You mentioned a coaching management system in a previous video. Which software do you use to deliver that system?
I built the whole system in ClickUp. When a new coaching client pays via a ClickFunnels webhook, we capture their info, create a record in ClickUp, and set the status to onboarding. We have SOPs for onboarding calls, then we round‑robin assign coaches so each gets an equal number of clients. Each week the coach updates the status (week 1, week 2, etc.) and the client receives emails with resources and a shared Google Drive folder. This standardizes the coaching process and keeps everything organized in ClickUp.
I'm pretty scrappy about this, so it's not going to be some super polished system. I'll literally just type a term like 'coach' into Apollo and start there. Questions like 'how do I find things' can trip people up for a very long time — people can burn an extra week just figuring this out. In that same week, I'll have already sent 1,500-2,000 emails and have real data to test with, before most people even get started. So practically: go to Apollo, clear your filters, type in 'coach,' and start working through the results that come up.
Coaching, especially digital coaching, offers extremely high ROI because service delivery is virtually instantaneous—coaches typically create an information product that clients can sell autonomously after purchase. I view myself as a coach/educator: I help clients achieve a specific outcome, build a business model, or reach a revenue goal, and they pay me for that expertise. The term 'coach' is broad, but I think of it as information‑product‑based coaching on the internet. Once the product is built, the client can sell it repeatedly without further work from me. Examples include Maker School, my communities, and other educational products I’ve sold: they require a large upfront time investment, but after that core asset is built, I don’t need to update or rebuild it for each client (though I do update Maker School periodically). As an operations person working with such clients, my focus is solely on pulling the growth lever—acquiring more clients—because the variable and fixed costs per new client are nearly zero; the only bottleneck is how many clients I can acquire. Thus I scale by increasing client volume, and fulfillment time per client remains extremely low after the core asset is ready, with daily check‑ins optimized.
One simple setup I used with a gym client involved a Typeform lead capture linked from their Instagram profile. The form acted as an audit; after a prospect filled it out they were prompted to book a call via a Lead Clique calendar. The calendar integration then triggered automated follow‑up sequences. Beyond that, you can let AI generate meal‑plan drafts, onboarding documents, or free audit templates that pull in the information the prospect entered and produce a customized proposal. By feeding the data into a few pre‑written templates and letting AI fill the gaps, you can deliver a personalized experience at scale without manual effort.
I use ClickUp as my main tool to store everything; it's visual and sufficient for my needs, so I don't need a real database like Superbase. I'll leave it there for now. Moving on to brand stats: my main channel has about 159,960 subscribers, Instagram around 26,648 followers, and the daily updates channel (where I answer questions) has about 8,844 subscribers. Subscriber growth is down to roughly 0.36% per day, Instagram growth around 2.62% per day, while the daily updates channel growth remains strong. Recently I posted about winning the school games, cross‑posted it to the schooler subreddit, and asked Sam Ovens and others to pin it to gain visibility and raise the standard in the school community. The post is long and was pinned, receiving comments from notable figures like Sam Ovens, Nate Herk, Spencer (who previously held the top spot), and Mr. Hormosi. I plan to meet them in the next couple of days. Although there's no direct ROI, I expect future returns from the connections and positive clout. On the sales front, I had to take down a posted sales call for Leftclick after the other party raised liability concerns; the first call already exposed potential issues, making me doubtful about continuing such posts. I’ve considered alternatives like sales coaching, role‑play sessions, or a podcast‑style format where I work with others and document the process, but these versions lack the perceived authenticity of a live, unfiltered sales call. Lead generation is doing well: Instantly launched an AI inbox manager, and the podcast campaign now yields a 2% reply rate, with about 1% positive replies. At my recommended volume of 270 emails per day, that translates to roughly one positive reply per day, or 20‑30 per month; I’m sending about ten times that volume, so I could scale up to ten calls per day if market capacity allows. I’ve also thought about simply giving people leads, but that raises logistical questions about booking calls and ensuring attendance without double‑booking. I’m open to any sensible solutions you might have. Finally, my channel’s relative growth rate has been declining, and I was about to publish a video intended to reverse that trend, though it hasn’t uploaded yet due to timing.