client onboarding

Automate Every Step of Your Client Journey

Effortless client onboarding is the key to building trust and setting the stage for a successful coaching journey. Healthy Funnels integrates intelligent automation to streamline your entire client onboarding process, ensuring a smooth transition from lead to client with minimal effort on your part.

Our client onboarding systems automate every step, from contract signing to scheduling, to provide a seamless, professional experience for your clients — while keeping you in control.

Our Client Onboarding service includes:

  • Automated Welcome Emails - Send instant, personalised welcome messages with important information about your coaching process, expectations, and first steps.

  • Contract & Payment Automation - Effortlessly handle contracts and payments with secure, automated systems that guide clients through signing and payment processing.

  • Scheduling Integration - Seamlessly connect scheduling systems with your onboarding flow, ensuring clients can book sessions at their convenience without additional effort from you.

  • Personalised Onboarding Sequences - Create tailored onboarding journeys that guide clients through the necessary steps to get started, setting the tone for an exceptional coaching experience.

  • CRM & Data Sync - All onboarding data automatically syncs with your CRM, ensuring your client information is organised and accessible for ongoing communication and management.

With automated client onboarding, Healthy Funnels ensures your clients experience a professional, frictionless start to your coaching program — while you remain focused on delivering results, not administrative tasks.