A Guide for Thoughtful Coach-Client Matching

✨ A Guide for Thoughtful Coach-Client Matching
$25 – Instant Digital Download

If you've ever felt the pressure of matching dozens of clients to the “right” coach with little time, incomplete intake notes, and a dozen tabs open, I see you.

This guide was built for that moment.

As a former coaching operations pro who used to start the day with 50+ open matches, I knew there had to be a better way. So I created a matching system that actually works not just for spreadsheets, but for real people.

Inside this guide, you’ll find a practical, repeatable framework for matching clients and coaches in a way that supports clarity, trust, and ease.

💡 What You’ll Learn:

• How to organize and read between the lines of client profiles even when info is missing
• How to tag, group, and map coach availability and specialties for faster, fairer matches
• How to prioritize alignment, not just logistics, in your matching flow
• How to offer clients more choice, while still guiding them with confidence
• How to handle rematching with care and keep both clients and coaches engaged
• How to refine your process with feedback so it keeps improving month after month

🧠 This Guide Is For You If:

• You're running or supporting coach matching for a team, school, or platform
• You care about making intentional, trust-based matches not just fast ones
• You want a system that saves time, without feeling cold or mechanical
• You’re ready to stop guessing and start matching with clarity

📦 What You’ll Get:

• An 11-page PDF guide packed with real-world strategies, tools, and decision-making tips
• Instant digital access after checkout no waiting
• A system that’s simple, flexible, and built for real admin work (not theory)

💬 Why I Built This:
I used to believe I could match clients by instinct and sometimes it worked.
But I kept running into the same problems: timing, fairness, availability, and second-guessing.

This guide captures the exact framework that helped me reduce rematching, earn coach trust, and build matches that actually last.

🛒 Payment + Access:

• Pay with PayPal or credit/debit — no account needed
• Download immediately after checkout
• Yours to keep, reference, and adapt to your process

📌 Notes:

• Personal use only – please don’t resell or distribute
• All sales are final due to the digital format, but I’m always here for questions or support

🛠️ Want something smaller?
You can also explore my Mini Guides or Free Checklist for a quicker start.
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