Done-For-You Setup

Coaching Business
in a Box

Your entire coaching backend, built for you. Launch-ready in 2–3 weeks.

You became a coach to change lives — not to wrestle with tech, set up CRMs, write email sequences, and figure out payment systems. That's what I do. In one focused engagement, I build every system your coaching business needs so you can walk in on day one and just coach.

$1,000
Coach Launch Package
+ $500 for one month
of ongoing VA support

Built for coaches who are ready to launch — not figure it out.

You've done the coaching training. You know who you want to help and what transformation you want to create. But every time you try to get your business actually set up, you end up in a YouTube rabbit hole or stuck on some tech that wasn't made for coaches.

This package exists because the gap between "I'm ready to coach" and "I have a working business" is where most coaches stall. I bridge that gap — completely, professionally, and fast.

You're a new coach who wants to launch professionally from day one, not piece things together over months.

You're overwhelmed by the tech — schedulers, CRMs, payment processors, email marketing — and just want it done right.

You want to look professional from the first client, with a complete booking flow, welcome sequence, and onboarding experience.

You value your time and would rather invest in having it built correctly than spend weeks learning tools you'll only set up once.

Everything. Not almost everything.

Six complete pillars of your coaching business infrastructure, built and tested so everything actually works on day one.

01

Business Fundamentals

  • Niche clarification support
  • Coaching offer structure
  • Setup for your coaching type (1:1, group, courses, executive)
  • General market research
  • Professional business email setup
02

Policies & Legal Templates

  • Customized coaching contract template
  • Refund policy written for your business
  • Basic website privacy policy
03

Scheduler, CRM & Payments

  • Calendly, Acuity, Google Calendar or HoneyBook setup & testing
  • Stripe, PayPal, Square or HoneyBook payment setup
  • Package pricing setup & payment links
  • Invoice template created
  • Full booking flow connected & tested
  • Intake forms connected & automated
04

Brand & Marketing Foundations

  • Brand kit setup
  • Bio writing or refinement
  • Brand messaging guidance
  • Lead magnet idea guide
  • Email opt-in connected
  • Simple home page or landing page setup — see inclusions
  • Testimonials gathered & organized
05

Email Marketing Setup

  • Setup inside ConvertKit, Mailchimp, or HoneyBook
  • Email list setup or upload
  • Welcome email sequence loaded
  • Onboarding emails loaded
  • Booking confirmation emails
  • After-session email automations
06

Email Templates & Client Workflows

  • Cold & warm client inquiry emails
  • After-booking & after-session follow-up
  • Welcome email sequence
  • Offboarding email
  • Client onboarding questionnaire
  • Discovery call script & follow-up process
  • Offboarding process setup

Everything you need, handed off clean.

⚙️

Fully Connected Backend

Every system talks to every other system. Your booking flow, CRM, email automations, and payment processor are wired together and tested end-to-end.

📋

Working Booking Flow

A client can find you, book a call, receive confirmation, fill out their intake form, and get a welcome email — all automatically, without you lifting a finger.

📧

Email Automations Installed

Your welcome sequence, onboarding emails, booking confirmations, and after-session follow-ups are loaded, tested, and ready to send.

📄

Templates Loaded Into Your Systems

All email templates, contract templates, intake forms, and invoice templates are loaded into your actual tools — not just delivered as documents.

Master Launch Checklist PDF

A custom reference document covering everything that was set up, how it works, and what to do when you're ready to grow.

🎥

Walkthrough Video

A personal screen-recorded walkthrough of your complete setup so you always know where everything lives and how to use it.

The process & timeline, start to finish.

Your timeline starts from your onboarding call, not from when you inquire. Delivered in 2–3 weeks.

1
Before We Begin

Discovery & Business Audit

Before I touch a single tool, you complete two detailed questionnaires. The first covers your coaching business: your niche, ideal client, offer structure, and goals. The second covers your tech: existing tools, accounts, platforms, and access. Every decision I make is informed by your specific business, not a template.

