Business Coach: All-in-One System

Centralize and automate your client management, from booking to invoicing.

The Challenge

The coach was using Calendly for appointments, Zoom for sessions, Stripe for payments, and Excel for client tracking. No connection between tools.

Critical problems:

  • Scattered tools without integration
  • Manual invoicing after each session
  • Complex client onboarding (45 min)
  • No centralized client view

The TIASEO Solution

1. Webflow Website

Optimized sales page with integrated booking.

2. Stripe + Auto Invoice

Payment → PDF invoice → automatic email sending.

3. Automated Slack

Client workspace invitation + dedicated channel after purchase.

The Process in 4 Steps

01 Payment Detected

Stripe sends a webhook to Make upon payment receipt.

02 Invoice Generated

PDF automatically created with client details and legal mentions.

03 Email Sent

Invoice sent to client + copy archived in Google Drive.

04 Slack Onboarding

Workspace invitation + personalized welcome message.

The Results

30s

Onboarding time (vs 45min)

100%

Automation

10h

Saved per month

"My clients are amazed by the smooth journey. I spend 10h less per month on admin."

— Business Coach

Want an all-in-one system?

Let's centralize your tools and automate your client management.

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