Get 7 Done-for-You Client Systems You Can Use in Your Business for Just $27!

The Cashflow Client Kit gives you everything you need to turn your backend into a premium, profit-generating machine—without the stress, mess, or second-guessing.

GET INSTANT ACCESS for $27!


Turn Your Backend into a Profit-Generating Machine With Plug-and-Play Templates that Recover Lost Income, Increase Retention, and Keep Your Client Flow Steady.


You know how to get clients.
You know how to make money.
But what happens after the sale still feels scattered.

You’re onboarding manually.
Chasing payments.
Following up (when you remember).
And wondering why client retention isn’t as high as it should be.

You’re doing all the front-end work to attract premium clients…

But behind the scenes?
It still feels messy.

⚠️ Missed payments that never get followed up on.
⚠️ Clients ghosting after one offer—because there’s no follow-up flow.
⚠️ Lost testimonials that could have closed the next sale.
⚠️ Too much of the process still living in your head—or not happening at all.

This isn’t just costing you time.
It’s quietly costing you thousands in revenue.

Not because your offers aren’t good.
Not because your clients don’t love you.
But because your backend isn’t built to hold the cashflow you’re ready for.

You don’t need to do more.
You need to tighten what’s already working—so it keeps working without you constantly carrying it.

It’s time to stop leaking income, energy, and authority.

Let’s fix the gaps that are breaking your client flow—before they break your momentum.

Because truthfully?

🛑 The client journey doesn’t start after the sale.

It starts the moment someone shows interest.

Whether it’s a DM, a discovery call, or a checkout button—that first point of contact sets the tone for everything that comes after.

And if your systems aren’t built to hold that journey—from inquiry to onboarding, from retention to re-engagement…

You’re not just leaking leads.
You’re leaking income, trust, and long-term clients.

This isn’t just about “getting organized.”


It’s about creating a seamless backend that sells with you—not one that collapses every time you take a day off.

The Cashflow Client Kit is the System Your Business Has Been Missing.

 

This isn’t another “how to get clients” course.

It’s the system that supports what happens after they say yes—so your client journey doesn’t fall apart behind the scenes.

The Cashflow Client Kit is a plug-and-play bundle of premium backend systems
designed to help online business owners, coaches, and service providers:

✨ Recover missed payments without awkward conversations
✨ Retain more clients with seamless, strategic follow-ups
✨ Set boundaries and expectations with pre-written onboarding flows
✨ Automate key client touchpoints—so you’re not managing it all manually
✨ Convert curious leads into paying clients faster (with less chasing)

Because the truth is…

You don’t need more offers, more calls, or more visibility.

You need a backend that behaves like a premium business—so you stop leaking income and start creating stability.

This kit was built from systems actually used in high-level coaching and consulting businesses—streamlined, simplified, and packaged for speed.

So instead of spending the next 6 months “figuring it out,” you can plug it in and let it pay you.

Why The Cashflow Client Kit Works (When Everything Else Feels Like a Patch Job)

 

💥 Recover Revenue You Didn’t Know You Were Losing
Plug the silent leaks in your client journey—from missed payments to drop-offs after the first offer.

💥 Turn One-Time Clients into Repeat Buyers
Use automated follow-ups, feedback loops, and testimonial requests to create momentum that sells your next offer for you.

💥 Set a Premium Tone from First Touch to Final Payment
From discovery calls to onboarding emails, every piece positions you as the authority—not the over-functioning service provider.

💥 Get Paid On Time—Without Chasing
Use the Payment Recovery Playbook to collect overdue invoices with confidence and compassion (without making it weird).

💥 Stay Top of Mind (Even After the Cart Closes)
Follow-up sequences and outreach templates make it easy to stay visible, valuable, and in demand—without living in the DMs.

💥 Spend Less Time in the Weeds—and More Time Leading
Everything is plug-and-play. That means less setup, less guesswork, and more space to show up like the CEO you are.

