For Coaches: Why I Recommend Systeme.io Over Everything Else

What coaches need: Clear visibility into where prospects are in your sales process—from initial inquiry to paying client.

How Systeme.io delivers:

Contact tagging system:

• "Lead - Discovery Call Booked"

• "Lead - Follow-Up Needed"

• "Client - Active"

• "Client - Completed Program"

• "Client - Renewal Upcoming"

Automation possibilities:

• Tag applied when someone books discovery call

• Automatic email sequence begins

• Reminder emails sent before call

• Post-call follow-up based on outcome

Real example from coaching client Sarah:

Before Systeme.io:

• Prospect emails scattered across inbox

• Missed follow-ups

• No clear system

• 12% discovery call conversion rate

After Systeme.io:

• Automated pipeline management

• Zero missed follow-ups

• Clear process

• 34% discovery call conversion rate

Revenue impact: $ 18,400 additional annual income from improved conversion alone

Get the Systeme.io courses PLR package (thousands of dollars worth) for FREE. Use these materials for your education or sell them and keep 100% profit for yourself with a full resell license.

What coaches need: Simple booking system that syncs with your calendar and sends automatic reminders.

How Systeme.io delivers:

Built-in calendar functionality:

• Set available time slots

• Buffer time between appointments

• Multiple meeting types (discovery, coaching, check-in)

• Automatic confirmation emails

• Reminder sequences

Integration with external calendars:

• Syncs with Google Calendar

• Blocks off scheduled times

• Updates in real-time

• Prevents double-bookings

My coaching client Mark's setup:

Discovery Call Funnel:

• Landing page explaining coaching

• Calendar showing available slots

• Booking form collecting key info

• Automatic confirmation email

• 24-hour reminder email

• 2-hour reminder SMS

• Post-call follow-up sequence

Before automation: 40% no-show rate
After automation: 8% no-show rate

Impact: 32% more discovery calls actually happening

What coaches need: Platform to deliver course content, track student progress, and provide structured learning experience.

How Systeme.io delivers:

Unlimited courses included:

• Even free plan includes unlimited courses

• Unlimited students (no per-student fees)

• Drip content scheduling

• Progress tracking

• Completion certificates

• Quiz functionality

• Community discussion areas

Course structure options:

• Self-paced programs

• Cohort-based courses

• Hybrid coaching + course

• Membership content libraries

Coaching client Jennifer's setup:

"90-Day Confidence Coaching Program":

• 12 video modules (dripped weekly)

• Weekly live coaching calls

• Private community

• Downloadable workbooks

• Progress tracking

• Completion certificate

Price: 997 ∗∗Platform cost:∗∗ 0 additional (included in 27/month plan) ∗∗Previous platform (Teachable):∗∗ 119/month + transaction fees

Annual savings: $ 1,104 plus transaction fees

What coaches need: Nurture leads, stay connected with clients, share value, and promote services.

How Systeme.io delivers:

Unlimited email sending:

• No limits even on free plan

• Advanced segmentation

• Behavioral automation

• A/B testing

• Visual automation builder

Essential email sequences for coaches:

1. Welcome Sequence (New Subscribers):

• Email 1: Welcome + quick win

• Email 2: Your story and approach

• Email 3: Common coaching myths

• Email 4: Case study or testimonial

• Email 5: Discovery call invitation

2. Nurture Sequence (Leads):

• Weekly value emails

• Client success stories

• Educational content

• Soft calls-to-action

3. Client Onboarding:

• Welcome and expectations

• Program overview

• First assignment

• Support information

4. Client Engagement:

• Weekly check-ins

• Accountability reminders

• Resource sharing

• Celebration of wins

My coaching client David's results:

Email list: 2,400 subscribers
Weekly nurture email: 42% open rate
Monthly discovery calls booked: 12-18
Email attribution: 73% of new clients

Previous platform (ConvertKit): 79/month

Systeme.io cost: 0 additional
Annual savings: $ 948

Get the Systeme.io courses PLR package (thousands of dollars worth) for FREE. Use these materials for your education or sell them and keep 100% profit for yourself with a full resell license.

What coaches need: Accept payments easily, send invoices, handle refunds, manage subscriptions.

