Overview of Teachable coaching

Teachable allows you to create different types of products: courses, coaching sessions, bundles, and digital downloads. Teachable coaching products are specifically designed to help you manage one-on-one coaching relationships. You can use them to schedule meetings, set up video calls, and share assignments with your clients—all in one place.

These Teachable coaching products are organised using milestones. Milestones are like stepping stones for your clients, guiding them through the coaching process. You can use them to schedule meetings, host video calls, or send messages and files. They help keep clients on track and show them what to expect as they move through their coaching journey.

How it works for clients

Onboarding options

The client onboarding process can be set up in different ways depending on how you want to bring in new Teachable coaching clients. Here are the three most common flows.

Flow A: Straight to checkout (no intake form)

In this simplest setup, clients go directly from your sales page to the checkout. Once they purchase, they’re ready to start their coaching journey. There’s no intake form or approval process to slow things down.

Step by step process:

1. Client visits your sales page.

2. They proceed straight to the checkout.

3. They complete their purchase and become a client.

Flow B: Intake form leading to checkout

In this flow, clients fill out a form before they become a client. This lets you collect some basic information upfront but without an approval process getting in the way of the signup process.

Step by step process:

1. Client visits your sales page.

2. They fill out an intake form (email, name, message).

3. They get a confirmation email saying their form was received.

4. After submitting the form, they land on a post-intake page.

5. They proceed to the checkout.

6. They complete their purchase and become a client.

Flow C: Intake form with approval process

For a more selective process, clients fill out an intake form but with an extra approval step. After submitting the form, they're told their submission is being reviewed. They can only proceed to the checkout if you approve their application manually.

Step by step process:

1. Client visits your sales page.

2. They fill out an intake form (email, name, message).

3. They see a confirmation message that says they'll get an email if approved.

4. They get a confirmation email saying their form was received.

5. If you approve their application:

   1. They get an approval email with a link to their next step.

   2. The link takes them to the post-intake page.

   3. They proceed to the checkout.

   4. They complete their purchase and become a client.

Post-purchase experience

Once clients complete their purchase, a few things happen to ensure they’re ready to start coaching. This experience is the same regardless of the onboarding flow.

Confirmation

After a client successfully buys and enrolls in your coaching product, they will:

1. See a thank you message – This lets them know their purchase went through.

2. Access the coaching page – This is where they’ll find all their coaching materials.

3. Receive a receipt email – The client will get a confirmation of their payment.

First milestone

When a client enrolls, they see the first milestone right away. This is the same for all clients but can be changed in the Template tab of your coaching product. The first milestone often includes:

• Scheduling a call – Clients can book their first coaching session through Calendly if you've integrated your scheduler in this way.

• Joining a meeting – They get access to a pre-scheduled meeting (if there is one). For example, you can share a link to an upcoming Zoom group coaching session.

Coaching sessions

For your coaching sessions, you’ll typically use scheduling and video tools like Calendly and Zoom. If your client has booked a call through Calendly, they'll usually be sent a Zoom link before your call. When it's time for the coaching, they'll meet with you on Zoom.

Ongoing milestones

After the first session, clients will complete further milestones one by one. You add a new milestone each time they finish one. Each milestone can be something different, like scheduling another call, completing a task, or following text-based instructions.

• Milestone notifications – When a new milestone is added, clients get an email with a link to their coaching page. They need to be opted into emails to get these.

• Coaching page – On their coaching page, they'll see any new milestones you've added, along with a comment area underneath each one.

What are coaching milestones?

Milestones are the key steps in your Teachable coaching program. They help guide clients through the process, one task at a time. Each milestone represents a specific action or goal your client needs to complete before moving on to the next step.

Examples of milestones include:

• Schedule a call – Clients can book a time for their next coaching session.

• Complete a task – You can assign tasks for clients to work on between sessions.

• Submit an assignment – Clients upload completed work or assignments for you to review.

• Reflect on a topic – You can ask clients to think about and respond to specific prompts or questions.

Each time a client completes a milestone, you add a new one to keep them moving forward for as long as they're in your coaching program.

How to set up Teachable coaching prices

You have several options for pricing your Teachable coaching services. Here’s a breakdown of the most common pricing models.

Option #1: Single coaching session

This option would be for selling standalone coaching sessions (one at a time).

• One-time pricing plan: – Set a one-time fee for the session.

• Short access duration – Set a reasonable time window for clients to book their session after purchase (for example, two weeks to schedule a call). After that, they'll lose access to the coaching product so they can't keep booking sessions.

Option #2: Fixed-duration coaching programs

Offer coaching programs that run for a set period (e.g., 8 weeks).

• Payment options – Choose between a one-time payment or a payment plan where the cost is spread over several months or quarters.

• Fixed access duration – Match access to the length of the program (e.g., clients can access the coaching product for 8 weeks if that's the duration).

Option #3: Ongoing coaching (retainers)

For clients who want ongoing, continuous coaching, you can set up a subscription model where they pay regularly (e.g., monthly) and get sessions on a recurring basis.

• Subscription pricing plan – Charge clients a recurring fee (e.g., monthly) for access to a set number of sessions.

• Unlimited access – Clients keep access to the coaching product as long as they continue to pay the subscription. They can cancel anytime to stop future payments and sessions.

