Let’s discuss.

2025 has been a weird year (or rather, the most recent in a series of very weird years).

Some in the online coaching world have disappeared, or gone back to 9-5s, some have been treading water, waiting to see what’s next, and some have celebrated massive success.

Whatever 2025 was like for you and your coaching business, most of us can agree on one thing:

The market has shifted, significantly, and while that was true in 2021/2022 and 2023/2024, in 2025, it happened again—and became an unignorable fact:

• More and more people are going to AI first, whether for recommendations on who to work with, or to get their answers from ChatGPT itself
• More and more people noticed a real impact on rising costs of living on their ability to invest in “nice to have” support
• Now, more than ever – and that’s saying something – the algorithms collectively seem designed to throttle organic reach and engagement, making it harder to reach new audiences and more expensive to acquire cold leads.

And yet, the coaching industry continues to expand. 

As this report from Luisa Zhou makes clear, “The global coaching market size is $5.34 billion in 2025. The industry has grown steadily over the last decade from $4.56 billion in 2022, $2.85 billion in 2019, and $2.35 billion in 2015.”

Under pressure to be found via AI, pay social platforms to show their content to new users, and compete with other budget line items, smart established coaches must double down on client ascension strategies to maximize their customer lifetime value. 

But what are new and effective ways to do that in 2026? 

Below, we’ll look at some emerging and ongoing coaching industry trends for 2026, with a focus on how established coaches are restructuring their offer suites, optimizing for client retention, and creating more profit, with less pressure, through their client ascension strategies.

Throughout this post, I’ll refer to these shifts as client ascension trends—the strategies established coaches are using to increase customer lifetime value by guiding clients toward clear, well-timed next steps.

Top Coaching Industry Trends for 2026—through the Lens of Client Ascension

Client Ascension Trend #1: Simpler Offers With Sharper Outcomes

Whereas, a few years ago, we saw the rise of the “All-in” offer, in 2026, we’re going to see more and more streamlined intensives hit the market, likely with a backend upsell into a either a higher-ticket container like a mastermind, or a scalable low-ticket model, like a premium membership or community.

Today’s high-ticket buyers are not newbies. You are selling to a market with extremely high buyer sophistication. As a result, streamlined offers focusing on one specific transformation are appealing because, when designed well, they get results faster and require less time investment. 

For best results with this strategy, choose one specific, measurable result your clients must achieve before they’re strong candidates for your Next Step offer. 

Delivering a specific result and using that result to qualify them for whatever comes next allows you to build trust and frame your follow-up offer as the natural next step.

From a client ascension perspective, this coaching industry trend towards simpler, more specific offers is a good thing for established coaches as long as you have a backend offer ready—and assuming the front-end offer you’re selling is attracting an audience that’s aligned with what you plan to offer as an upgrade.

Find out how to ensure your offer suite is aligned for client ascension in my upcoming live workshop, Ascension Unlocked.

Client Ascension Trend #2: Curated Communities that Support Client Ascension

In the first month of 2026, I’ll be participating in the AI-Driven Business Summit, hosted by Brenda Rigney, within her Skool community (that’s Brenda’s affiliate link for school, btw).

During a recent podcast interview with Brenda, where we discussed how she’s optimizing her offer suite for maximum customer lifetime value, she opened my eyes to the many benefits of hosting her community over on Skool—itself a micro-trend within the coaching industry that’s definitely on the rise

I wasn’t surprised to hear from Brenda that Skool has a lot of features that allow business owners to up- and cross-sell their community members. After all, it was co-founded by Alex Hormozi, who wrote the book that broke the internet this year, all about selling more to the leads you’ve already paid to acquire.

Whether you build your community on Skool or not, in 2026, we’ll see more and more established coaches creating spaces for their community members to come together.

With loneliness, disillusionment, and AI content on the rise, people are craving spaces to come together and share their real human POV. We want to feel like we’re actually in a room with people we know, like and trust.

As my friend and colleague Kim Kiel pointed out in her own 2026 trend forecast:

“Community is where retention happens. It’s where referrals happen. It’s where your people become your biggest advocates. With a strong community, businesses are more likely to increase their average order value and reduce customer acquisition costs.”

Will these things happen by accident? Maybe. But it will be the business owners who pull the 9 Profit Levers within their community spaces that see the biggest financial impact from community building this year.

Client Ascension Trend #3: Investing in lean automations vs big backend builds

Given how quickly the online coaching industry is evolving right now, this client ascension trend makes both logistic and financial sense for established coaches heading into 2026:

Instead of spending months building big, clunky systems to support your offer delivery, in 2026, we’ll see more coaches investing in lean, behaviour-based automations that are closely tied to your customers’ real behaviour. 

Yes, you can use AI to support these automations – and I’ll definitely be watching developments in that regard – but here, I’m talking about short upsell sequences that are triggered by a single action, e.g. completing all the modules in a course, replacing long-term funnels or generic, time-based upsell sequences that don’t account for your customers’ real interaction with your product.

