Your expertise. Your business. A clearer path to launch.
Your expertise.
Your business.
A clearer path to launch.
Build your coaching or consulting business with a prepared website and systems template, plus a step-by-step checklist to guide your setup.
The Plug & Launch DIY System gives you a starting foundation for your website, coaching offers, payments, scheduling, and automated client communications, so you can spend less time figuring out what to build and more time making it yours.
You don't have to start from a blank page
You know what you want to offer. Getting the technology in place can feel like a business of its own. What pages do you need? How will clients purchase and book? How do payments, calendars, Zoom, and reminders connect?
This system gives you a prepared structure and an organized setup checklist to help you work through those pieces in order.
Investment
One-time DIY System Access
$497
Includes the coaching and consulting template and written Plug & Launch checklist. You complete the customization, account connections, testing, and launch
Ongoing Platform Access
$147 per month (required)
Provides continued access to your website, CRM, booking calendars, products, workflows, automations, and communication platform.
A foundation you can make your own
The DIY Coaching & Consulting System includes:
• Website template: A prepared coaching & consulting website layout to customize with your branding, photos & copy.
• Coaching offer structure: A starting setup for presenting and selling your services.
• Booking calendars: A foundation for configuring your session lengths, availability, and scheduling.
• Client communication workflows: Prepared automations to customize for confirmations, reminders, and next steps.
• Connected business tools: A structure for connecting your payment processor, Google Calendar, and Zoom.
• Plug & Launch checklist: Written steps to guide your customization, connections, testing, and launch.
Up to 14 Customizable Pages
The standard configuration includes:
• Home
• About
• Coaching Services Overview
• Coaching Option One
• Coaching Option Two
• Coaching Option Three
• Option One Thank-You Page
• Option Two Thank-You Page
• Option Three Thank-You Page
• Success Stories or Reviews
• Contact
• Privacy Policy
• Terms and Conditions
• Appointment Policy and/or Coaching Disclaimer
The exact page arrangement may be adjusted to fit the business, but the package includes up to 14 pages total.
Policy & terms templates are included as a starting point. You are responsible for reviewing, customizing, or replacing them to suit your business and ensuring they meet applicable legal requirements before launch.. The package does not include legal advice or attorney-prepared documents.
Up to three customizable product options
Each coaching option receives its own customized client journey
Product 1
Example: Low Tier
Product 2
Example: Mid Tier
Product 3
Example: High Tier
Each coaching product option receives its own customized client journey.
Each option includes:
• Dedicated service or purchase page
• Customized service description
• Pricing and session details
• “Who this is for” information
• Client expectations and instructions
• Online payment
• Individual thank-you page
• Individual booking calendar
• Customized confirmation email
• Automatic Zoom meeting creation
• Automated appointment reminders
• Service-specific client instructions
• Contact tagging and CRM records
This means the client is not receiving one generic checkout and calendar. Each service can have its own details, intake, timing, communications, and booking process.
End Result: Seamless Payment & Booking Process
The system is designed to create a hands-off path from purchase to appointment.
The system can be configured so that:
• Payment is collected before booking.
• The purchase determines which booking calendar is shown.
• Each calendar reflects the coach’s actual availability.
• Google Calendar blocks unavailable times and helps prevent double-booking.
• A unique Zoom meeting is generated for the appointment.
• Confirmation details are sent automatically.
• Email and SMS reminders are sent before the appointment.
The purchase, intake information, communication, and appointment history are stored in the CRM. As a coach or consultant, you get a calendar notification, log into Zoom at meeting times & start your appointment!
Required Ongoing Services
The following services are required to operate this implementation. Their costs are separate from the one-time DIY fee and platform subscription.
• Google Workspace: At least one business user for your branded email and dedicated Google Calendar (approx. $9/mo)
• Zoom Workplace Pro: For professional-length virtual coaching sessions and applicable recording capabilities (approx. 17/mo)
• Stripe: An active account to accept client payments. Processing fees apply.
• Business domain: You are responsible for purchasing and renewing your domain.
• Optional file storage: Dropbox or another approved service may be needed if your offers include file submissions or shared resources.
Third-party pricing may change. You’ll pay each provider’s current rates when subscribing or renewing.
Frequently Asked Questions
Is this a finished website?
It is a prepared template that you customize for your business. You’ll add your content, configure your offers and availability, connect your accounts, and test the system before launching.
Does DIY include setup done for me?
The DIY option includes the template and written checklist. Customization and implementation are your responsibility. Done-for-you setup is available as a separate service.
Do I need to be comfortable with technology?
You should be comfortable using online software and following written setup instructions. The checklist provides direction, but completing the system will require your time and attention.
How quickly can I launch?
Your timeline depends on how ready your content and offers are, how much time you can dedicate to setup, and how quickly you complete the required connections and testing.
Are the ongoing services optional?
The platform subscription and listed required services are necessary for this implementation to operate as intended. Optional file storage depends on your coaching offers and how you work with clients.
Is DIY the right fit?
This option is designed for coaches and consultants who:
• Want to reduce their initial setup investment.
• Are comfortable learning and working inside online software.
• Have time to complete their own customization and setup.
• Can follow written instructions and troubleshoot along the way.
• Want a prepared foundation instead of building everything from scratch.
Start with a prepared foundation, follow the steps, and build a professional system for serving your clients.
If you’d prefer to have your system customized and connected for you, explore the Done-for-You Coaching & Consulting System.