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The All-In-One Command Center For Coaches
That Work With Clients!
Erase bottlenecks, scale without boundaries and deliver world-class transformations on auto-pilot!
Trusted by Hundreds of Coaches
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Trusted by Hundreds of Coaches
Onboard Me instantly makes coaching easier
Scale your coaching business with automated pipeline steps.
Convert More Leads
We engage your new lead by asking questions that start meaningful conversations while you are doing what you do best - Coaching.
Onboard Clients
One click. Imagine clicking 1 button to initiate your new client experience no matter how long or how involved it was. You're just one click away.
More Repeat Business
It's true! Happy clients do three things. They stay longer, they refer more business and they buy more stuff from you. That is all you need to scale.
Grow your coaching business using our fully automated lead, client, and staff journeys
Simple relationship marketing without tech overwhelm!
Great at coaching, right? Do more of it! Let us handle your onboarding and program delivery.
Are you ready to unleash the swiss army knife of coaching tools? Check out this feature stack!
SCHEDULE EVENTS & PROCESS PAYMENTS!
Scheduling (BETA)
Book appointments, host classes, sell packages, offer memberships to clients in person and virtually. With OM Scheduling, you have complete control over all teaching services.
WOW YOUR PROSPECTS AND CLIENTS
Automated Customer Journeys
Automation rules allow you to create carefully planned and beautifully executed journeys for your prospects and customers. Oh, and they run all by
themselves!
FOLLOW UP LIKE A PRO
2-Way Text Messaging
With automatically triggered 2-way text messages to your prospects and customers you can engage in meaningful interactive conversations that generate more sales and repeat business!
COMMUNICATE YOUR VALUE
Broadcasts
Send broadcasts to your tribe daily, weekly, or whenever you would like, using our 2-way text message and email broadcast feature. Maintain top-of-mind status with your list. Become known as an authority figure in your niche by delivering relevant information to your prospects and clients.
WOW YOUR CLIENTS!
Client Portal
Now your clients have one place where they can access all their training, files, forms, progress, and habit tracking plus chat with you to stay on track.
GET THE DATA YOU NEED
Forms
Collecting data is one thing, making that collection matter to your client is another. With forms, you can ask questions, create quizzes, create opt-ins, build sales funnels, and more!
KEEP CLIENTS ON TRACK!
Progress Tracking
With progress tracking, your clients will have a running total of all metrics you wish to track in your programs. With our compliance and progress scores, you will know at a glance where each client stands.
GET IT DONE!
Tasks
Easily create date-based or recurring tasks for your clients and staff including checklists, video trainings, and simple projects. Get notified and stay on track.
GROWING? NO PROBLEM!
Locations
Do you have a separate business or location under your main company name? We’ve got you covered. With locations, you can grow without worrying about having to purchase additional software. We will just grow with you.
REWARD YOUR CLIENTS
Client Rewards
Create more repeat buyers by rewarding customers for doing things that move your business forward. Onboard Me will automatically give your clients money to spend on more of your services!
HIGH CONVERTING LANDING PAGES!
Landing Pages
With 300 templates, 27 DFY coaching funnels, drag & drop editor, independent mobile views and unlimited funnels you will be able to dominate your niche.
SELL DIGITAL PRODUCTS!
Checkout Pages
Create beautiful checkout pages with multiple payment options including single-pay, split-pay, recurring payment, and even name-your-own-price. Coupons and trials are included.
LIKE TRELLO ON STEROIDS!
Pipelines
Create automated stages and workflows for processes like sales, hiring, onboarding, and program delivery. Pipelines make it easy to track and automate all stages of any process.
FOLLOW UP LIKE A PRO
Sequences
Set up automated 2-way email and text message drip campaigns designed to get your prospect to engage with you. Onboard Me will work like an Alaskan sled dog to get your prospects and clients to respond. All you have to do is reciprocate once they do.
GIVE THEM AN INTERACTIVE EXPERIENCE
Interactive Playbooks
Every prospect and customer is special. Nothing compares to an interactive experience for converting and retaining customers. With playbooks you can provide that unique experience your customer can’t get anywhere else!
BRIDGE THE GAP!
Info Pages
Wowing clients has never been easier. With info pages, you can create stunning newsletters, recipe pages, quick video training, replay pages, and more.
SAY IT ONCE AND NEVER AGAIN!
Templates
With templates you will never be at a loss for words. From email and text messages to content snippets, create and save canned communications to quickly deploy to any editor. Templates will save you hours every month.
HABIT CREATES SUCCESS!
