Prompt

You are helping me tailor a set of project proposals to a specific client.

For each project, you’ll be given the full call transcript from our initial conversation. I want you to use that transcript to write the short block of text that appears underneath the project title (just above the two dropdowns: “What You Get” and “How It Works”).

This intro text must be personalised based on the conversation we had. Here’s what I want you to focus on:

  • Use language like “as we discussed in our call” or “it sounds like you’re looking for…” or “you mentioned that…” to make it feel conversational and accurate.

  • Reflect the client’s actual words, needs, tone, or concerns from the call – don’t make assumptions or go off-script.

  • Use my phrasing and style from the call wherever possible so it sounds natural and familiar to them.

  • Be specific about what they said they needed or didn’t need, and whether this is something we’re prioritising now or later.

  • Do not change or rewrite the “What You Get” and “How It Works” sections – these stay consistent across all proposals.

  • Your goal is to make the intro feel like a continuation of the call – as if I’ve written it right after speaking with them.

Make the client feel heard, understood, and confident that this project is exactly what they need, based on what we discussed.

Business Accelerator Program Logo

Project Proposal

Name goes here

What We’re Proposing

To build [brief description of key systems or assets] — focused on helping you [main priority or goal, e.g. “start generating leads”, “streamline your delivery”, “launch your offer”, etc.].
This includes [summary of core project areas, e.g. “your funnel, CRM, client portal, and content setup”] — all tailored to your brand, voice, and business model.

Goals & Outcomes

The goal is to give you [describe main benefit or transformation, e.g. “a simple system that brings in leads automatically” or “a clean, professional backend so you can focus on coaching”].
Each asset is designed to work together — so your marketing, delivery, and admin are all in sync, with less manual work and better results.

How We’ll Work Together

Everything listed in this proposal will be built for you — copy, design, automation, and tech setup included.
You’ll review and approve things as we go, and we’ll guide you through how to use each system once it’s live.
You stay focused on your clients — we’ll handle the rest.

Offer Audit

We’ll analyse your niche, audit your current offer, and create a clearer, stronger positioning that makes your program more compelling and easier to sell.

What You Get

An ‘Offer Clarity Document’ for immediate use in your marketing, containing:

  • Analysis of your niche, client pain points, and buying triggers

  • A crystal-clear transformation statement and bold promise

  • Tangible outcome with a realistic time frame

  • Factors of value” that overcome objections and build trust

  • Risk reversal options (guarantees, incentives, safety nets)

  • Packaging and naming suggestions for your offer (not just “coaching”)

  • Possible pricing options

  • Done-for-you copy
How it Works

We use a proven framework to build your offer from the ground up.

We’ll gather the information we need from you – your current niche, offer, transformation, and challenges.

We’ll audit every element: your audience’s pain points, what they’ve tried before, where they’re stuck, and what they actually want.

From there, we’ll craft a compelling promise, wrap it in a structured method, remove buyer objections, and position it to feel high-value and low-risk.

You’ll walk away with a fully formed offer, a clear way to explain it, and everything needed to build high-converting assets around it.

Coaching for Coaches

Homepage VSL Funnel

We’ll build a simple, one-page VSL funnel to help you start booking calls right away. It replaces the need for a full website by giving you a focused, conversion-driven page that speaks directly to your ideal client. It will include a short, punchy video sales letter (VSL) that explains what you do, who you help, and why your offer matters.  It will help us clarify your positioning, dial in your message, and build the foundation for everything else that follows.

What You Get
  • A simple, high-converting homepage funnel

  • Short, punchy 3-minute VSL script written for you

  • Booking form connected to your calendar

  • SMS and email reminders to reduce no-shows

  • A clean thank-you page with optional next steps

  • Fully integrated with your CRM for lead tracking

  • Designed to go live fast – and start booking calls straight away

How it Works

This is your digital business card – a single-page funnel that quickly explains what you do, who it’s for, and why it matters. Unlike a website, it’s built purely to convert.

