Onboarding a new client
A simple first-week structure that gets new clients training and replying instead of going quiet.
The first week decides how the next six months go. A client who trains, logs and replies in week one tends to keep doing all three. Here's a structure that works.
A first week that sticks
- Before day one: send the invite and have their first program already delivered, so their first login shows a real plan.
- Day one: keep the first session achievable. Early wins beat early soreness.
- Mid-week: assign one or two simple tasks (steps, water) so they build the tick-things-off habit alongside training.
- End of week: ask for their first check-in and respond properly. The first reply they get from you sets the tone.
On Pro, the welcome moment is branded: your logo on the app and on the emails they receive. Small thing, big first impression. More in customising the client welcome email.
Give clients a stress-free test plan
Before you deliver real programming, assign a short, simple plan the client can open and tick off with no pressure. It teaches them the basics (open the plan, log a result, submit it) on something that doesn't matter, so day one of real training isn't also their first time using the app.
Optional onboarding helpers
A couple of ready-made pieces can smooth the first login. They're entirely optional, there to save you writing everything from scratch.
- A welcome script. A friendly walkthrough you can send or read out that covers finding the welcome email, opening the personal link, installing the app, turning on notifications, and where plans show up. It mirrors the client-facing guide on enabling notifications.
- A shareable install guide. The install the client app article is written for clients, screenshots included, so you can text or email the link as-is instead of writing your own instructions.
Point clients to how their plans appear in the app if they want to explore before their first session.