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Growth and coaching

The Business coaching GoHighLevel snapshot kit

Application, discovery call, and a programme that onboards itself.

High-ticket coaching lives on call show rates. This kit is built around the 48 hours between an application and a discovery call, which is where most programmes quietly lose half their pipeline.

  • Programme pages and case study library
  • Applied, call held, proposal, enrolled
  • Asked at the milestone, not the end

What lands in the account for coaches kit buyers

Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in coaches and consultants, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.

  1. BS-01SYS-03

    AI Studio website

    Programme pages and case study library

    Professional Website. A programme page with the copy written, an application funnel that filters properly and a discovery call calendar embedded at the end of it.

    • Application funnel
    • Programme pages written
    • Discovery calendar embedded
    Without it
    Coaches sell on proof and yours is scattered across screenshots in a highlight reel, with no page a prospect can be sent to before a call.
    With it
    A site arrives with the programme written out, the case studies laid out as pages rather than images, and the application sitting at the end of each one.
    How it pays
    At $6,000 a place, a site that converts one extra reader a quarter into an application that enrols has paid for itself and the ad spend that fed it.
  2. BS-02ACCT

    Funnels

    Application funnel and masterclass registration

    Without it
    Your offer lives in a Google Doc and a calendar link. Anyone who is interested has to book a call before they know whether the programme is for them.
    With it
    The application funnel, the masterclass registration page, the programme sales page and the case study library are already written and wired to the same pipeline.
    How it pays
    If a masterclass costs $800 in ads to fill and one attendee enrols at $6,000, the pages that carried them from registration to application did the whole job.
  3. BS-03ACCT

    Forms and surveys

    The application that does the filtering

    Without it
    Your application is a name, an email and a sentence about goals, which means the discovery call is where you find out someone cannot afford the programme.
    With it
    The application asks about revenue, timeline, budget and what they have already tried, and the mid-programme survey collects the result that the testimonial ask needs later.
    How it pays
    If a proper application removes three unqualified calls a month and each was an hour of your time at $200, that is $600 a month and a calendar you recognise.
  4. BS-04SYS-01

    1 AI Receptionist

    Qualifies the enquiry before the call

    AI Receptionist. Answers the enquiry, runs the qualifying questions you would ask on an application, and books the discovery call only when the answers stack up.

    • Qualifies before it books
    • Screens for fit and budget
    • English and Spanish
    Without it
    A prospect rings after a webinar wanting to know the price. You are mid-session with a client, it goes to voicemail, and the momentum dies there.
    With it
    The phone gets answered while you are coaching, the revenue and stage questions get asked out loud, and only people who fit are offered a discovery slot.
    How it pays
    If a programme sells at $6,000 and one caller a month gets picked up who would otherwise have left a voicemail, the kit is covered many times over in a quarter.
  5. BS-05SYS-02

    1 AI Chatbot

    Answers price, pushes to the application

    AI Chatbot. Works the traffic from content and ads, answers programme and pricing questions, and pushes qualified people into the application rather than a call.

    • Site, SMS and social
    • Answers programme questions
    • Pushes to the application
    Without it
    Someone reads a case study at midnight, wants to know whether the programme suits a solo consultant, and has nobody to ask until the morning.
    With it
    It answers format, price and time commitment straight, then sends the person to the application rather than a calendar link, which is where the filtering belongs.
    How it pays
    Say a masterclass sends three hundred people to the site in a week. If the bot turns twelve of those into completed applications, you have a cohort worth running.
  6. BS-06ACCT

    Custom fields

    Revenue band, stage, cohort assigned

    Without it
    The application asks good questions and the answers end up in a form submission nobody opens twice, so the call starts with the same questions again.
    With it
    Revenue band, business stage, main constraint, budget, cohort assigned and pre-work completed sit on the record, and the show-up sequence changes depending on what is there.
    How it pays
    If knowing the revenue band before the call lets you skip the applicants who cannot pay, and that saves four wasted hours a month at $250, the field earns its keep.
  7. BS-07ACCT

    Custom values

    Programme price, cohort dates, call length

    Without it
    Every cohort has new dates, a new price and a new deadline, and last cohort's dates are still sitting in messages that go out on their own.
    With it
    Coach name, programme name, price, payment plan wording, cohort start and close dates, call length and the application link are all set in one place per launch.
    How it pays
    If setting up a launch used to mean an afternoon of find and replace, four times a year, at $200 an hour of your own billable time, the sum is obvious.
  8. BS-08ACCT