We’ll write all the copy, create your VSL script, build the page, set up the booking form, and connect your reminders. You don’t need to prepare anything upfront – we’ll guide you through each step.

You’ll also get access to two bonus trainings: one on how to drive traffic organically, and one on how to run simple paid ads.

This funnel gives you a clear, direct way to start getting clients.

Example

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Rhytm Mastery Method

Online Drum Coaching Program
View Site

Personalised Organic Outreach Strategy

We’ll build a daily outreach plan to help you start real conversations and generate leads through social media. We’ll write the DM scripts, plan your daily actions, and tailor the system to your niche.

What You Get
  • A clear outreach strategy tailored to your niche and offer

  • Step-by-step daily actions you can follow or delegate

  • Pre-written DM prompts, comments, and soft call-to-action messages

  • Templates for moving from chat to call without pressure

  • Optional lead tracker to stay organised and follow up consistently

  • Fully done-for-you – we write the copy, plan the structure, and show you exactly how to use it

How it Works

We create a simple outreach system based on offering value and building real relationships (rather than cold-pitching).

We’ll help you identify who to engage with, what to say, and how to guide the conversation toward a booking link, funnel, or offer.

All messaging is tailored to your voice and ideal client. You’ll get a daily routine that fits your schedule and can easily be handed off to a VA later.

This works across most platforms – Instagram, Facebook, LinkedIn – and plugs straight into your existing content and funnels.

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Client Portal & Support Community

We’ll create a login portal where your clients access everything they need – from coaching materials and call replays to courses, community, and shared resources – all in one place. We’ll build the full portal for you, including a private support space that replaces scattered messages with one central hub for communication, accountability, and group connection.

What You Get
  • Fully built client portal connected to your platform

  • Branded design with custom layout and welcome area

  • Access to courses, call replays, forms, coaching materials, and more

  • Conversation threads set up for you with pinned posts written for you

  • Client to client DM feature
  • one-for-you setup – portal structure, permissions, branding

  • Training on how to manage, update, and expand the space

How It Works

We’ll build you a professional client portal that serves as the digital home for your paying clients. Inside, they’ll find everything they need to stay engaged – coaching resources, session links, replays, shared documents, onboarding materials, and more.

As part of this portal, we’ll set up a private support community – a structured space where clients can check for updates, share wins, ask questions, and stay connected. This helps you scale your support without repeating yourself in multiple places, and creates a sense of shared momentum among your clients.

We’ll handle all the layout, structure, permissions, and branding. You can run this alongside your 1:1 delivery or group program, and grow it over time into a full client-only learning and support environment.

Signature System Project

We’ll help you create an online course  (or structured content vault) that sits at the heart of your program. We’ll extract and shape your core coaching method – your unique tools, framework, and approach – into a clear, step-by-step structure your clients can follow. This can give them a path to results they can work through between sessions, and can make your coaching easier to scale.

What You Get
  • A full Signature System outline (editable and modular)

  • A branded online course area, integrated with your CRM & community

  • A repeatable process that helps clients move forward with clarity

  • A premium-feeling asset that saves you time and builds trust

  • The option to scale or even license your method in future

How it Works

You start by going through our on-demand training module. Then we have a call where you talk us through your coaching process. We ask questions to uncover your core method and key transformations. From there, we map out your signature system into clear phases, lessons, and milestones. We build your course area and load in the structure, ready for your content. You begin recording videos gradually over time, speaking naturally as you would on a coaching call. As you upload the content, it evolves into a repeatable system that clients can follow.

Once it’s mapped out, we upload everything into your course or membership area so clients can access it on demand. You still tailor the journey through one-to-one coaching, guiding each client through the parts that matter most to them. Over time, this becomes a repeatable system you can teach, deliver, and grow – with or without live support.

