The Challenge
Every new client triggered a chain of manual tasks that left coaches doing admin instead of coaching.
Welcome emails, onboarding calls, weekly check-in messages, and progress spreadsheets were all updated by hand. With a growing client base, the coaching team was spending more time on administration than on actual coaching — and client satisfaction was starting to suffer as a result.
Our Strategy
We automated the entire onboarding sequence and built a dashboard that surfaced key metrics automatically.
From signup to first session, every step was automated — welcome sequences, goal-setting prompts, and session reminders. We then built a progress tracking dashboard that pulled data directly from their coaching app and flagged clients who needed extra attention, eliminating the need for manual monitoring entirely.
The results
70% faster onboarding, 45% less admin work, and first results visible within 33 days.
70%
Faster client onboarding
45%
Less admin work
33 days
To first results