{"id":232124,"date":"2025-03-10T23:16:00","date_gmt":"2025-03-10T22:16:00","guid":{"rendered":"https:\/\/paperbell.com\/?p=232124"},"modified":"2025-03-14T17:23:19","modified_gmt":"2025-03-14T16:23:19","slug":"how-to-use-paperbell","status":"publish","type":"post","link":"https:\/\/paperbell.com\/blog\/how-to-use-paperbell\/","title":{"rendered":"How To Use Paperbell To Impress Your Coaching Clients"},"content":{"rendered":"\n<p>Ever bought something from a coach or brand you loved\u2014only to land on a dull, robotic confirmation page? <em>Thank you for your purchase. A summary has been emailed to you.<\/em> Yawn.<\/p>\n\n\n\n<p>The best brands show up at every customer touchpoint, including the systems you use to manage clients and deliver your services\u2014like our <a href=\"https:\/\/paperbell.com\/blog\/paperbell-reviews\/\">top-rated all-in-one tool, Paperbell<\/a>.<\/p>\n\n\n\n<p>When you bring your personality into even the most routine parts of your business, you reinforce the connection that made clients choose you in the first place.<\/p>\n\n\n\n<p>That\u2019s why <a href=\"https:\/\/paperbell.com\/\">Paperbell<\/a> gives you seven customizable touchpoints:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Your shop page<\/li>\n\n\n\n<li>Landing pages for each package<\/li>\n\n\n\n<li>Automated emails<\/li>\n\n\n\n<li>Surveys<\/li>\n\n\n\n<li>Files<\/li>\n\n\n\n<li>Terms and Conditions<\/li>\n\n\n\n<li>Contracts<\/li>\n<\/ol>\n\n\n\n<p>Let\u2019s get into how you can infuse warmth and personality into each.<\/p>\n\n\n\n<p><em>[ Read: <\/em><a href=\"https:\/\/paperbell.com\/blog\/client-information\/\"><em>How to Organize Your Coaching Client Information With Paperbell<\/em><\/a><em> ]<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"make\">Make a Strong Impression on Your Landing Pages<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"454\" src=\"https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/1-1-coaching-1024x454.png\" alt=\"1-1 coaching\" class=\"wp-image-247517\" srcset=\"https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/1-1-coaching-980x434.png 980w, https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/1-1-coaching-480x213.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.feelplantastic.com\/\" target=\"_blank\" rel=\"noopener\"><\/a><\/p>\n\n\n\n<p>Your <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/all-about-your-website\/\">Paperbell shop page<\/a> introduces your business and showcases your offers. While you could describe them in plain, straightforward terms, it\u2019s far more compelling to speak to your clients\u2019 desires.<\/p>\n\n\n\n<p>The golden rule is: <strong>Write like a person, not a business.<\/strong><\/p>\n\n\n\n<p>Pretend you&#8217;re explaining what you do to a friend. Use contractions, be conversational, and read your copy aloud to make it sound natural.<\/p>\n\n\n\n<p>For example, instead of saying, <em>\u201cThree months of career coaching with biweekly calls and email support,\u201d<\/em> you could say:<\/p>\n\n\n\n<p><em>\u201cFeeling stuck in a job that drains you? In three months, we\u2019ll map out your ideal career, revamp your r\u00e9sum\u00e9, and get you confidently interviewing for exciting roles so you can finally make the leap.\u201d<\/em><\/p>\n\n\n\n<p>Clarity is key, but so is personality. Instead of a dry breakdown of deliverables, try something like this:<\/p>\n\n\n\n<p><em>\u201cIn this 8-week mindset reboot, we\u2019ll tackle the sneaky self-doubt that\u2019s been holding you back. You\u2019ll get weekly coaching, tailored exercises, and the kind but firm accountability you need to stop overthinking and start showing up as the boldest version of yourself. Perfect for ambitious women who are tired of playing small and ready to own the room.\u201d<\/em><\/p>\n\n\n\n<p>Bottom line? Make your offers sound as exciting as they feel to your ideal clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"take\">Take Your Surveys Up a Notch<\/h2>\n\n\n\n<p>Surveys are a part of every coach\u2019s arsenal. They allow you to learn more about your client\u2019s situation and goals so that you can dive right in when it\u2019s time for your meeting.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"829\" height=\"398\" src=\"https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/survey-elizabeth.png\" alt=\"survey - elizabeth\" class=\"wp-image-247518\" srcset=\"https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/survey-elizabeth.png 829w, https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/survey-elizabeth-480x230.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 829px, 100vw\" \/><\/figure>\n\n\n\n<p>Surveys also<em> <\/em>help frame your client\u2019s expectations about what you\u2019ll be discussing during their session. But just because you\u2019re on a fact-finding mission, it doesn\u2019t mean you have to ask serious questions.