On the one hand, this trend is being driven by business owners, who don’t want to invest in big backend projects for new offers when they feel like they’re in the process of pivoting (or in some cases, burning down) their business. 

And on the other hand, this client ascension trend is being driven by buyers who are increasingly tuning out any irrelevant messages:

We don’t want to read generic marketing messages while we’re stuck in someone’s 6-month long upsell funnel!

What we want is personalized invitations to the right offer, at the right time, based on how we’ve interacted with brands in the past, and what we’ve told them we’re wanting to achieve. 

It’s no accident that this is exactly what The Post-Sale Profit System was designed to help you achieve. 

Client Ascension Trend #4: Broader adoption of personalized marketing messages

As I write this, we’re in the final weeks of 2025. This week, for the very first time, I saw an established coach mention “email segmentation” in an Instagram Reel.

It felt like a tipping point.

Now, if you’re an email geek like me, you might’ve been practicing segmentation for years – though it’s less common to practice post-purchase segmentation based on why people buy. 

But the fact that this coach literally name dropped sending sales messages only to specific segments of your list as a “secret hack” is evidence of this next trend:

Segmentation (sending marketing messages only to certain segments of your list) and personalization (personalizing the marketing message to that individual) are no longer “advanced techniques” or “nice to haves”—they’re essential updates to your marketing and post-purchase strategy that customers are coming to expect.

Per the NiCE 2026 Consumer Trends Report:

“Consumers already expect service that is instant,intelligent, and personal. They measure every brand against the AI experiences they use daily. When CX falls short, the gap is noticeable and unforgiving. Closing that gap is now a leadership priority.”

To explore how you can begin to offer a personalized customer experience, or to see how you can translate enhanced personalization into increased revenue, check out these posts on personalization on our blog.

Client Ascension Trend #5: Turning Past Clients into Brand Advocates

Sure, the strategy of inviting past program participants onto your webinar to share the results they got from your offer has been a coaching industry trend for years.

It’s not new to use past client results in your marketing or conversion events. 

What is new, however, is just how skeptical buyers have become.

And in this ongoing trust recession, having past clients who are willing to stake their reputation on your ability to deliver results will give established coaching companies leverage that money can’t buy.

This doesn’t necessarily look like a complex affiliate program. 

It can be as simple as incentivizing referrals or as sophisticated as having a dedicated team member to manage brand partnerships and swipe copy. 

How you harness your past clients’ results is up to you. But in 2026, coaches that are still using systems that are manual, messy or missing altogether will find it harder to get the biggest possible ROI from their brand advocates, while those who strategically incentivize referrals at 3 key points in their customer experience will benefit from fresh leads who are profitable faster than those acquired from other channels, whether paid or organic. 

Curious about those 3 key points? Watch Profit without Pressure to learn more.

Applying these 2026 Coaching Industry Trends in your Business

Ultimately, as always, it’s up to you whether you decide to participate in a trend or not. (Remember the “Mystery Offer” trend of 2024? I quite happily sat that one out.)

But when it comes to building a profitable coaching business in 2026, there is a clear overarching coaching industry trend among all of the ones I’ve listed above. 

The era of selling on vibes is over. 

Buyers are pickier than ever about where they spend their money online, which means your offers need to deliver results. ← That’s the bare minimum.

Assuming you can get your customers results from their initial purchase with your brand?

For your long-term profitability and your peace of mind, you MUST have a Next Step offer for them to step into. 

In 2026 and beyond, the most successful coaching businesses will be those that are able to get the sale and keep their buyers coming back, year after year. The 5 trends identified above all point to the different ways established coaches will do that:

• Selling clear, streamlined offers with a measurable results, followed by a retention-oriented upsell
• Curating communities that give people the camaraderie they’re craving, while also providing integration support and additional upsell opportunities
• Simple, behaviour-based automations that capitalize on high-intent moments to make another offer
• Increased use of post-purchase segmentation and the personalization of marketing messages
• Leveraging past clients’ results and referrals as a sales tool in order to cut customer acquisition costs and attract high-quality, high-intent leads without requiring another launch

If all this feels like a lot to consider, let me offer one final Anti-Trend:

#1 Anti-Trend for 2026: Believing You’ve Already Done Enough

Everything in the world right now is demanding we do MORE – especially those of us who identify or were socialized as women.

More content. More AI. More offers. More money invested in ads. More live events. 

More, more, more. 

So the Anti-Trend I invite you to join me in making “a thing” is the deep and fully embodied belief that you have already done enough. 

That new, streamlined offer? It already exists in your current body of work.

That community you’re considering? You’ve already got the audience members you’d need to open the doors. 

And the personalization, segmentation and behaviour-based automations that will help you sell more effectively to a sophisticated and jaded audience online?

