01
Map your coaching journey
Start by mapping your client journey, from discovery call to the coaching engagement contract, ongoing sessions, and graduation. In Cal.com, define event types for each step, align prep tasks with your goal setting framework coaching, and tailor time buffers, availability, and locations. Create a consistent coaching session template with custom fields for topics, goals, and confidentiality agreements.
02
Automate intakes and prep
Build an executive coaching intake workflow that collects key context before the first call. Trigger forms, pre-work, or a leadership 360 feedback process request when a discovery call is booked. Automatically route the right documents, like your coaching engagement contract, and send branded reminders via email, SMS, or WhatsApp. Sync data to your CRM or notes app with webhooks and integrations.
03
Deliver, measure, and follow up
For every booked session, send prep prompts, agenda reminders, and post-session summaries. Trigger follow-ups with homework and next steps. After a program milestone, automate a check-in to review outcomes against the original goals and 360 results. Use analytics to spot gaps, reduce no-shows, and keep engagements on track without manual chasing.
01
Reduce no-shows and last-minute reshuffles
Automated reminders via email, SMS, and WhatsApp keep busy executives on time. Configure sequences at 72, 24, and 1 hour, include location details and reschedule links, and apply time-zone intelligence. Your calendar stays predictable, and clients appreciate the clarity.
02
Shorten time to kickoff with a streamlined intake
Turn interest into momentum. Route prospects through executive coaching intake, automatically share scope, pricing, and a coaching engagement contract, and collect signatures using integrated apps. Pre-load a coaching session template so the first call starts with context, not admin.
03
Create consistency across multi-coach teams
Standardize a goal setting framework coaching across coaches using shared templates, question sets, and workflows. Route new engagements to the right coach based on expertise, language, or availability, and keep brand messaging consistent across touchpoints.
04
Protect privacy while staying flexible
Cal.com is open-source and supports self-hosting for stricter data controls, audit logs, and SSO. Choose regional data storage, manage permissions per coach, and integrate securely via our API-first architecture, without locking your practice into a closed system.
Custom intake forms and templates
Collect role, priorities, and expectations during executive coaching intake. Save reusable templates for discovery, onboarding, and reviews.
360 feedback and assessments routing
Trigger your leadership 360 feedback process requests, reminders, and deadline follow-ups. Centralize links, timelines, and stakeholder communications.
Contract and consent automation
Share and collect a coaching engagement contract and confidentiality consent before sessions begin using integrated eSignature apps.
Goal and agenda workflows
Embed your goal setting framework coaching into booking flows. Prompt clients to add goals and pre-work directly into events.
Omnichannel reminders and follow-ups
Send branded email, SMS, or WhatsApp reminders and post-session tasks. Configure timing, content, and escalation rules.
API-first and self-hosting options
Integrate with your CRM, knowledge base, or BI tools. Self-host for maximum control, or use Cal.com Cloud with enterprise compliance.
Get started with workflows for executive coaches
Automate intakes, sessions, and follow-ups in minutes. Sign up free at https://cal.com, explore integrations at https://cal.com/apps, or talk to our team at https://cal.com/enterprise for a tailored demo. Keep your coaching focused on outcomes, not admin.