CRM Setup

We’ll build and configure your CRM system to organise your contacts, automate follow-ups, and give you one clear place to manage all your leads, messages, and client relationships. This is the operational heart of your business – once it’s in place, everything becomes easier to track, automate, and scale. We’ll configure the whole thing for you, and provide training modules on how to use it in your business, so you don’t need to figure anything out yourself.

What You Get
  • Your CRM fully built and branded

  • Import of your existing contact list

  • Custom tagging system to organise leads & track where they’re from

  • Lead tracking board with clear stages (new lead, booked call, client, etc.)

  • Workflow setup for follow-ups, reminders, and onboarding

  • Mobile inbox that brings WhatsApp, SMS, email, and DMs into 1 place

  • Pre-built templates for your common messages (follow-ups, onboarding, reminders, etc.) customised to you
  • Done-for-you setup – we handle all the automation, structure, &config

  • Step-by-step walkthrough so you know how to use it

How It Works

We’ll fully configure your CRM so you can track every contact, follow up automatically, and manage your business from one dashboard.

You’ll be able to see who’s booked, who needs following up, and where each lead is in your pipeline – without juggling emails, spreadsheets, or sticky notes.

Everything is synced to your calendar and messaging tools, and you’ll be able to access it all through the mobile app.

We’ll also create a set of ready-to-go templates – for check-ins, reminders, onboarding, announcements – any emails you send regularly, so you can communicate clearly without writing everything from scratch.

This setup lays the foundation for all your future systems – from funnels to email marketing – so your business can grow in a clean, organised way from day one.

Email Setup

We’ll set up a full email system so you can send professional emails from your domain and automate all your follow-ups, onboarding, and marketing. 

What You Get
  • Branded email addresses set up for personal, marketing, and automated use

  • Full domain authentication (SPF, DKIM, DMARC) for better deliverability

  • Email sending connected directly to your CRM

  • Subdomain setup to protect your sender reputation

  • Done-for-you technical setup, configuration, and template creation

  • Simple walkthrough showing how to send, schedule, & manage emails

  • Full setup done for you
How It Works

We’ll connect your domain to the CRM and set up professional email addresses that match your brand (e.g. yourname@yourbusiness.com). This makes every email feel more credible and improves deliverability.

We’ll also configure the back-end tech (like DNS records and subdomains) to help your emails avoid spam folders and protect your reputation as a sender. 

Everything runs through your CRM, so your emails can be automated, tracked, and linked to specific actions (like bookings or downloads). Once it’s all set up, you’ll be able to manage everything from one place – no more Gmail copy-pasting or manual follow-ups.

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Free Assesment Funnel

We’ll create an interactive assessment that helps potential clients identify what’s really keeping them stuck, and guides the right people to book a call with you. The aim is to help the potential client get more clarity on their problem, build trust with you, and qualify leads without pressure. By the time they reach your calendar, they already feel seen and are primed for change. The assessment becomes a warm, low-friction entry point into your program.

What You Get
  • Assessment Funnel – 10–15 reflective questions with built-in segmentation

  • Result Summaries – 3 tailored outcomes with insight and next-step CTA

  • Opt-in Landing Page – invites users to take the quiz with clear positioning

  • Call Booking Page – connects to your calendar and offers a free clarity call

  • Thank You Page – confirmation and call-to-action follow-up

  • Email & SMS Follow-Up – prompts unbooked leads to take action

  • CRM Integration – all responses tracked and tagged automatically

  • Fully done-for-you – we build, write, and connect the full system

How It Works

We create a custom-built assessment that lives on your site. When someone clicks through, they answer 10–15 simple questions designed to trigger self-awareness and emotional clarity. The tone stays human and reflective — not diagnostic or overwhelming.

At the end, they receive a short result summary naming their key challenge. If they’re a good fit, they’re invited to book a free clarity call with you. The quiz builds awareness — the call builds strategy. Behind the scenes, we tag each lead by result bucket and follow up automatically via email or SMS.

All you need to do is share the link, show up to the calls, and guide the right people into your program.

