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How To Use Each Invite Method To Onboard New Clients

Reposted from December 13, 2022

There are many ways onboard new clients into your app and coaching program. Should you do it over Zoom? Is an automated email enough? What are the best practices for each method?

This week we explored all ways to invite clients onto the app and into your coaching programs to shed light on which method is the best fit for you and your clients.

We also mentioned a couple of onboarding scripts, which you can find our blog post guide to onboarding here.

We also previous recorded this Office Hours session focused on onboarding for 1:1 coaching, and this one on onboarding for group and scalable programs.


Nudge lets you guide your clients through your coaching programs, trainings and courses in an easy-to-use mobile app. Get started setting up the app for your clients for free here.

If your business is ready to deliver programs in your own custom-branded app for clients, learn more about our White Label App solution here.