&nbsp;<\/p>\n\n\n\n<p>Here are four ways you can weave surprise and delight into your <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/questionnaires-surveys-intake-forms\/\">Paperbell surveys<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Make it conversational. <\/strong>Write your questions as if you were asking them in person\u2014not like you\u2019re conducting a research study.<\/li>\n\n\n\n<li><strong>Add a touch of fun.<\/strong> A pop culture reference or unexpected question can make filling out your survey feel less like homework.<\/li>\n\n\n\n<li><strong>Turn a question into a playful quiz<\/strong>. People love a good quiz, so why not ask something like, \u201c<em>Which success style best describes you?<\/em>\u201d or \u201c<em>Your ideal coaching approach: tough love or gentle nudge?<\/em>\u201d These questions can reveal key insights about how your clients think, make decisions, and stay motivated.<\/li>\n\n\n\n<li><strong>Discover their preferences. <\/strong>Want to surprise your client with a thoughtful gift? A simple question about their favorite coffee, book, or self-care treat can go a long way. (Just remember to ask for their mailing address if you plan to send something!)<\/li>\n<\/ul>\n\n\n\n<p>Making your surveys more engaging keeps clients interested while giving you valuable insights. Win-win.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"use\">Use Automated Emails to Set the Tone for Your Relationship<\/h2>\n\n\n\n<p>With Paperbell\u2019s <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/automated-email-templates\/\">automated emails<\/a>, you can send reminders at different phases of the client engagement:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>At the time of purchase<\/li>\n\n\n\n<li>Before your client\u2019s appointment<\/li>\n\n\n\n<li>After the client\u2019s appointment<\/li>\n\n\n\n<li>If they forget to book<\/li>\n<\/ul>\n\n\n\n<p>Paperbell\u2019s triggered emails help you <a href=\"https:\/\/paperbell.com\/blog\/how-to-automate-your-coaching-business\/\">automate the onboarding and admin process of your practice<\/a> while helping you set the right tone for your relationship with the client. You can use these scheduled emails to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reassure your clients<\/strong>. Put yourself in their shoes; what would make you feel confident and excited? Give them the right info at the right time to make their experience smooth and stress-free.<\/li>\n\n\n\n<li><strong>Let your personality shine.<\/strong> A fun fact or a quick mention of something you love\u2014whether it\u2019s hiking, matcha, or 90s sitcoms\u2014helps clients connect with you. Perhaps, invite them to share something about themselves too.<\/li>\n\n\n\n<li><strong>Set clear expectations<\/strong>. What should they expect after session one? After session ten? Be upfront about your process.<\/li>\n\n\n\n<li><strong>Help them come prepared<\/strong>. Let them know what to do before your call and where to find useful resources (like those in your <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/share-file-content-online-course\/\">Paperbell Files<\/a>). After the session, send a follow-up with next steps, whether that\u2019s homework, booking the next appointment, or implementing your advice.<\/li>\n\n\n\n<li><strong>Celebrate their wins. <\/strong>A quick email cheering them on can mean everything. But let\u2019s be honest. When you\u2019re juggling multiple clients, it\u2019s easy to forget. Automate those feel-good follow-ups so clients always get a boost when they need it.<\/li>\n\n\n\n<li><strong>Add a dash of humor<\/strong>. Coaching isn\u2019t always a walk in the park. A lighthearted comment, like <em>\u201cDon\u2019t worry, there\u2019s no pop quiz at the end of this session,\u201d<\/em> can go a long way in making them feel at ease.<br><br>Here\u2019s an example of what your email might look like:<br><br><em>Hey [name]!<\/em><em><br><\/em><em><br><\/em><em>Your session is on the calendar and I couldn\u2019t be more excited about working together! <\/em><em><br><\/em><em><br><\/em><em>(Not exaggerating\u2014I\u2019m as giddy as the time I discovered that all seven seasons of Buffy the Vampire Slayer were streaming on Hulu.)<\/em><em><br><\/em><em><br><\/em><em>To get the most from our time together, make sure you\u2019ve completed the client survey and downloaded the quick-start guide in the Files section of your account before our meeting.