 

What’s Inside the Cashflow Client Kit

 

You’re not just getting templates.

You’re getting a complete, end-to-end system to clean up your client journey, recover lost revenue, and run like a premium brand—without reinventing the wheel.

Here’s what’s included:

 

✨ VIP Day Templates


Create, sell, and deliver premium VIP Days with clarity, ease, and next-level client experience—without overcomplicating a single step.

✅ VIP Day Planning & Marketing Guide – Build out your full VIP Day offer with this strategic planner that walks you through everything from niche positioning to premium pricing.

✅ VIP Day Content Planner – Map out the transformation you’ll deliver in your day together—so clients leave with real results (and are already thinking about what to buy next).

✅ VIP Day Upsell Planner – Turn every VIP Day into your next big sale with this plug-and-play planner for high-converting follow-up offers.

✅ Sales Page Template – Sell your VIP Day with a high-converting, fill-in-the-blank sales page that positions your offer like the premium experience it is.

✅ Thank You & Upsell Page Templates – Deliver a polished, professional experience after checkout—while introducing a next step that drives more revenue.

✅ Application Questions Template – Qualify serious, aligned buyers with strategic application prompts that filter for readiness, budget, and fit.

✅ Welcome & Reminder Email Templates – Nurture trust and excitement with a welcome email plus two pre-written reminders to keep your clients prepped and present.

✅ Coaching Agreement Template – Protect your time and energy with a customizable contract you can send in minutes—so expectations are clear and boundaries are set.

✅ Post-VIP Day Playbook Template – Help clients integrate their results with this structured wrap-up guide that ensures your support lives beyond the session.

✅ 55 VIP Day Ideas – Stuck on what to offer? You’ll get 55 proven, profitable VIP Day concepts for business coaches, designers, VAs/OBMs, copywriters, and social media managers.

✅ 6 Promotional Emails – A ready-to-send campaign that promotes your VIP Day to your list with confidence and clarity—no wordsmithing required.

✅ Facebook & Instagram Post Templates – Pre-written social captions that grab attention and get premium clients booking.

✅ Reel Video Ideas – Strategic, scroll-stopping video prompts that make your VIP Day irresistible and easy to sell.

✅ Printable VIP Day Checklist – Everything you need to do before, during, and after your day—so nothing gets missed and your delivery stays dialed in.

✅ Task Tracking Calendar – A visual calendar you can print or plug into your project manager—complete with reminders to keep you (or your VA) on track.

 

 

✨ Discovery Call System Templates


Build a high-converting, authority-anchored sales process that books better-fit leads and closes confidently—without sounding pushy or scripted.

✅ Discovery Call Planner – A clear, step-by-step roadmap that lays out your entire call strategy—from application to follow-up—so you never have to “wing it” again.

✅ Call Flow Chart – Visualize the entire process at a glance. This flow chart helps you stay focused and follow a repeatable structure that converts.

✅ Client Application Form Template – Pre-qualify leads before the call with a strategic intake form that ensures only serious, aligned clients land on your calendar.

✅ Discovery Call Agenda Template – Lead every conversation with confidence using a structured agenda that keeps you on track and focused on conversion.

✅ Pre-Call Prep Sheet – Walk into every call fully informed with this prep tool that helps you personalize your pitch and build instant trust.

✅ Discovery Call Script Template – Plug-and-play, word-for-word conversation flows that guide your leads from “just curious” to “where do I pay?”

✅ Curated Discovery Call Question Bank – Ask the right questions to uncover what your lead really needs—so your offer feels like a no-brainer.

✅ Sales Pitch Framework – Ditch the awkward transitions. This proven structure makes your offer sound natural, exciting, and totally aligned.

✅ Close-the-Sale Follow-Up Kit – Know exactly what to say next—whether they say yes, maybe, or not yet. Includes post-call scripts and a follow-up checklist.

✅ Overcoming Objections Script Bank – Turn hesitation into momentum with powerful responses to the most common objections—without sounding defensive or desperate.

