Onboarding Email Sequence for Hybrid Coaching (Online + In-Person) Coaches

Use in FirstRep email-sequence

Welcome Email

Kick off your hybrid coaching journey with a warm welcome.

Aa Client Name *

Enter your client's name

D Start Date *

Select the start date

v Coaching Format *

Scheduling Guidelines

Outline how to manage scheduling for both online and in-person sessions.

vv Preferred Days *

Aa Time Zone *

Enter your time zone

# Session Length *

Duration of each session in minutes

Technology Setup

Ensure the client is ready for online sessions with the right tools.

v Video Conferencing Tool *

Aa Technical Support Contact

Provide a contact for tech issues

... Equipment Checklist

List required equipment for online sessions

Client Goals & Preferences

Capture your client’s fitness goals and preferences.

... Fitness Goals *

Describe fitness goals

vv Preferred Workout Types *

... Motivation Sources

What motivates the client?

Pricing Structure

Explain your pricing model for hybrid coaching.

# Session Price *

Price per individual session

... Package Discounts

Describe any package deals

vv Payment Methods *

Feedback Mechanism

Set up how you will collect feedback from clients.

v Feedback Frequency *

v Feedback Method *

... Follow-Up Actions

Outline how feedback will be used

Resources & Support

Provide clients with additional resources for success.

... Recommended Apps

List apps for tracking progress

Y/N Community Access *

... Additional Reading Materials

Suggest resources for learning

Why Use This Template

Streamlined Communication

Ensure clarity and consistency in communicating with both client types.

Enhanced Client Experience

Provide a tailored experience that meets the needs of each client.

How to Use

Customize each email for your unique coaching approach.

Send emails at appropriate intervals to maintain engagement.

Customization Tips

Tailor the welcome email to reflect your coaching style.
Adjust the scheduling guidelines based on your availability.
Include personal touches in the feedback mechanism.

Build and send hybrid coaching (online + in-person) templates digitally with FirstRep. Free for up to 3 clients.

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Frequently Asked Questions

How can I manage scheduling for both online and in-person clients?

Use scheduling software that integrates both formats to streamline your workflow.

What technology do I need for online coaching?

Ensure you have a reliable video conferencing tool, a good microphone, and a stable internet connection.