Find the part of the relationship that needs work
A practice with plenty of inquiries can still spend hours chasing intake answers and explaining how to enroll. Satori’s public documentation addresses that problem with discovery forms and proposals. Review that sequence if the handoff from inquiry to paying client is your main burden.
Sources: Satori: coaching software overview
Once the engagement starts, you may need to review a revised resume before the next session. HiringCoachAI lets the client open that exercise from an assignment. Matching work updates the assignment, with submission for coach review when required.
Follow a client from discovery to the second session
For the evaluation, use a fictional client returning to work after a career break. In Satori, start with a discovery questionnaire and work through the proposed engagement. Check the client-facing steps and what you can review before the first appointment.
Sources: Satori: coaching software overview
In HiringCoachAI, configure the onboarding steps you would actually use. After onboarding, assign one resume or interview exercise and see how completion appears before session two.
Sources: HiringCoachAI: assignments and exercise results; HiringCoachAI: onboarding recipes
If your practice depends on international client payments or recurring retainers, settle those requirements before moving enrollment. HiringCoachAI’s platform payment flow has U.S. jurisdiction restrictions, and recurring retainer collection requires a separate release gate. Review the current payment terms instead of assuming that a calendar and an agreement imply full billing coverage.
Sources: HiringCoachAI: payment availability and release gates