Managing your clients in Teachable

Onboarding experience

Option #1: Straight to checkout (no intake form)

This is the simplest onboarding setup.

1. Enrollment notification – You’ll receive an email notification as soon as they enroll.

2. First milestone notification – If the first milestone involves booking a call, you’ll get a notification from your scheduling tool (e.g., Calendly). If you've asked them to comment on the first milestone, you'll be notified about that too.

Option #2: Intake form leading to checkout

This option includes an intake form but skips the approval process.

1. Intake form submission – You get an email when a client submits the intake form. You can also view their responses in Coaching > Clients.

2. Enrollment notification – After the client fills out the form and completes the purchase, you’ll receive another email notifying you of their enrollment.

3. Milestone notifications – If the first milestone is booking a call or adding a comment, you’ll be notified about those actions when they're completed.

Option #3: Intake form with approval process

This flow adds an approval step before a client can enroll.

1. Intake form submission – You get an email when a client submits the intake form.

2. Approve/decline client – You review the submission in Coaching > Clients > Prospective and either approve or decline the client’s application.

3. Enrollment notification – If you approve the client, they complete the purchase, and you receive an email confirming their enrollment.

4. Milestone notifications – Like the other flows, you’ll be notified when the client engages with the first milestone (commenting or booking a call).

Managing sessions and milestones

After onboarding your clients, you’ll manage their progress by creating new milestones. Here’s how to set up each type of Teachable coaching milestone.

Calendar milestones

These milestones allow clients to schedule a time on your calendar, provided you've integrated with a scheduling tool like Calendly. You can also use other schedulers.

1. Open your Teachable dashboard.

2. Click Coaching in the sidebar.

3. Click on the coaching product name.

4. If you plan to use Calendly for your scheduler:

   1. Click Information in the sidebar.

   2. Scroll to the Advanced Settings section.

   3. From your Calendly account, paste your Personal Access Token.

   4. Click Save.

5. Click Clients in the sidebar.

6. Click on the Enrolled tab.

7. Click on the student name you'd like to add a milestone for.

8. Click Go to coaching.

9. Click Create Milestone.

10. Set a Due date, Title, and Description.

11. Click Add a Calendar.

12. From your Calendly account, paste your scheduling link.
    Note: You can paste a scheduling link from any platform here, but only Calendly will allow your clients to book directly from the Teachable coaching page. If you paste another platform's URL here, your clients will schedule their meeting in a different tab outside of Teachable.

13. Click Save Milestone.

Once you've saved the milestone, the client will get an email notification to let them know. They'll click the link in that email to come to the coaching page to book a call.

Meeting milestones

Meeting milestones are for best sessions where you set the date and time. Unlike calendar milestones, clients don’t choose a time—you tell them when the meeting is and they just get given the meeting link right away.

1. Open your Teachable dashboard.

2. Click Coaching in the sidebar.

3. Click on the coaching product name.

4. Click Clients in the sidebar.

5. Click on the Enrolled tab.

6. Click on the student name you'd like to add a milestone for.

7. Click Go to coaching.

8. Click Create Milestone.

9. Set a Due date, Title, and Description for the meeting.

10. Click Add a Meeting.

11. Paste the meeting link (e.g., Zoom, Google Meet).

12. Set the time of the meeting.

13. Click Save Milestone.

After you save the milestone, the client will get an email with the meeting details and link. They just need to join at the set time—no need to schedule anything themselves.

File milestones

File milestones are for sharing important resources with your clients, like worksheets, assignments, or PDFs. Clients can download the files directly from their coaching page.

1. Open your Teachable dashboard.

2. Click Coaching in the sidebar.

3. Click on the coaching product name.

4. Click Clients in the sidebar.

5. Click on the Enrolled tab.

6. Click on the student name you'd like to add a milestone for.

7. Click Go to coaching.

8. Click Create Milestone.

9. Set a Due date, Title, and Description.

10. If you have a link to your file:

    1. Highlight some text in the description.

    2. Click the link icon in the toolbar.

    3. Paste the link to your file.

    4. Click Save.

11. If you have a file to upload continue for now, then you'll upload the file as a comment after you've created the milestone.

12. Click Save Milestone.

13. If you'd like to upload your file:

    1. Click Upload File when viewing the milestone in the coaching area.

    2. Browse and select the file you'd like to upload.

    3. Click Submit to save the comment.

Once saved, the client will get an email notification with a link to their coaching page, where they can either click through to the file or download it directly from your comment.

Text milestones

Text milestones are like the other milestones, but instead of uploading files or scheduling meetings, you just write instructions or tasks in the description.

1. Open your Teachable dashboard.

2. Click Coaching in the sidebar.

3. Click on the coaching product name.

4. Click Clients in the sidebar.

5. Click on the Enrolled tab.

6. Click on the student name you'd like to add a milestone for.

7. Click Go to coaching.

8. Click Create Milestone.

9. Set a Due date and Title.

10. In the Description field, write the task or instructions for your client (e.g., reflection prompts, to-dos, or detailed steps).

11. Click Save Milestone.

After you save it, the client will get an email with a link to their coaching page, where they can read and follow your instructions.