The Backend Starter Kit

Your coaching backend, actually working.

Four working resources that fix the foundation of your coaching business backend — email templates, platform checklists (GHL, Kit, and ActiveCampaign), workflow maps, and a complete funnel map. No course. No fluff. Load and use.

$47

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Instant access

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  • Instant delivery · No subscription · Yours to keep

A new client pays. You sit down and manually send the welcome email. Every time.

Your nurture sequence stops on Day 5. Most of your leads haven’t decided yet by Day 5.

Your CRM has data in it. You don’t trust it. You still check manually before every call.

Every launch requires rebuilding the workflow from scratch because last time wasn’t saved properly.

What's Included

Four resources.
One working backend.

Not a course. Not a workshop. Working files — templates, checklists, maps — built specifically for coaching businesses. Load them into your tools and use them today.

Email Templates

01

7 Onboarding Email Templates

Welcome through completion. Written for a coaching business. Load into your email platform — loading instructions for the most common platforms are included. Replace the placeholders and you have a complete automated onboarding sequence.

Setup Checklists

02

Platform Setup Checklists

30-point checklists covering the configuration points most commonly set up incorrectly — sending domain, automation triggers, tag structure, pipeline stages, integrations. Use each one to set up a new account correctly or audit an existing one.

Workflow Map

03

Client Journey Workflow Map

The full client journey from first enquiry to alumni — 8 stages, each with what triggers it, what to send, and how the handoff to the next stage works. Platform-neutral — applies to any CRM or client management tool you use.

Funnel Map

04

Complete Funnel Map

Quiz to lead to email sequence to offer to client — every stage mapped with tags, triggers, and handoff points. Compare against your current setup and find exactly where leads are falling through. Stage-by-stage implementation notes included.

Delivered as PDF guide + editable Word documents + Notion workspace template

Is This For You?

Right for you. Not right for everyone.

  • This is for you if
  • You run a coaching or consulting business and handle client onboarding yourself
  • You use any of the major coaching CRM or email platforms — GHL, Dubsado, HoneyBook, Kit, ActiveCampaign, or Vbout
  • You want to automate onboarding but haven't set it up correctly yet
  • You're spending 2+ hours per week on backend admin that should be automated
  • You want a starting point that's already structured — not a blank doc to figure out yourself
  • Not the right fit if
  • You're not yet taking on clients and have nothing to onboard
  • You want someone to build and implement everything for you (that's the DFY service)
  • You use a platform not covered in this kit (Kartra, ClickFunnels, etc.)
  • You already have a fully automated, end-to-end client journey running correctly

What Changes

Same business. Different infrastructure.

Before

  • New client pays → you manually send the welcome email
  • Nurture sequence ends at Day 5 → silence after that
  • GHL configured with default settings that don't work for your business
  • CRM data that can't be trusted
  • Launch week → rebuild the workflow from scratch again

After

  • New client pays → full onboarding starts automatically within 2 minutes
  • Nurture runs to Day 14 with re-engagement for cold leads
  • GHL configured correctly — sending domain verified, workflows published, tags consistent
  • CRM pipeline that reflects where leads and clients actually are
  • Launch prep checklist → update 3 things → go live

The Backend Starter Kit

Complete foundation toolkit for coaching business backends

$47

One-time payment · Instant access · No subscription

  • 7 onboarding email templates with platform-specific loading instructions
  • Platform setup checklists — separate 30-point checklist per platform
  • Client Journey Workflow Map — 8 stages, enquiry to alumni, platform-neutral
  • Complete funnel map with tag reference and testing protocol
  • Delivered as PDF guide + editable Word docs + Notion workspace
Get Instant Access $47 →

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Want a personalised audit of your specific backend? See the Backend Audit →

FAQs

Things people usually ask

Does this work with my platform?

The kit covers GoHighLevel, Dubsado, Kit (ConvertKit), ActiveCampaign, and Vbout directly — each with its own setup checklist and platform-specific loading instructions for the email templates. The funnelmap and workflow map apply to any platform. If you use something not listed, the templates and maps still give you the structure.
 

I'm not very technical. Will I be able to use this?

Yes. Every template has clear placeholders in square brackets — replace them with your real details and load. Every checklist item has a “where to find it” note and a “why it matters” explanation. The Notion workspace includes step-by-step loading instructions for each platform.

How is this different from a course?

There’s nothing to watch or complete. The kit is working files — templates, checklists, and maps that go straight into your tools. Most people have something loaded and running within 30 minutes of downloading.

What if I need more help than a template can give me?

The Backend Audit is the next step — a personal review of your specific setup with a report identifying your top three gaps and exactly how to fix them. Or if you want someone to build everything for you, that’s the DFY service. Both are available on this site.

What format is the delivery?

PDF guide (with funnel map and workflow diagrams), editable Word documents for the email templates and checklists, and a Notion workspace template you duplicate into your own account. All delivered instantly to your inbox after purchase.

Fix the foundation.
Then scale.

The Backend Starter Kit is $47. Instant access. Everything you need to stop running your backend manually.

Get the Kit $47 →