Have you ever felt like you need a second brain just to manage your 1:1 clients? Delivering a premium experience often means juggling platforms like Kajabi for delivery, ConvertKit for email, Calendly for booking, Teachable for content—and it’s not just overwhelming. It’s unsustainable.
For many coaches and service providers, this is the hidden cost of going high-touch. The promise of 1:1 work is appealing: stronger results, deeper relationships, and higher prices. But when your systems are scattered, the admin load expands with each new client—and your ability to grow starts shrinking.
This week on Office Hours, we shared how to build a complete client delivery system using AttractWell—our all-in-one platform that replaces the mess of tools with one streamlined system for attracting, enrolling, and serving clients. No integrations, no patchwork. Just strategy-backed setup, a vault template you can customize, and automations you can duplicate for every new client—so you're not reinventing anything.
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What’s Really Holding Back Your 1:1 Work?
It’s not your offer. It’s the system—or lack of one.
If your onboarding lives in Google Forms, your resources in Dropbox, your calendar in Calendly, your emails in ConvertKit, and your course content in Kajabi or Teachable… you don’t have a system. You have a maze.
And every new client has to find their own way through it—while you try to remember where you left off and what needs to happen next.
Even if you've stitched it all together with zaps, plug-ins, or hours of duct-taped SOPs, the load is still on you. You’re duplicating effort, managing subscriptions, and handling the same tasks repeatedly. Eventually, something slips—and the client experience suffers.
That’s not what high-touch is supposed to feel like. And it doesn’t have to be that way.
One Dashboard to Welcome, Guide, and Support Every Client
Instead of juggling tools, imagine this:
A new client enrolls and gets immediate access to their private dashboard—your branded vault inside AttractWell. The onboarding is already set up. A class inside walks them through first steps, collects key info and uploads, and unlocks access to book their first call. No manual back-and-forth. No scrambling to send links.
Once the call is booked, the dashboard stays active as their home base. They can move through lessons, download tools, ask questions in a private discussion room, and check in weekly. You’ll track their progress directly from their contact record—notes, uploads, agreements, call usage, all in one place.
And because the entire experience lives inside AttractWell, you’re not switching tabs or wondering if they saw that one email. Everything’s connected. Everything’s consistent. And it’s all yours to duplicate with the click of a button when the next client says yes.
Included in This Week’s Free Resource
We’re not just showing you what’s possible—we’re giving you the tools to do it. When you attend or watch the replay of this week’s training, you’ll get access to our Private Client Dashboard bundle. It includes:
A ready-to-use vault template with a complete client class. This includes onboarding lessons, optional curriculum sections, a shopping list page, and a discussion room preloaded with prompts.
Lesson settings that allow you to require uploads—like agreements, worksheets, or intake forms—before clients can unlock their next step or book their first call. You can also choose to review their submission before releasing access to booking.
A call package that tracks usage and integrates with your booking calendar. Once unlocked, clients can use it to book included sessions, and you’ll always know how many they’ve used.
An automation that protects your time: if a client is on a payment plan and their payment fails, it removes access from the vault and halts further session booking.
A welcome campaign that guides your client into the experience with clear expectations. You can customize or extend this series to suit your own program’s tone and schedule.
Plus: Canva templates to rebrand the vault to match your offer, voice, and visuals—so it looks like your system, not ours.
Designed for Real Coaching, Not Just Content Delivery
This isn’t a generic course setup. It’s designed for 1:1 programs where you need to guide someone through change—personally and professionally.
Whether you help clients transform a space, reset their habits, support their wellness, or navigate a season of change, this setup meets the moment. It helps them stay connected and accountable while helping you stay organized and focused.
The onboarding lesson collects what you need before the call. The call package tracks sessions. The class lets them work between meetings. The discussion room lets you coach and encourage along the way. The automation makes sure it all runs smoothly. And it’s easy to duplicate—so your next client isn’t a whole new build.
Use Vault Checkout to Sell + Deliver Seamlessly
If you offer your 1:1 coaching as a package, you can sell it directly with a vault checkout page. AttractWell allows you to choose a one-time payment, a multi-part plan, or recurring billing.
When someone pays, the automation grants access, starts the welcome campaign, and sets everything in motion. You can even connect this checkout page to a sales page if you want more room for content and storytelling.
No need for third-party cart tools, customer management systems, or onboarding emails built from scratch. It's all handled in one place. That’s what makes this system ideal not just for starting—but for scaling.
🎥 Watch the Full Walkthrough + Get the Bundle
This week’s Office Hours includes a full demo of how to implement the system, plus access to the downloadable templates and automations mentioned above.
You Don’t Need More Tools. You Need a System.
If you’ve been avoiding 1:1 offers because they seem like too much work—or you’re stuck under the weight of admin from the ones you’ve already sold—this setup was made for you.
With AttractWell, you’re not just building better systems. You’re building more freedom into how you work and serve.
💻 Start your first month for $1 and customize the Private Client Dashboard for your business.
📅 Join our next live Office Hours to keep learning, growing, and simplifying every week.
