Give every property a clear next step
Build an agency website, prepare property landing pages and keep inquiries in CRM. Review property facts and consent before publishing or sending campaigns.
From website to client follow-up
Your coaching website. The next session in view.
Build a personal, fitness or career coaching website. Connect inquiries to CRM, add configured booking availability and link reviewed payment requests.
Start with the coaching pack
Opens the setup wizard with this pack selected. Sign in or create an account to continue.
From a first question to a coaching session
Illustrative workflow. No appointment, message or payment is created here.
A clear first conversation
A visitor reads your coaching focus, format and service details. The contact form captures contact information and a general goal in CRM. Use the record to choose the team’s next action. Keep medical records and payment details out of this public form.
Offer times from real availability
Create a booking page with working hours, time zone, buffers and exceptions. Connect Google Calendar through the existing booking settings, then add that page to your website. A calendar connection problem must not be treated as a confirmed free slot.
Keep the payment request beside the appointment
Prepare and review a payment request for the same CRM contact, then link it explicitly in the diary. The appointment management page shows its ledger status and an available secure payment link. Linking does not charge a card or confirm the appointment.
Included in the professional pack
The coaching pack creates editable home, about and services pages, plus an introductory-session landing page kept as a draft. Coaching inquiry stages and general coaching fields organize follow-up. Draft email and advertisement examples help prepare a campaign; they are text to review, not messages sent on your behalf. Full website copy is available in Hebrew and English. Setup guidance is also available in Spanish.
What you configure before launch
Verify your actual qualifications, coaching services, session terms and prices. Review the website, domain and privacy information before publishing. Booking needs your own configured page and Google authorization. Payments need an authorized business provider and an existing reviewed CRM request. Review the current plan and any provider fees before activating connections.
Clear expectations before you start
Coaching copy does not establish professional qualifications or promise health, employment or income outcomes. A session cancellation is not a refund. Automatic session packages, automatic refunds and payment-dependent appointment confirmation are not provided by linking a request. Review those arrangements separately with the client and your payment provider.
An inquiry is not a newsletter subscription. To collect subscribers, choose a mailing list, publish a separate consent question with matching wording and review double opt-in settings. Marketing messages remain subject to valid consent and sending approval.
Questions before choosing a pack
Does the pack connect my Google Calendar automatically?
No. The account owner authorizes Google Calendar in booking settings and configures availability. The installer can use an existing booking page identifier; it does not create calendar permission or invent available times.
Can I collect payment for a coaching appointment?
Use a configured business payment provider to create a CRM payment request. An authorized team member links the reviewed request to the appointment for the same contact. The invitee can open its secure link when available. The provider and ledger determine payment status, not a booking confirmation.
Is this suitable for personal, fitness and career coaches?
Yes, as an editable starting point for a website and client follow-up. Replace the general examples with verified details of your own practice. Do not present a service, qualification or result that you cannot substantiate.
Another business workflow
One connected platform
From a visitor to a customer, with the work connected.
Your website, forms, CRM, campaigns and automations work in the same workspace. Use the screens or connect an MCP assistant to the supported tools, with the same access rules.
Capture the inquiry
A website or landing-page form creates a CRM inquiry. Joining a marketing list requires a separate consent choice.
Assign and follow up
Use owners, tasks, deal stages and configured automations to track the next action. Connect booking when the customer needs a meeting.
Review, approve and measure
Review the draft before publishing or sending. Reports show recorded delivery and customer activity; provider data requires an authorised connection.
Websites and landing pages
Edit in the shared canvas, connect forms and review changes before publishing on a configured address.
CRM and customer conversations
Keep contacts, inquiries, deals, tasks and conversation history together, with team access controls.
Automations and follow-up
Build event-triggered flows with conditions and delays. Review the draft and sending rules before enabling it.
Email, audiences and consent
Prepare campaigns, segments and signup forms in EmailPro. The free plan includes 1,800 emails a month and up to 500 contacts.
Projects and team operations
Track project tasks, deliverables, reviews and capacity alongside the customer context, according to your role.
Appointments, calendars and payments
Connect an existing booking page, configure availability and authorise Google Calendar. A reviewed CRM payment request can be linked to the same customer’s appointment; linking does not charge automatically.
AI agents and shared knowledge
Give assistants reviewed business knowledge and configured tools. Keep customer conversations in context and test the agent before release.
Integrations and connection health
Connect supported store, calendar and analytics providers with their required permissions. Inspect each connection; an available adapter is not an active account connection.
Plugins and external workflows
Use the WordPress lead plugin with supported form builders, or configure the Zapier and Make adapters and signed webhooks. These require installation and authorisation; marketplace publication is not claimed.
Media and reusable content
Reuse uploaded assets and prepared content across your site, landing pages and campaign drafts. Review each placement before publishing.
MCP tools for your assistant
Connect a compatible assistant to the documented tools. It can inspect and prepare supported actions under your permissions; human-only approvals remain in the product.
Professional starter kits, ready to adapt
Choose a kit for services, clinics, contractors, restaurants, shops, consultants, real estate, creators or personal, fitness and career coaching. Each starts with an editable site, a campaign-page draft and industry CRM setup.
- Company, freelancer and organization website
For a business that sells its time and skill: inquiries, quotes, scheduled work and repeat customers.
- Clinic website and appointment inquiry
For a practice that sees people by appointment: first inquiries, an intake call, the first session and reminders.
- Contractor website and project inquiry
For projects that start with a site visit: inquiries, visits, detailed quotes, scheduling and handover.
- Hospitality website and group inquiry
For a place people visit: opening hours, table requests, and the bigger conversations about events, groups and catering.
- Product brand website and sales campaign
For a brand that sells online: clear policies, customer questions, wholesale inquiries and returning customers.
- Expert services website and discovery campaign
For expertise sold as projects or retainers: discovery calls, proposals, engagements and renewals.
- Property website and listing campaign
For an agent or agency: buyers and renters, property owners, viewings, offers and closing.
- Creator website and collaboration campaign
For someone who teaches: courses, workshops, a mailing list, students and group bookings from organisations.
- Coaching website and session campaign
For personal, fitness, career and other coaches: discovery, availability-based sessions, client follow-up and reviewed payment arrangements.
Installed site content is available in Hebrew and English. Review business details, forms, consent wording, destination lists and draft automations. Calendar, payment and store connections require separate setup; the kits do not include a native checkout or medical-record system.