Free Guide Funnel

A professionally written free guide that helps your ideal client identify their real problem and book a call with you.

It’s designed to create a moment of clarity – not to solve everything, but to help the reader feel seen, understood, and ready to act.

The guide builds trust, positions your high-ticket offer as the natural next step, and works as a front-end asset you can promote through ads or organic outreach.

What You Get
  • Lead Magnet – a text-based free guide, written using proven copy frameworks

  • Opt-in Page – high-converting landing page to promote the guide and capture leads

  • Thank You Page – with next steps and a call-to-action to book a call

  • Booking Page – connected to your calendar with automation and reminders

  • Email & SMS Nurture Sequence – builds trust and encourages booking

  • SMS Sequence (optional) – light-touch reminders to drive action

  • Repurposing Guidance – you can reuse the copy across emails, socials, and sales assets

  • Fully done-for-you – we write, build, and connect everything for you

How It Works

We start by choosing a title that hits home for your audience – something like “The 3 Reasons You’re Still Struggling With [Problem] – And How to Fix It.” Then we write a short, powerful guide that helps the reader name their core issue, feel the weight of it, and understand why it hasn’t shifted yet. It delivers clarity without overwhelming them with solutions.

The guide ends with a natural invitation to book a call – where you help them map out a personalised solution. We build the full delivery funnel, including opt-in, booking, and follow-up, all integrated with your CRM. Once approved, you can share the link across your channels or run ads to it. Over time, this becomes a key evergreen asset in your marketing system.

Website

We’ll create a clean, professional website that brings all your offers, content, and lead generation into one place – fully designed, written, and built for you.

This becomes the home for your brand online – helping visitors understand who you are, what you offer, and how to take the next step with you. We’ll handle everything from layout to copy to SEO setup.

What You Get
  • Fully built website – designed, written, and connected to your platform

  • Core pages like Home, About, Coaching, Free Resources, and Contact

  • Clear calls-to-action that guide visitors toward booking, joining, or downloading

  • SEO setup (titles, descriptions, keywords) for every page

  • Mobile-friendly design that works across devices

  • Branded layout with your colours, fonts, and voice

  • Built-in lead capture, booking forms, and funnel links

  • Done-for-you copywriting, design, structure, and technical setup

  • Simple editing guide so you can update your site yourself anytime

How It Works

We’ll design and build your site inside the same platform that houses your CRM, funnels, and content – so everything works together seamlessly. You won’t need separate logins or tools.

We’ll include key pages – including a homepage that grabs attention, an about page that builds trust, a coaching/services page with clear next steps, and a contact page that lets people reach you easily.

We’ll write all the copy for you using what we’ve learned about your offer and audience, and structure the site to guide visitors toward meaningful actions – like booking a call, joining your community, or grabbing a lead magnet.

We’ll also set up the technical bits (hosting, SEO basics, page speed) so your site is ready to launch and easy to find. If you already have a site, we can migrate key content and shut down your old one once this goes live.

Example:

My Young Mind

Jo Brewin – Teen Mental Health Coach
View Site

Free Lead-Warming Community

A lightweight, branded community space where potential clients can explore your world, engage with valuable content, and build trust before ever booking a call.

We’ll set up the entire space for you – from layout and content plan to welcome posts and automation – so it runs smoothly and guides leads naturally toward your paid offers.

What You Get
  • Fully built, branded free community inside your platform

  • Structured layout with public-facing channels and welcome content

  • Pre-written pinned posts (Start Here, How It Works, etc.)

  • 1-minute VSL script to promote the community

  • Onboarding automation – email and SMS follow-ups for new members

  • “Friends and testers” invite campaign with prewritten posts

  • Soft CTAs and optional upsells built into the flow

  • Done-for-you setup – structure, branding, automation, and content

  • Training on how to grow, manage, and convert from the space

How It Works

We’ll create a simple, engaging community where new leads can connect with your content and values before making any commitment. This space acts as a trust bridge – offering a low-pressure way for people to get involved and see the value of your approach up front.

