Payment triggers everything
The moment a client pays, the agreement goes out, the intake opens, the welcome lands and you are told. No spreadsheet, no evening of admin.
AxuriumClient onboarding & operations
A business that runs without everything going through you.
For coaches already earning who set up every client, run every check-in and chase every renewal by hand. We connect payment to onboarding, put delivery on a system and write down who does what. The coaching itself stays yours.
30 minutes · A plan for your business · No obligation
Example: one new client, start to finish
- 1Payment
- 2Agreement
- 3Intake
- 4Welcome
- 5App access
- 6First check-in
- 7Progress review
- 8Renewal
An example. The real flow is your delivery model, mapped on the call. What already works, a check-in routine your clients like or an app they already use, stays.
The problem it solves
- Every new client is set up by hand, the evening they pay.
- Check-ins, progress and renewals run on memory, and you find out someone slipped when they leave.
- Nothing is written down, so nothing can be handed to anyone else.
Who it suits
- Coaches already earning, with paying clients and a delivery model that works.
- Growth that is adding admin faster than it adds income.
- A first hire ahead, or a team that needs to know who does what.
Who does what
- We map how a client moves through your business today, build and connect the systems, write the templates and SOPs, test with a test client and hand it over.
- You bring the delivery model and the coaching. Programming, advice and client results stay yours.
What done looks like
- A test client has gone from payment to first check-in without you touching it.
- Who does what, written down and handed over with a walkthrough.
- Every client's status readable at a glance, and renewals raised before they lapse.
Client onboarding
Set up in the hour they pay. Not the evening after.
Agreement and intake
Your client agreement as a template that fills itself, and an intake questionnaire that captures what you need for the first session. Templates, in your voice; not legal advice.
Welcome and app access
The welcome email or text, the checklist, and access to the coaching app, created and sent by the system, so a client is set up in the hour they pay.
Internal handoff
You, or the coach you assign, told exactly what to do first with a new client, with the intake answers already in front of you.
Delivery
Check-ins on a system. Coaching on you.
We build the operating environment your coaching runs in. What happens inside a session, the programming, the advice and the results, stays with you.
Your coaching app, set up properly
We recommend the app that fits how you deliver, set it up, and connect it so a new client appears there without you creating them by hand. We do not build bespoke software.
A check-in system
The cadence, the form, the reminders, and a flag when a check-in is missed, so you see who is slipping while there is still time to act.
Client status you can read
Where every client is: onboarding, active, at risk, renewing, finished. One view, kept current by the system rather than by you.
Communication structure
Where clients ask questions, where they get answers, and what happens when something goes wrong, agreed and written down.
Operations
Who does what, when, and what happens when something goes wrong.
Who does what, written down
SOPs for the work that repeats: onboarding, check-ins, renewals, cancellations. Written from how you already do it, so a first hire can follow them on day one.
Renewals and win-backs
Reminders before a programme ends, a renewal conversation raised early rather than on the last day, and a win-back for clients who leave.
Retention reporting
Renewals, cancellations and the reasons for them, in one place, so a pattern shows up as a number rather than a feeling.
Team agreements and handoffs
Templates for the people who work with you, and the handoffs between them, so nothing depends on a conversation nobody wrote down.
Two portals, kept apart
The Axurium Portal is where you work with us: the builds on your account, the scripts to film, the cuts to approve and your numbers every week. It is part of every engagement.
A portal for your own clients, with onboarding, resources, progress and support in one place, is a separate build. It is worth doing when it improves delivery enough to justify it, and the call decides.
Who does what
We build the operating environment. You coach inside it.
Axurium
- Map how a client moves through your business today, from payment to renewal.
- Connect payment, agreement, intake, welcome and app access into one flow.
- Set up the coaching app and the check-in system, with missed check-ins flagged.
- Write the templates and SOPs from how you already work, in your voice.
- Run a test client through the whole flow and fix what it finds.
- Document everything and walk you through it at handover.
You
- Bring the delivery model: what a check-in is, how often, what a client gets and when.
- Answer the intake within 48 hours and approve the templates so they sound like you.
- Give access to the accounts and the app the flow runs through.
- Coach. Programming, advice, service quality and results stay yours.
- Tell us what is not right, so it can be changed.
What done looks like
A test client through the whole flow, then handed over.
An engagement here is finished when a test client has gone from payment to first check-in without you, and the way it runs is written down well enough to hand to someone else.
01A test client, start to finish
Paid, agreed, onboarded, given app access and checked in, with nothing done by hand, and fixed until it runs clean.
02Written down
SOPs and a who-does-what map handed over with a walkthrough, so the next person can follow them on day one.
03Status you can read
Every client's stage in one view, missed check-ins flagged, renewals raised before they lapse.
04Yours to keep
The templates, the app set-up, the automations and their written blueprint are yours. Leave, and they go with you, still working.
Real portal · Demo data
Inside Build + Run, onboarding and delivery systems are part of the 14-day build, and the strategy covers your fulfilment model before anything is built. The engagement's guarantees are written on its page and in the terms.
Before you book
Your questions about onboarding and operations.
Scope, ownership and what happens next.
Which coaching app will I use?
The one that fits how you deliver. We recommend it, set it up and connect it to onboarding so a new client appears there without you creating them. If you already use one your clients like, it stays. We do not build bespoke coaching software, and we would tell you if you were about to pay for something an existing app already does.
Will you run my operations, or manage my team?
No. We build the systems and write down how they run, and your team, or you, works inside them. Managing people, hiring for you and running your day-to-day operations are not things we do. What you get is a business where those jobs are defined well enough to be handed to someone.
My clients need a portal of their own. Do you build that?
It is a separate build from the portal you use to work with us. A client-facing portal, with onboarding, resources, progress and support in one place, is worth building when it improves delivery enough to justify it, and not before. The diagnostic call is where that is decided. Most coaches get further, sooner, from onboarding and check-ins that run on a system.
Do you write my client agreements?
We provide agreement templates and turn them into documents that fill themselves at onboarding, written in plain language. They are templates, not legal advice, and we recommend your own solicitor reviews anything you sign clients to.
Does this need the content engine?
Not to work. Onboarding, delivery and operations are about the clients you already have. Build + Run is the one engagement we sell, and inside it the strategy decides what the build leads with; for a coach whose bottleneck is here, it leads here. If a narrower piece of work is the honest answer for you, we will say so on the call rather than sell you the whole thing.
How much does it cost?
One fixed price, agreed on the diagnostic call before anything starts. You will hear one recommendation and one number. Inside Build + Run, the build is live in 14 days or the build half of the fee comes back, and if you do not have more calls booked in the four weeks ending at week 12 after launch than in the four weeks before we started, the engine half comes back too. Those guarantees belong to Build + Run as a whole and are written on its page and in the terms.
Take the admin off the coaching.
Bring how a client moves through your business today, from the day they pay to the day they renew. The call finds what is done by hand and what to put on a system first.
Book a call
30 minutes · No pitch deck · No obligation