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Discovery & Partnership Form

Select all the products or services you currently offer. This process helps us understand your business model and tailor recommendations to your needs.

Don't Miss What's Below!

See real-world success stories and explore how we tailor our platform to fit different growth stages.

Real-World Scenarios: 

See How Others Are Scaling

Discover how professionals like you transformed their businesses

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The Fragmented Tech Stack

Coach Lisa

Used Wix, Mailchimp, Calendly, and Teachable. Now manages everything through one branded platform, saving 10+ hours per week.

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Scaling Without Chaos

Dr. Mike

Was selling supplements and courses but lacked automation. Our system now runs his follow-ups, upsells, and referral flows automatically.

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Starting Digital

Therapist Sarah

Was unsure how to launch digital products. Now has a clean e-learning portal and sells her first mini-course online.

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Licensing Model

Coach David

Licenses his coaching system to other professionals. With our platform, each licensee gets their own portal while David oversees everything centrally.

Platform Tiers

Choose the perfect solution for your coaching business

Standard Setup

Ideal for: Solopreneurs and small teams

  • Full CRM and Lead Tracking
  • Course Monetization and Subscription Management
  • Social Media and Email Automation
  • SMS and WhatsApp Integration
  • Virtual Meeting Rooms
  • Contract and E-Signature Tools
  • Team Knowledge Base and Training Portal
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Advanced Setup

Ideal for: Mid-sized coaching businesses

Includes Everything in Standard Setup, Plus:

  • API Integrations (Stripe, Calendly, Zapier, Analytics)
  • White-Labeled Branding and UI/UX Customization
  • AI Lead Scoring and Conditional Automation
  • Advanced Role Management and Access Controls
  • Custom Analytics Dashboards
  • Funnel and Landing Page Builder
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Enterprise Setup

Ideal for: Agencies, multi-coach firms, or large-scale consultants

Includes Everything in Advanced Setup, Plus:

  • Full White-Label Portal (Your Domain + Branding)
  • Private Server, Hosting and Performance Optimization
  • Enterprise-Grade Security and Compliance Features
  • AI-Powered Personalization and Client Behavior Tracking
  • Dedicated Account Manager + Quarterly Strategic Consults
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Add-On Services

Optional Enhancements

Administrative Support

  • Data entry
  • Client intake
  • CRM upkeep

Marketing Services

  • Funnel builds
  • Creative design
  • Email marketing

Full-Service Growth Plan

  • Strategy
  • Analytics
  • Ongoing automation

Ready to Explore a Smarter System for Your Coaching Business?

Let us show you how we turn chaos into clarity. Book your free demo and unlock the potential of automation tailored to your business model.

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30-minute personalized demo
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