You’ll have structured channels for free posts, videos, challenges, or prompts – and we’ll preload it with welcome content to spark early engagement. You can invite people from social media, lead magnets, or referrals – and we’ll provide a short VSL script to promote the space effectively.

Behind the scenes, we’ll link everything to your CRM – so you can see who’s joining, track their activity, and follow up automatically. It’s an ideal first step for cold leads – and a smart way to turn followers into warm prospects at scale.

Paid Community Membership

A fully set up paid community space where members get ongoing access to you – through group calls, Q&As, or exclusive content – with the option to scale into a more passive, content-led model over time.

We’ll build the entire structure for you, help you plan your offer, and make it easy to launch without overwhelm.

What You Get
  • Branded, private membership space inside your platform

  • Custom structure for live sessions, replays, resources, and discussion threads

  • Monthly group call system – calendar links, reminders, and replays

  • Pinned intro posts and membership welcome sequence

  • Simple payment setup connected to your CRM

  • Upsell options from free community or lead magnet funnels

  • Done-for-you setup – layout, tech, automations, and content planning

  • Training on how to run and grow the membership over time

How It Works

We’ll help you launch a simple, sustainable membership where people can pay for regular access to your guidance – whether that’s live calls, group coaching, Q&As, or written content. You choose how interactive or hands-off you want it to be.

We’ll build a clean, structured space for your members, set up your payment and access automations, and preload the community with welcome posts and essential info. If you already have content or call recordings, we can load them in – or we can create a “coming soon” layout while you build as you go.

Over time, you can reduce how much you show up live by adding recorded resources, challenges, or a content vault. We’ll help you design this in a way that supports you long-term, not drains you.

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Client Onboarding Course

A short, structured course that every new client can access as soon as they join – setting clear expectations, introducing your method, helping them start using the platform, and giving them a solid foundation before your first session.

We’ll help you structure the flow and set it live – or set it up in “coming soon” mode if you’re still building it.

What You Get
  • Framework for an onboarding course inside your platform

  • Guidance & scripts for create the videos
  • Automated welcome email linking to the course

  • lient permissions set to grant instant access to paying clients

  • Done-for-you setup – structure & automations

How It Works

We’ll guide you to create a simple onboarding experience that your clients go through right after joining. It can introduce your process, shares key foundations or mindset shifts, encourages them to use the spcae, and saves you repeating the same information on every call.

You can include videos, PDFs, or text-based lessons. If you don’t have the content ready yet, we’ll create a clean, structured layout with placeholder content that you can swap out as you go.

Everything is automated – from client access to the welcome email – so it runs in the background while you focus on coaching. It gives your program a professional feel from day one, and helps clients get better results faster by starting on the right foot.

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Free Member Welcome Course

This mini-course is designed for non-paying members or leads, giving them a meaningful introduction to your work, philosophy, and key principles. It helps filter out the right people, build trust, and gently move them closer to becoming a paying client.

Whether you’re using it alongside a community or as part of a lead magnet funnel, it gives new visitors a warm and valuable first impression.

What You Get
  • Framework for an onboarding course inside your platform

  • Guidance & scripts for create the videos
  • Automated welcome email linking to the course

  • lient permissions set to grant instant access to paying clients

  • Done-for-you setup – structure & automations

How It Works

We’ll guide you to create a simple onboarding experience that your clients go through right after joining. It can introduce your process, shares key foundations or mindset shifts, encourages them to use the spcae, and saves you repeating the same information on every call.

You can include videos, PDFs, or text-based lessons. If you don’t have the content ready yet, we’ll create a clean, structured layout with placeholder content that you can swap out as you go.

Everything is automated – from client access to the welcome email – so it runs in the background while you focus on coaching. It gives your program a professional feel from day one, and helps clients get better results faster by starting on the right foot.

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Low Ticket Courses

A self-paced course system set up inside your platform – so you can start selling low-ticket digital products without needing to show up live.

