Ep 89. Client Onboarding System for Group Coaching Programs (That Clients Actually Love)
Fri Nov 21 2025
Subscribe now: Apple Podcasts | YouTube
Client Onboarding System for Group Coaching Programs (That Clients Actually Love)
Revamping Your Group Coaching Program? Here's My Exact Client Journey Process
Thinking about improving your group coaching program, mastermind, or course experience? In this episode, I'm pulling back the curtain on my entire client journey inside the LUSH Business Mastermind. From the moment someone says yes to their final offboarding.
This is perfect timing if you're in that November energy of wanting to pause, reflect, and see what you can improve before the new year. I'm sharing the exact systems, automations, and client care practices that make my clients feel deeply held throughout their six month container.
In this episode I cover:
The complete onboarding automation sequence I use and why it creates a grounded entry experience.
How I use Ivorey (white label Go High Level) to house everything and eliminate manual tasks.
My weekly communication strategy and why clients need to know what's happening each week.
The tools I use for client notes, session recordings, and important date tracking.
Why I introduce new members to the community instead of making them introduce themselves.
My resigning and offboarding process with built in timeline notifications.
What I expect from mastermind clients and how circular leadership shows up in the container.
Key takeaway: Your backend systems directly impact how held your clients feel. When you create seamless processes, your clients energetically sense it even if they never see the work you've done. This increases retention and allows you to spend less time chasing new clients.
Timestamps:
0:00 Why now is the time to revamp your programs
4:29 What happens when a client pays their invoice
6:45 The pre-onboarding 1:1 mapping session
11:13 The client notes I keep and why it matters
14:19 What my clients are responsible for 18:19 Audit your own client journey
Tools mentioned: Ivorey - https://ivorey.io/sal002-1?am_id=soraschilling8276
Circle - https://try.circle.so/devoted
Fathom AI - https://fathom.video/invite/LhzL7Q
Ready to work together? LUSH Business Mastermind: https://soraschilling.com/lush
Free Pricing Guide: https://soraschilling.com/i-wish-i-could-charge-that
Connect with Sora
Website: https://soraschilling.com
Instagram: @soraschilling
Subscribe & Review
If this episode landed for you, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more coaches and healers who are ready to build businesses rooted in reciprocity, not extraction. 🎙
Thanks for being here. I’ll see you in the next episode.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit devotedway.substack.com
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Subscribe now: Apple Podcasts | YouTube Client Onboarding System for Group Coaching Programs (That Clients Actually Love) Revamping Your Group Coaching Program? Here's My Exact Client Journey Process Thinking about improving your group coaching program, mastermind, or course experience? In this episode, I'm pulling back the curtain on my entire client journey inside the LUSH Business Mastermind. From the moment someone says yes to their final offboarding. This is perfect timing if you're in that November energy of wanting to pause, reflect, and see what you can improve before the new year. I'm sharing the exact systems, automations, and client care practices that make my clients feel deeply held throughout their six month container. In this episode I cover: The complete onboarding automation sequence I use and why it creates a grounded entry experience. How I use Ivorey (white label Go High Level) to house everything and eliminate manual tasks. My weekly communication strategy and why clients need to know what's happening each week. The tools I use for client notes, session recordings, and important date tracking. Why I introduce new members to the community instead of making them introduce themselves. My resigning and offboarding process with built in timeline notifications. What I expect from mastermind clients and how circular leadership shows up in the container. Key takeaway: Your backend systems directly impact how held your clients feel. When you create seamless processes, your clients energetically sense it even if they never see the work you've done. This increases retention and allows you to spend less time chasing new clients. Timestamps: 0:00 Why now is the time to revamp your programs 4:29 What happens when a client pays their invoice 6:45 The pre-onboarding 1:1 mapping session 11:13 The client notes I keep and why it matters 14:19 What my clients are responsible for 18:19 Audit your own client journey Tools mentioned: Ivorey - https://ivorey.io/sal002-1?am_id=soraschilling8276 Circle - https://try.circle.so/devoted Fathom AI - https://fathom.video/invite/LhzL7Q Ready to work together? LUSH Business Mastermind: https://soraschilling.com/lush Free Pricing Guide: https://soraschilling.com/i-wish-i-could-charge-that Connect with Sora Website: https://soraschilling.com Instagram: @soraschilling Subscribe & Review If this episode landed for you, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more coaches and healers who are ready to build businesses rooted in reciprocity, not extraction. 🎙 Thanks for being here. I’ll see you in the next episode. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit devotedway.substack.com