✅ Objections Tracker – Track the “buts” and “what ifs” you hear most so you can optimize future calls and refine your pitch over time.

✅ Discovery Call Notes Template – Keep every call organized with this customizable note-taking sheet that helps you follow up with clarity and care.

✅ Discovery Call Tracker & Calendar – Stay on top of every lead and every step with this plug-and-play tracking system. No more forgetting follow-ups or double-booking.

✅ Comprehensive Email Template Library – From application to follow-up, this full suite of emails keeps your communication seamless:
→ Application Responses (Qualified, Disqualified, Next Steps)
→ Booking Confirmation + Reminder Sequences
→ Follow-Up Emails for Yes, Maybe, and No Responses

✅ Done-for-You Promotional Email Campaign – A 5-day email series that fills your calendar with aligned, ready-to-buy leads.

✅ Strategic Reel Ideas – High-converting video prompts to promote your discovery calls and drive bookings—without spending hours on content planning.

✅ Social Media Caption Templates – Plug-and-play captions designed to attract ideal leads and get them booking—no content guesswork required.

 

✨ Payment Plan Recovery Playbook


Recover failed payments, prevent future drop-offs, and protect your recurring revenue with a system that handles the hard conversations for you—gracefully and effectively.

✅ Failed Payment Recovery Emails – Ready-to-send email templates designed to follow up on declined payments without awkwardness or apology. These messages restore payment and trust—without damaging the relationship.

✅ Reactivation Offer Template – Win back clients who’ve ghosted or fallen off with a strategic offer that gets them re-engaged—and gets your income back on track.

✅ Pre-Written Payment Reminder Sequence – Reduce failed payments before they happen with a friendly, firm reminder flow that keeps your clients on schedule and your revenue stable.

✅ Cancellation Prevention Framework – Tools and templates to stop the cancellation spiral before it starts. Includes proactive check-in scripts, retention questions, and energy-shifting emails that remind clients why they said yes in the first place.

✅ Objection Response Templates – Know exactly what to say when a client pushes back, hesitates, or requests to cancel. These word-for-word responses are designed to be compassionate and firm—without being salesy or rigid.

✅ Payment Dispute Protocol – A behind-the-scenes process to protect your business and respond to chargebacks or disputes with clarity, boundaries, and professionalism.

✅ Payment Recovery Tracker – Keep track of every late payment, outreach step, and client status with this easy-to-use tracker that makes recovery simple and scalable.

 

✨ Client Outreach System Templates


Fill Your Calendar with Dream Clients Using Plug-and-Play Outreach Assets That Feel Aligned, Not Awkward.

✅ Client Outreach Planner – A step-by-step process to map out a seamless, stress-free client attraction system. Includes strategic worksheets to help you identify your warmest leads, clarify your pitch, and fill your funnel with perfect-fit clients—without cold DMs or guesswork.

✅ 30-Day Social Media Campaign – Done-for-you daily content plan designed specifically for coaches and service providers. Includes scroll-stopping caption templates and thumb-stopping Reel ideas (with suggested audio and visuals) so you can show up consistently and convert visibility into booked calls.

✅ Captivating Calls-to-Action for Getting Clients – Swipeable CTAs for emails, captions, and posts—so you can confidently pitch your offer anywhere you show up online. Use these pre-written prompts in your email PS, as standalone posts, or in your stories to spark interest and drive action.

✅ Customizable 5-Day Email Campaign – A client-converting nurture sequence that builds authority, highlights results, and fills open spots—without needing to reinvent the wheel every time you promote. Perfect for enrollment periods or re-engagement sequences.

✅ Instagram DM Scripts – High-converting message flows to use in your DMs when someone responds to your content or asks about your offer. These plug-and-play templates remove the guesswork from conversations and help you “seal the deal” with ease—without sounding salesy or robotic.

