Coaching & Consulting

Selling coaching or consulting packages or retainers? Look no futher. Spiffy is the go-to solution for Coaches and Consultants selling their productized services, trainings, and programs.

Checkouts

• Create a Checkout
• Checkout Editor
• Offer Title & Description
• How to Test Your Checkout

Ways to Structure Your Checkout

• Options – for Coaching/Consulting Packages
  • Add Options Block to Your Checkout
  • Addon Offers

• Payment Plans – for Set Number of Payments for a Specific Time-frame
  • Payment Plans
  • Payment Plan Management
  • Intro to Customer Portal

• Subscriptions – for Ongoing Coaching, Membership, or Community Access
  • Create Subscription Products
  • Add Subscriptions to Your Checkout:
    • As a Subscription Block
    • As an Options Block with Subscription Modifier
    • As an Addon Offer
  • Setting Up Your Stripe Account
  • Intro to Customer Portal
  • View our Subscriptions Course

• Not Sure Which to Use for Your Products and Services?
  • Payment Plans vs. Subscriptions

Automation

• Purchase Automation (Checkout level)
• Subscription Automation (Subscription Group level)
• Billing Automation Overview
• Recovering Failed Payments

Integrations

• Intro to Integration Actions
• Integration Field Mapping

Reports

• Dashboards Overview
• Product Sales
• Failed Payments & Aging
• Cashflow Projection

Flows & Upsells

• Checkout Flows
• One-Click Upsells
• One-Click Upgrade (Subscription Upgrade)
• Thank You Pages
• Connections & Logic