Start with the handoff after booking
A four-session career-change package still leaves the client with work to do between appointments. They may need to revise a resume for the role they will apply to this week.
Paperbell’s documented purchase and portal flows are worth a close look if booking administration is taking your time. Clients can manage appointments and upload files to their coach. Try that exchange with a sample resume before deciding what your process still needs.
Sources: Paperbell: the client’s guide
In HiringCoachAI, you can assign a resume exercise for a particular job, then see when it is finished. The client’s sharing choices determine whether you can also see the result.
Sources: HiringCoachAI: assignments and exercise results; HiringCoachAI: client sharing controls
Try one engagement before moving the practice
Use a fictional client who has found an interesting role and needs a revised resume before Friday. In Paperbell, walk through your package and the follow-up process you would use to collect the revision. Count the places both of you would need to open.
Sources: Paperbell: the client’s guide
In HiringCoachAI, assign a resume exercise and follow it from the client’s side. Check what happens when the client finishes, then look at the assignment as the coach. Repeat the review with the relevant sharing category off. You should know which details stay private before inviting a real client.
Sources: HiringCoachAI: assignments and exercise results; HiringCoachAI: client sharing controls
Keep a working booking process until the replacement fits
A platform change can create work for your existing clients. Keep copies of signed agreements and any files you must retain. If you use HiringCoachAI’s CSV client import, review the field mappings and invite a small group first. It does not bring over signed contracts or saved payment methods.
If international payment collection is essential, resolve that question early. HiringCoachAI’s payment restrictions are listed in this guide. A useful career-workspace workflow does not settle whether its checkout fits your practice.
Sources: HiringCoachAI: payment availability and release gates