Onboard each client in one flow, set a weekly reflection they answer in the portal, keep session notes with the conversation, and share workbooks, meditations, and walkthroughs in their library.
For life, wellness, career, and personal-development coaches.
Sample workflow
Jordan is working with you on balance and confidence. Start with what matters to them, then keep the weekly reflections, the session notes, and the resources 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 what matters to them.
Send one onboarding link. The client signs the agreement, pays, answers a short intake about where they are and what they want to change, and books the first session.
Illustration of set a weekly reflection for Jordan Miller.
04
Session notes beside the follow-up.
Import the session notes from Fathom into the client conversation. Add the summary and one action for the week, and keep the follow-up in the same thread.
I listened to the meditation twice. Can we talk about it next session?
Session notes · October 15
Yes. I’ve added it to our next session. Your reflection for this week is here too.
Seen by Jordan Miller
Illustration of keep session notes with the client for Jordan Miller.
05
A library the client returns to.
Upload the workbook, add an audio meditation and a Loom walkthrough, and keep them in the client’s Files. The client listens from the portal, no download needed.
A prompt to try“Read Jordan’s reflection from this week and our last session notes. Suggest three questions for the next session.”Review the proposed actions before sharing anything with your client.
Start each session with what changed.
The intake, weekly reflections, session notes, the resource library, and program invoices stay together in one client workspace.
Kitchen
360Onboard
or send one onboarding link
