Workflow · Prospect to client
From first click to first session
Every touchpoint that turns a stranger into a paying client: the booking, the nurture, the agreement, the payment, the welcome. All in one tab, no seams for the deal to leak through. Here is the whole road.
Step one · The intro
They find you, then book a free call
A prospect clicks 'Book a free call' on your own website and lands straight in your Kaido scheduler. They pick a day, tap a time, and they are on your calendar. No email tag, no third-party booking tool.
Powered by Scheduling & Meetings →
usekaido.com/book/discovery-call
Free discovery call
Pick a time that works. Confirmation lands in your inbox.
AC30 min30-minute intro · with Ashley
Video call · link sent on booking
Date & time
Pacific Time
July 2026
Su
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Tu
We
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12345678910111213141516171819202122232425262728293031Real availability, straight from the coach's calendar
Select a date
Available times appear here
Pick a date and time first
Confirm callThis link lives on your website and socials. No email tag, no third-party booking tool, and the prospect lands in your pipeline.
Step two · The nurture
You track follow-ups and keep them warm
After the call, the prospect moves across your CRM: new lead, contacted, discovery, ready to buy. Follow-up dates surface on their own, so nobody goes cold because a sticky note fell off the monitor.
kaido · crm · pipeline
PipelineProspectsMeetingsTasksClosedNew Lead
3 prospects
Robert Kim
Apex Global
Cold outreachJun 29
Jennifer Walsh
Walsh & Associates
ReferralWarm LeadJul 3
Natasha Brennan
Momentum Consulting
WebsiteNurtureJun 28
Contacted
1 prospect
Amara Osei
BrightPath Education
ReferralWarm LeadDiscovery Call
2 prospects
Oliver Grant
Sterling Group
LinkedInHot LeadJul 1
Benjamin Torres
Halcyon Partners
EventEvent LeadProposal Sent
1 prospect
Thomas Bradley
BradTech Industries
LinkedInHot LeadNot Ready Yet
1 prospect
Priya Sharma
CloudFirst Technologies
WebsiteHot LeadJun 28
Pipeline value $36,400 · 8 open conversations
Step three · The agreement
They read and eSign the agreement
Before any money changes hands, your client reads the coaching agreement and signs it right inside Kaido. They scroll the terms, sign on the screen, and the executed copy is stored with their record.
kaido · contracts · dana whitfield
Executive coaching · 6-month engagement
Out for signatureCoaching Agreement
1. Engagement. Coach agrees to provide twelve one-to-one sessions over six months, beginning on the start date below.
2. Sessions & scheduling.Sessions are booked through the client portal and may be rescheduled with 24 hours' notice.
3. Fees & cancellation. A deposit of $1,800 is due at signing, with the balance in three monthly installments.
Client name Dana Whitfield
Start date August 3, 2026
SignatureSent
Opened
Viewed
Signed
Step four · The purchase
They pay, and your welcome lands instantly
The client pays securely in Kaido. The moment the card clears, an automated welcome email goes out, one you fully customize, with portal access, a kickoff booking link, and the signed agreement attached.
Powered by Payments & Billing →
checkout.usekaido.com · dana whitfield
Order summary
Executive coaching
6-month engagement · 12 sessions
Program$7,200
Due today · deposit$1,800
Then3 × $1,800 monthly
Payment
•••• •••• •••• 424212/28 · 314
Coaching agreement
Dana Whitfield · signing as client
Timestamped · ESIGN & eIDAS compliant
Pay $1,800 & signStep five · The client
They log in to everything, in one place
Your new client signs in and it is all waiting: materials, scheduling, tasks, messages. Their first impression of working with you is instant, organized, and exactly what the sales conversation promised.
Powered by Client Management →
dana's inbox
AK9:41 PMAlex Kim via Kaido
Welcome aboard, Dana, everything you need is inside
Hi Dana,
Your agreement is signed and your deposit is in, officially welcome to the program. Your client portal is ready:
Open portalYour client portal
Program, materials, and messages
Book nowBook your kickoff session
Alex's real availability, pick any slot
ViewSigned agreement
PDF · attached and stored in your portal
See you at kickoff,
Alex
Sent automatically, 0 minutes after signing. You wrote it once, Kaido sends it every time.
Worth saying twice
Speed is the most underrated closing skill.
Deals do not die from rejection, they die from friction: the day between yes and the invoice, the weekend the contract sat unsigned. Remove the seams and the same conversations convert.
The other journeys
Your next client is one motion away.
Thirty days free with your real clients and your real programs. If Kaido doesn't hand you hours back, keep the sticky notes.