Systems build

We design, build and document the systems your coaching business runs on, then train your team to use them.

A systems build is done for you. We do not hand you a course on SOPs or a template pack. We set up the actual workflows in your actual tools, write the documentation, and stay until your team is running them.

Modules

Pick the modules your business needs. Most clients start with two or three, chosen from the scale readiness review.

Client onboarding

From payment to first win: welcome sequence, intake form, kickoff call, access to the program, and a check that no new client falls through the gap.

Program delivery

Session scheduling, coach assignment, progress check-ins, quality reviews, and a way to spot struggling clients before they ask for a refund.

Sales process

Lead routing, setter and closer roles, call scripts, CRM pipeline stages, end-of-day reports, and commission tracking.

Launch playbook

A repeatable launch timeline with owners, deadlines and checklists, so the next launch is calmer than the last one.

Hiring and onboarding

Role scorecards, job descriptions, interview steps and a 30-day onboarding plan for coaches, setters, closers and support staff.

KPI dashboard

One dashboard with the numbers that matter: show rate, close rate, churn, client results, and cost to deliver per client.

How a build runs

1. Design. We map the process with you and agree how it should work.
2. Build. We set it up in your tools: CRM stages, automations, forms, project templates.
3. Document. Every process gets a short SOP with screenshots or a video walkthrough.
4. Train and hand over. We train your team and watch the first runs. If you want, our assistants keep it running.

Where AI fits

We use automation and AI where it saves real time, such as intake summaries, check-in reminders and first drafts of client updates. We tell you exactly where it is used, and a person stays responsible for anything a client sees.