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24/7 Weekly Schedule

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Client Journeys

Client Onboarding & Training Flows

Step-by-step processes for every way a new or potential client can sign up for a training program.

  1. 1Prospect lands on the website and browses Home, Services, or SEO landing pages
  2. 2Prospect fills out a Contact form or books a session via the Book Session page (date/time picker)
  3. 3A ContactInquiry and ClientIntake record are created with a unique intake token
  4. 4Admin reviews the lead in the Leads Admin dashboard
  5. 5Prospect receives an intake form link and completes a 20-question intake survey
  6. 6Discovery call is held via Zoom — admin records coaching notes, next steps, and outcome
  7. 7If enrolled, admin adds them as a NewClient and invites them to the platform (welcome letter emailed)
  8. 8Automated Day 3 and Day 7 follow-up reminders are sent to the admin
  9. 9Client gets full platform access — Client Portal, interactive workbook, 120-day daily schedule with automated calls/SMS, Paradigm Pod