Executive Coaching Client Acquisition Snapshot: What We Built for $697
An executive-coaching snapshot should do one job well: move a serious prospect from application to a booked discovery call without losing the human handoff. That is the system we are building inside the Executive Coaching Client Acquisition Snapshot.
The price is $697. It includes the snapshot and installation in one HighLevel sub-account. It does not include connecting every domain, phone number, email service, payment account or rewriting the system for a different offer. Those are setup or customization tasks, and we scope them separately.
Who this snapshot is for
It is designed for executive coaches selling high-ticket one-to-one coaching, retainers, small groups or masterminds through an application and discovery-call process. It fits best when the coach wants qualification before booking, clear sales stages and controlled follow-up—not a giant nurture maze.
- Executive and leadership coaches
- Consultants with an application-first sales process
- Small coaching teams that need a visible handoff
- Agencies installing a repeatable coaching system
What we built
1. Application intake and review
When an application is submitted, the contact is marked for review and the assigned reviewer is notified. The automation does not automatically treat every form submission as qualified. That decision remains visible and deliberate.
2. Qualified-lead booking invitation
A qualified lead receives the discovery-booking invitation. The workflow waits, checks whether an appointment exists, and follows up only when no booking is found. A completion tag closes the sequence so the team can see that the follow-up ran.
3. No-show recovery
If a discovery call is missed, the system sends a direct rescheduling message, waits one day, checks for a new booking and sends one closing email only when needed. It is intentionally short. A no-show does not justify an endless sequence.
The CRM structure behind the workflows
Automations become fragile when the underlying data is vague. We created coaching-specific fields for role, challenge, desired outcome, team size, timeline, qualification status and readiness. The eight-stage pipeline follows the actual buying conversation from New Application to Won, Nurture or Lost.
A 45-minute discovery calendar and reusable installation values complete the core. During installation, values such as the coach name, booking URL, proposal URL, payment-update URL and support email are replaced once instead of being edited across multiple assets.
What installation includes—and what it does not
| Included for $697 | Separate setup or customization |
|---|---|
| Snapshot access and one installation | Domain and DNS connection |
| Included workflows, fields, tags, values, pipeline and calendar | Phone, email and payment-provider connection |
| Installation checklist and replacement-value review | Offer-specific copy, routing or new integrations |
| Basic post-load verification | Ongoing monitoring or campaign management |
HighLevel describes snapshots as reusable configurations copied from a source sub-account. Some assets still require integrations or post-load configuration. That is why we say “snapshot plus installation,” not “your entire business is live in one click.”
See whether it fits your coaching offer
Before buying, identify which business-specific connections remain beyond installation. If you need help completing them, review our setup and onboarding service so we can scope that work separately.
Book a short demo. We will show the lead journey, confirm whether your offer fits the included structure and tell you exactly what would remain to connect after installation.