Your existing tools can (likely) already handle that for you. 

You’ve already done enough.

But if you need expert support – whether with implementation or the client ascension strategy you’ll use to maximize customer lifetime value  – The Post-Sale Profit Studio can help. 

Here’s how:

• If you want to spot where your signature offer is leaving money on the table: Start with our Signature Offer Self-Audit.
  
  After someone purchases, you have exactly 9 opportunities to increase how much you profit you generate from that one sale. Find out what they are, when they happen and how to unlock your backend profit with this free Signature Offer Self-Audit.
  
• If you want to understand the easiest way to increase your profit without adding more pressure, watch our signature, on-demand workshop: Profit Without Pressure.
  
  You’ll see how behaviour-based automations can help you increase retention, referrals and upgrades, plus how to ensure your invitations always feel intentional, never OTT.
  
• If you’re rethinking your offer suite for 2026, check out Ascension Unlocked.
  
  You’ll see how to refine your existing offer suite to create a client ascension pathway that turns one-time buyers into lifelong fans, without you creating anything new.
  
• If you want clarity on where to focus first (and what you can ignore), book a 1:1 Post-Sale Profit Strategy Session.
  
  We’ll meet live on Zoom to map the highest-ROI ascension opportunities in your business so you know exactly where to focus for the biggest lift in customer lifetime value.
  
• And, finally, if you want this implemented for you, now, not added to your to-do list, book a Fit Check Call to see if your business is a match for The Post-Sale Profit System.
  
  ^^ This is our signature offer, where we design and implement lean, behaviour-based automations within your signature offer, to increase retention, upgrades and referrals—without disrupting your existing delivery.
  
  You get more profit, less pressure, and we manage the project, beginning to end.

Not sure if this is really a priority? 

Here’s what past clients are saying about our work:

“Before Katie, we weren’t doing anything on the backend. None of my coaches had ever mentioned it, and I had no idea how much money we were leaving on the table.

Katie made it clear that every business making serious money online has a backend offer. She helped us set up the revenue side first, so that when we push more traffic, we know we’ll actually recoup the investment. Without that system, the numbers just wouldn’t make sense.

Working with Katie was easy. Everything felt professional and under control from the start. And once we got started, she went above and beyond. Katie doesn’t just do the minimum; she digs deep and delivers more than you expect.

Katie’s work gave me confidence we’d have the systems in place to support growth. For any founder with solid front-end drivers, a backend strategy like this is essential.”

– Joanna Wiebe, Founder of Copyhackers

The post Coaching Industry Trends for 2026: How Established Coaches Are Increasing Profit Without More Pressure appeared first on The Post-Sale Profit Studio.

This post explores how asking 3 strategic questions at 3 specific moments inside your offer ca not only increase your coaching clients’ lifetime value, but also improve your student success rates, increase referrals and help you start making seamless sales on the backend.

But first…

Can your client’s feedback really give you a license to print money?

The answer is “Yes!”—IF you’re asking the right questions and you know what to do with the insights you glean!

What follows are the exact questions we help our clients implement inside The Post-Sale Profit System to 3–10x their average CLV. Use them well and you’ll start selling more to the clients you already have — at checkout and throughout your delivery.

(Hey, have we met? Hi, I’m Katie Peacock, founder of The Post-Sale Profit Studio. We help successful coaches fatten up their profit margins by 3-10x’ing their average CLV with our proprietary Post-Sale Profit System.)

Why These 3 Questions Increase Your Clients’ Lifetime Value

Client feedback is more than “nice to have.” In fact, when you’re asking strategic questions, it can actually power your client ascension system.

These three questions each correspond to a specific moment in your client journey, what we call the Activation, Evolution, and Culmination Phases.

For the full run down of how to optimize your client touch points for post-sale profit, check out my free, on-demand workshop, Profit without Pressure.

When you ask the right questions, at the right moments, you get more than interesting answers.

You also gain:

• A clear understanding of client intent
• Predictable upsell opportunities
• High-quality referral leads
• Data that improves retention and student success
• Messaging that improves top-of-funnel conversions

This is how feedback turns into profit.

We’ll look at each of these 3 questions in more detail below >>

3 Strategic Questions that Maximize your Coaching Clients’ Lifetime Value

CLV Boosting Question #1: “What’s the number 1 result you’re hoping to achieve within [your program]? 

When to ask it: Activation Phase (Immediately after purchase)

You already know this question belongs in your intake form. But you may be underestimating what it’s worth to your bottom line.

Sure, asking this Q in your initial intake form (immediately after someone’s joined your offer) helps you deliver a positive client experience.

And yes, it also allows you to tune into exactly what your BUYERS want most from your offer (providing unrivalled inspiration for your top of funnel marketing)…

But even MORE valuably, it allows you to tailor your next offer to exactly what that individual buyer wants.

