For coaches
They arrive at session one having done the groundwork.
Right now the form is in one app, the booking link is in another, and whatever you asked them to read is in a message they scrolled past. This puts all three in one place, in order.
No card. Two questions. Your first 2 clients are free.
Sound familiar
What this usually looks like.
- 01
A new client books, and then turns up to the first session having filled in nothing, read nothing and thought about nothing — because you had no way to make the order visible.
- 02
Your questions live in one free tool, your calendar in another, and your reading list in a document nobody opens twice.
- 03
Between sessions, a quick question arrives by text, email or DM depending on their mood that day, and you are watching three inboxes for one person.
Where to start
What you send them first.
In this order. Everything with a name below is a document that is already written — open it, change what does not fit, send it.
- 01
How we work togetherFree plan
How this works, what you expect, what happens if they cancel. Sent on day one so it never has to be said awkwardly.
- 02
New client questionnaireFree plan
What they want to work on and what they have already tried — answered before you meet, not during.
- 03
Simple services agreementFree plan
A plain agreement for a block of sessions, signed by typing their name.
- 04
Your first bill
Paid up front, which is also the thing that makes people turn up.
Nothing to write
And everything else you might need.
19 documents come with your portal — contracts, forms, checklists and two short guides about money. 5 documents are on the free plan, the rest on any paid one. Every word in them is yours to change, and they are starting points rather than legal advice.
Getting started
- New client questionnaireFree
- How we work togetherFree
- Brand and audience questionnaire
- New client onboarding checklist
Agreements
- Simple services agreementFree
- Monthly retainer agreement
- Mutual non-disclosure agreement
- Statement of work
- Photo and video release
- Subcontractor agreement
Money
- Payment terms and late fees
- Chasing an unpaid invoice
- Pricing your services
Running the work
- Kickoff checklistFree
- Change request
- Approval and revisions
Ending well
- How did we do?Free
- Offboarding checklist
Straight answers
A couple of things worth asking.
Can they book a time through it?
Yes — paste in your existing Calendly, Cal.com, SavvyCal or TidyCal link and they book from the same page as everything else.
Do I need a website first?
No. Your portal comes with a public page you can send to anybody, so it can be the first thing a new client sees rather than only where existing ones sign in.
Ready when you are
Set it up this afternoon, invite your next client tonight.
Free for your first 2 clients — the whole thing, no card — and $999 once if you would rather own it than rent it.
No card · Two questions · Your first 2 clients are free