PROBLEM
ICONMAKER needed a client-facing interface that matched their high-value coaching program. Their business was scaling quickly, and clients were getting confused with having to access materials and communicate with coaches on various platforms. They wanted one place for clients to come to complete their coaching program and receive coaching.
SOLUTION
We set up a client onboarding & client experience system that included an internal template for coaches to track their sales pipeline and new client details, as well as some client-facing elements. All group program elements were housed in a program landing page where clients could access call links, calendars, call recordings, and resources. All custom to the client elements such as worksheets, coaching communication, goals tracking, and task tracking were housed in private client portals shared with the clients. This one stop shop set up has allowed ICONMAKER to increase their client intake speed and reduced client confusion, which in turn will lead to higher client success rates during their program.