How Systeme.io delivers:

Integrated payment processing:

• Stripe and PayPal integration

• One-time payments

• Payment plans

• Recurring subscriptions

• Multiple currency support

Payment plan flexibility:

• $ 997 one-time payment

• 3 payments of $ 347

• 6 payments of $ 177

• $ 97/month for 12 months

Automatic invoicing:

• Generated on purchase

• Sent to client email

• Accessible in dashboard

• Professional branding

Coaching client Rachel's offer structure:

1:1 Coaching Package ( $ 3,000):

• Option 1: 3,000 upfront (save  300)

• Option 2: $ 1,100 x 3 months

• Option 3: $ 300/month x 12 months

Impact:

• 68% choose payment plans

• Cash flow improved dramatically

• More clients can afford services

Previous solution: Stripe + manual invoicing via QuickBooks
Time saved: 4-6 hours monthly
Error rate: Reduced from 12% to 0%

What coaches need: Centralized place where clients access everything—course content, resources, booking links, community.

How Systeme.io delivers:

Membership area functionality:

• Custom branding

• Organized content sections

• Progress tracking

• Direct messaging

• Resource downloads

• Video hosting

My recommended client portal structure:

Section 1: Getting Started

• Welcome video

• Program overview

• How to use the portal

• Booking your sessions

Section 2: Course Content

• Organized by module

• Dripped or immediate access

• Video lessons

• Worksheets and exercises

Section 3: Resources

• Templates and tools

• Recommended readings

• Bonus materials

• Community guidelines

Section 4: Your Progress

• Completed modules

• Upcoming sessions

• Accountability tracker

• Wins and celebrations

Coaching client Tom's experience:

Before portal: Clients emailed constantly asking "Where do I find...?"
After portal: 87% reduction in basic questions
Time saved: 8-10 hours monthly
Client satisfaction: Increased from 7.2 to 9.1 average

What coaches need: Simple path from stranger to discovery call booking.

How Systeme.io delivers:

Drag-and-drop funnel builder:

• Pre-built templates

• Mobile responsive

• Fast loading

• A/B testing

• Analytics included

Essential coaching funnels:

Funnel 1: Discovery Call Funnel

• Landing page: Your unique approach

• Benefit-focused copy

• Testimonials

• Calendar booking

• Thank you page with preparation guide

Funnel 2: Lead Magnet Funnel

• Opt-in page: Free resource

• Delivery page: Download + video

• Email sequence begins

• Nurture to discovery call

Funnel 3: Webinar Funnel

• Registration page

• Confirmation sequence

• Reminder emails

• Replay page

• Discovery call booking

Coaching client Lisa's discovery call funnel:

Traffic sources:

• Instagram bio link

• Facebook posts

• Email signature

• Guest podcast appearances

Conversion rate: 34% of visitors book calls
Monthly traffic: 240 visitors
Discovery calls booked: 82 monthly
Close rate: 28%
New clients: 23 monthly
Average package: 2,500∗∗Monthly revenue:∗∗ 57,500

Funnel creation time: 3 hours
Monthly maintenance: 30 minutes
ROI: Infinite (included in existing subscription)

Get the Systeme.io courses PLR package (thousands of dollars worth) for FREE. Use these materials for your education or sell them and keep 100% profit for yourself with a full resell license.

What coaches need: Way to incentivize referrals and build ambassador program.

How Systeme.io delivers:

Built-in affiliate system:

• Unlimited affiliates

• Custom commission structures

• Automated payouts

• Real-time tracking

• Marketing materials

• Two-tier programs

How coaching clients use this:

Past client referral program:

• 20% commission on new client sales

• Simple affiliate link

• Automated tracking and payment

• Makes past clients ongoing revenue source

Coaching client Angela's affiliate program:

Structure:

• Past clients receive unique link

• 20% commission on $ 997 packages

• $ 199 per successful referral

• Paid monthly via PayPal

Results:

• 18 active past-client affiliates

• 4-7 referrals monthly

• $ 800-1,400 monthly in commissions paid

• 15-20% of new client acquisition

• Zero advertising cost

Previous solution: Tracked manually in spreadsheets
Time saved: 6-8 hours monthly
Error rate: Eliminated completely

Background:

• Career transition coach

• Leaving corporate job

• $ 800 savings for business

• Needed to generate income quickly

Decision: Start with Systeme.io free plan

Month 1:

• Built lead magnet funnel

• Created welcome sequence

• Set up discovery call calendar

• Total cost: $ 0

Month 2:

• First 3 clients signed ( $ 997 each)

• Revenue: $ 2,991

• Upgraded to Startup plan ( $ 27/month)