 

✨ Client Conversion Follow-Up Email Sequence


A 7-part, plug-and-play email sequence to help you confidently follow up with leads after discovery calls, DMs, or inquiries—without feeling pushy or salesy.

✅ Initial Follow-Up Email – Reconnect and recap the conversation with clarity and confidence, so they feel seen and ready to buy.

✅ Polite Check-In Email – Gently nudge interested leads who went quiet, so you stay top of mind without chasing.

✅ Limited-Time Bonus Email – Create urgency with a value-packed bonus offer that drives immediate action (without sounding desperate).

✅ Client Case Study Email – Use powerful social proof to show what’s possible, while helping your lead visualize their own transformation.

✅ Valuable Resource Email – Offer free value that builds trust and positions you as the go-to expert in their mind.

✅ Call Invite Email – Open the door for a deeper conversation when they need more reassurance or clarity before committing.

✅ Final Call Email – Deliver a respectful, results-focused last touchpoint to bring them across the finish line—or part with professionalism.

Each email is fully customizable and crafted to convert—so you never wonder what to say, when to say it, or how to seal the deal with soul and strategy.

 

✨ The Testimonial Requests Template Package


Everything you need to capture, organize, and showcase powerful client results that sell your offers for you—without the awkward ask or cringey follow-up.

✅ Glowing Testimonials Guide – Learn exactly when to ask, how to ask, and where to share testimonials for maximum visibility and impact. This guide includes a list of 40+ hot spots to showcase your social proof—and teaches you how to turn basic feedback into story-driven sales assets.

✅ Testimonial Question Template – No more vague praise. Use these proven prompts to extract rich, conversion-driven testimonials that speak directly to your next client’s fears, desires, and objections—so the sale feels inevitable.

✅ Testimonial Release Form – Protect your brand and get full permission with this simple, professional form—so you can share with confidence, clarity, and class.

✅ Testimonial Request Email Sequence – A plug-and-play 3-email series that makes asking for testimonials feel easy and effortless.
Includes:
– Initial request email
– Follow-up nudge
– Heartfelt thank-you email

All written in a way that reflects your brand voice, honors your client, and captures results with grace.

✅ Customizable Social Media Captions & Canva Templates – Showcase your client wins in style. These done-for-you caption templates and plug-and-play Canva graphics make it easy to post scroll-stopping testimonials that turn heads—and convert browsers into buyers.

 

 

✨ New Client Email Sequence


Start your client relationship with clarity, confidence, and premium positioning using this 7-day email sequence designed to elevate your onboarding experience.

Each email is pre-written, fully customizable, and strategically crafted to ensure your clients feel supported, aligned, and ready to do their best work with you.

Here’s what’s inside:

✅ Welcome & Confirmation Email – Kick off the relationship with a warm, celebratory message that clearly outlines what’s included, what’s next, and how to prepare—setting the tone for a premium client experience from day one.

✅ Next Steps Reminder – Make sure nothing slips through the cracks. This email recaps everything they need to do and gently nudges them to complete pre-work or onboarding tasks.

✅ Expectation Setting Email – Clearly lay out what your first session or project will look like so clients know exactly what to expect—and show up prepared and confident.

✅ Session Prep Tips – Ensure your clients show up well-fed, focused, and ready with this thoughtful email that includes tech reminders, mindset prompts, and energetic prep tips.

✅ FAQ & Final Checklist – Answer common questions, eliminate confusion, and wrap up all the loose ends before your first official call or session.

✅ Pre-Session Check-In – Use this email to reduce no-shows, build anticipation, and ensure clients feel fully supported and seen before your session.

✅ Final Reminder Email – A quick confirmation that covers session details, final encouragement, and lets them know exactly when and how you’ll meet.

 

Here’s How to Use the Cashflow Client Kit to Strengthen Your Backend and Scale With Confidence:


💎 Streamline Your Sales Process Without Sacrificing Connection
Use the Discovery Call System to qualify leads, show up prepared, and close premium clients—without winging your way through another Zoom call.