<\/em><em><br><\/em><em><br><\/em><em>See you soon,<\/em><em><br><\/em><em><br><\/em><em>Erin<\/em><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"add\">Add Personality to Your Emails with Visuals<\/h2>\n\n\n\n<p>Want to make your Paperbell emails more engaging? You can easily add images using the paperclip icon in the text editor.<\/p>\n\n\n\n<p>GIFs and photos bring playfulness to your messages, and you can even make your own!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"531\" src=\"https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/paperbell-gif-1024x531.png\" alt=\"paperbell gif\" class=\"wp-image-247519\" srcset=\"https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/paperbell-gif-980x508.png 980w, https:\/\/paperbell.com\/wp-content\/uploads\/2021\/01\/paperbell-gif-480x249.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1024px, 100vw\" \/><\/figure>\n\n\n\n<p>Videos are also a great way to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build a connection before your first session.<\/li>\n\n\n\n<li>Walk clients through a new tool or process with a screen recording.<\/li>\n\n\n\n<li>Add a personal touch to your messages.<\/li>\n<\/ul>\n\n\n\n<p>Email editors generally don\u2019t support embedded videos, but you can create a GIF or image preview of your video and link to the full version. (If you\u2019ve seen <a href=\"https:\/\/paperbell.com\/blog\/top-female-business-coaches\/\">Marie Forleo<\/a>\u2019s newsletters, you know the drill!)<\/p>\n\n\n\n<p>Want to create professional yet fun photos and videos? Check out <a href=\"https:\/\/www.melisine.com\/\" target=\"_blank\" rel=\"noopener\">Melisine Alegre<\/a>\u2019s courses on DIY branding shoots using just your phone and a tripod.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"where\">Where to Keep Things Straight<\/h2>\n\n\n\n<p>It\u2019s worth mentioning that there <em>are<\/em> a few instances where you\u2019re probably better off sticking to the standard boilerplate language, specifically, your <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/contracts\/\">contracts<\/a> and your shop\u2019s <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/terms-and-conditions\/\">Terms and Conditions<\/a>.&nbsp;<\/p>\n\n\n\n<p><em>Could<\/em> you theoretically liven up the language in your contracts and Terms and Conditions? Yes, but unless you\u2019re a lawyer (or have run your new language by a trusted attorney), tread cautiously.<\/p>\n\n\n\n<p>When it comes to laying out the official terms of your working relationship (basically, anything that could be construed as legally binding), it pays to be clear rather than clever.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"over\">Over to You<\/h2>\n\n\n\n<p>The devil may be in the details, but in this case, so is the client love. With a handful of tweaks to your existing Paperbell setup, you can surprise and delight your clients at every step of your work relationship\u2014and with some luck, turn them into brand ambassadors and <a href=\"https:\/\/paperbell.com\/blog\/client-retention-strategies\/\">repeat customers<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/paperbell.com\/wp-content\/uploads\/2025\/03\/how-to-use-paperbell-pin-683x1024.jpg\" alt=\"how to use paperbell pin\" class=\"wp-image-247548\" style=\"object-fit:cover;width:500px;height:750px\"\/><\/figure>\n\n\n\n<p><em>Editor\u2019s Note: This post was originally published in January 2021 and has since been updated for accuracy.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ever bought something from a coach or brand you loved\u2014only to land on a dull, robotic confirmation page? Thank you for your purchase. A summary has been emailed to you. Yawn. The best brands show up at every customer touchpoint, including the systems you use to manage clients and deliver your services\u2014like our top-rated all-in-one [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":247547,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"footnotes":""},"categories":[30],"tags":[],"class_list":["post-232124","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-coaching-business-tips-strategy"],"acf":[],"_links":{"self":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/posts\/232124","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/comments?post=232124"}],"version-history":[{"count":15,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/posts\/232124\/revisions"}],"predecessor-version":[{"id":247550,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/posts\/232124\/revisions\/247550"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/media\/247547"}],"wp:attachment":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/media?parent=232124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/categories?post=232124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/tags?post=232124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}