Catalyst Coaching Doubles Their Client Base
How a 3-coach career coaching practice replaced two disconnected tools with one platform — and doubled their active client roster.
The Challenge
Catalyst Coaching helped mid-career professionals land their dream jobs, but their own operations were far from optimized. Calendly handled session scheduling, Stripe processed payments, and everything else — client notes, resource sharing, progress tracking — lived in Google Docs and email.
New clients had to navigate a clunky onboarding flow across three different platforms. Coaches couldn't see their full client pipeline, and the practice was losing prospects who dropped off during the disjointed signup process.
- 30% of prospects dropping off during multi-step onboarding
- Session notes scattered across Google Docs with no organization
- No visibility into client progress or coaching milestones
- Payment follow-ups handled manually via email
The Solution
Catalyst Coaching switched to Dewx in just one week, creating a seamless flow from prospect inquiry to active coaching engagement.
GTM Hub — Seamless Booking
One-click booking with package selection and payment collection built into the scheduling flow.
Portal — Client Workspace
Dedicated workspace per client with session notes, resources, homework, and progress milestones.
OPS Hub — Package Billing
Coaching packages with automated recurring billing, payment reminders, and revenue tracking.
Dew AI — Career Resources
AI-generated resume feedback, interview prep guides, and personalized career roadmaps.
The Results
2x
Active client base
5%
Onboarding drop-off (down from 30%)
0
Manual payment follow-ups
2 → 1
Tools consolidated into Dewx
Timeline
Set up booking flow with integrated payments; migrated existing client records and session history.
Configured client workspaces, AI career tools, and automated billing for coaching packages.
Onboarding drop-off fell from 30% to 5%; coaches began accepting clients from waitlist.
Active client roster doubled across all three coaches with higher satisfaction ratings.
“We were losing a third of our prospects because the signup process was a maze of Calendly links and Stripe pages. Dewx made it one smooth flow — book, pay, and start. Our client base doubled and I haven't chased a single payment in months.”
Features That Made the Difference
Integrated Booking
Schedule and pay in one seamless flow.
Client Workspaces
Notes, resources, and progress per client.
Package Billing
Automated recurring payments for packages.
AI Career Tools
Resume feedback and interview prep on demand.
Progress Milestones
Track client journey from intake to placement.
Pipeline Dashboard
See prospects, active clients, and revenue.
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