Set up your whole coaching client journey in LCH Core

Here’s something most coaches don’t hear enough: keeping clients isn’t really about how good your coaching is. It’s about the handoffs. The little gaps between stages, where a curious prospect goes cold, a paid client sits waiting on their intake, or a mid-program client quietly drifts away. 

A coach with solid skills and a smooth journey will out-retain a brilliant coach with leaky handoffs every single time.

The good news: those gaps are fixable, and LCH Core is built to close them. This guide walks your client’s whole journey, from the first time someone hears about you all the way to a long relationship that just keeps going, and shows you what to set up at each stage. 

Each section links to a step-by-step article so you can go deeper when you’re ready. Set it up once and you’ll have a client journey that mostly runs itself, so you can spend your energy coaching instead of chasing.

There are five stages. Let’s walk them.

Stage 1: Lead Capture (strangers to curious)

Someone finds you, gets interested, and then has no clear next step. So they send a vague “how do you work with clients?” email, and by the time you reply, the spark has cooled.

The fix is to give people a clear next step right where they already are. In LCH Core you can drop links to your Public Booking Page, your Public Store, or any single item like a free lead magnet, anywhere you show up online. When someone clicks, they land in your CRM tagged correctly: bookers and freebie-grabbers as Prospects, people who buy a non-coaching product as Buyers. No more curiosity tax, and no lead lost in your inbox.

Set this stage up with:

• How to use lead magnets to attract coaching clients. Create a free lead magnet so the right people come to you already warmed up.
• How to convert a Prospect or Buyer into a coaching client. What those tags mean and the right next move for each.
• Where to place your LCH Core links to capture the most leads. The links to know and the best spots to put them.

Stage 2: Onboarding (new client to first session)

This is where coaches quietly bleed clients. A new client pays, and then they wait. Nothing arrives, momentum fades, and the relationship starts on the back foot.

LCH Core closes that gap with the Welcome Package. It does your onboarding for you: a warm welcome letter, your coaching agreement to e-sign, and intake forms, all sent the moment you invite a client in. You can build different packages for different kinds of client, so everyone gets exactly the right start and you walk into the first session already knowing them. The client feels cared for from day one, which is exactly when it matters most.

Set this stage up with:

• How to create different Welcome Packages for different client types. Build a small library tailored to new clients, returning clients, and more.
• What to do if a client misplaces their Welcome Package link or portal invite. The quick fixes when someone can’t find their link or log in.

Stage 3: Active Coaching (the work you do together)

When notes live in five places and every session starts from scratch, you waste the relationship’s best energy on admin.

In LCH Core, each session is a structured record, not just a calendar slot: the client’s pre-session Coaching Plan, your private and shared notes, and the tools you’ve assigned, all in one place, before, during, and after. And because every tool you build is reusable, you create something once and assign it forever. You even start with a library of free done-for-you tools, so you’re never staring at a blank page.

Set this stage up with:

• Your full session workflow in LCH Core: before, during, and after. How a single session holds everything in one structured place.
• How to build a reusable library of coaching tools. Build once, reuse forever, starting from the free tools that ship with LCH Core.

Stage 4: Between Sessions (where the real work happens)

Most of coaching happens between sessions, not in them. If a client does nothing in the gap, the next session is a do-over. Worse, a client can drift for weeks before you notice, and by then they’re halfway out the door.

LCH Core keeps the work alive between calls: assign journaling prompts, action items, goals, worksheets, and resources, then keep a two-way conversation going on each one. You can even schedule a tool to send itself later, like a mid-program check-in that lands right on time. And to catch drift early, your Progress Stream shows you what everyone’s doing at a glance, while the Engagement Report flags who’s gone quiet, before quiet turns into gone.

Set this stage up with:

• How to keep clients engaged between sessions. The tools and two-way commenting that keep the conversation going.
• How to schedule a coaching tool to send at a future date (coming soon). Set a tool to fire automatically when the moment’s right.
• How to spot disengaged clients before they drop off (coming soon). The early signs of drift and where to look for them.
• How to use the Engagement Report to manage client health (coming soon). See every client’s engagement at a glance and act in time.

Stage 5: The long relationship (clients who keep going)

The classic renewal moment, “your subscription expires Friday, click here,” is awkward, and it ends good relationships that should have continued.

LCH Core is built differently. There’s no subscription clock and no re-signup. Everything your client has ever done lives in their folder forever, so when you suggest the next step, they see how far they’ve come and it feels like an invitation, not a pitch. You can point them to the next package in one message, send a fresh Welcome Package for the new chapter, and the relationship simply continues.

Set this stage up with:

• How to continue the coaching relationship after a package ends (coming soon). Why there’s no awkward renewal moment, and how to keep things rolling.
• How to suggest a new package or course to an existing client. How and when to suggest the next step so it lands like coaching.

Get your journey set up

You don’t have to do all of this at once. Start at Stage 1, set up a lead magnet and your links this week, then build out each stage as your clients move through it. Bookmark this page and treat it as your map. Every gap you close is a client who stays, and a little less chasing for you.