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SMART COACHING ASSESSMENTS THAT
TURN HESITANT AUDIENCES INTO ENGAGED CLIENTS

FirstStep

Transform your coaching practice with personalized pre-coaching journeys and data-driven insights, and tools that turn passive audiences into engaged clients.

Easy Setup

Instant Results

Personalized Pre-coaching Journey

Ditch the ineffective lead magnets and traditional marketing funnels. Your audience deserves a more compelling way of taking their first step toward personal growth.

share

Link custom FirstStep assessment URLs in your social media posts, profiles, website and email content

engage

Prospects complete self-discovery assessments that exactly match the topic of your content

convert

Turn hesitant audiences into engaged clients with FirstStep's conversion tools and analytics

Platform Features

FirstStep's insights and conversion tools help you nurture your audience from their intent for personal growth all the way to discovering the power of coaching.

client acquisition

Stop relying on ineffective traditional lead magnets. Offer personalized value-added experiences linked to your content and watch your audience engage.

Automate lead generation and focus your time on what matters most, coaching your clients.

Custom Campaigns

Create a unique assessment for any topic you promote on social media, in your newsletter, or in advertising. Custom URLs ensure the continuity of the user journey and performance tracking.

Experiment with different campaign topics to discover what resonates most with your audience.

Ai-Enabled

AI won't replace you, but coaches who use AI will. FirstStep integrates AI, which helps automate your prospect engagement while ensuring you are always in control.

Work smarter with the help of an advanced AI assistant that streamlines your workflows.

store

Set up your own storefront to offer resources like eBooks, worksheets, consultations, or dynamically generated resources tailored to clients' unique assessment answers.

Sell or give away generic or personalized resources, or offer coaching directly through the platform.

Smart Assessments

Create custom assessments in minutes using templates, your own questions and AI. Engage your audience by offering automatically generated personal growth insights.

Build personalized assessments that align with your your coaching methodology and content.

Promo Codes

Set up time-limited promotions for the generic and personalized resources in your Store. Track usage patterns and effectiveness of different promotional strategies.

Create urgency and encourage prospects to take action with time-sensitive offers.

data analytics

Access key metrics about your campaigns, prospect engagement, and conversion rates. Qualify your prospects based on their assessment answers and readiness for coaching.

Monitor engagement, track campaign performance, and refine your strategies with actionable insights.

personalization

Combine your proprietary knowledge with instructions for AI and prospect's assessment answers to design tailored pre-coaching experiences that resonate with each individual.

Delight your prospects with resources and assessments tailored to their unique needs.

What do coaches think
of firststep?

lora losso

"I think it will be something that helps coaches who see coaching as a long-term priority. It works from your content, so you already spend the time creating it, and then you can leverage it to create something additional.

 

It’s not just about getting more clients—it’s about improving your content and making it work harder for you."

dallas lunz

"This, to me, screams a better way to personalize and customize someone’s journey and make it about them.

 

It’s synchronistic to everything I’ve been thinking about—how to create something that’s truly individualized and meaningful for each client."

Join Our Waitlist

want to know more?

Be among the first to get early access to FirstStep, help us with testing, and propose new features. Early adopters receive exclusive benefits!

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Book 1-1 Demo. No obligations.

Get instant answers. See how it works.

Simple, Transparent Pricing

Choose the plan that best matches your coaching practice. All plans come with a

14-day money-back guarantee.

starter

Perfect for getting your first coaching clients.

Contact Us

Up to 2 concurrent campaigns

Core assessment templates

Offer free coaching resources

Basic analytics

premium

For coaches seeking to attract a steady stream of engaged prospects.

Contact Us

Unlimited campaigns

Custom assessment builder

Sell your coaching resources

Advanced analytics

Client management tools

most popular

custom

Enterprise-grade solutions for large practices.

Contact Us

Everything from Premium Plan

Dedicated account manager

White-label options

API access

SSO integration

Custom analytics & tools

we are
mindfulway

Our mission is to increase humanity's self-awareness.

In personal growth, the hardest part is taking action.

Nothing inspires action more than having someone guide us, cheer us on, and hold us accountable. That's why we believe supporting life coaches is the fastest way to advance our mission.

We designed FirstStep to help coaches inspire more people to take action through low-friction pre-coaching journeys. This way coaches can identify their prospects' readiness in an automated way, and focus more of their time on coaching.

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