When you know a client’s #1 desired result, you can create personalized:

• Upsells during onboarding
• Mid-program upgrades
• Post-program next steps
• Segmented nurture sequences

And personalized offers? 

They convert:

According to a Statista study of e-commerce businesses: “63 percent of survey participants saw increased conversion rates as the main benefit of personalization, whereas 31 percent cited increased e-commerce revenues as the main benefit of this tactic.”

Aligning your follow up offers with your buyer’s stated desires is one of the core strategies we implement within The Post-Sale Profit System.

CLV Boosting Question #2: “How likely are you to recommend [your program] to a friend?”

When to ask it: Evolution Phase (Mid-way through your program)

This question – asked around your offer’s mid-way point – gives you a general sense of how much your client is benefiting from your offer and lets your form-tool adjust which questions come next based on their response.

But while those 2 things are nice, its MOST important function is this:

This question identifies which clients are ripe for a referral request (typically those giving your offer a 9 or 10/10). 

Did you think scaling meant less reliance on referrals? 

You might want to think again. 

Because – especially you’re selling a high-ticket offer, which may have a slow sales cycle and come with high acquisition costs – leads acquired by referral are:

• Cheaper than leads acquired from almost any other channel, depending on whether or not you offer a referral incentive (Note that here, I’m not talking about affiliates, but rather good old fashioned genuine peer referrals)
  
• Higher-quality: ““Marketers give 4.28 out of 5 quality ratings to leads acquired through word-of-mouth” (Referral Rock)
  
• Profitable faster: Because they’re so cheap to acquire and generally require less pre-purchase nurturing, leads acquired by referral have a way shorter runway to profitability (cf. Bain)

Referrals are a particularly potent way to attract new leads if you’re a B2C coach or you work with B2B clients in professional settings, e.g. for my client Beth Ann, who helps fundraisers close more major gifts.

CLV Boosting Question #3: “What’s the No. 1 goal you’ll be working towards once your time in [your program] ends?” 

When to ask it: Culmination Phase (Final weeks of your program)

Let’s be clear: 

Your client’s time inside your program may end.  But their ability to work with you should not. 

(This is why it’s so important to optimize your offer suite for post-sale profit!)

This question provides you with a personalized client continuation strategy.

When you know where they’re heading next, you can match your clients with the right next step within your offer suite. Whether that’s:

• A higher-level mastermind
• A certification program, or
• An alumni membership

Why These Questions Work to Maximize CLV:

Most coaches use an intake form and a testimonial collection form at the beginning and end of their offers. Some also check in around the mid-way point. But even then, the data they collect often doesn’t go any farther that the spreadsheet it auto-populates into.

Inside a well-designed backend sales system, customer feedback is proactive. And it’s automated to be collected within 3 specific phases:

Activation (Onboarding):

During which you want to set clear expectations, clarify their desired outcomes and personalize their path through your signature offer.

Evolution (Mid-Program):

Which is when you want to give your clients the opportunity to optimize their experience with upgrades or specialized support, celebrate their progress so far and identify the ones who are already raving about your offer.

Culmination (Ahead of your Program’s End):

The perfect time to clarify their next goal and match them with their best next step inside your offer ecosystem.

This is how backend revenue becomes predictable — even before clients finish your program.

For an overview of the 9 Profit Levers I recommend you pull over the course of your customer’s journey through your signature offer, check out this blog post: The 9 Profit Levers Hiding in Your Business’ Backend.

How This Simple Framework Increases CLV (and Pads your Profit Margins)

Big Picture, by building these feedback loops into the Activation, Evolution and Culmination Phases of your offer, you create a client ascension system allows you to:

• Improve your customer service
• Increase student success
• Automate referral requests
• Increase client retention and 
• Optimize your top-of-funnel marketing
• Guide clients into their natural next step
• Reduce your reliance on cold traffic and big launches
• Boost your overall profitability

Because the best part is—

Beyond the initial set up, the sales this system generates are basically free money. 

You’re selling more to your existing clients, based on work you’ve already done.

Next Steps to Increase Your Coaching Clients’ Lifetime Value

If you want to see what this looks like inside your own offers, here’s where to go next:

For the full details of how this works, check out my free, on-demand workshop, Profit without Pressure:

Ready to chat about how we can take backend sales automations completely off your plate—so you can fatten up your profit margins and watch your business thrive?

Book a 15-Minute Fit Check Call today to find out if The Post-Sale Profit System is the right next step for you:

On this call, you’ll speak with our founder, Katie Peacock, to quickly double check your business stands to generate at least a 10x ROI with The Post-Sale Profit System.

If the answer is YES, you’ll be invited back for a more comprehensive call to discuss the exact strategy we recommend for your business, your offers, and your existing clients.

Either way, you’ll walk away from this call with a deeper understanding of how you can improve client retention, increase organic referrals, and maximize your clients’ lifetime value—for easy profit, on repeat.

