The Streamline to Six Figures Challenge:
Create an Automated Client Experience That Scales

Learn how to build a seamless, automated onboarding system in this 3-day challenge designed for coaches and course creators who want to scale their group programs without the tech overwhelm.

Stuck in the manual onboarding chaos?

→ You’re spending hours each week digging through your inbox, trying to figure out if you sent the right welcome emails to your new clients

→ Your DMs are flooded with “What do I need to do next?” messages from confused clients who aren’t sure how to get started

→ You’re manually adding people to your course platform, community, and calendar invites one by one

→ The thought of doubling your client load makes you anxious because your current processes are already overwhelming

→ You’ve tried setting up systems before but ended up more confused than when you started

What if instead:

→ You could onboard new clients with just one click, knowing every step would happen automatically

→ Your clients raved about how professional and seamless their onboarding experience was

→ You had clear systems that could handle 20, 50, or even 100 clients with ease

→ Your tech stack worked together smoothly, with everything connecting automatically

→ You could focus on serving your clients instead of managing endless admin tasks

I’ve helped dozens of coaches scale their programs by building automated systems that actually work. I know firsthand that the right onboarding process can triple your client capacity without tripling your workload.

Introducing: The Streamline to Six Figures Challenge

In this 3-day challenge, you’ll learn my proven system for creating an automated onboarding process that scales. No more manual chaos, no more confused clients, just simple systems that work.

Here's what we'll cover:

Day 1: Map Out Your Onboarding
Create a strategic and elevated onboarding process that you can use to welcome your next 50 clients with ease. Learn exactly what steps need to be in place for a seamless client experience.
Day 2: Choose Your Tech Stack
Ditch the overwhelm and get crystal clear on exactly which tools you need (and which ones you don't). Learn how to pick the right tech stack for your specific program.
Day 3: Connect the Dots
Bring everything together with simple automations that make your entire process seamless. Learn how to connect your tools so everything happens automatically.

This Challenge is Perfect for You If:

→ You’re running a group program and ready to scale beyond manual processes

→ You want to create a more professional and streamlined experience for your clients

→ You’re tired of constantly answering “what’s next?” questions from new clients

→ You know you need better systems but feel overwhelmed by all the tech options

Hi, I'm Sam, your Systems Strategist.

During the past 4 years, I’ve helped over 50 clients scale their businesses with streamlined tech and automation. My clients have scaled from $20K to $100K months, had $250K launches, and tripled their client capacity because they have the right systems in place.

Here’s what you get in this 3-day challenge:

→ Daily training videos walking you through each step

→ A complete client onboarding map template

→ Tech stack checklist and recommendations

→ Simple automation frameworks you can implement right away