establishes the coaching relationship, maps the client's current life, clarifies values, and sets up a weekly check-in rhythm.
Program Features
- Automated, drip-fed delivery of worksheets based on schedule
- Monitor client progress and engagement in real-time
- Easily copy and modify for individual client needs
Program Timeline
Week 1
Day 0View template
Intake Form
Worksheet
Day 2View template
Wheel of Life
Worksheet
Day 5View template
Values Compass
Worksheet
Week 2
Day 12View template
Weekly Check-in
Worksheet