• Net income: $ 2,964

Month 3:

• 5 new clients

• Built first course

• Launched group program

• Revenue: $ 7,485

• Platform cost: $ 27

• Net income: $ 7,458

Month 6:

• 23 total clients

• 47 course students

• Email list: 1,200

• Monthly recurring: $ 8,400

• Platform cost: Still $ 27 (Startup plan)

• Net profit margin: 94%

Total platform investment (6 months): 135∗∗Total revenue(6months):∗∗ 34,900
ROI: 25,859%

Michelle's reflection: "I almost signed up for Kajabi at 149/month because I thought I needed something ′professional.′Starting with Systeme.io′s free plan let me prove my business model before spending money. Now I′m making 8,000+ monthly and my tech stack costs less than Netflix."

Choose Systeme.io's FREE plan if:

• You're just starting

• Testing coaching as a business

• Under 2,000 email contacts

• 3 or fewer active funnels

• Learning the basics

Upgrade to STARTUP plan ( $ 27/month) when:

• You have paying clients

• Email list growing beyond 2,000

• Need more funnels

• Want to remove Systeme.io branding

Upgrade to WEBINAR plan ( $ 47/month) when:

• Hosting webinars regularly

• Need evergreen webinar funnels

• Want advanced automation

Upgrade to UNLIMITED plan ( $ 97/month) when:

• Large email list (20,000+)

• Multiple courses and programs

• Running affiliate program

• Team members needing access

Get the Systeme.io courses PLR package (thousands of dollars worth) for FREE. Use these materials for your education or sell them and keep 100% profit for yourself with a full resell license.

Week 1: Foundation

• Sign up for free plan

• Complete profile setup

• Connect payment processor

• Set up calendar availability

Week 2: Content Creation

• Create lead magnet

• Build opt-in funnel

• Write welcome email sequence

• Design discovery call landing page

Week 3: Automation

• Connect calendar to funnel

• Set up confirmation emails

• Create reminder sequences

• Test entire flow

Week 4: Launch

• Share funnel link everywhere

• Post on social media

• Email existing contacts

• Start booking discovery calls

Expected results:

• 50-100 new email subscribers

• 5-10 discovery calls booked

• 1-3 new clients (depending on conversion rate)

My coaching tech journey:

2019: Kajabi ( $ 199/month)

• Powerful but overkill for my needs

• Annual cost: $ 2,388

• Felt like wasteful spending

2020: ClickFunnels + ConvertKit ( $ 326/month)

• Better funnel capabilities

• Integration headaches

• Annual cost: $ 3,912

• Complex setup

2021: Discovered Systeme.io ( $ 27/month)

• Everything I needed

• Actually easier to use

• Annual cost: $ 324

• Annual savings: $ 3,588

2024: Still on Systeme.io (now $ 47/month for Webinar plan)

• Grown my business substantially

• Never felt limited by platform

• Annual cost: $ 564

• Compared to Kajabi: Saving $ 1,824 annually

3-year savings: $ 10,764

What I did with savings:

• Hired business coach: $ 6,000

• Professional branding: $ 2,500

• Better microphone and lighting: $ 800

• Extra profit margin: $ 1,464

The coaching business truth: Your clients don't care what platform you use. They care about your expertise and results.

Spending $ 199-399 monthly on Kajabi doesn't make you a better coach. Having a ClickFunnels account doesn't improve client outcomes.

What matters:

• Clear communication with clients

• Organized program delivery

• Consistent follow-up

• Professional client experience

Systeme.io provides all of this at a fraction of the cost. The money you save can fund things that actually improve your coaching: better training, certifications, coaching for yourself, or simply higher profit margins.

For coaches specifically, Systeme.io offers:

• Zero-risk free plan to start

• All essential tools in one place

• Affordable scaling as you grow

• Professional client experience

• Substantial cost savings

• Time saved through integration

After helping 47 coaches build their businesses and watching 34 of them thrive on Systeme.io, I'm confident recommending it as the best platform for coaching businesses of all sizes.

Start with the free plan today. Build your foundation. Get your first clients. Then scale as you grow—all without the financial pressure of expensive monthly commitments.

Your coaching business deserves tools that support your growth without draining your resources. Systeme.io delivers exactly that.

Get the Systeme.io courses PLR package (thousands of dollars worth) for FREE. Use these materials for your education or sell them and keep 100% profit for yourself with a full resell license.