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Coaching Business Providers: Your Onboarding Checklist
Coaching Business Providers: Your Onboarding Checklist
Shalini avatar
Written by Shalini
Updated this week

Welcome to Coaching.com—your trusted partner in scaling and managing your coaching business! 🎉 Whether you’re coordinating a team of coaches, juggling multiple engagements, or streamlining operations to focus on growth, this platform is designed to simplify and elevate your workflow.

After creating your account, your business is just three simple steps away from leveraging the tools and features needed to operate seamlessly and deliver exceptional coaching experiences. Let’s get your team set up and ready to succeed! 🚀✨

Here are the first four essential actions to take so you can start managing your coaching business like a pro:

Create Your First Engagement Template

Watch this video on creating your engagement template. This template will serve as a clear outline of your client's coaching journey, from start to finish.

You can also take a look at this article to see this process through step-by-step instructions.

Upload Your Coaches and Invite To Set Up Their Profiles

Watch this video on uploading your coach team to the Platform.

You can also take a look at this article to see this process through step-by-step instructions.

Add Your Clients

Watch this video that shows how to add your clients to the platform. By doing so, you can organize and track your sessions effectively, ensuring a seamless coaching experience.

You can also take a look at this article to see this process through step-by-step instructions.

Activate Your First Client Engagement

Watch this video on how to activate your first client engagement on the platform. This step will establish the connection between your clients and their personalized program. They will receive a warm welcome message, pre-work materials, and the ability to schedule their first session.

You can also take a look at this article to see this process through step-by-step instructions.

💡 Home: Lost? Click the “Home” icon to return to the main dashboard anytime. 🏠


By following these steps, you'll unlock the full potential of your Coaching.com Membership and enhance your coaching practice significantly.

We're happy to be part of your coaching journey and are excited to see you thrive on our platform.

Please reach out if you have any questions. Simply get in touch via chat or email [email protected] and a Customer Success Advocate will be in touch.

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