Add a New Client

Adding a new client to the tool takes about 3-5 minutes and sets up their entire job search journey. You'll import their LinkedIn profile, upload their resume, and configure their job search preferences to start tracking their progress immediately.

Step 1: Navigate to the Add Client Screen

From your Clients dashboard, click the Add Client button in the top-right corner.

Step 2: Choose Your Onboarding Method

A modal will appear with two options:

• I'll onboard the client — You enter their information directly (recommended for accuracy)

• Client will onboard themselves — Send them a secure link to complete their own profile

Select I'll onboard the client to proceed with coach-led onboarding.

Step 3: Enter the Client's LinkedIn URL

Paste the client's full LinkedIn profile URL into the input field and click Get Started.

Step 4: Upload the Client's Resume

You'll be prompted to upload their resume. Click the upload area to select a file or drag and drop their resume directly.

Supported file types: PDF, DOC, DOCX (max 5MB)

Once uploaded, you'll see the file name and size confirmed. Click Continue to proceed, the resume processes in just a few seconds.

Step 5: Set Location and Job Preferences

Configure where the client wants to work and what type of positions they're interested in:

1. Location: Start typing the city or region (e.g., "Boulder, CO, USA"). The system will auto-suggest locations.

2. Job Type Preferences: Select one or more options: On-site, Hybrid, or Remote.

Click Continue when finished.

Step 6: Enter Salary Expectations

Set the client's minimum expected salary using the slider or by typing directly into the input field. Select the frequency (Annual, Monthly, etc.) from the dropdown.

This helps the tool filter job matches to ensure they align with the client's financial goals. Click Continue.

Step 7: Define the Client's Goal and Target Date

In the final step, you'll set the client's career goal and timeline:

1. Goal Description: Describe what the client wants to achieve (e.g., "Chris wants to crack into higher paying, senior engineering roles at Big Tech").

2. Goal Achieve By: Select a target date using the date picker.

Click Start Journey to complete the onboarding process.

Step 8: Client Dashboard is Ready

Once you've started the journey, the client's personalized dashboard will load. You'll see sections for:

• Goal — Summary of their objective, salary target, and preferences

• Careers — Career path recommendations

• Roadmap — Milestones and tasks to reach their goal

• Jobs — Matched job opportunities

• Networking — Networking contacts and opportunities

• Execution — Tasks, targets, and accountability tracking

• Notes — Session notes and observations

• Documents — Uploaded files and documents

As you and your client make progress (adding tasks, applying to jobs, scheduling networking calls), this dashboard will populate with real-time data and insights.

Video Walkthrough

For a complete visual walkthrough of this process, watch the full onboarding video below: