Transformational Coaching

Client Based: NY, USA

Project Brief:

Working with clients in the transformation coaching sector is very interesting. This client was completely new when I started working with him, so the GHL account was brand new and everything had to be set up from scratch.

I handled domain integration, A2P approval, calendar setup, payment setup, funnel creation, and automations.

Since the client offers coaching sessions, I set up the calendar very carefully with proper pre buffer and post buffer time.

After that, I created pipelines based on how the client wanted to run his business. I discussed the operations with him and then built all the pipeline stages according to his workflow.

A2P Approval

Created a calendar based on his availability

Connect Domain with Funnel and Email

Integration

We integrated Meta platforms and used GHL marketing tools to publish Meta content.

Pipeline Creation

We created Pipeline based on client operations, Services and based on marketing.

Automation: Thanksgiving

Automation: Coach Feedback

Automation: Follow UP Drip Campaign