    Pipelines

    Applied, call held, proposal, enrolled

    Without it
    You know how many people applied and how many paid, and nothing about the stage in between where most of the money quietly goes missing.
    With it
    Stages carry an applicant from submitted to qualified to call booked to call held to proposal out to enrolled, with a lane for alumni due a next tier.
    How it pays
    At $6,000 a place, one proposal a month that would have gone quiet and instead gets worked to a decision is $72,000 of enrolments over a year.
  9. BS-09ACCT

    Workflows

    Abandoned application and proposal follow-up

    Without it
    Half the applications on your form are started and never finished. Nobody sees them, because an incomplete application does not send you an email.
    With it
    A started application that stalls gets picked up within the hour, the show-up sequence runs before a discovery call, and a sent proposal gets worked for ten days.
    How it pays
    If twenty applications are started a month and eight are abandoned, recovering two of those at a $6,000 programme is $12,000 that was sitting in a half-filled form.
  10. BS-10SYS-05SYS-04

    Appointment reminders, confirmations and no-show recovery

    Discovery call with pre-work attached

    Smart Appointment System. Confirms the discovery call with the pre-work attached, because a call where the prospect did the pre-work closes and one where they did not does not.

    • 24h, 1h and 15min reminders
    • Pre-work attached
    • Target: 70% of no-shows rebooked

    AI Outbound Caller. Calls the applications that never booked a call and the calls that were booked and missed, which is most of the drop-off in a coaching funnel.

    • Unbooked applications
    • Missed discovery calls
    • Voicemail with a rebook link
    Without it
    A discovery call where the prospect has not thought about their numbers is a diagnostic call. You spend the hour teaching and nobody enrols at the end.
    With it
    Booking sends the pre-work immediately, reminders arrive the day before and ten minutes out, and anyone who misses gets a reschedule offer while they still care.
    How it pays
    The recovery leg targets 70% no-show recovery. If six discovery calls a month go missing at a $6,000 programme, getting four back is a different quarter entirely.
  11. BS-11SYS-09SYS-08

    Nurture campaign

    From lead magnet to cohort start

    Lifetime Nurture Campaigns. Alumni check-ins each quarter, a launch cycle for each cohort, and a referral programme that pays properly rather than thanking someone.

    • Quarterly alumni check-ins
    • Cohort launch cycles
    • Paid referral programme

    Database Reactivation. Works the applications that went cold six months ago and the alumni whose next stage is a genuinely different programme.

    • Six month cold applications
    • AI calling campaign
    • Alumni next-stage offers
    Without it
    Someone downloads the framework in March and the next cohort starts in September. Nothing happens in between, so by September they have forgotten who you are.
    With it
    The sequence keeps a lead warm from download to application, and after enrolment it runs the module reminders, the mid-programme check-in and the quarterly alumni touch.
    How it pays
    Say a list of a thousand downloads sits idle between cohorts. If a warm sequence pulls five applications from it before the next start date, one cohort fills itself.
  12. BS-12SYS-06SYS-07

    Review automation

    Asked at the milestone, not the end

    Review Harvesting. It goes out post-session, at the milestone where a client can point to a number that moved, not on the last day out of politeness.

    • Trigger: milestone reached
    • Needs a logged result
    • Google and Facebook links

    Review Automation. The engine spreads asks across cohorts and channels, and keeps the written review separate from the video testimonial request so neither is wasted.

    • Paced across cohorts
    • Two follow-ups, then stop
    • Written and video kept apart
    Without it
    You ask for a testimonial on the last day of the programme, which is the day a client is thinking about what comes next rather than what changed.
    With it
    The ask fires when a logged result appears, the written review and the video case study go out separately, and anyone who has already given one is skipped.
    How it pays
    If one filmed case study is worth a place a quarter at $6,000, then simply asking at the right moment rather than the polite moment covers the cost of the kit.
  13. BS-13ACCT

    Seasonal automation

    Cohort opens and closes on a date

    Without it
    A cohort starts on a fixed date and the cart opens two weeks before it. Every launch is rebuilt from scratch the fortnight before doors open.
    With it
    The waitlist build, the cart open, the closing warnings and the January and September pushes are already timed. You set the dates in the account and it runs.
    How it pays
    If rebuilding a launch takes three days of your time and you run four cohorts a year, that is a fortnight back, plus the enrolments a proper close warning brings.

