Onboard each client in one flow, set weekly check-ins they answer in the portal, keep the session notes with the conversation, and share the resources they need. Then sell the next program from the same portal.
Jordan at Acme & Co. is working with you on growing the business. Start with goals, then keep each session, the homework, and the weekly check-in connected.
J
Follow Jordan MillerOne client. One connected workflow.
01
Start with the clients you already have.
Connect Claude or ChatGPT to 360Onboard and tell it to move your clients over from Kitchen, Agency Handy, Flowlu, or FuseBase. Or send one onboarding link and let a new client add themselves.
Move my coaching clients over from Kitchen into 360Onboard.
On it. I’ll read your Kitchen clients and create them in 360Onboard.
Read clientsKitchen
12 found
Create clients360Onboard
12 created
Carry over detailsContacts and notes
Done
12 clients imported. Ready to onboard.
Also fromor send one onboarding link
Illustration of bring clients in for Jordan Miller.
02
Start with the person and their goals.
Send one onboarding link. The client signs the coaching agreement, pays, answers questions about their business and goals, and books the first session in the same flow.
Illustration of set weekly check-ins for Jordan Miller.
04
Session notes beside the follow-up.
Import the session notes from Fathom into the client conversation. Add the summary and the action items, and give the client one place to ask questions between sessions.
A prompt to try“Review Jordan’s latest check-in and our imported session notes. Prepare three questions for our next session and a draft follow-up task list.”Review the proposed actions before sharing anything with your client.
Start every session knowing where you left off.
The intake, weekly check-ins, session notes, homework tasks, resources, and program invoices stay together in one client workspace.
Kitchen
360Onboard
or send one onboarding link
