Coach Guide: Supporting Guest Conversions
Best practices for coaches to encourage and support guest client conversions
Why Guest Conversion Matters
Converting guests to full clients benefits both you and your clients:
For Clients
- • Access full platform features
- • Track progress over time
- • Message you between sessions
- • Set and monitor goals
For Coaches
- • Better client engagement
- • Improved retention rates
- • Easier progress tracking
- • Enhanced communication
Best Practices for Encouraging Conversion
1. Highlight Value During Sessions
Naturally mention features they're missing as a guest:
2. Reference Their Progress
After 2-3 sessions, acknowledge their journey:
3. Use Post-Session Follow-ups
Mention benefits in your session notes:
4. Be Patient and Non-Pushy
Let conversion happen naturally. Focus on delivering value, and clients will convert when they're ready. The system will also send gentle reminders automatically.
Optimizing Your Conversion Rate
Coaches with high conversion rates typically:
Create Exceptional First Sessions
Deliver immediate value that makes guests want to return
Set Clear Action Items
Give guests homework that naturally leads to wanting progress tracking
Build Momentum
Schedule follow-up sessions before the current one ends
Personalize The Experience
Remember details from previous sessions to show investment in their journey
Understanding Conversion Notifications
When a guest converts, you'll receive a notification with:
- •
Client Information
Name, email, and link to their profile
- •
Conversion Details
How many sessions they had as a guest and conversion source
- •
Next Steps
Suggestions for welcoming them as a full client
Pro tip: Send a welcome message when you get the notification. A simple "Congratulations on creating your account!" goes a long way.
Working with Converted Clients
After conversion, help clients get the most from the platform:
First Session Post-Conversion
Review their goals together and set up their first development plan
Encourage Feature Adoption
Show them how to message you, track goals, and view session history
Maintain Communication
Use messaging between sessions to stay engaged and build rapport
Viewing Your Conversion Metrics
Track your conversion performance in the Conversion Analytics dashboard:
- • Total guests who converted to full clients
- • Average sessions before conversion
- • Conversion rate compared to platform average
- • 30-day retention of converted clients