Onboard Clients
The paperwork and the first conversations. Intake forms, waivers, welcome emails — the part clients judge you on before you have coached them once.
Forms & Templates
Intake forms, waivers, check-ins, and feedback surveys — plus the tools to build and sign them.
One-question-at-a-time forms that feel like a conversation, which noticeably improves completion rates on long client intake questionnaires.
A workhorse form builder with signature fields, payment collection and a large template library — including waivers and health history forms.
Document and e-signature software for the contracts end of onboarding — coaching agreements, liability waivers and package terms clients sign online.
Client Communication
Welcome sequences, weekly check-ins, and follow-ups — the messages you send over and over.
Email marketing built for creators — welcome sequences, tagging and broadcasts, which covers both your onboarding emails and your newsletter.
An AI notetaker for Zoom, Meet and Teams that records sessions and writes the summary and action items, so you can listen instead of typing.
An AI notetaker that records, transcribes and summarises calls, with searchable history across every session you have run.
An AI writing assistant that works inside email, docs and social apps, catching errors and adjusting tone in every client message you send.
Quick screen-and-camera recordings shared by link — ideal for form feedback, weekly check-in videos and explaining a programme without a live call.
Live transcription and AI meeting notes that also work for in-person sessions — record on your phone and get a searchable transcript.
Walkie-talkie style voice messaging that has become the default channel for "Voxer support" coaching packages — asynchronous, personal, and boundaried.