Habit Tracking
Create and track any habit in any category you can dream up. Track compliance streaks, habit submissions, success rates, and more. With habit tracking your clients cannot fail.
SHARE IMPORTANT DOCUMENTS!
Files
Sharing sensitive files safely has never been easier. Give clients access to files in their portal. Track all actions and permissions surrounding your files.
SCALE YOUR TEAM!
Users and Permissions
Do you have a large team? No problem. With users and permissions, you can add team members, grant access, and control permissions at a granular level.
STAY IN THE KNOW!
Notifications
Wherever you go, Onboard Me is there acting as your personal assistant. Onboard Me notifies you of everything going on in your business from new leads, form submissions, rewards issued, playbooks assigned, sessions booked, and so much more.
Here's what influencers like you are saying
about onboard me
Before onboard me, I had little notes and notebooks everywhere! I had no good system of tracking leads and customers. I had no real lead generation system online. I’ve used onboard me for 9 months now. I love the features!! I have a clear dashboard of my leads, consults, trials, customers and more.
Aubrey Reinmiller
Vitality Fitness and Wellness, LLC
Onboarding new members has never been so seamless! “Onboard me” has automated one of the most time consuming aspects of my business, which has now enabled me to focus on closing new business and growth! I’m so glad I found you guys! Thank you for your 24/7 support!
Dayna Pasillas Brooks
Drench Fitness Training
OM has helped me tremendously. I love the notifications sent via text that I have a new lead to follow up on. It just keeps getting better. The customer service is amazing, they really listen to your feedback so they can continue to improve OM’s features…
Shawn Stevens
Transformation Time Fitness
I have my business for 3 years , and in my 2.5 years I have so many different softwares, many different funnels and different coaching groups and workshops, my mind was everywhere as I have to jump from one software to the other or from creating new marketing funnel then connect with a software, then to follow up with a lead and send email and keeping engaged with leads.
Tatyana Poletayeva
Tatyana's Fitness
Onboard me is awesome…
I love being able make a quick recipe playbook as a lead gen, you can make a playbook for new staff, you can make a playbook for different phases in your program – the list goes on and on…
Jeremie Guarderas
Thunder Fitness
I have always been impressed with Brian’s programs. OnBoard Me has not only allowed me to automate my current registration process, but it has also made it possible for me to easily incorporate a successful lead generating program that has allowed me to grow my business in ways I never thought possible.
Alexis Rougas
Adventure Bootcamp
Before Onboard Me, my gym and my life were in total chaos. I had no real lead generation systems, no followups, and no way to take care of new clients without spending hours I didn’t have. After just 3 months I am happy to say we get leads every day, we are closing close to 100% of our consults, and onboarding is “one click”. I’m so happy I found you guys!
Greg Crawford
My Gym Training
Before Onboard Me, my gym and my life were in total chaos. I had no real lead generation systems, no followups, and no way to take care of new clients without spending hours I didn’t have. After just 3 months I am happy to say we get leads every day, we are closing close to 100% of our consults, and onboarding is “one click”. I’m so happy I found you guys!
Clint Howard
Tulsa Fitness System
We use a four part process to ensure your success as a coach.
See all the ways onboard me can accelerate your income and your freedom.
Engage
Engage prospects in a more personal way than current marketing automation platforms allow. Connect, convert, and deliver!
Convert
Selling any program requires trust. Onboard Me was engineered to accelerate trust through reciprocal relationship marketing.
Excite
You made the sale! You’re done, right? Wrong. Now you deliver value like a BOSS. Onboard Me makes this an effortless process.
Ascend
When you increase value in your client’s life, you also increase your business value. Watch how easy it is to ascend clients using rewards!
One powerful platform for all your coaching needs
Engage more prospects, get more customers, make more sales, and scale your business!
CRM
Your command and control center for your entire coaching client base. One click manual and automated actions.
Checkout Pages
Create beautiful and high converting checkout pages to sell your coaching products and programs.
Scheduling
Schedule virtual or in-person appointments, classes, memberships, and more.
Subscription Billing
Create trials, coupons, and creative billing scenarios like single, recurring, split-pay, name-your-price, and more.
Memberships
Create billing schedules to fit both the needs of your business and those of your members.
Packages
Create and combine services for package sales so clients can have multiple ways of doing business with you.
Products
Sell your products, programs, courses, recipes, and systems with just a few clicks.
Virtual Appointments
Train clients online using our Zoom integration. Schedule classes, host private appointments and deliver transformation virtually.