LIVE WORKSHOP ON ZOOM | TUES MARCH 24THÂ @ 2PM ET | REPLAY INCLUDED
get paid (twice)
What if your client discovery process actually made you money?Â
We’ll show you how we sell simple Custom Action Plans that bring in immediate revenue, give potential clients a powerful first win, and naturally lead them into our premium coaching offer — all without a single call or calendar event.
INCLUDES LIFETIME REPLAY ACCESS
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Ready for perfect-fit clients every time?
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Ready to quit sales calls or big promos?
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Ready to get paid to get clients?
If you're like most coaches
You're missing the middle step
Old Way
The path of most resistance
1. Someone finds you through your free content or a low ticket offer. They like your ideas and enjoy your teaching.
2. You invite them into your $2,000+ coaching offer.
The leap feels huge. So they hesitate, need multiple sales calls, or just disappear.
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VS
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New Way
The “get paid to get paid” path
1. Someone finds you through your free content or low ticket offer. They like your ideas and enjoy your teaching.
2. You offer them a Custom Action Plan, a personalized roadmap for their situation. It’s a low-risk invite (less than $200) and they get to experience your 1:1 advice (no calls needed).
3. Then you invite them to keep going and implement the roadmap together. Now it feels like the obvious next step.
Why it's working so well in 2026
You’re not asking someone to jump straight into trusting you with thousands of dollars and their precious time. You’re giving them one clear step forward and an invite to keep going — and you get paid twice for it.
INCLUDESÂ LIFETIME REPLAY ACCESS
how we're getting paid to find ideal clients
The process is simple (and completely call-free)
Step 1
A potential coaching client pays $100 - $200 for a plan. This invite shows up in a few strategic places inside our low-ticket offers.
Step 2
They fill out an interactive intake form that captures their unique preferences and overall goals.
Step 3
We create a Custom Action Plan with their intake responses + our unique methodology + a custom trained AI Tool.
Step 4
The final step is to record a quick video walkthrough of their Action Plan. Takes less than 5 minutes to deliver it.
And when we deliver the plan, the invite is easy:
“Want us to help you actually make this happen?”
There’s no big pitch or awkward sales call.Â
It’s a natural next step for the person who wants to keep going, get help, and get the best results.
Plus: it’s a natural filter to make sure we’re only signing clients we actually love working with.
INCLUDESÂ LIFETIME REPLAY ACCESS
What we'll cover during the workshop
✅ How we create a Custom Action Plan offer that acts as the perfect bridge between front-end offers and premium coaching.
âś… What our Action Plans actually look like (and why they work so well as a built-in client filter)
âś… Why this offer model is the perfect entry-point for call-free coaching, since the Action Plan delivery is designed to be asynchronous
âś… The automated intake process we use to gather everything we need without getting on a call or going back and forth with buyers
✅ Exactly how we lead people from buying an Action Plan to becoming a client…without pressure or a big pitch
âś… 3 simple ways to sell your Action Plan offer (none of these require a sales page or a launch)
âś… How we strategically use the entire process to set up our call-free coaching offer as a natural next step
âś… 2 ways we use AI to build detailed Action Plans faster, so we can create 20-page plans without spending hours on each one
✅ Why Action Plans attract better clients (so you’re naturally optimizing for ideal clients that are likely to keep working with you)
Plans > Promises
Most coaches try to sell coaching with explanations and "trust me" vibes.
But coaching is hard to explain. It’s personalized, nuanced, and different for every client.
An Action Plan solves that.
Instead of asking someone to trust that working with you will be valuable… you give them a real experience of your thinking and guidance first.
By the time you invite them to keep going, they already know what it’s like to work with you — which makes the upgrade feel obvious.
Join us for the workshop and we'll walk you through exactly how to set this up.
INCLUDESÂ LIFETIME REPLAY ACCESS
get paid (twice)
Give us 90 minutes and walk away knowing how you can get paid to get clients — by building simple plans that show off your expertise.
INCLUDESÂ LIFETIME REPLAY ACCESS
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March 24th
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2:00pm - 3:30pm EST
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Replay Included
Hey, We’re Justin & Sarah! 👋
In the last 90 days, we've delivered 78 custom Action Plans.Â
When potential clients buy a plan from us…
They get real one-on-one guidance.

They see how we think.
They experience what it’s actually like to work with us.
Plus, these Action Plans aren’t just bringing in extra revenue — they’re helping us find the exact clients we want to work with.
By the time someone finishes their Action Plan, we’ve both gotten a sense of what it’s like to work together.Â
And if they want help implementing the roadmap, continuing together as a client feels like the most natural next step.
Most importantly…
This strategy is perfectly aligned with how we want to work.Â
The entire process is call-free — so it’s never getting in the way of travel plans, family commitments, or other life stuff.Â
Short version: Action Plans bring in cash, bring clients to our doorstep, and give us a way to deliver deeply personal 1:1 guidance without adding more Zoom calls to our calendars.Â
And in this workshop, we’ll show you exactly how we’re doing it right now. You’ll get to see what’s worked, what we’ve tweaked, and how you can create your own version in just a few days.
