Health & Mindset Coach
No consistent onboarding flow, and every new lead required manual back-and-forth. The client was spending hours on admin that should have been automatic, and new clients were getting a patchy, inconsistent first impression.
Every new client meant starting from scratch. Proposals went out manually, contracts were chased, and intake information was collected through DMs with no clear process on either side.
Full Dubsado setup including branding basics, templates, and workflows
Proposal, contract, and invoice flow for 1:1 coaching
Separate onboarding flow for group coaching with its own intake sequence
Intake forms with automated reminders and next steps emails at each stage
New clients now move through a fully automated journey: proposal, contract, payment, intake, and welcome, with minimal manual input from the client.
Estimated onboarding admin reduced from 2-3 hours to under 20 minutes per client. The client onboards new leads faster, with a more professional and consistent first impression every time.
A full walkthrough of the Dubsado onboarding system in action.