How can electronic signatures transform your daily life as a business coach? As an entrepreneur, administrative and contractual management is a time-consuming task that can divert your attention from the essentials: your customers and your coaching. The electronic signature is a technical and legal solution that enables you to quickly obtain your customers' consent to digital documents, while guaranteeing their integrity and security. Here's an overview of the 6 essential features of electronic signatures for business coaches.
1. Flexible electronic signature, face-to-face or remotely
Whether you're in a face-to-face or remote coaching session, electronic signature gives you total flexibility. Whether for coaching contracts, confidentiality agreements or general terms and conditions, electronic signatures enable you to send and receive signatures wherever you and your client are.
The big advantage: your customers can sign from any device (computer, tablet, mobile) and at any time, without the need for unnecessary travel.
2. Automated signature process for easy follow-up
As a coach, you may have several contracts to manage at the same time, and keeping track of the status of each one can become a headache. Electronic signature simplifies this with automation features. You can set automatic reminders for customers who have not yet signed, define customized workflows and pre-configure mailings according to your specific needs.
This allows you to concentrate on supporting your customers rather than on paperwork.
3. Creating document templates for business coaches
You often need to have similar documents signed, such as coaching contracts or coaching roadmaps. With e-signature, you can create and reuse document templates to save valuable time. Each template can be customized to include information specific to your customer, while retaining the original structure.
This allows you to standardize your documents while providing a seamless experience for your customers.
4. Dashboard to track your signatures in real time
Managing multiple contracts can quickly become cumbersome, especially if you manage a large number of customers. An electronic signature dashboard gives you a real-time overview of the progress of your signatures. You can instantly see which documents have been signed, which are pending, and which are overdue.
This is a major asset if you never want to lose sight of the status of your contractual commitments.
5. Customize security levels to suit your needs
Depending on the sensitivity of the documents you are having signed, you can adapt the security level of the electronic signature. Whether it's a simple coaching contract or a more important financial agreement, you can choose between different levels of security, ranging from a simple electronic signature to the most secure, qualified signature.
This ensures that each document is protected according to its level of importance, guaranteeing your customers' trust.
6. Secure storage of signed documents
Once your documents have been signed, they are automatically filed in a secure storage space, such as a digital safe. You can access archived documents at any time, and keep a time-stamped record of all your transactions for several years.
This eliminates the risk of document loss and increases the security of your exchanges.
Conclusion
For business coaches, the electronic signature is much more than just an administrative tool: it's a real lever for improving customer relationship management. It saves time, automates repetitive tasks and guarantees the security of your documents. With these 6 key features, you can focus all your energy on what really matters: supporting your customers and developing your business.
