Leads come in from ads, content, and referrals but land in disconnected places
Leads come in from ads, content, and referrals but land in disconnected places.
Integrated CRM System
One connected system for leads, sales, course access, renewals, and reporting.
Built for online coaches, course creators, memberships, and teaching businesses that want a premium client journey without juggling disconnected tools.
12+ yearsCRM and automation delivery
250+Projects completed
16,280+Hours delivered
100%Job success on top marketplaces
Platform included. Setup and support priced separately.
What breaks first
Most course businesses do not need more tools. They need one system that actually talks to itself.
When course delivery, lead capture, subscriptions, and reporting are assembled in pieces, revenue leaks show up everywhere.
Before
Checkout, subscriptions, and payment status do not drive the right automations
Checkout, subscriptions, and payment status do not drive the right automations.
Course access or membership setup still needs manual fixes after each sale
Course access or membership setup still needs manual fixes after each sale.
Community onboarding is inconsistent, so customers drift before they engage
Community onboarding is inconsistent, so customers drift before they engage.
Reporting is blurry because tags, source data, and lifecycle stages are not reliable
Reporting is blurry because tags, source data, and lifecycle stages are not reliable.
The business keeps buying tools, but nobody owns the connected operating system
The business keeps buying tools, but nobody owns the connected operating system.
What you get
Everything a serious course or coaching business needs to run inside one operating system.
This is not positioned as software access. It is positioned as an implementation that makes acquisition, delivery, and retention work together.
CRM and pipeline
Stages, ownership, lead routing, and visibility so every contact has a clear next step.
Landing pages and forms
Fast lead capture pages and forms connected directly to lifecycle automations.
Checkout and subscriptions
One-time or recurring payments with renewal, failed payment, and cancel-reactivate logic.
Course and membership setup
Protected access, lesson delivery, onboarding flows, and fulfillment tied to the right offer.
Community access
Members land in the right community space with welcome prompts and engagement nudges.
Dashboard reporting
Revenue, lead source, appointment, and subscription views that are trustworthy enough to run decisions.
Meta lead integration
Lead form submissions route into the system cleanly with source tracking and immediate follow-up.
Email and SMS automations
Sales, onboarding, reminder, nurture, and retention sequences mapped to real customer states.
Booking and reminders
Calls get booked, confirmed, reminded, and moved forward without manual chasing.
Retention logic
Renewals, payment recovery, pause, cancel, reactivation, and upsell journeys stay coordinated.
System visuals
Make the system visible before you buy it.
Stack architecture diagram
Traffic
Lead capture
CRM
Booking
Payment
Course / community
Retention / reporting
Funnel map
Ad or content
Opt-in
Nurture
Call or checkout
Onboarding
Member retention
Customer journey flowchart
- Lead captured
- Qualified and tagged
- Booked or purchased
- Access granted
- Activated in community
- Subscription retained
Service scope matrix
ScopeLaunchRescuePay-as-you-go
Core CRM and pipelineIncludedIncludedAs scoped
Course or membership setupIncludedIncluded if neededAs scoped
Automation rebuild and repairIncludedIncludedAs scoped
Custom API, AI, Cloudflare workOptional add-onOptional add-onCore use case
Documentation and QAIncludedIncludedAs scoped
Three ways to buy
Choose the offer that matches your current stage.
Launch System
From $5,000+ $750/month
Best for new course, coaching, or membership businesses that need the full system built properly from zero.
- CRM, pipeline, and lead-routing setup
- Lead capture pages, forms, and booking flow
- Checkout, subscriptions, and access logic
- Course or membership area configuration
- Community onboarding and nurture journeys
- Reporting dashboard and launch QA
You launch with one connected revenue system instead of a stack of disconnected tools.
Book a MeetingCustom CRM Rescue
From $2,500+ $500/month
Best for owners already using a CRM who need cleanup, redesign, migration work, or broken automations repaired.
- Automation audit and system triage
- Pipeline, tag, field, and reporting cleanup
- Checkout, booking, access, or membership fixes
- Migration planning and rebuild support
- Integration repair and testing coverage
- Documentation and handoff support
Your current CRM becomes usable, measurable, and reliable again without starting from scratch.
Book a MeetingPay-As-You-Go Specialist Work
From $150fixed quote available
Best for targeted build work when you need a specialist for one deliverable, one sprint, or one technical block.
