The Coaching Onboarding Automation Playbook

Payment confirmed to first session in 48 hours. Zero manual steps.

What This Is

Build the onboarding sequence that fires the moment a client pays — welcome email, portal access, intake form, calendar invite, coach notification. All of it running without you touching it.

What's Inside

• 01Payment-triggered welcome sequence
• 02Automated portal access provisioning
• 03Intake form delivery and tracking
• 04Pre-session reminder flows
• 05Coach notification setup