The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.

Built for how coaches and consultants actually sell

A coach sells access, so the kit screens with an application before the calendar opens, then runs a show-up sequence with a reminder at 24 hours, 1 hour and 10 minutes. After the sale it handles cohort onboarding, module release and the testimonial request at the point in the programme where clients are most enthusiastic.

  • Building a three-touch show-up sequence for discovery calls
  • Screening applications before a calendar link is sent
  • Scheduling cohort module releases without manual sends

Primary pipeline

  1. Applied
  2. Qualified
  3. Call booked
  4. Call held
  5. Proposal sent
  6. Client
  7. Renewed

The problem, and what actually changes

What it looks like today

  • Discovery calls are booked by anyone who fills a form, so half the calendar is people who cannot afford the programme.
  • Applications are submitted and never followed up, and the prospect loses interest within a fortnight.
  • Discovery calls with no pre-work do not close, but the pre-work is sent manually and often not at all.
  • Alumni are the warmest list in the business and there is no programme for them after the last session.

What changes, and what changes it

  • Enquiries are screened on the same questions the application asks, so a call only happens when the answers stack up.SYS-01 AI Receptionist
  • Ad and content traffic is pushed into the application rather than straight to a calendar.SYS-02 AI Chatbot
  • The pre-work goes out with the confirmation and the ladder protects the call.SYS-05 Smart Appointment System
  • Unbooked applications and missed calls are chased automatically, which is where most coaching funnels leak.SYS-04 AI Outbound Caller
  • Alumni get quarterly check-ins and a referral programme that actually pays rather than thanks.SYS-09 Lifetime Nurture Campaigns

Built for

  • Coaches and consultants selling a programme above two thousand dollars through an application funnel.
  • Anyone running paid traffic into discovery calls and burning time on unqualified ones.
  • Practices with alumni cohorts that have never been worked for referrals.

Not built for

  • Low ticket course sellers. The qualification layer costs more than it saves at that price point.
  • Anyone who wants the AI to sell on the call. It screens and books; the close is yours.
  • Coaches without a defined programme. There is nothing for the nurture to describe.

If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for coaches and consultants at your size than sell you one and watch it sit unused.

The workflows inside, by name

These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.

  1. Application submitted to review
  2. Qualified applicant calendar invite
  3. Discovery call show-up sequence
  4. No-show reschedule offer
  5. Proposal sent follow-up over 10 days
  6. Client onboarding and welcome pack
  7. Cohort module release schedule
  8. Mid-programme check-in
  9. Testimonial and case study request
  10. Renewal or next-tier offer

The funnels, by name

  • Application funnel
  • Free training or masterclass registration
  • Discovery call booking page
  • Lead magnet download
  • Programme sales page
  • Client onboarding portal page
  • Case study library page

Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.

How the complete system works

End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for coaches and consultants, one stage at a time.

  1. STG-1

    Lead capture and first contact

    Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.

    Enquiries from content and ads are screened on the same questions an application would ask, so a discovery call only happens when the answers stack up.

    Phone calls: AI Receptionist

    • Answered on the first ring, any hour
    • Qualifies by asking, not by phone tree
    • In a slot before the call ends
    • Bilingual, English and Spanish
    • Live ones put through to your team
    • Answers on ring one
    • Books mid-call
    • EN and ES

    Messages and web chat

    • Instant replies on SMS, email, Facebook and Instagram
    • Site chat with lead qualification logic
    • Collects enquiry type and preferences
    • Seamless handoff to a human agent
    • Triggers the follow-up automation
    • Five inboxes, one script
    • Replies in seconds
    • Hands off to a person

    Forms and ads: Google, Facebook, TikTok

    • Every submission starts the 10 day nurture
    • Follow-up across email, SMS and AI calling
    • Smart routing by enquiry type
    • Lead source attribution on the record
    • Automatic handoff to a discovery call
    • Source stamped on the record
    • Routed by enquiry type
    • Straight into the ten-day run

  2. STG-2

    Intelligent lead nurture

    A 10 day multi-touch sequence that turns an enquiry into a booked discovery call.