2
Week 1

Foundation Build

Business email, scheduling platform, CRM, payment systems, and brand kit are set up and connected. Policies and legal templates are written. This is the infrastructure everything else plugs into.

3
Week 1 — Check-In

Progress Email Update

You receive a written progress update by email covering what's been completed, any questions I have, and what's coming next. No meeting needed — just clear visibility on where things stand before we move into website and client workflow build.

4
Week 1–2

Website & Lead Generation

Your simple home page is built or set up. Lead magnet connected, email opt-in configured, and landing page structure established. Your brand is live and ready for traffic before we finalize the client-facing experience.

5
Week 2 — You're Needed

Mid-Point Review Meeting

We meet to review the foundation and website build. This is your opportunity to request adjustments, flag anything that doesn't feel right, and align on the client journey before we build it out. Your input here shapes the finished product.

6
Week 2–3

Client Experience & Automations

The full client journey is built after your review: booking flow, intake forms, confirmation emails, onboarding sequence, after-session follow-ups, and offboarding. Every touchpoint is mapped and automated based on your approved setup.

7
Week 3

Email Marketing & Final Prep

Email marketing platform configured. Welcome sequence and onboarding emails loaded. All templates finalized and installed in your systems. Everything tested end-to-end and verified working.

8
Handoff

Walkthrough & Launch Checklist

I record a personal screen-recorded walkthrough of your complete setup and deliver your Master Launch Checklist PDF. You receive everything with a clear picture of how it all works — and you're ready to launch.

At a Glance
Pre
Audit & Questionnaires
W1
Foundation Build
W1–2
Website & Lead Gen
W2
Review Meeting
W2–3
Client Journey Build
W3
Email Marketing & Final Prep
Handoff & Launch

Choose your package.

One-time setup investment. No retainer required. Add ongoing VA support if you want a partner after launch.

Box + VA Support

Setup plus one month of ongoing assistance
$1,500
setup + 30 days support
  • Everything in the base package
  • One full month of VA support after launch
  • Help with first client onboarding
  • Tweaks, adjustments & troubleshooting
  • Weekly check-in during support month
  • Smooth transition to ongoing retainer if needed
Inquire Now

Questions answered.

Not much. You'll need to know your coaching niche (even roughly), have an idea of who you want to work with, and have access to — or be willing to create — accounts on the tools we'll use. I'll send you a simple onboarding questionnaire that walks through everything I need. Most coaches complete it in under 20 minutes.
Yes — you choose the tools that make sense for your business, and I set them up. For scheduling, we can use Calendly, Acuity, Google Calendar, or HoneyBook. For payments: Stripe, PayPal, Square, or HoneyBook. For email marketing: ConvertKit, Mailchimp, or HoneyBook. If you're unsure which to use, I'll make a recommendation based on your coaching type and budget.
Yes — there is one meeting required from you during the process. In Week 2, we schedule a mid-point review meeting where you review what's been built so far and provide feedback before final delivery. You'll also complete the onboarding questionnaires at the start and give me access to your accounts. Outside of those touchpoints, I handle everything so you don't have to be available day-to-day.
Great — we work with what you have. During the business audit, I'll assess what's already in place, what needs to be built from scratch, and what might need to be reconfigured to work properly.
You receive your full handoff — the Loom walkthrough, the Master Launch Checklist, and all your deliverables. If you want ongoing support after launch, the Box + VA Support package includes one month. You can also transition to a standard Virtually Yours retainer package if you want a long-term assistant.
Yes — a simple website home page setup is included in the package. This covers a professionally structured single home page to establish your online presence at launch. For full details on exactly what is and isn't included in the website setup, see the website inclusions & exclusions page (coming soon). For a full multi-page website build, that is a separate service — I'll discuss what makes sense for your launch during our discovery call.
The Coaching Business in a Box is designed to be a complete foundation. Once you're up and running, if you want ongoing help with content, marketing, email management, or other tasks, you can move into a standard Virtually Yours monthly package. Many clients do exactly that.

Ready to launch?

Let's build your coaching business — the right way, the first time.

Book Your Free Discovery Call