We’ll help you structure the course, guide you to load in your content, and make sure everything runs smoothly – from access to payment to delivery.

What You Get
  • Framework for an onboarding course inside your platform
  • Guidance & scripts for create the videos
  • Automated welcome email linking to the course

  • Client permissions set to grant instant access to paying clients

  • ayment setup connected to your CRM and access controls
  • Automated emails for purchase confirmation and onboarding

  • Optional upsells to higher-ticket offers or memberships

  • Done-for-you setup – structure, tech, automations

  • Training on how to edit, duplicate, or build more courses in future

How It Works

We’ll help you create clean, professional, low ticket courses & a course area where buyers can log in, go through your material, and take action at their own pace.

This approach is ideal for turning parts of your method into a low-cost product – whether it’s training videos, toolkits, templates, or topic-based mini-courses.

You can use this as a standalone offer, a tripwire after a lead magnet, or part of a paid community or group coaching program. We’ll connect the payment, delivery, and access systems so it all works without manual input from you.

If you don’t have the content yet, we’ll build a ready-to-go structure with placeholder lessons and set everything to “coming soon” so you can add content over time. It’s a simple way to create leveraged income and serve more people with less effort.

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100-Day Social Media Engine

A fully automated content system that publishes 100 days of strategic posts across your social platforms – designed to build trust, warm up leads, and keep your brand visible without needing to post manually.

We’ll write, upload, schedule, and connect everything for you, so your content runs in the background while you focus on clients and growth.

What You Get
  • 100 pre-written text-based social posts tailored to your audience and offers

  • A balanced mix of value, engagement, promotional, and lead magnet content

  • All posts uploaded and scheduled inside your Social Planner

  • Mobile-friendly image assets (optional – or we can use photos you provide)

  • Posts automatically shared into your community (if active)

  • Fully done-for-you – copywriting, formatting, upload, and scheduling

  • Editing guide so you can tweak or extend the content if needed

How It Works

We’ll create a strategic library of 100 short-form posts designed to build visibility, trust, and connection over time. These posts will speak to your niche, highlight the transformation you offer, and point people to your offers, lead magnets, or community.

We’ll upload and schedule all the posts for you inside the Go High Level Social Planner – so they auto-publish at optimal times across your platforms. You can also cross-post them into your community to keep engagement high without extra work.

We’ll ask for a few images or brand visuals (or we’ll use clean defaults), and the rest is handled for you. Once live, this content engine gives you consistent visibility without the daily grind – and it’s easy to reuse or repeat the campaign when needed.

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Monthly Webinar / Free Coaching Call Setup

A complete system for running a free monthly webinar, coaching calls, or workshop – built to help you attract leads, build trust, and promote your offer consistently.

We’ll set up everything for you – from signup pages to reminders and automations, so you can run the same event each month without extra work.

What You Get
  • Branded landing page for sign-ups, connected to your calendar (if needed)

  • Automated email and SMS reminders to boost attendance

  • Replay page with optional call-to-action or upsell

  • Social media posts to promote the event (written and scheduled)

  • Community announcement post templates

  • Optional follow-up emails to drive calls or conversions

  • Fully done-for-you – funnel setup, copywriting, automation, and layout

  • Guide for repeating the event each month with minimal effort

How It Works

We’ll create a repeatable system that lets you run a live event every month – like a free coaching session, themed workshop, or intro webinar. These events build trust, create urgency, and give people a clear reason to engage with your brand.

We’ll build your landing page, write all the emails, set up the reminders, and configure replay access so you can maximise value from each session. If you have a community, we’ll also add promo posts and announcements there.

You run the session – we handle everything else behind the scenes. Once it’s live, you’ll be able to repeat it monthly (or even weekly) without rebuilding anything, making it a reliable tool for consistent lead flow and conversions.

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Group Coaching Starter Plan

A flexible setup to help you start offering group coaching alongside (or instead of) your 1:1 sessions – without needing to commit to a full program or scale too fast.

