Every Feature Inside The Snapshot
From AI receptionist to review automation — every workflow tuned for U.S. coaching practices, included in the one-time $997.
Accountability Check-Ins
A daily / weekly SMS cadence that clients actually appreciate. Three rotating openers, boundary-aware sending, 24-hour reply commitment, and renewal-rate impact.
AI Receptionist
Coaching-trained AI receptionist that handles inbound calls, qualifies applicants, books discovery calls, and routes hot prospects — never quotes prices or makes promises about outcomes.
AI Content Repurposing
Drop a recorded client call into the pipeline; get 10 LinkedIn posts, a long-form email, and a podcast description back. Built on GHL's AI Employee + a coaching-specific prompt library.
Application Form
Seven questions, a scoring rule, and three routes. The application form that filters tire-kickers from your discovery calendar without scaring off serious applicants.
Client Portal & Deliverables
A branded login where clients see modules, session notes, recordings, frameworks, and homework — instead of digging through email threads asking 'what was that link again?'
Discovery-Call Booking
Stop letting tire-kickers book free coaching sessions. The calendar opens only after the application form is filled and scored — qualified-call conversion typically lifts 3–5×.
Group Program Onboarding
Whether your cohort is 8 enrollees or 80, the kickoff sequence runs identically. Reclaim 3–4 hours per cohort launch from email Tetris and peer-pairing spreadsheets.
Lead-Magnet Funnel
PDF, workbook, or assessment as the front door — connected to a 12-day email + SMS nurture that warms readers into qualified discovery-call applicants.
Masterclass Funnel
The proven 'free training' funnel for high-ticket coaching offers. Registration, reminders, live attendance, replay, post-event application — all orchestrated.
Referral Program
Past clients become your highest-converting channel. Each gets a unique referral link, you get attribution + reward fulfillment, the new lead gets a warm intro sequence.
Two-Way SMS
Opt-in capture, STOP-keyword suppression, message archives, and templated reminders / celebrations / check-ins. Built for the way coaches actually communicate.
Retainer Billing
Stripe quietly fails 6–10% of recurring charges. The retainer-billing flow catches them automatically with a 4-stage recovery — typically recovers 78% of silent failures.
Review Automation
End-of-program NPS, gated Google / Trustpilot ask, on-site testimonial collection, and low-score escalation. Collect 5–10 reviews / month consistently.