• Offboard Clients

Have you ever considered how your clients feel when they are wrapping up a coaching program with you?

Health Coaches often create a system for bringing new clients onboard that will WOW them and kick their experience off with a bang. It’s true that welcoming new clients into a new coaching program in a big way is important, however, it’s just as important to end your coaching program with equal intention.

More than likely your clients are thrilled about their recent accomplishments. They are excited about reaching their goals and continuing on their health journey.

However, they are probably also nervous and apprehensive about continuing on without your support.

That’s why creating a supportive and informational offboarding process will make all the difference for them, (and YOU), as you wrap up your coaching program with them.


Reason #1: Your offboarding process sets the stage to end your coaching relationship on a high note, solidifying the overall coaching experience as a positive. It also increases the likelihood that you’ll be able to collect a glowing testimonial.

Many coaching programs last anywhere from 3-6 months and your clients have been in the trenches with you the entire time. As with most of us, we’re not great at remembering how far we’ve come and don’t spend enough time celebrating our wins. When you help your client reflect back on where they were when they started with you and what life looked like then compared to now they’ll begin to take stock of all of their accomplishments.

Reason #2: When you end on a high note the chance of them referring you to friends, family and colleagues goes up dramatically.

Let’s face it, people always recommend programs and products that they love so why should your coaching program be any different? Using my 7-Step Offboarding Questionnaire will help them appreciate how far they’ve come as well as an increased appreciation for their newfound confidence to move forward without you, which is priceless.

Reason #3: It gives you a time and place to offer them a final piece of coaching advice inclusive of instructions for continued success as well as a heartfelt thank you.

It’s natural for your clients to feel a little nervous moving on without you but we already know that you set them up for success. Taking the opportunity to give them farewell assignments or homework to keep them on track will be much appreciated and tells them just how much you care. As you wrap up it’s the perfect time for you to tell them how much they have meant to you.

I remember when I recorded the final training for my beta group of my STEP Into More Profits program I actually cried. I left that part in the recording because I wanted to be sure that my clients knew how much I appreciated them and how much I felt like I had grown as their coach. I received so much feedback about that final recording it blew my mind.


If you don’t have an official offboarding process and questionnaire as you wrap up working with your clients you’ll find episode 267 of The Wellness Business Podcast exceptionally helpful.

We’re bringing back this popular episode because it got coaches talking about how to successfully wrap up their coaching program with a client that not only leaves them feeling positive but sets the stage for more new clients in the future.

On this BEST OF episode of The Wellness Business Podcast we’ll be covering:

  • The top 3 reasons why an offboarding process is an important part of your coaching program
  • A 7-Step Offboarding Questionnaire template that you can use again and again in your program for improved customer experiences
  • Just how simple it is to assist your clients in documenting how far they’ve come while working with you and why they are so happy they made the investment in your paid program

Tune in to this episode to discover the secret to an offboarding process that improves customer experiences and ultimately leads to better testimonials and more clients.

Links/Resources mentioned on the show:

7-Step Offboarding Questionnaire

Links to resources:

Wellness Business Accelerator

Karen’s Facebook Group

Karen’s Instagram

Kathleen’s Facebook Group

Kathleen’s Instagram

The Wellness Business Podcast Facebook Page