Don’t click away without taking action to create more Post-Sale Profit in your business:

Watch the free Profit without Pressure workshop now

Calculate your potential ROI using our free ROI Calculator (no opt in required)

Book your 15-minute Fit Check Call

The post 3 Questions to 3X Your Coaching Clients’ Lifetime Value appeared first on The Post-Sale Profit Studio.

But – here’s what many successful coaches need to know when it comes to collecting real, valuable customer feedback:

AI cannot replicate real conversations with your audience.

It can get close.

It can do a verrrry good job of making you think you know exactly what is going on in your people’s heads.

But by the very fact that the answers it provides are based off of past information / data / sources, versus of the moment client intel…

When it comes to collecting customer feedback for your coaching business, AI cannot tell you what your people are thinking about right now.

It certainly can’t tell you what they love or hate about your offers, what you should be leading with, versus what you’d be better off just dropping.

It doesn’t know how you come across on coaching calls, or whether people feel like your support coaches are an adequate substitute for your magic. 

And the thing is, when you’re running a coaching business at scale, those things matter. 

They’ve always mattered.

But they matter even more now, at a time where your clients’ online conversations about your offer are playing a bigger and bigger role in future buyers’ purchase decisions.

I’m not saying you need to be led around by your buyers. As the CEO of a successful coaching brand, I know it’s your vision, your instincts and your hard work that’ve gotten you where you are today. I’m also sure you’ve learned on that journey that negativity travels farther and faster than positive reviews. 

How to Gather Customer Feedback for Your Coaching Business

So what’s a 7-figure CEO to do if she wants to tune into the real conversations her audience is having about her offer?

Here are 3 different approaches to gathering customer feedback you can implement in your coaching business:

1. Survey Your Coaching Clients for Voice of Customer Data

^^ Start here if it’s been awhile since you’ve asked for any direct feedback from your audience

Sending a customer feedback/research survey to your existing buyers gives them the chance to let you know what’s going on in their lives, what they care about now, what they love / would love to see updated in your offers, and what type of support they’d like to have from you moving forward. 

If you aren’t currently doing anything else on the backend, this is also the perfect way to get started with a segmentation strategy and start making personalized offers to your audience based on their responses.

Make sure to keep your survey under 11-12 questions, and have a good mix of multiple choice vs. open-ended answers so you can actually capture your people’s language without tiring them out or making them regret clicking through your form. See this blog post for more tips on how to get people to complete your forms.

2. Hire a Professional for Customer Research Interviews

Interviews with my clients’ customers has always been one of my favourite parts of my job because it blends my skills of deep listening, connecting with strangers, and spotting Golden Opportunities for you to make more money.

While you and your team, if you have one, may already be comfortable jumping on calls with your clients, this often presents the same challenges I outlined above: You’re more likely to hear positive responses because people don’t like giving bad news face to face. If there is something you need to know about, you’ll have a much better chance of actually learning what it is if you let someone else ask the hard questions. 

On top of that, as a conversion copywriter with a deep understanding of both persuasion and human decision making, I know which questions to ask to get to the heart of the issue and how to turn that insight into copy that speaks directly to your clients’ dreams and desires.

My clients have always appreciated my talent to elicit valuable customer feedback for their coaching businesses—and seen how that insight translates into ROI:

“Katie has a thorough, reliable process for getting to understand your audience that I was incredibly impressed by.

What I love most about the copy Katie wrote is that it sounds like me! Or, more specifically, it sounds like how I interact with my clients. I can hear their concerns in the writing.

I’m an editor and researcher, so I’m very picky about language – it’s literally my job. Katie’s copy is so impressive that as soon as I saw it, I raised my prices by more than 25%!”

– Jane Jones, Book Coach for Academics

“Katie made the process of building out our funnels easy and clear. I felt she really understood my business and what I needed. She has a genuine, warm demeanor and she went above and beyond!”

– Janey Reilly, Founder and CEO of Wee Sleep

These days, we offer done-for-you market research interviews within the context of our retainer offer, Post-Sale Profit On Repeat, and The Signature Offer Upgrade. 

3. Implement Customer Feedback Forms at 3 Key Phases of Your Customer Journey

Within any coaching offer, no matter the price point, duration or format, there are 3 key phases where you want to be soliciting customer feedback:

The beginning, the middle, and the end.

The Beginning AKA Activation: Find out who they are and what they want to get from your offer → This informs both your top-of-funnel marketing and offer refinements, as well as your segmentation strategy and the messaging you’ll send them moving forward

The Middle AKA Evolution: Find out how it’s going and what kind of future support they desire → This clues you into who might need additional support and/or who is already ready to upgrade to your next tier or higher-level offer

The End AKA Culmination: Capture their results and invite them to take the next step → This gives you social proof to support top-of-funnel conversions and makes it possible for you to personalize your next sales conversation to their specific needs

4. Use Behaviour-Based Surveys to Improve Client Retention

This is an undervalued but highly effective little trick when it comes to collecting in-the-moment customer feedback in your coaching business:

Use behaviour-based automations to send quick little 1-question surveys with those who exhibit specific behaviours that indicate 1) they’re about to cancel, 2) they’re superfans!, and/or 3) they’re ready for whatever’s next. 

