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EPIC Life Coach Snapshot
A complete business-in-a-box solution for life coaches, offering automated client acquisition, session management, and retention systems.
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What's included
Marketing Materials
- Email marketing sequences for lead nurturing
- Social media content calendar for 12 months
- Ad templates optimized for coaching keywords
- Webinar and workshop promotion frameworks
- Client education guides and resources
Operational Systems
- Client relationship management (CRM) setup
- Scheduling and appointment management tools
- Session documentation and note-taking templates
- Financial tracking and invoicing systems
- Analytics dashboard for business metrics
Automations
- Lead capture and follow-up sequences
- Session reminder and follow-up emails
- Client milestone recognition workflows
- Re-engagement campaigns for inactive clients
- Referral program automation
Sample workflows
Client Acquisition & Onboarding
- Lead capture and qualification
- Automated discovery call scheduling
- Client intake forms and assessments
- Welcome email sequences
- Goal-setting and coaching agreement workflows
Session Management
- Integrated calendar and appointment reminders
- Session note templates and documentation
- Progress tracking and milestone setting
- Homework assignments and follow-up tasks
- Client feedback collection
Client Engagement & Retention
- Automated check-ins between sessions
- Personalized content delivery
- Anniversary and milestone recognition
- Referral program management
- Re-engagement campaigns for inactive clients
Business Operations & Growth
- Revenue tracking and financial reporting
- Marketing campaign automation
- Social media content scheduling
- Client testimonial and case study collection
- Scalability planning and team collaboration tools
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$3497 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$3497 + $147/month
Get this Snapshot“This system helped me transition from part-time coaching to a full-time practice. The automation tools saved me hours each week, and the funnels brought in consistent new leads.”