- Landing page design and funnel implementation
- Email template and nurture flow build
- Third-party API and webhook connections
- AI workflow integration and prompt operations
- Cloudflare, tracking, and analytics work
- Advanced automation, QA, and troubleshooting
You get senior execution exactly where the system needs it, without overcommitting to a full rebuild.
Book a MeetingImplementation scope
What gets built into the system.
Core deliverables
- Pipeline architecture, lifecycle stages, and ownership rules
- Forms, booking logic, reminders, and appointment handoffs
- Course, membership, or portal setup with access control
- Community structure, welcome sequence, and activation prompts
- Subscription billing states and failed-payment handling
- Onboarding emails and SMS tied to customer state
- Tags, segments, naming rules, and reporting hygiene
- Dashboard views for leads, revenue, appointments, and retention
- Meta lead connection and source tracking
- Testing checklist and implementation documentation
Pay-as-you-go add-ons
- Custom landing pages and conversion experiments
- Email template systems and broadcast support
- API integrations, webhooks, and custom workflow logic
- AI assistants, summaries, routing, and support operations
- Cloudflare configuration, caching, forms, and security layers
- Deliverability, reporting extensions, and analytics fixes
Use these when you need specialist execution beyond the core setup or rescue scope.
Proof
The page sells the offer. The proof shows you can trust the implementation.
Cindy B.
“Very good work. The video walkthrough made the campaign easy to understand and use.”
Outcome: Automation fixed and documented in under a week.
Phil R.
“Great communication, delivered as promised, and highly recommended. I will be back soon.”
Outcome: Follow-up restored and pipeline steps clarified.
Aidan
“Fantastic work. Fast, skilled, and a great communicator throughout the project.”
Outcome: CRM flow stabilized and tested end-to-end.
Course launch automation case study
See how a launch system was stabilized from opt-in to onboarding.
View supporting proofMembership automation blueprint
Review the access, renewal, failed payment, and cancellation logic that keeps membership offers clean.
View supporting proofCustomer onboarding workflow
Map the handoff from payment to access, intake, activation, and milestone tracking.
View supporting proofFree course to paid member flow
See how free learning journeys convert into paid subscriptions and member onboarding.
View supporting proofTechnical range available when needed
MetaStripeZoomOpenAIZapierCloudflareWebhooksAnalytics
Why this is different
This offer is built around operational reliability, not just access.
What you are not buying
- Not just templates dropped into a new account
- Not just software access with no implementation ownership
- Not just a pretty funnel that stops after checkout
- Not just disconnected automations nobody can maintain
What you are buying
- Architecture that matches the business model
- Implementation tied to course, payment, and retention logic
- Testing, documentation, and reliable handoffs
- Support that keeps the system usable after launch
FAQ
Questions buyers usually ask before they book.
Is the platform really included?
Yes. The software layer is handled as part of the offer. What you pay me for is setup, configuration, customization, and ongoing operational support.
Who is this built for?
This is built for online coaches, teachers, course creators, membership businesses, and service sellers who need one connected system for leads, sales, delivery, and retention.
How long does a typical setup take?
A full launch build usually runs over a few weeks depending on scope. Rescue and customization work can move faster when the stack already exists.
Can you migrate me from my current CRM?
Yes. I can map your current assets, repair what is worth keeping, and rebuild or migrate the parts that are blocking growth.
What does the monthly support include?
Monthly support covers maintenance, testing, refinements, issue resolution, and scoped change requests so the system stays usable after launch.
Can you handle custom integrations?
Yes. API connections, webhooks, AI workflows, Meta lead routing, analytics, and Cloudflare-related work can be delivered either inside the core setup or as pay-as-you-go specialist work.
Are courses, subscriptions, and community setup included?
Yes. If those are part of your business model, the page, checkout, access, onboarding, and retention logic are included in the system design.
What does pay-as-you-go cover?
It covers targeted work like landing pages, template systems, integrations, tracking fixes, AI layers, technical automation, and one-off specialist delivery when you do not need the full package.
Ready to replace tool chaos with one operating system?
Book a meeting and I'll map the fastest path to a reliable course business system.
We'll look at whether you need a full launch build, a rescue and redesign, or specialist work on the exact bottleneck holding revenue back.