Done-for-you systems implementation for coaches who are done patching things together, and ready for someone who actually understands how coaching businesses run to come in and build it properly.
Delivered by a Certified OBM® and AI Strategist with 7+ years working across 50+ businesses.
Most coaches reach a point where the backend quietly causes problems.
You have a coaching business that works. But the backend has never quite kept up. Maybe your course platform is half set up, your onboarding is patched together, or your email sequences are live but you are not confident they are running correctly. You do not want to spend hours watching tutorials. You want someone to come in, figure out what needs to be done, and build it properly.
Is this you:
"I know things are messy but I don't know where to start."
"I set something up but I'm not confident it's working correctly."
"Every time I try to sort the tech I lose a full day and still feel stuck."
"I just need someone to tell me what to use and set it up properly."
What It Actually Is.....
This isn't a consultation. It's implementation.
We start with a paid 90-minute Systems Audit Call so I understand exactly what you have, what's missing, and what needs to change. You walk away from that call with a clear written recommendation, whether we continue to implementation together or not. If you move forward, I handle everything: platform setup, integrations, automations, testing, and a proper handover.
01 Assess —
paid 90-min Audit Call to map what you have, what's missing, what needs to be built
02 Recommend — scoped proposal with exact scope and investment, confirmed before you commit
03 Build —
I handle implementation; you're pulled in only for sign-offs
04 Hand over —
written handover doc and Looms covering everything for day-to-day use
Before
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The backend is patchy, stressful, or disconnected
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You avoid the tech side because it feels too complicated
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Launches feel risky because you're not confident the systems will hold
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Tools you're paying for aren't fully set up or being used
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Tech problems eat into time you should spend on clients
After
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Your backend is clean and built around how your business actually runs
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You know what you have, what it does, and how to use it
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Launches feel manageable because the infrastructure is solid
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Every tool in your stack is earning its place
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You have someone to call on when the backend needs attention
Systems Audit Call
$500 One time Payment
We begin with a detailed review of how your business currently operates so we can identify what is slowing things down, where information is getting lost and which systems need attention first.
What’s included
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90-minute systems audit and strategy call
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Review of your current tools, workflows and backend processes
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Identification of gaps, bottlenecks and duplicated work
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Tool, systems and process improvements recommendations, where needed
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A prioritised backend roadmap showing what to fix first, next and later
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Written audit summary with clear recommendations
Backend Implementation
Starting from $2,000
Following the audit, you can choose to have the recommended systems built and implemented for you. Depending on your needs, I can work alongside your existing team, bring in trusted specialists from my implementation team, or manage a blended approach.
Implementation may include:
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CRM setup
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Client onboarding systems
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Project management setup
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Workflow automation
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Forms and questionnaires
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Email sequences
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SOP creation
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Team workflows
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Dashboards
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Tool integrations
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Testing and handover
Custom proposal based on scope.
The Systems Audit is required before implementation so the recommendations are based on your actual business needs rather than a one-size-fits-all setup.
❤️ What Clients Say
Working with Mo gave me the clarity I needed to stop spinning my wheels. She pinpointed exactly what was slowing us down and gave us a roadmap that actually worked.
April, April & Co
Mo sees what you can't see from inside your own business. The review paid for itself in the first month just from the time I got back.
Ginny, Braintastic
FAQ
No. That's exactly what the Systems Audit Call is for. Figuring out what needs to be built is part of the job.
The handover includes Loom walkthroughs for day-to-day use. Detailed software training is a separate offering.
Most projects run 2–4 weeks depending on scope. Timeline confirmed in the proposal before anything starts.
Every setup includes a short post-project support window. After that you can move into ongoing backend support.
If you have a clear picture of what needs to be built and have worked with an OBM before, yes. For most coaches the Audit Call is the right starting point.
