Keep the start coherent
Give the first stages of coaching a considered order, from understanding the client to establishing a shared direction.
Automations & organisation Onboarding sequences
Give every coaching relationship a clear start.
Organise the start of coaching with onboarding sequences that support your own way of working.
Every coaching feature is included in every plan. Choose the client and team capacity you need.
Onboarding sequences
A familiar structure, a personal relationship.
Starting with a new client involves several conversations and decisions. Onboarding sequences help you organise that beginning so the practical steps have a clear place.
What this makes easier.
Spend time on the person
A reusable structure gives you a starting point for the routine parts of onboarding.
Use your full toolkit
Onboarding sequences sit alongside intake forms, messaging and the other coaching features included in every plan.
Onboarding sequences
How it fits your coaching day.
A practical way to use this capability in your coaching.
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Define the essentials
Decide what you need to understand and explain at the start of a coaching relationship.
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Plan the sequence
Put those early steps into a sequence that reflects how you coach.
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Review the relationship
Use the client’s responses and circumstances to guide your own follow-up.
Automations & organisation
An organised beginning still needs a coach.
A sequence supports the practical side of getting started. Your conversations remain the place to understand a client’s goals, expectations and everyday constraints.
Clients choose what information they share through Bodyper and Eatper. Build that choice into how you explain the relationship from the beginning.
An example in practice
A possible starting structure
- Understand
- Discuss the client’s starting point
- Explain
- Introduce the coaching relationship
- Agree
- Establish a direction together
An example of how to give the beginning of coaching a clear structure.
A little more detail.
Are onboarding sequences a paid add-on?
No. Onboarding sequences are included in every Mentorper plan, including Free.
Does a sequence replace the first conversation?
The sequence provides structure. The coach still interprets the client’s situation and agrees how to work together.
Mentorper
Start free Make room for the coaching.
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