Start every coaching relationship on solid ground

Whether you coach executives, founders, or wellness clients, running the same onboarding flow with everyone sets a professional tone and uncovers the real goals before session one.

What happens in each step

Goal-setting questionnaire — the client reflects before the first call.
Discovery call — 45-min Meet to align on outcomes and scope.
Program agreement — signature on terms, frequency, investment.
Deposit payment — confirmed upload.
First session booking — they pick a time.

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Coaching

Coaching 1-on-1 Onboarding

Goal-setting questionnaire, discovery call, program agreement, and first session booking for executive or life coaches.

By Booflow Team

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5 steps

~10 days

Required integrations

Google Meet

Step types

Form

×1

Meeting

×2

Signature

×1

File upload

×1

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