💎 Recover Lost Revenue Without Feeling Pushy or Awkward
The Payment Plan Recovery Playbook helps you follow up with overdue clients professionally and compassionately—while keeping your boundaries intact.

💎 Upgrade Your Client Experience Without Adding More Work
Plug in the New Client Email Sequence to automate onboarding, set expectations, and elevate your client delivery—so your offers feel as premium as they are.

💎 Fill Your Client Calendar With More “Yes” Clients (On Repeat)
Use the Outreach System to drive consistent discovery call bookings from content that actually converts—and stop relying on launch energy to fill the pipeline.

💎 Close the Loop on Your Sales With Powerful, Proof-Driven Marketing
Make every client win work harder with the Testimonial Request Templates. You’ll gather raving reviews, amplify your credibility, and boost conversions effortlessly.

💎 Turn 1:1 Offers Into Scalable Premium Experiences
Use the VIP Day Templates to sell high-converting, high-impact intensives that create client breakthroughs without draining your time or energy.

💎 Re-Engage “Almost Clients” Without Feeling Salesy
Plug in the Follow-Up Email Sequence to reconnect with leads who ghosted or stalled—without chasing, awkward nudges, or wasted effort.

This is the kind of backend that makes sales feel solid.
That turns good offers into great experiences.
That lets you scale sustainably—without sacrificing your client results or reputation.

This Isn’t Just About Templates.


It’s About Who You Become When Your Backend Actually Works For You.

✔ You become the woman who doesn’t panic when a payment fails—because she has a system that handles it.

✔ You become the coach who closes dream clients with calm, clarity, and confidence—because her discovery process pre-sells the value.

✔ You become the founder who sells premium offers without over-functioning—because her business is built to deliver at a high level with ease.

✔ You become the leader whose systems match the level of transformation she provides.

Because when your backend is seamless…

✨ You stop holding your business together in your head.
✨ You stop leaking energy, income, and time.
✨ You stop wondering “what happened?” to that promising lead, testimonial, or overdue invoice.

And you start showing up as the CEO—not the scrambler.

With a brand that feels premium.
A process that feels powerful.
And a business that’s finally built to hold the kind of cashflow you’re ready for.

This is what happens when your backend meets your brilliance.

 

Who this Kit is for?


This kit is for the coaches, service providers, and online entrepreneurs who are done patching holes in their business—and are ready to run like a premium brand behind the scenes.

You’ve already built the offer.
You know how to sell.
But if what happens after the sale still feels like chaos, this is your solution.

It’s for you if:

✔ You’re done doing everything manually—and want plug-and-play systems that keep the cash flowing without constant hand-holding.

✔ You’re tired of leaking income through missed payments, no-shows, ghosted follow-ups, or dropped client leads—and you want a clean, conversion-driven backend that holds it all.

✔ You’re not just here to book more clients—you’re here to serve them powerfully, retain them longer, and build real trust from the first DM to the final payment.

✔ You want to position your business as a premium experience, not just a service—without hiring a team or spending hours reinventing your systems.

✔ You’re ready for the backend of your business to match the level of your offers—elevated, ease-filled, and designed for sustainable, scalable growth.

Because the real difference between a business that hustles to hit cash months—and one that grows with ease—is how it holds clients behind the scenes.

The Cashflow Client Kit gives you everything you need to do just that.

Your client experience just became your growth strategy.

 

What You’re Really Getting (And Why This Kit Pays for Itself)


Let’s talk about ROI—because the Cashflow Client Kit isn’t just a bundle of templates.

It’s a backend business system that literally puts money back in your pocket. 💰

When you plug this into your business, you can:

✅ Recover missed payments without chasing
✅ Re-engage past clients and turn “not now” into “I’m in”
✅ Close more leads from discovery calls—with less resistance
✅ Increase client retention and testimonials—without asking twice
✅ Streamline your systems so you can scale without the burnout

You’re not just getting done-for-you assets.

