New clients book and onboard themselves.
Send one link to someone new. They book a discovery call and your video call link is included automatically. If it's a fit, activate them in a click, the intake form and agreement send themselves, and the client record builds itself the moment they sign. Zero onboarding busywork.
Focused sessions for new managers and founders finding a steadier way to lead.
The discovery call books itself.
Send your link to a prospect. They pick a time, and the discovery call is set. You both get an email the second it's booked, and your video call link is included automatically, no scheduling chains, no sending a meeting link yourself.
- A booking page for your discovery calls
- You and the client both emailed on booking
- Your video call link, included automatically
One click when it's a fit.
Had the call and it's a match? Drag their card to Active on your pipeline, and the intake form and agreement send themselves. Not a fit? Nothing fires, nothing to clean up.
- Drag to Active on your pipeline to activate
- New clients get your intake form automatically when you activate them
- Recurring day and time set from what you agreed
They sign, the record builds itself.
The client completes intake and signs, digitally. You get an email, a full record lands in your database, answers, agreement, contact, all of it, and you're off to the races.
- Client completes intake and signs digitally
- You are emailed the moment they are done
- A complete client record, created for you
Helping you change the tide on your coaching business.
Make signing up the easy part.
Set it up once. Every new client onboards themselves from one link.