AvariHQ for Coaches & Specialists

Give every client a clear path from first goal to continued progress.

Organize applications, packages, onboarding, sessions, resources, course material, billing and renewals in one client experience.

Start Free Trial (opens in a new tab)See the client journey

30 days free. No credit card required.

Illustration: A coach listening to a client during a one-to-one session.

Does this look familiar?

Illustration: a coach in her studio managing a wall calendar of sticky notes, paper intake forms and a ringing phone.
  • Applications and fit calls are tracked separately from the clients they become.
  • Goals and baseline information are collected differently for every new client.
  • Session notes, assignments and resources are spread across messages and documents.
  • Packages, installments and renewals are managed outside the client relationship.
  • Clients are not sure where to find what they need between sessions.

What this could look like in AvariHQ

  • A consistent start for every client

    Collect goals, expectations and scheduling details before the first session.

  • One destination between sessions

    Give clients one place for resources, action items and course material.

  • Packages and renewals in context

    Keep billing and the next program connected to the client's progress.

Illustrated diagram: a central client portal linked to signup, session planning, resources, portal access and subscription billing.

The client journey

From first goal to continued progress, and the next stage of the work.

Each stage shows the AvariHQ tools that support it. Explore Platform

  1. Acquire

    Receive applications and referrals, then book the consultation.

    How AvariHQ supports this stage

    Illustration: A coach in an introductory conversation with a prospective client.

  2. Convert

    Confirm the package, agreement and payment after the fit call.

    How AvariHQ supports this stage

    Illustration: A coach and a client agreeing on a coaching program.

  3. Onboard

    Capture goals, a baseline assessment and expectations, then open the portal.

    How AvariHQ supports this stage

    Illustration: A client completing an assessment workbook with a coach's guidance.

  4. Deliver

    Organize sessions, assignments, resources and course material in one place.

    How AvariHQ supports this stage

    Illustration: A small group coaching session in progress.

  5. Bill

    Bill by package, installment or recurring plan.

    How AvariHQ supports this stage

    Illustration: A coach organizing session folders at the end of the week.

  6. Support

    Keep check-ins, messages and resources close to the client.

    How AvariHQ supports this stage

    Illustration: A coach writing follow-up notes after a session.

  7. Grow

    Offer a renewal or advanced program as clients progress.

    How AvariHQ supports this stage

    Illustration: A coach and a returning client planning the next stage of their work.

Relevant System

Design the onboarding process first.

The Client Onboarding System System Guide shown at a three-quarter angle.

03 / SYSTEMONBOARD

The Client Onboarding System

Orient first. Collect once. Hand off with evidence.

$149 USD, one-time purchase

Explore the System

Want help setting it up?

Explore Services

Give every client a clear path forward.

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30 days free. No credit card required.