Episode 21: Best Practices for Must-Have Coaching Workflows

Written By Lexie Smith

Listen on Apple Podcasts / Listen on Spotify / Access Transcript on Buzzsprout

In this episode, Em and Lex drop their tips on coaching workflows and streamlining systems to be successful once landing your client. They break it down on the timing of certain onboarding items to complete and provide suggestions for a successful onboarding session with new clients as well as a successful graduation and offboarding with clients when you wrap up a program. 


Here’s what you’ll learn: 

  • Some of their favorite systems for signing clients officially

  • Systems and software for invoicing once you land your client - to get paid!

  • Hear their suggestions for documenting your process of onboarding 

  • Learn tips on setting expectations for you and your clients

  • Tips on systems for setting expectations for work with a client

  • Ideas on creating a memorable off-boarding experience for your clients

  • And More!

Follow Em & Lex on Instagram at @readysetcoachprogram

Learn more about the Ready Set Coach Program at Readysetcoachprogram.com

Snag 5 Numbers to Know to Launch a Coaching Business here.

Learn more about Six Degrees Society and THEPRBAR inc.

Lexie Smith
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Episode 22: How to Collaborate in the Coaching Industry to Fast-Track Business Growth
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Episode 20: Expectations vs Reality in Coaching and Entrepreneurship