Close the deal while they’re still excited on the call.
One trigger sends a personalized contract, collects payment, and books their first session — before momentum cools. Built for coaches, consultants, and service businesses who are done chasing signatures and manually sending invoices.
How it works
Three triggers. One unbroken chain of momentum.
We architect the entire flow and hand you the keys.
- 01 / Contract1
Personalized contract, fired instantly.
You fill in a short simple form and hit one button. The client gets your branded contract with their details dynamically filled in. No PDF graveyard or lag time.
- 02 / Payment2
Stripe invoice, the moment they sign.
Signature triggers the invoice automatically. Deposit, full payment, or a payment plan — whatever you sell, it collects itself.
- 03 / Booking3
Kickoff call on the calendar.
Payment triggers the booking link. By the time you wrap the sales call, they’ve signed, paid, and scheduled. The deal is closed.
Why it matters
The deal dies in the follow-up.
You did the hard part — earning the yes. Then logistics drag the close out for a week, and the energy is gone. We collapse that week into a button press.
- 01Buyer’s remorse hits in hours, not days.
- 02Every touchpoint after the call is a chance to lose them.
- 03Your follow-up cadence is doing the selling for you — badly.
- 04“I’ll send the contract over” is where deals go to die.
Pricing
Two ways in. Both pay for themselves on the next call.
Automation
Just the chain reaction
- Custom e-signature contract template
- Trigger form (start it from anywhere)
- Auto Stripe invoice on signature
- Auto booking link on payment
- Connect your Stripe & booking tool
- Onboarding & handoff session
Automation + CRM
The full operating system
- Every onboarding automatically updates your pipeline and contact record.
- Everything in Automation
- Built on GoHighLevel — trusted by 1M+ businesses
- Replaces Mailchimp, Calendly, ClickFunnels & more
- Done-for-you setup — we configure it, you run it
- Visual sales pipeline — see every client at a glance
- Automated email follow-up sequences
- Lead capture forms and landing pages included
Includes one onboarding session. Ongoing CRM management available separately.
FAQ
Questions, answered.
What do I need to get started?
A Stripe account, your coaching contract, your logo, and a booking link. We'll send a secure onboarding form that walks you through each item. Your credentials are stored securely and used only to run your automation. You can revoke access or cancel anytime.
Do I need a GoHighLevel account?
Tier 1: No. Tier 2: We set one up for you as part of your setup — it's included.
How long does setup take?
Most setups are live within 3–5 business days of receiving your onboarding info.
What payment processors do you support?
Stripe is standard and required for all plans. Square and other processors are available as custom integrations — contact us before purchasing.
What if I need changes after setup?
Minor tweaks (contract copy, pricing updates) are included for 30 days. Larger changes are quoted separately.
Is there a contract?
Yes — a simple service agreement is sent during onboarding. Setup fees are non-refundable once work begins.
What if something breaks?
We monitor and maintain the automation. If something on our end breaks, we fix it. If a third-party tool changes, we'll address it promptly.
Start
Ready to close faster? Let’s build your flow.
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