    Ten days of nurture is the case for the programme: what it changes, who it is for, and what the first thirty days look like.

    Day 1 to 3: email

    • Welcome email carrying the offer
    • Service overview, copy pre-written
    • Social proof in the third touch
    • One call to action: book or call

    Day 4 to 7: SMS

    • Time-sensitive offer alert
    • A short testimonial text
    • One-click booking link
    • Urgency written in, not shouted

    Day 8 to 10: AI call

    • Friendly re-engagement call
    • Handles the common objections
    • Books directly on the call
    • Smart voicemail when unreachable

  3. STG-3

    Booking and no-show prevention

    Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.

    A discovery call without the pre-work does not close. The pre-work goes out with the confirmation, then the ladder, then a callback inside the hour.

    Instant booking confirmation

    • SMS confirmation with the details
    • Calendar invite for Google and Outlook
    • Email confirmation on the record
    • Pre-visit questionnaire attached

    Smart reminder sequence

    • 24 hours before: SMS and email
    • 1 hour before: the on-the-way message
    • 15 minutes before: final alert
    • Reschedule in one tap, no phone call

    AI no-show recovery

    • Automatic call within 60 minutes
    • Finds out what actually happened
    • Reschedules on the same call
    • Called back inside the hour
    • Target 70% recovery

  4. STG-4

    Reviews and social proof

    Turning a satisfied client into the thing that wins the next one.

    The ask waits for a programme milestone with a logged result, so what you collect is specific rather than polite.

    Intelligent review request

    • Satisfaction check 2 hours after the session
    • Satisfied: straight to the Google and Facebook links
    • Not satisfied: escalated internally, never published
    • Target output: 5 to 10 reviews a month

    AI comment reply bot

    • Replies to positive reviews automatically
    • Personalised thank-yous, not one template
    • Handles a negative review with empathy
    • Escalates anything serious to a human

    Social proof engine

    • Publishes review snippets to the site
    • Builds the trust signals on the page
    • Lifts conversion on the same traffic
    • Feeds the signals Google reads locally

  5. STG-5

    Lifetime nurture and retention

    The part almost nobody runs: keeping a client for years rather than one transaction.

    Alumni are the next cohort and the referral source. Quarterly check-ins, launch cycles and a referral programme that actually pays.

    Continuous engagement

    • Seasonal reminders on your cycle
    • Quarterly check-ins
    • Birthday and anniversary offers
    • Annual review prompts

    AI client support bot

    • Instant answers to FAQs, 24/7
    • Reschedules an appointment without a call
    • Answers status enquiries
    • Looks up documents on request

    Database reactivation and referrals

    • Six month inactive trigger
    • A we-miss-you sequence that reads like a person
    • Monthly referral prompts
    • A VIP tier for your best clients

Put your own numbers in

One additional programme sale covers the kit outright on the assumptions below, and the screening usually returns more hours than the sale returns money. Every box below starts on an assumption for coaches and consultants, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.

Your numbers

What that works out to

$19,485

recovered a month from calls you currently miss

3 days

for the $1,915 kit to cover itself

43 hours

a month currently going into work this kit is built to do

This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.

Installation

We install it free, and you get 10 hours with it

Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.

  1. Open the share link from your agency login. The snapshot appears in your own library.
  2. Load it into the sub-account. Around 12 minutes for a kit this size.
  3. Work the change list: your business values, your domain, your calendars, your numbers.
  4. Send a test contact through each of the three main paths, then publish.
Book a call about this kitOr hand the whole build over: Custom snapshot build

Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.

What the 10 hours cover

  • Installing the snapshot
  • Rebranding the website
  • A2P 10DLC registration and setup
  • Email service setup
  • A few more automations

Never in the hours, on any kit

  • Third-party integrations
  • Third-party API work
  • Custom software development

Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.

What support covers

Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.

In the box

Installing the snapshot
We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
Rebranding the website
Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
A2P 10DLC registration and setup
Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
Email service setup
Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
A few more automations
Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.

Separate engagement

Third-party integrations
Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
Third-party API work
Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
Custom software development
A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.

Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.

  • DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
  • InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
  • After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.

Business coaching snapshot questions

A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The business coaching kit is that copy built for coaches and consultants: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.

Still reading? Start withthe guide, or seeall nineteen kits.

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