CRM and automation for coaches and course creators

Spend your time coaching, not chasing contracts and payment links.

You built a coaching business to change people's lives, not to remember which client is due a check-in, which payment link goes to whom and when the renewal email should go. I build the systems that hold all of that for you, so every client gets a beautiful experience and you get your head back.

A fan of illustrated coaching cards

Sound familiar?

Your whole client journey lives in your head, and you're scared of what happens if you forget a step.

Applications, contracts, payments and onboarding are all handled by hand, one email at a time.

Renewals slip because nobody reminded you at the right moment.

Your course or membership sits on one platform, your emails on another and your payments on a third, and none of them talk.

A card fails on a payment plan and nobody notices until the client has gone quiet.

Your programme runs across five tools, and you're the only one who knows how they fit together.

What I build for coaches

Applications and approvals

Applications land in one place, the right approval email goes out with the right payment link, and anyone who isn't a fit gets a kind reply.

Payments and onboarding

Payment triggers the agreement, the welcome email, the client folder and the kickoff booking, without you lifting a finger.

The delivery cycle

Call recaps, check-in forms and progress tracking that send themselves on schedule.

Renewals and offboarding

Renewal prompts in the right week, the right offer for the right package, and a graceful offboarding when a client finishes.

Courses and memberships

Kajabi, Mighty Networks or GoHighLevel memberships connected to your payments, onboarding and emails.

Launches and events

Sales pages, checkouts, waitlists and email sequences for your next launch, run through your systems instead of your inbox.

Programmes and community

Events, planning sessions, community posts and member reminders on a schedule, so your community feels looked after even in a busy week.

Your tools, connected

Kajabi, Mighty Networks, Stripe, Calendly and Zoom can all talk to each other, so a payment, a booking or a new member sets off the right next step on its own. If it makes more sense to bring everything into GoHighLevel, I'll show you what that looks like and what it saves. If you love the tools you already use, I'll build around them.

GoHighLevelKajabiMighty NetworksStripeCalendlyZoomAirtableThriveCartFlodeskZapierMakeGoogle DriveSlack

Case study

A full client lifecycle for a one-to-one coaching business

Eight phases, five decision points and six clients at any one time. The coach now does five things by hand across the entire client journey, and everything else runs through the system.

For a financial coach, I rebuilt the sales journey to qualify leads properly and lead them to an £8,000 offer, and it brought in an extra £2,000 a month.

In their words

“After an incredibly frustrating experience with a previous operations partner that left me in despair about my business, Mandie stepped in and completely changed the trajectory of AirwayZ. Within days, she identified problems that had been overlooked for months, untangled workflows that weren't scalable, and rebuilt systems in a way that finally made sense. ... She thinks like an owner. ... The biggest gift Mandie gave me wasn't a workflow or a dashboard. She helped me fall in love with my business again. ... If you're looking for someone who simply "does GoHighLevel," keep searching. If you're looking for someone who becomes a true operational partner and builds your business as if it were her own, you've found her.”

Liz Walker

Google review · founder of AirwayZ

5.0 from 9 Google reviews

Optimal Operations reviews

Common questions

Can GoHighLevel replace Kajabi?

For many coaches, yes. GoHighLevel can hold your courses, memberships, payments, emails and bookings in one place. Kajabi is still a lovely home for courses, so if it's working for you, I'll connect it rather than move you. We decide on what actually saves you time and money.

Does Kajabi offer payment plans, and what happens when a payment fails?

Yes, Kajabi offers payment plans. When a card fails, the client gets a friendly reminder with a link to update it, you're told straight away, and access can pause after a grace period if nothing changes. Nobody has to chase anyone by hand.

How do I connect Kajabi, Calendly and Stripe?

Through their own connections where they exist, and Zapier or Make where they don't. The aim is that a payment or a booking sets off the next step on its own, with nothing copied between tools.

What should a coaching onboarding process include?

A welcome, the agreement signed, payment taken, the first session booked, an intake form and access to your materials. I set it up so all of that happens in the right order the moment someone says yes.

Let's give your clients a journey that runs beautifully

Book a call and tell me how your coaching business runs today. I'll show you which parts could run on their own.