Coaching Client Portal
About this template
The template includes pre-written text and sections for onboarding, task management and support, coaching program delivery, and offboarding, enabling coaches to efficiently manage and engage with their clients.
ONBOARDING
• Start Here: Provide guidance and set expectations
• Contract: Simplify managing and signing your agreement
• Payment: Handle financials, payment schedules, invoices, and receipts
• Intake Questionnaire: Gather vital insights about your client
TASK MANAGER AND SUPPORT
• Task Manager: Keep track of and assign tasks, homework, action steps and more
• Message Center: Answer questions, offer guidance, and share updates with client
• User Guide: Pre-written guide to walk your client through every aspect of the portal
COACHING PROGRAM DELIVERY
• Course: Organize and deliver your curriculum and course content
• Coaching: A hub for organizing your coaching sessions and policies
• Notes & Homework: Boost accountability and drive engagement with pre-written Session Prep Forms, Coaching Notes, and Homework
• Resources: Equip your clients with a curated collection of resources
OFFBOARDING
• Recap: Recap your journey and celebrate their wins.
• Reflect: Deepen clients' insights and self-awareness with prompts and exercises
• Feedback: Gather their thoughts and feedback so you can improve
• Next Steps: Share your other offers for continued support and encourage referrals
→ Includes instructions to make the template your own and how to share the portal with clients
