The Process
The CoachStack 60-day backend install.
Every engagement follows the same process. No surprises. No scope creep. You know what you're getting before we start.
First workflows live in weeks 1-3. Full handoff by day 60.
Discovery
Days 1–3
Architecture
Days 4–8
Build
Days 9–21
QA
Days 22–28
Handoff
Days 29–60
- 1
Days 1-3
Discovery & Audit
What happens
We audit your current ops, client journey, CRM state, lead sources, and delivery workflow. We build a gap map of exactly what's broken.
You receive
Written gap analysis + prioritized build scope document.
- 2
Days 4-8
System Architecture
What happens
We architect the full backend stack. CRM pipeline design, automation logic, delivery workflow mapping, client comms framework.
You receive
Blueprint document + GHL environment setup.
- 3
Days 9-21
Build & Configuration
What happens
We build everything. CRM configuration, automation sequences, onboarding flows, client portal setup, SOPs for your team.
You receive
Live configured system in your GHL account.
- 4
Days 22-28
Testing & QA
What happens
We run the system through your actual client scenarios. Test every automation, verify every trigger, QA the full delivery workflow.
You receive
QA report + signed-off system.
- 5
Days 29-60
Handoff & Training
What happens
Live handoff call. We walk through every component, train your team (or you), deliver Loom walkthroughs for every SOP.
You receive
Loom library + SOP documentation package + 30-day support window.
See it in action
Three short videos. Zero fluff.
The Old Way vs. The New Way, what the flywheel backend looks like, and how the 8-week flow unfolds.
The Old Way vs. The New Way
What the Flywheel Backend Actually Looks Like
The 8-Week Flow
Deliverables
What's included.
Built, configured, documented. Yours to own.
FAQ
Common questions.
Keep reading