$297 founding price, through December 11 · Requires a paid ClickUp plan
The problem
Your business has outgrown the one list called "Operations."
You know the one. Client notes, payment reminders, content ideas, launch tasks, and that SOP you meant to write — all in the same place. Or spread across five places.
It worked when it was just you and a few clients. Now:
You can't tell who's paid and whose package ends next month without digging.
Every launch, you rebuild the same tasks from scratch.
You want to hire help, but there's nothing to hand them.
New clients get a slightly different onboarding every time, depending on how busy you are.
You've watched the ClickUp tutorials. You still don't know how your business should be set up.
You don't need more tools. You need a structure built for how a coaching business actually runs.
The shift
Build before you delegate.The way you do one thing is the way you do everything. A messy backend doesn't just cost you time — it makes every hire harder, every launch heavier, and every client experience less consistent.
The fix isn't a fancier tool. It's a backend organized the way a coaching business really works: clients in one place, money in another (private to you), marketing broken out by what you actually do, and every process written down so someone else can follow it.
That's exactly what The Backend Blueprint gives you — without starting from a blank workspace.
How it works
Three steps. One weekend.
1. Answer 15 questions (about 10 minutes) Tell me about your offers, your team, how you market, and how you like to see your information — board or list, lots of color or calm and minimal.
2. Get your personalized blueprint (instantly) The moment you submit, your blueprint is written for your business: what to keep, what to rename, what to delete, which views to set, and exactly where to start based on what feels most chaotic right now.
3. Import your template and make it yours (1–2 hours) One click brings the full coaching backend into your ClickUp. Follow your blueprint top to bottom and you're done. I check in on day 2 and day 7 in case you get stuck.
What you get
A complete coaching backend in ClickUp One Space, ready to import, with everything a coaching business runs on:
Clients: a client dashboard, session tracker, and a reusable onboarding-to-offboarding checklist for every new client
Programs: a folder per group program with enrollments, call calendar, deliverables, and events
Money: revenue tracker (paid, pending, past due), expenses with renewal dates, and your offer suite — all private to you
Sales: a lead pipeline from first contact to enrolled, plus a testimonials tracker
Marketing: email, social, podcast or YouTube, launches, events and speaking, and ads — keep only what you use
Team: task assignments, a hiring pipeline, and a team onboarding guide, ready for your first hire
SOPs: a library with your most important processes already listed, waiting for your links
Company Hub: fill-in-the-blank docs for your mission, links, offers, and branding
Every list comes set up with statuses, color coding, fields, and views. No blank pages.
Your personalized AI blueprint Written for your business from your answers, saved at your own link to come back to anytime.
Your CEO view The 3–5 numbers you said you want to see — revenue this month, pending payments, renewals coming up — and exactly how to set up the view that shows them.
Check-ins on day 2 and day 7 So you don't stall halfway.
Meet Kristine
Hi, I'm Kristine Lafond, founder of The Virtual Desk and a systems architect for coaches.
I've spent years behind the scenes of coaching businesses — running launches, managing client delivery, and building the backends that let founders step out of the weeds. [Add one credibility line, for example the kind of businesses you've supported or how many backends you've built.]
The same problems show up every time: everything in one Operations list, launches rebuilt from scratch, and a first hire with nothing to work from. So I took the structure I build by hand for clients and turned it into something you can set up yourself, in an afternoon, for a fraction of the cost.
My philosophy is simple: the way you do one thing is the way you do everything. Build before you delegate.