Intern
What you actually do
Access test, kickoff coverage on recent payers, no-show recover. You are not designing meal plans.
Library / health coaches / Health coaching wires onboarding as tightly as the protocol
Health coaches leak when payment is a Stripe link, access is a PDF in email, the first session is a hope, and recare is silence. The vertical wires as paid → access → kickoff event → attendance → protocol check-ins that write the contact — with a no-show recover on session one. Instagram is not the CRM for people in a protocol.
Health coaches leak when payment is a Stripe link, access is a PDF in email, the first session is a hope, and recare is silence. The vertical wires as paid → access → kickoff event → attendance → protocol check-ins that write the contact — with a no-show recover on session one. Instagram is not the CRM for people in a protocol.
The weekly number is kickoff show rate and % of new payers with a next session date. Completions follow those two.
Protocol without onboarding is a PDF. The CRM should show whether they started, not only that they paid.
Health lists die from daily slogans. Nurture is paced. Replies are clinical-adjacent — a human, not a broadcast of tips that ignore their plan.
Failed payments on packages need dunning plus a human. Ghosting a past-due client while Instagram posts recipes is how refunds happen.
Reviews after they have had a result window, not a QR while they pay. Unhappy path private.
Intern
Access test, kickoff coverage on recent payers, no-show recover. You are not designing meal plans.
Operator
Onboarding = product. Milestones write. Recare clock. Human on stalled. Instagram is a door.
CEO
Completion is the economics. Kickoff and next-session coverage are the numbers. Until they exist, more programs multiply drop.
Stripe/package, access (portal/PDF/app), kickoff calendar event, session attendance, protocol milestone fields, no-show tag, recare/renewal date, review ask after a completed block — not at checkout.
Paid → access automatic same day; lead spine stops
Kickoff booked on paid or as a required next step; reminders two-way
Session one no-show → recover; do not wait until week three guilt
Milestone or week-4 field → recare/renewal journey, not a blast to all past payers
Webhook. Login or folder lands. Lead emails die.
Why: Double mail on day zero plus no access is the refund pattern.
Done when: Test pay: access + not in acquire.
Event type Kickoff. Booked stage. Show rate.
Why: First session in a DM is not a system.
Done when: Every new payer in the last 14 days has a kickoff date or a recover task.
No-show workflow same day. Rebook conversion.
Why: Drop is onboarding, not 'they weren’t ready'.
Done when: Test no-show gets recover, not silence.
Week 2/4 check-in writes a field. Triggers recare or a human task if stalled.
Why: Without fields you only have payment as a state.
Done when: A stalled test gets a task, not a recipe blast.
Package end date on the contact. 14-day spine. Not a surprise invoice.
Why: Silence until expiry is how they ghost.
Done when: Upcoming ends have dates. A list exists.
Test purchase → access. Kickoff event exists. List last 10 payers: kickoff date present? Session-one no-show test. Package end dates filled for active clients.
A new challenge, more Instagram funnels, or a second program until kickoff show rate exists. More curriculum into a missing day-0–7 is more refunds.
Stripe. PDF. First session in DMs. No recare. Recipe broadcasts to everyone including people mid-protocol. That is content, not a practice.
Kickoff show rate and % of new payers with a next session on the contact. Protect those before a new challenge.
Because completion is the product. Protocol PDFs do not recover no-shows or renewals.
It can be the channel if the thread sits on the GHL contact and milestones still write fields. A personal phone is a hostage.
Capture to a contact the same day. Protocol clients cannot live in comments.
This week
This week: paid→access, kickoff object, session-one recover, end dates on packages. No new challenge.
Senior operators will not wait on a messy CRM while the calendar fills with the wrong calls.
Read ↗Busy and unbooked at the same time is a missing next-date object, not a marketing problem.
Read ↗Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.