We’ll help you design a simple format for your sessions and set up everything behind the scenes so you can test this model in a way that feels natural, spacious, and aligned with how you like to work.

What You Get
  • Simple group coaching structure tailored to your audience and delivery style

  • Calendar or event setup for recurring group calls

  • Automated emails and reminders for each session

  • Optional setup of accountability threads or weekly prompts

  • Upsell and cross-sell suggestions (from 1:1 to group or vice versa)

  • Guide on how to transition gently from 1:1 or blend both offers

  • Done-for-you setup
How It Works

We’ll guide you through creating a group coaching model that fits your audience and energy.

You’ll get a clear structure that keeps things simple for both you and your clients, an onboarding flow, and space to share resources or replays. Everything will be connected to your CRM and set up to run smoothly without extra admin.

This is ideal if you’re curious about group delivery but don’t want to fully let go of 1:1 yet. You can ease into it, keep the quality high, and increase your income without adding more hours to your calendar.

Affiliate System

A complete affiliate system that lets others promote your offers in exchange for commission – fully set up and integrated into your platform.

We’ll handle the full build, including tracking, links, dashboards, and automations, so you can turn word-of-mouth into a scalable growth strategy.

What You Get
  • Branded affiliate dashboard for your partners

  • Custom tracking links generated automatically

  • Commission tracking and payout reporting

  • Signup and approval system for new affiliates

  • Welcome email and starter instructions for affiliates written for you

  • CRM tagging and automation to track affiliate leads

  • Fully done-for-you – system setup, copywriting, configuration, and walkthrough

  • Training on how to manage affiliates and track performance

How It Works

We’ll set up a structured affiliate system that allows past clients, fans, or collaborators to refer others to your offer – and get rewarded for it. Once someone joins, they’ll receive a unique link that tracks their referrals, with everything logged inside your CRM.

We’ll build the affiliate dashboard, write the welcome materials, and connect all the automations (like tagging, notifications, and payout tracking). You can approve affiliates manually or let them join automatically, depending on your preferences.

Once it’s live, you’ll have a repeatable way to grow through trusted recommendations – and a system that handles tracking, access, and reporting behind the scenes with zero manual effort.

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Coaching Client Forms

A full set of branded coaching forms – from onboarding and check-ins to feedback and testimonials – all integrated with your CRM to save time and streamline your delivery.

We’ll design, build, and automate everything for you so your client journey feels smooth, professional, and easy to manage.

What You Get
  • Onboarding form to collect key info before the first session

  • Ongoing check-in form for client progress tracking

  • Feedback or testimonial form for easy reviews

  • Custom automations – tagging, notifications, follow-ups

  • Branded design that matches your business

  • Fully integrated with your CRM for data flow and visibility

  • Done-for-you setup – form creation, CRM connections, and automation logic

  • Walkthrough showing how to edit, reuse, or duplicate forms

How It Works

We’ll create a set of coaching forms that plug directly into your systems – so you can collect the right information at the right time, without chasing clients or juggling links. Each form is connected to your CRM so responses are automatically stored, tagged, and actioned.

You’ll get forms for onboarding new clients, weekly or bi-weekly check-ins, and end-of-program reflections or testimonials. We’ll also set up optional automations – like sending a thank-you email, updating contact tags, or alerting you when a form is completed.

Once set up, these forms can save you hours of admin and help your coaching feel more polished and consistent.

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Authority Articles

A set of short, high-impact articles written in your voice – designed to position you as a trusted authority, build credibility, and support your SEO and lead nurture. We’ll write and format everything for you, so you can publish confidently.

