Case · Coaching
From “I’m in” to kickoff without a hand-off
What took 4 people and 3 tools now runs as one sequence: each step starts the next.
- Client
- A business coaching company
- Industry
- Coaching · North America
- The work
- New client set-up
- Takes the intake and creates the client record
- Generates the contract and sends it for signature
- Invoices once it’s signed, and sets up the project once paid
- Runs the kickoff callwith everything already filled in
Before
Where the time was going
Onboarding was manual and spread across time zones. A client ready to commit could wait most of a day for the next step.
Some didn’t wait.
What was really going on
11 manual steps, none slow on its own. The delay lived in the gaps.
How it runs today
- The systemTakes the intake and creates the client record
- The systemGenerates the contract and sends it for signature
- The systemInvoices once it’s signed, and sets up the project once paid
- A personRuns the kickoff callwith everything already filled in
After
What changed for the firm
Clients get a fast, orderly start before they’ve spoken to their coach, and nobody chases the next step.
More like this
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
What would this be worth at your firm?
In one working session, we find the process worth fixing first and show you what it’s worth.