🚀 Module 4: Package Setup

Design your signature coaching package — structure, pricing, and features that deliver outcomes and protect your time.

⏱️ 60–90 minutes Difficulty: Beginner–Intermediate

By the end of this module, you’ll have a clear, high-value coaching package ready to launch — with structure, price, and features aligned to your goals and ideal clients. UltraLyfe will then help you bring it to life with payment integration and a professional landing page.

2. Why It Matters

Great coaches don’t sell hours — they sell transformation. A well-designed package creates clarity for clients, consistency in delivery, and reliable income for you.

This is the foundation for a sustainable practice: fewer custom offers, more focus, better outcomes, and pricing that reflects real value.

3. Step-by-Step Guide

Choose Your Package Length & Pricing Model

Offer three core programs for flexibility without overwhelm:

3-Month: $1,200–$1,500 • Quick Wins & Starters
6-Month: $2,100–$2,700 • Habit Rebuilding
9-Month: $3,000–$4,200 • Full Lifestyle Transformation

With ~20 clients/year at a $5,000 average, you can cross $100K working under ~20 hrs/week.

Build Features That Drive Outcomes (Not Overwhelm)

Core (pick 2–3): Bi-weekly or monthly 1:1s • Monthly reviews • Custom plans
Light-touch (pick 1–2): Message access • Weekly/bi-weekly check-ins • Mini-programs
Bonus (optional): Video library • Templates/trackers • End-of-program summary

Every feature adds time. Keep it simple so you can scale without burning out.

Structure Your Time for Profit & Balance

Per-client monthly time (biweekly calls): 2×45-min calls (1.5h) + check-ins (0.5h) + support/updates (1h) ≈ ~3h/month.

Model A (Mid-Tier): ~10 active clients → ~7–10 hrs/week → $100–$110K/year with smart pricing and cohorts.

Batch admin on one day/week and use templated check-ins to save 3–5 hrs/week.

Price the Transformation (Not the Hour)

Aim for package-based pricing. Quick formula: Total time per client × Target hourly = Package value.
Examples: 10h×$200 = $2,000 • 15h×$300 = $4,500

Anchor your price to outcomes (energy, labs, habits, confidence), not deliverables.

Offer Pay-Over-Time to Increase Conversions

Make “yes” easy with built-in financing options (e.g., Affirm, Klarna, Afterpay, PayPal Pay Later), while you receive full payout upfront.

Example: $3,000 package → ~$250/month × 12.

Present one-pay and monthly options side-by-side at checkout to boost close rates.

Lock Your Offer & Submit for Buildout

Finalize program length, price, and features. We’ll set up your landing page, payment links, and visuals.

Include 1–2 testimonials and a single, specific promise in your headline for higher conversions.

Prep Onboarding Assets

Create a welcome email, first-session agenda, and check-in form so delivery feels pro from Day 1.

Turn these into templates once — reuse forever.

4. Examples & Options

Example Package — “6-Month Habit Rebuild” ($2,400)

Includes: 6× 45-min 1:1 sessions (monthly) • Monthly goals review • Custom plan • Weekly check-in form • Light message access • End-of-program summary.

Positioning: “Rebuild core habits in 6 months — sleep, stress, nutrition, and movement — with a plan you’ll actually follow.”

DIY (Free/Low-Cost)

Google Docs for plan templates • Google Forms/Tally for check-ins • Stripe link for one-time & split payments.

Mid-Level

Calendly + Stripe subscriptions • Notion client hub • Loom for quick video responses • Canva for visuals.

Advanced

Full landing page & branding via UltraLyfe • Pay-over-time options at checkout • CRM automations for onboarding & reminders.

5. Common Mistakes to Avoid

Stuffing too many features. Instead of “everything,” pick 3–5 essentials tied to outcomes.
Charging by the hour. Instead, sell the transformation with a clear package and promise.
Weak time boundaries. Replace “unlimited messaging” with 24–48h response windows and weekly check-ins.
Unclear audience. Tie the offer to one avatar and one primary outcome for resonance.
No financing option. Offer monthly plans so qualified prospects can start now.

6. Quick Win Highlight

💡 Quick Win: Decide your primary program and price right now. Example: “6-Month Habit Rebuild — $2,400 (or $240×10).” Add one Core, one Light-touch, and one Bonus feature. Done.

Paste this name + price on your site draft and in your Calendly event description.

💬 DM Prompt

“Hey {{Name}} — I’m opening spots for my 6-Month Habit Rebuild (monthly 1:1 + custom plan + weekly check-ins). It’s built for busy pros who want energy, better sleep, and consistency. Would you like details or a quick fit call?”

Sent the DM Mark Complete ✅

7. Mini-Implementation Exercise

Fill this out to lock your offer:

Program Name

______________________________

Length

□ 3-Month □ 6-Month □ 9-Month

Price

$ ___________ (One-Pay)

$ ___________/mo × ____ months

Features

Core (2–3): __________________

Light-touch (1–2): ____________

Bonus (0–1): ________________

8. Tools & Resources

Stripe

One-time or subscription payments; easy pay-over-time setups.

Calendly

Frictionless booking; add intake questions and confirmation emails.

Google Forms / Tally

Weekly/bi-weekly check-ins; fast to set up and replicate.

Notion / Airtable

Client hub for plans, logs, and progress notes.

Canva

On-brand program one-pager and social promos in minutes.

Pay-Later Options

Affirm, Klarna, Afterpay, PayPal Pay Later to increase conversions.

9. Checkpoint / Success Criteria

✅ Program name and length chosen

✅ One-pay + monthly plan set (ranges OK)

✅ Features selected (max 3–5 total)

✅ Onboarding assets drafted (welcome, check-ins)

✅ Submitted to UltraLyfe for landing page + payments

10. Summary & Next Step

Packages sell transformation, not hours — keep offers focused and outcome-driven.
Three program lengths cover most client needs without overwhelming them (or you).
Time-box delivery to ~3 hrs/client/month for balance and profitability.
Use pay-over-time to increase conversions while maintaining premium positioning.

Next → Module 5 Payment Integration & Scheduling