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.
Built for you
This is built for you if:
You close high-ticket clients on calls and hate the follow-up lag
You're sending contracts manually and chasing signatures
You've lost a deal because momentum died in the week after the yes
You're a coach, consultant, sales closer, or service provider with a repeatable offer
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.
Watch it in action
See the whole flow in under three minutes.
A quick walkthrough of what your clients experience, from signed contract to scheduled kickoff, and what gets built behind the scenes.
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.
Compare
Which Plan Is Right For You?
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
- Everything in Automation
- Every onboarding automatically updates your pipeline and contact record.
- 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
- 30-minute handoff session. We walk you through everything we built
Already on GoHighLevel? Your account will be migrated under our agency. We'll handle it.
We're currently offering aggressive early-adopter pricing for individual users. Organizational deployments are scoped separately. Please use the contact form to get in touch.
FAQ
Questions, answered.
What do I need to get started?
A Stripe account, your coaching contract, your logo, and a booking link. We'll also need temporary access to your website to install the trigger form, it's a simple embed code that takes about 5 minutes. We'll send a secure onboarding form that walks you through each item, then send you a Stripe Connect link to authorize your account. We never store your Stripe credentials, authorization is handled directly through Stripe's secure platform. 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 completed onboarding form. The form is designed to collect everything we need in one go, the faster you submit it, the faster you're live.
Do you support payment plans or deposits?
Your contract can reflect any payment structure, deposit, installments, or payment in full. The terms are embedded directly into the signed agreement. Note: automated installment billing is not currently included; the initial invoice is a single charge.
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.
What happens if I'm already using GoHighLevel and I purchase Tier 2?
Migrating your GHL account to our agency is like moving a motorhome from one campground to another. Everything inside stays exactly the same; only the front door changes. We'll walk you through it in your handoff session.
I already have GoHighLevel. Can I just get the Automation tier?
Absolutely. Tier 1 runs independently of any CRM. However, because your GHL account sits under a different agency, we aren't able to automatically sync your new clients into your existing pipelines or contact records. That's what Tier 2 is built for. If that integration matters to you, Tier 2 is the right fit.
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Ready to close faster? Let’s build your flow.
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