Proposals & e-signatures · Business Coaching

They said yes on the call. Get it signed before you hang up.

Package proposals built from the record — scope, cadence, term and price on your brand — signed in the browser at 11pm. The moment it is signed, the engagement, the portal and the first sessions exist without you touching anything.

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Built from the pipeline card Signed in the browser Engagement starts itself

CRM / Proposals / Cade Whitmore

Proposal · Cade WhitmoreBuilt from his pipeline card · 3 package options Awaiting signature

Monthly$3,6002 sessions / mo · 6 mo Chosen$19,8006 mo paid up front · 8% off Team add-on+$1,2002 direct reports

Filled from the record · nothing re-typed

Scope, cadence and term from his pipeline card · billing contact from the company record · your coaching agreement and confidentiality terms from your template library.

signed in the browser

StatusSent Jul 29

Opened · Jul 29, 4:12pm · viewed twice
you can see it happen

Renewal automation · sends 30 days before term end
no unbilled month of goodwill

Signature closes the loop into the workspace record → proposal → signed → started

Signed · engagement and portal live

Same-day starts
No three-week gap between yes and begin

Same dayfrom verbal yes to signed and started

From the recordscope, term and price, nothing re-typed

Includede-signatures on every plan, no per-send fee

Renewalssend themselves before the term lapses

The closing problem

The gap between yes and started is where coaching deals die.

Enthusiasm has a half-life measured in days. Every hour between the verbal yes and a signed agreement costs you conversion.

Three weeks in limbo

They said yes on Tuesday. You sent a PDF on Thursday. It sat unopened, then their quarter got busy, and the engagement never started.

A separate bill to sign things

A per-seat e-sign subscription just to get coaching agreements executed, disconnected from the record that holds the actual engagement.

The unbilled month of goodwill

The term lapsed, nobody noticed, and you coached for free for a month because raising it felt awkward. That is a calendar problem, not a pricing one.

How it works

Priced, sent and signed in one sitting.

The proposal is generated from the record you already filled in — because you captured the details during the discovery call.

Generate it from the record

Scope, cadence, term and price come off the pipeline card; the billing contact comes off the company record; your agreement and confidentiality language come from your template library.

They sign in the browser

No printing, no PDF round-trip, no app to install. Multiple signers when a sponsor and a coachee both need to sign, each with their own audit trail.

The engagement starts itself

Signature spins up the engagement, opens the client portal, books the first sessions from your availability and sets the renewal reminder before you have closed the tab.

In the detail

Agreements that behave like part of the workspace.

A signed document should start work, not just sit in a folder waiting to be filed.

Package options side by side

Present monthly, paid-up-front and team add-on options in one proposal. Clients choose, and the choice is what gets signed — no re-issuing a document to change a number.

A real audit trail

Signer identity, timestamps and a sealed copy to every party, stored on the client record. Bring your own agreement language; Axiom handles execution and record-keeping.

Reusable templates

Coaching agreement, confidentiality terms, corporate MSA, intake forms — set them up once, then generate any of them against any client in seconds.

Renewals that send themselves

A renewal proposal goes out before the term ends, priced from the current engagement. You have the conversation on purpose instead of after the fact.

Execution, not legal advice Axiom sends, signs, seals and stores — with signer identity, timestamps and a copy to each party filed on the client record. The words in your agreement remain yours: bring the language your lawyer gave you, keep it as a template, and reuse it. We do not draft your contracts or advise on enforceability in your jurisdiction.

Works with

Before and after the signature

All nine solutions

Discovery-call pipeline Inquiry to signed, on one board. See the solution Client & company records One record per client — and their whole team. See the solution Client portal & resources Worksheets, replays and files in one place. See the solution

FAQ

Fair questions about proposals

Something else on your mind? Talk to our team.

Included on every plan, with no per-send or per-envelope fee. It is one of the nine solutions, not an upsell tier.

Yes, and you should. Load your own agreement, confidentiality terms and corporate MSA as templates; Axiom fills the client details and handles execution.

Both a sponsor and a coachee can be required signers, each with their own audit trail, on one document — the common case when HR buys and an executive is coached.

The engagement opens with the package and cadence from the proposal, the client portal goes live, the first sessions are booked from your availability, and a renewal reminder is set. Nothing is re-typed.

Yes — opens and views are visible on the record, so a follow-up nudge is an informed decision rather than a guess. Stalled proposals surface in your pipeline.

Close it while they are still excited.

Send your next proposal from Axiom. If it is not signed and started faster than your current process, walk away having paid nothing.

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14-day free trial No credit card All nine solutions included