The intelligence you gather from these little surveys will help you refine your re-engagement strategy, invite enthusiastic clients to become referral partners or affiliates, and/or get people on a sales call so you can sell them their best next step.

Why All 4 Customer Feedback Strategies Work Best Together

You can use each of these strategies in isolation, but you’ll see the best results from doing all of the above. 

Does that feel like a lot?

You’re not wrong—and I know your Customer Success person probably has enough on her plate without adding in all these moving parts.

That’s why we offer fully done-for-you implementation with all our offers, so that you – and your team – can stay focused on delivering exceptional results while we set up the backend systems that will increase profit without adding any more work to your plate. 

“Is Gathering Customer Feedback Really Necessary for My Coaching Business?”

A coach I spoke to recently told me, “I don’t need feedback forms. I have 1:1 calls with my clients all the time, so they are constantly giving me feedback.” And that makes sense. Of course you’re listening to what your clients are saying, of course you’re constantly iterating  based on you hear. 

But here’s the thing about that approach: 

Your clients shouldn’t have to spend time on their coaching call talking about your business – that call is for them, not you

You’ll only hear from the squeaky wheels. Assuming you’re interested in hearing a range of perspectives, not just from the extroverts in the room, it’s worth giving people a private, non-confrontational way to share their thoughts.

You’re much more likely to hear the good things. Of course people are going to tell you how much they love the program, how much it’s helped them, how their bookkeeper is amazed at how quickly their income has rebounded, etc.

But those quietly annoying UX issues? The way group calls can sometimes drag? The fact that it seems like there are a few people in the space who aren’t quite ready for the conversations that were promised?
^^ Those are complaints they’re more likely to keep to themselves—right up until they’re DM-ing their biz bestie about why they don’t plan to renew. 

The truth is, it’s never your customers’ job to work to give you feedback. 

That process should be as easy and friction-less as possible. Giving customers clear feedback channels helps them feel seen, heard, and valued, while giving you the opportunity to both upgrade your biggest fans into higher-level containers and get ahead of customer service issues before you become a reddit thread. 

Next Steps: Turn Customer Feedback Into Revenue Growth

Learn more about the 9 Profit Levers inside your business’ backend by watching our signature, on-demand workshop, Profit without Pressure today.

Personalization has been proven to have a positive impact on revenue. For example, “80% of businesses report increased consumer spending (averaging 38% more) when their experiences are personalized” (Twilio/Segment via Contentful). 

Watch my Hot Copy, Episode 4, The Personalization Paradox, to learn how to scale personalization without losing the human touch.

See all blog posts related to personalization here: https://postsaleprofitstudio.com/category/personalization/

Frequently Asked Questions About Customer Feedback for Coaches

How often should I survey my coaching clients?

Send automated feedback forms to your coaching clients at 3 key phases of their experience within your offer: the beginning (onboarding), the middle (progress check), and the end (testimonial capture). This gives you actionable Voice of Customer data without survey fatigue.

For more on what to do with the data you’re collecting, watch our signature, on-demand workshop, Profit without Pressure.

What’s the best way to gather customer feedback in a coaching program?

The most effective approach combines automated feedback forms at key milestones, quarterly research interviews with a subset of clients, and behavior-triggered surveys based on client engagement patterns.

For more on which questions to ask and what to do with that intel, watch our signature, on-demand workshop, Profit without Pressure.

Why can’t AI replace real customer feedback for coaches?

AI analyzes past data and patterns, but cannot capture real-time client sentiment about your coaching offer, nuanced emotional responses or unexpected insights that emerge from direct conversations with your current customers.

For this, you need to be having real conversations with real people. We can help you make the most of them. Book a 15-minute Fit Check Call here to discuss how.

How do customer feedback forms help coaches improve client retention?

Strategic feedback forms help coaches identify at-risk clients early, personalize follow-up support, and make clients feel heard—all of which significantly boost retention rates in coaching programs.

When implemented as part of The Post-Sale Profit System, feedback forms are used to personalize the customer experience and ensure upgrade offers and referral requests take that unique client’s experience into account.

This means you sell more without feeling spammy, and your upgrades feel intentional not over the top.

Find out if it’s a fit for your coaching business today with a 15-minute Fit Check Call. No pressure, no hard sell, just a real conversation about your business’ backend and how we could help you increase profit with automated backend offers.

The post Why Customer Feedback Matters More Than AI for Your Coaching Business appeared first on The Post-Sale Profit Studio.

