Before the invitation: prepare a small starting point.
A new client does not need your entire process on day one. Prepare a short first week, one place to ask questions and a clear explanation of when you normally reply.
Agree on the service, schedule and payment expectations before training begins. Request only the information you need for the coaching relationship, explain why you need it and keep private records in the client’s secure workspace.
- Check the client’s name, email, language and time zone.
- Prepare a realistic first session and an easier alternative.
- Write a short welcome message with one next action.
Day one: make access the first success.
Send the invitation and ask the client to confirm that they can open their plan. Tell them where to log a session and where to send a question. A successful sign-in is more useful than a long welcome document nobody has opened.
In CoachAgain, create the client relationship, send its invitation and assign a saved program version. The client accepts the invitation using their own account. Keep their private notes and your internal administrative tasks in their intended spaces.
Days two and three: review the first session.
Ask what was clear and what was difficult to follow. Review the completed sets before adding more work. A missing log might mean the client could not find the button, not that they ignored the plan.
Keep the first feedback request short: what they completed, what they changed and what they need from you next. If you use progress photos or measurements, explain their purpose and make participation intentional; neither needs to be the first task for every client.
Days four to seven: close the loop.
Choose one check-in point and review it alongside the training log. Send an adjustment the client can act on. If a call is useful, offer an available session time and explain how they will join.
- Confirm the client knows the next training day and how to reach you.
- Review the first log or check-in and respond with a specific next step.
- Resolve access, scheduling or payment confusion before adding more tasks.
- Keep the plan manageable for the week the client actually has.