The system
Performance-Based Fulfillment™
Performance-Based Fulfillment is how we run everything after the sale in a coaching business: the client journey, the data, the client success team, the deliverables, and the offers your clients buy next. Five systems, one number each, reported every week, with part of our fee tied to what we retain and resell.
Marketing gets you clients. Sales closes them. We run everything after the sale.
The problem it solves
You don't have a marketing problem. You have a second-sale problem.
Most coaches spend a fortune to win a client, collect one payment, and lose that client 6 to 12 months later. Nobody offered the next step, because nobody tracked whether the client got the result.
That number is your LTV: everything one client ever pays you.
Why
Why your clients only pay once.
You already have a fulfillment: calls, training, a coach or two. What's missing is the chain underneath it. Fix the first two links and the rest follows. That is the whole job.
The method
Delivery, strategy, client success, next offer, back to cash.
Black is what a coaching business already has. Blue is what we build. Green is where the money comes back, with no ad spend.
What we install
Six things you get in the first 30 days.
Everything after the sale, built and run for you. Each one has an owner, a procedure and one number we report on every week.
Every client's path from day one to the result, with milestones and levels, so nobody drifts unseen.
Results tracked per client and reviewed weekly. KPIs beyond revenue: client success rate, drop-off, resell rate.
We hire, train and manage the client success managers and coaches, with an SOP for every touchpoint.
The tools, software, video training, live calls and community your clients need to win, rebuilt for completion.
Testimonials, Trustpilot reviews and case studies captured at the moment of result, fed to your marketing.
Upsell, resell, downsell and continuity offers built for the winners, offered at the right moment.
The five systems
One page each, one metric each.
Always these five, always in this order. The metric follows the name in every mention.
Client Success Team
We hire, train and manage the client success managers and coaches, with an SOP for every touchpoint.
Results Tracking
A client dashboard with health scores and drop-off flags, reviewed every week, so nobody drifts unseen.
Training & Delivery
Video training rebuilt for completion, live calls designed for attendance, chat support that answers in hours.
Proof Engine
Milestone-triggered testimonials, case studies and referrals, collected while the win is fresh.
Resell Engine
Renewals, upsells, downsells and continuity, built from the program you already have.
Any time
One number per system. Live.
The founder can open the live dashboard any time: active clients, client success rate, on-track rate, time to value, LTV, what is selling and who was onboarded. Updates arrive as a Loom, not a meeting. A good COO takes care of the CEO; the CEO should not have to deal with anything.
Share of clients who reach the promised result. Most programs have never measured it.
How fast a client gets the first real win. Shorter is safer.
How many months a client stays. The number that sets LTV.
Clients on track versus off track, per stage, against the time set for that stage.
The seven steps
In what order it happens.
Two steps of audit, four of build, then it runs. The same order on every engagement.
Offer, pricing, upsells, resells, fulfillment, operations, team. Everything, with your own numbers.
Who the offer is really for, and where every competitor's back end is the same as yours.
Training, community, support and delivery, rebuilt for completion. The client journey with milestones and levels.
Upsell, resell, downsell and continuity, each placed at the moment a client has the new need.
A procedure for every touchpoint, the automations behind them, and the numbers each one reports.
Client success managers hired and trained, the board live, the improved system launched.
The team reviews the KPIs every week and improves client success, upsell and resell rates from the data.
We look at your delivery: how clients move from purchase to result, where they drop off, what you track, what happens at the end. You leave with your three biggest leaks named and the metric definitions, whether or not we work together.
The team is hired and trained, the dashboard is live, the SOPs are written, onboarding is rebuilt and the first offers are designed. Back end running by day 30.
Weekly reviews, one number per system, resells offered at milestones, proof collected as results land. You keep coaching, or step out of delivery entirely.
The routine
One dashboard. No meetings.
Every system reports into the same place. The founder checks it whenever they want and gets a Loom when something changes.
The dashboard: client success rate, on-track rate, active clients, at-risk count, resell pipeline. Open whenever you want.
Check-ins fire from the dashboard on schedule. Support answered inside the response standard.
Proof requests and renewal conversations trigger the moment the dashboard records a milestone.
A Loom to the founder when something changes. Check-ins by Zoom or call when a decision is needed. No standing meetings.
The team, the data, the journey, the offers. You keep coaching or step out of delivery. One number per system, every week. Part of our fee is tied to what we retain and resell.
The same system, installed with your team through our playbooks and weekly calls. Same method, your hands.