Luckily for you, that’s NOT the case—at all.

In fact, I recommended the same tools I was using in my service-based business as a solopreneur when I worked with my first 7-figure coaching client.

Below, I’m going to share not only which tools I recommend for automating more backend sales, but also why I love them, how they fit into the Post-Sale Profit System, and which features help these tools have such a profitable impact on your bottom line.

Heads up: This post contains affiliate links, which means I may earn a small commission if you choose to buy through them—at no extra cost to you. I only share tools I actually use, love and think will benefit your bottom line.

But first – for this to make any sense – you’ve got to know what I’m talking about when I say “backend sales automations”.

For a full walkthrough, definitely check out this post in full, but as a quick intro:

Backend Sales Automations are flows, typically delivered via email (sometimes augmented by SMS & other channels), sent to your existing customers at specific points in their customer journey, with the aim of offering them additional support in the form of a complementary product or service.

– 5 Things You Need to Know About Selling to the Clients You Already Have

The Post-Sale Profit System, our proprietary backend sales system designed specifically to help multi-6 and 7-figure coaching companies add 5-6 figures in revenue per quarter, includes flows at 3 key stages of your customer’s journey within your signature offer.

In total, there are 9 Profit Levers we pull within your offer in order to ensure:
1) your clients feel fully seen, heard and supported at every step, and
2 you’re making the most of every opportunity to connect high-achievers with the high-level support they crave.

Curious what kind of profitable opportunities you might be missing out on in your business’ backend?

Check out my free & on-demand workshop, Profit without Pressure: How to sustainably add 5-6 figures to your bottom line with no new ads, offers or launches.

Watch our on-demand workshop:
Profit without Pressure

…and see exactly how we help coaches like you generate an additional 5-6 figures in revenue per quarter with automated backend sales

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Now, assuming at this point you’re clear on what backend sales automations are & why it’s worth your while to install them ASAP—

Let’s dive in to the 3 tools I love, use and recommend when I automate backend sales for my clients.

Kit: The intuitive email marketing platform perfect for a visual overview of your backend automations

There are, of course, a ton of email marketing platforms out there, and most marketers have a favourite. Mine is Kit (formerly ConvertKit).

Why Kit is my email marketing platform of choice—for myself and for my clients

Having been behind the scenes of many different email marketing platforms over the years, I love Kit because it’s simple, straightforward and intuitive to use.

The Creator tier provides a decent level of analytics and all the features you need to run a coaching or service-based business online, while the Creator Pro tier provides even more insight into WHO is actually on your list, allowing you to:

• Dynamically sync subscribers in Kit to your Facebook custom audiences for stronger ad targeting
• Automatically score subscribers based on their engagement level so you have a keen sense of your list’s health
• Get detailed insights into how your marketing, landing pages and subscribers are performing, and
• Edit links in sent Broadcasts << A nice-to-have little feature for when you accidentally include a typo in that cart close email’s link!

Check out the full features of each Kit tier right here.

Why do we love Kit for The Post-Sale Profit System?

The #1 reason I love working in Kit when it comes to crafting the automations that power The Post-Sale Profit System is simply because it’s sequences and automations are:
1) Visual and
2) Clean & simple

Because the sequences I’m crafting within The Post-Sale Profit System include custom formatting that personalizes the content to your client’s interactions with your brand, it’s crucial for me to have an easy overview of what’s in which sequence, who is getting which emails, and how they’re all flowing together.

Not only does the user interface in Kit make this possible with far fewer clicks than other platforms (I’m looking at you, ActiveCampaign), the Visual Automations feature allows you to see how your entire flow is connected, again, without the clunkiness of many other tools.

Features in Kit that make it possible for backend sales to add 5-6 figures to your bottom line?

• Conditional formatting within each email makes it possible to personalize the pitch based on your client’s past interactions with your brand—this personalization can dramatically increase conversion rates and goes a long way towards making sure your messages are always supportive, never spammy
  
• Reliable tag-based automations that adapt your customer’s journey based on their engagement with your work. Because someone who’s happily raving about you to their friends shouldn’t get the same emails as someone who hasn’t logged in since purchase, Kit makes it easy to tag & segment your audience, delivering hyper-relevant messages that drive backend sales.
  
• DFY Platform Migrations: The people at Kit know that changing tools is a big, daunting task, especially when it comes to moving offer all your existing tags and automations. That’s why they offer a DFY Migration Service to help you get up and running as painlessly as possible.

Curious if switching to Kit is the right step for your coaching business?
Let’s both grab a cup of coffee & discuss.

Now, I’ve spoken above about Kit’s ability to personalize your emails—but without data, how do you know what should be personalized? How can you tell which message will move that specific person to buy?

The answer?