What You Get
  • 3 professionally written authority articles tailored to your niche

  • SEO-optimised formatting (titles, meta descriptions, keywords)

  • Internal linking to your lead magnets, booking page, or core offers

  • Optional “read more” article pathways to increase engagement

  • Delivered in website-ready format (for blog, newsletter, or LinkedIn)

  • Fully done-for-you – research, writing, SEO setup, and formatting

  • Guidance on where to publish and how to repurpose content

How It Works

We’ll write three evergreen articles that speak to your ideal client’s biggest challenges, outline key insights from your method, and gently guide readers toward taking action. These are written to sound like you – clear, grounded, and helpful.

Each article will be designed to do a specific job: build trust, answer objections, or highlight the transformation you offer. We’ll also format them for SEO, add suggested internal links, and give you options for repurposing them across platforms.

Whether you use them on your blog, in your newsletter, or on LinkedIn, these articles quietly work in the background – building your authority and nurturing leads who aren’t quite ready to book yet.

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Paid Ads Setup Guidance

We’ll help you launch Facebook and Instagram ads directly to one of your funnels (Free Guide, VSL, Free Assessment, or Coaching Call Funnel) – with everything set up and ready to go.

You won’t need to hire an agency or learn the whole ad system from scratch. We walk you through it, build what’s needed, and hand over a campaign you can run, test, and tweak yourself.

What You Get
  • Paid ads training course (click-by-click walkthrough)

  • Ad copy written for you — up to 3 short video ads + 1 written ad

  • Support setting up any of your main funnels for ads

  • Integration help (pixel, tracking, CRM tagging, automations)

  • Templates and walkthroughs for Meta Pixel + Dataset setup

  • Optional: simple retargeting strategy using your platform tools

  • Pre-built funnel templates (if not already installed)

  • Personal guidance on where to start based on your goals

How It Works

We help you choose the right funnel, structure your offer for paid traffic, and get everything ready for launch.

You’ll get ad copy written for you, instructions to integrate your FB Pixel (aka Data Set), and a clear walkthrough of what to do next.

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Investment

Timeline: Assuming you are able to reply and action tasks we assign you promptly, we could aim to have this set up within the first 1 month.

Service: Free – in exchange for a case study, video testimonial, and honest feedback

GHL Subscription: $97/month

I propose we build this offer inside a sub-account of my own GHL agency setup – I’ve explained why in the FAQs below.

To proceed, let me know and I’ll share the next steps.

Thanks,

Sam

Why is the GHL subscription not free?

Your subscription supports the coach-specific platform I’m actively building and maintaining. It covers:

  • My software subscription costs to Go High Level

  • Time spent by me and my team providing technical support

  • The development and ongoing refinement of a coach-focused setup

  • Installation of proven funnels, automations, and workflows

  • Training of a support team to assist with our custom systems

  • Bonus tools and integrations I’ve added to help your business grow

  • Access to my private training resources and strategy materials

  • Continued investment in evolving the platform for all coach users

Why I Don’t Use Other People’s Sub-Accounts

There are a few key reasons I don’t build inside other agency accounts:

  • I can’t install the full suite of automations, funnels, tags, and backend systems I’ve built – they are part of my business infrastructure

  • It creates technical limitations that make delivery slower and support harder

  • I have no backend control to resolve issues quickly or monitor how things are working

  • I’ve invested significant time and money building these systems and I don’t want to give them away a competitor

  • I can’t guarantee the stability of another person’s setup or what changes they might make behind the scenes

  • Supporting and maintaining a project inside someone else’s accountdoesn’t scale

What you get by using my sub account

Here’s what you gain by launching this new offer inside my setup:

  • Instant access to my best funnels, automations, and backend systems – already pre-built for coaches

  • A clean, focused CRM just for this niche & offer (no crossover or confusion with other offers)

  • The right level of access for me to troubleshoot, improve, and support you quickly

  • A setup designed from the ground up to grow your business – not just a blank software install

  • Faster implementation, better organisation, and far less tech stress on your side

  • Ongoing access to my latest tools, updates, and strategy tweaks as they evolve

  • A mutual incentive: I’m invested in helping your offer succeed because your subscription helps me grow and reinvest in the platform