You’re getting:

✨ A backend that converts—even while you rest
✨ A premium client journey that builds trust, authority, and retention
✨ A plug-and-play infrastructure that saves hours and earns thousands
✨ A system you can use across every offer in your business—for life


And the best part?

You don’t need a team.
You don’t need tech.
You don’t need to figure it all out on your own.

Just download, customize, and implement.

The Cashflow Client Kit gives you the systems to support the sales—and the scalability to finally feel ease behind the scenes.

This isn’t a sunk cost.
It’s a scalable asset you can use again and again to build real income and long-term stability.

$27? It pays for itself the second you recover one payment, book one client, or extend one contract.

Because backend cashflow isn’t about doing more.
It’s about doing what works—on repeat.

 

Ready to Lock In Long-Term Cashflow?

The Cashflow Client Kit gives you everything you need to turn your backend into a premium, profit-generating machine—without the stress, mess, or second-guessing.

Grab the Kit for Just $679 $27 & Start Running Your Business Like a Premium Brand.

GET INSTANT ACCESS NOW

FAQ's

It’s a complete backend systems bundle designed to help you plug every cashflow leak in your business. From discovery calls to onboarding, follow-up, retention, and testimonial collection—every step of your client journey is covered with plug-and-play templates that boost revenue, save time, and elevate your client experience.

These aren’t generic Google Docs. Every template is intentionally crafted to help you sell, retain, and serve at a premium level. You’ll get detailed scripts, customizable workflows, plug-and-play campaigns, and practical tools that walk you through not just what to do—but how to do it with ease and excellence.

This kit helps you recover lost income (from missed payments, ghosted leads, and dropped follow-ups), increase retention (so clients stay longer and buy again), and convert faster (with smoother discovery calls and strategic onboarding). It’s not just about doing more—it’s about tightening what’s already working so your income grows on repeat.

This kit is designed for coaches, creatives, and service providers who already have offers—but need stronger systems to support their sales, retention, and client flow. If you’ve got dreamy clients but a messy backend, this is for you.

Yes. Especially if you want to keep them, serve them better, and create sustainable income without constant hustle. This kit turns your current success into a system that scales.

You can plug in pieces of this kit immediately. Start with the payment recovery script, launch your discovery call system, or update your onboarding in an afternoon. This isn’t theory—it’s revenue-ready action.

Perfect. This kit will either upgrade what you’ve built or help you fill in the gaps. Most clients find they’ve started systems—but never fully optimized them. This gives you proven, done-for-you tools to tighten your backend and elevate your client experience across the board.

No—this kit is intentionally video-free. You’ll get streamlined, plug-and-play templates, planners, scripts, and systems you can use right away. No fluff, no time-consuming training—just clear, editable tools designed for fast implementation.

No. The Cashflow Client Kit is licensed for use in your own business and with your own clients only.

That means you’re free to use the templates and tools inside your own coaching, consulting, or service-based business.

But you may NOT:

❌ Resell or redistribute the original files
❌ Repackage the materials as a done-for-you product or template for other coaches
❌ Use any part of the kit to create templates, frameworks, or courses for other business owners

This license protects the value of the content—and ensures you and your clients experience it as a high-integrity, original asset.

Due to the instant digital nature of this product, all sales are final. But if you have any questions, feel free to reach out before purchasing.

I’ve got you! Feel free to reach out, and I’ll be happy to help. Just click here to send a message.

Grab the Kit for Just $679 $27 & Start Running Your Business Like a Premium Brand.

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Hi, I'm melissa ingold

And I’m here to help you turn your brilliance into a business that scales—with less burnout and more ease.

I work with coaches, creatives, and service providers who are done trading time for money and ready to lead with offers that sell and serve.

From plug-and-play group coaching curriculums to sales systems that simplify your marketing, everything I create is designed to help you build a business that supports your life—not the other way around.

Because growing your business shouldn’t mean doing more.

It should mean doing what actually works—and letting go of what doesn’t.

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