Typeform: A beautiful tool for collecting and utilizing Voice of Customer data

Sure, you could just use a Google Form or another free tool to power your intake forms, market research surveys and testimonial collection forms…

But why would you, when Typeform is both elegant and powerful, with a suite of integrations that make it ultra easy to connect with your existing systems?

Why Typeform is the ultimate data collection tool for coaches

It’s almost hard for me to define what Typeform is because terms like “online form” or “survey tool” are so incredibly insufficient for how valuable it can be.

Here’s just a handful of ways I’ve used Typeform for myself and clients:

1. Quiz builder to segment & gather VOC from new leads
2. Intake form for new clients and feedback form for clients at the mid-way point of a program
3. Testimonial collection tool for client projects
4. One-question surveys embedded on all my freebie Thank You pages
5. Market research surveys that actually get responses

Why do we love Typeform for The Post-Sale Profit System?

As a conversion copywriter, surveys have always been a key tool in my research process, and from the moment I was introduced to Typeform, I was hooked.

Typeform’s forms are beautiful, and the fact that they’re so responsive and easily branded make them feel high-end:

Their streamlined, elegant feel makes them perfect for the Voice of Customer data collection that’s a key part of The Post-Sale Profit System:

Because when you’re selling a high-end offer, you don’t want to be driving new clients to a form that feels janky!

Especially during the all-important Activation Phase, when new clients are first feeling out what it means to be your client.

On top of the fact that Typeforms are pretty, and therefore, if you’re following these strategic tips, more likely to be completed, there’s also the fact that Typeform has a native Google Sheets integration that makes it ultra-easy to review and actually UTILIZE the data you’re collecting from your clients.

Features in Typeform that will help you make more backend sales:

One of the main factors in determining whether or not your forms actually get completed is the extent to which people feel like the questions you’re asking are actually relevant to them:

• “Ugh, they’ve asked me this before…”
• “Shouldn’t she already know this?” and
• “This isn’t even applicable to me”

^^ If your respondent utters any of those statements while they’re filling out your forms, your definitely not getting as many submissions as you should be.

That’s why I love that Typeform’s logic jumps and data recall allow me to:

• Skip people past questions that don’t apply to them, maximizing the chances I’ll get a real and meaningful response
• Pull data – like First Name or program start date – from your CRM into the forms, so your people know you’re paying attention to what they’ve shared before
• Redirect people to a different end screen based on their responses

Ultimately, collecting Voice of Customer data from your existing clients is a step in increasing backend revenue through The Post-Sale Profit System, and there’s no tool I like better than Typeform to get that important job done.

When it comes to using that data? That’s where this final tool comes in…

Zapier: The invisible glue that holds it all together

I’m sure this one doesn’t come as a surprise.

If you run an online business, you’ve probably heard of Zapier. It’s the Scotch tape of softwares. Invaluable for getting tech tools to talk to each other when no native integration exists.

I love Zapier because it makes implementing The Post-Sale Profit System easy, even when my client isn’t using my recommended tools.

In fact, ever since Typeform discontinued their native integration with Kit (one I’m still hoping they’ll bring back ), I’ve been using Zapier to segment new subscribers added via my forms and create Custom Fields from clients’ form responses.

Why Zapier is better than ever at powering backend automations

Since Zapier has been around for such a long time, and been so famous in its category, it’s worth noting that they’ve introduced new AI features that make it easier than ever to figure out how to set up your Zaps.

How does Zapier help you cash in on automated backend sales?

One of the easiest ways business owners lose out on post-sale profit (and profit in general, really) is by signing up for more tools than they need (guilty!) and underusing the tools they already have.

Zapier helps you connect the dots, reduce friction and make your follow-up feel personal—without you or a team member managing every step.

Think: automatically sending purchase data from a checkout page to a landing page so a client’s name and offer history show up. Or triggering a Slack notification when someone submits a referral contact—so your team can follow up instantly while the lead is hot.

You can even offer white-glove support before someone asks for it: If a client submits an NPS score below 6, Zapier can automatically notify your team and send a Calendly link for a personal check-in.

These tiny automations don’t just improve the client experience—they quietly add up to big profit.

Curious exactly how?

Watch our on-demand workshop:
Profit without Pressure

…and see exactly how we help coaches like you generate an additional 5-6 figures in revenue per quarter with automated backend sales

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So, if you’ve read this far, I’ve got to ask:

Are your backend tools working for you—or are they just… there?

We offer done-for-you backend sales automations that increase re-enrollments, referrals, and repeat sales. Fully tailored to your audience and offer ecosystem.

If you’re looking for a way to make more money from the work you’ve already done, without adding more launches or lead gen to the mix—this is it.

Book a free Strategy Review Call and we’ll map out exactly where your backend is leaking money—and how to fix it.

The post 3 Tools I Use to Automate Backend Sales (without Feeling Salesy) appeared first on The Post-Sale Profit Studio.

Why do I care if your forms get completed?

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