How to Perfect Your Client Onboarding Process

by | Jan 25, 2025 | Podcast

This may not be so obvious, but how you onboard new coaching clients can make all the difference in your success as a coach.

Effective onboarding is far more than a nice-to-have — it’s a powerful tool for building lasting client relationships from the very start.

A thoughtful, intentional onboarding process not only helps clients feel confident and excited about their coaching with you, it also lays the foundation for renewals and referrals.

How can you design a simple, yet impactful onboarding sequence that ensures your coaching business thrives, with clients who stay and continue to spread the word?

Tune in this week to learn a simple, powerful onboarding system that will save you time, help you impress new clients and reassure them they made a great decision to coach with you.

Listen to this week’s Money Coach School Podcast episode & discover:

☑️ Common mistakes coaches make when they haven’t designed their onboarding process ahead of time.

☑️ The mindset you need to foster genuine connection during the onboarding experience.

☑️ My simple yet effective onboarding sequence that will help you impress and reassure clients they made a great decision to coach with you.

☑️ 3 key strategies to kickstart a seamless and impactful onboarding process with your new clients.

☑️ The 8 essential components of my own client onboarding sequence.

☑️ A handy checklist to guide you in creating your own standout onboarding process.

Listen now at www.themoneycoachschoolpodcast.com/70 or on your favorite podcast app.

xo,
Kendall

Want my very best free content on all things coaching? Coach training, pricing, money mindset, coaching business best practices, and so much more. Join my Facebook Group: The Tribe of Courageous Coaches. The Tribe is our fast-growing community specifically for women in coaching who are ready to own their worth, and create their own economy. Click here to request access now

MOST RECENT POSTS

Million-Dollar Coaching Sessions

Million-Dollar Coaching Sessions

If you want to thrive in this season—not just survive it—your sessions have to hit deeper, go bolder, and deliver results that last. I hit my first seven figures as a coach during the 2008 recession—not by chasing trends, but by delivering coaching that delivered...

Why Great Coaching Isn’t Just Talking—It’s Identity Shifting

Why Great Coaching Isn’t Just Talking—It’s Identity Shifting

Most coaches touch on identity work occasionally, treating it as a "check, got it, did that" element in their sessions. But identity coaching is so profoundly impactful that without weaving it into nearly every session, your coaching risks feeling surface-level and...

Want to Charge Premium Fees? Here’s What Your Coaching Must Deliver

Want to Charge Premium Fees? Here’s What Your Coaching Must Deliver

If you know you’re meant to earn more—but you’re still holding back from charging premium fees—this episode is your invitation to change that. The secret is in delivering coaching that’s so impactful, premium rates become the obvious next step. I’m breaking down what...

CONNECT WITH KENDALL

Sacred Money Archetypes Quiz

Free Download

‘31 Coaching Questions That Work With Every Client’

FREE Checklist For Women Coaches

  • Avoid making embarrassing coaching mistakes (You get some of my BEST coaching questions as EXAMPLES)
  • Discover exactly what makes a coaching question powerful (EXAMPLES included)
  • Feel excited & confident asking those, ‘Oh, WOW!’ coaching questions
  • Up-level your coaching skill, starting immediately

Where are you in your coaching journey — just beginning or already seasoned?

Either way – When you ask the BEST coaching questions, you get the best RESULTS for your clients!

How to Perfect Your Client Onboarding Process