Interactive demo · Prepared for our Zoom walkthrough · Sample data throughout
Client experience, end to end
Jessica Ruth Shepard
1
Service
2
Time
3
Intake
4
Agreement
5
Payment
6
Done

What would you like to book?

Every service, package and add-on in one place. Clients see the full menu, including the extras they can add to a base package.

Add-ons are where average order value grows. A client booking a program sees the 5-Day Reset or Kitchen Upgrade right in the menu and adds it themselves.

Pick a time that works

Live availability straight from the calendar. No back-and-forth emails to find a slot.

October 2026
Times shown in Eastern Time (US & Canada)
Select a day first
The moment a slot is booked, the automation starts: confirmation email, calendar invite, and the correct intake form for this exact service.

Tell me about you

Women's Confidential Health History. This arrived automatically the moment the appointment was booked.

Submitting this form is the trigger for the next step: the program agreement is generated and sent for signature without anyone touching it.

One signature, done

The agreement arrives pre-filled with the client's name, service and price. The old PDF waiver becomes part of this same document.

Program Agreement

Rising Into Your Prime · 6-month 1:1 program

This agreement is between Jessica Ruth Shepard ("Coach") and the undersigned client. It covers the scope of the program, session scheduling, and the shared commitment to the work.

Scheduling & cancellation. Sessions are booked through the online calendar. Appointments may be changed or cancelled up to 24 hours before the scheduled time. Late cancellations are billed in full.

Payment. A deposit reserves your place, with the remaining balance due before the first session unless a payment plan is selected. Deposits are non-refundable.

Liability waiver. You acknowledge that coaching is not medical advice and agree to the waiver terms previously provided as a separate PDF, now included here by reference.

Signature will appear above
Signed
A signed agreement is what releases the invoice. No signature, no invoice, no chasing. The order is always the same.

Reserve your spot

Secure checkout with a discount code field built in. Referral codes, seasonal offers, past-client loyalty: all tracked automatically.

Order summary
Due today$0
Payment details
Demo checkout in test mode. In production this is a Stripe payment page with Apple Pay, cards, and PayPal as a backup option.
Payment received triggers the receipt, the remaining-balance schedule, and the pre-appointment reminders. The 24-hour cancellation policy is enforced by the card on file.

You're booked.

What happens next, all automatic
Right now
Confirmation email with calendar invite and session details
Right now
Receipt for the deposit, logged to the books automatically
48 hrs before
Reminder with the pre-session accountability form attached
24 hrs before
Balance invoice due, paid from the card on file if you choose
After session
Follow-up with notes, resources and your next booking link
Program end
Testimonial request and first invitation to the next offering
The pipeline

One booking sets the whole machine in motion

Calendlybooking
Zapierthe glue
Intake formsent
PandaDocagreement
Stripepayment
Mailchimpfollow-up
Every trigger, every action

What happens without Jessica touching it

Discovery call bookedConfirmation, calendar invite, and reminder sequence go outCalendly
Program bookedThe correct health-history form for that service is sent automaticallyZapier + Squarespace
Form submittedAgreement generated, pre-filled, sent for e-signaturePandaDoc
Agreement signedInvoice or payment plan created, deposit charged, receipt loggedStripe
48 hrs before sessionReminder with pre-session accountability formZapier + email
24 hrs before sessionBalance-due notice; card on file enforces the cancellation policyStripe
Session completeFollow-up with notes, resources, next booking linkMailchimp
Program endsTestimonial request, then reactivation offer for the next programMailchimp
What Jessica sees

A week in the practice, at a glance

6Bookings this week
$1,150Deposits collected
3Discovery calls held
0 hrsSpent on admin
Measurement · GA4 is already on the site

The funnel, finally visible

Visited the site
480
Downloaded a free gift
61
Booked a discovery call
14
Became a client
5

Sample month. The GA4 property already installed on the site can track every step of this; it just has not been configured to yet. Same story for the Mailchimp account the newsletter feeds into.

How this maps to the proposal
Phase 1 · 11 hrs · $660
Quick wins

Stripe checkout with discount codes, automated balance reminders, GA4 conversion events, e-sign waiver, link fixes.

Phase 2 · 20 hrs · $1,200
Intake pipeline

Everything you just clicked through: booking to forms to agreement to payment, with no manual touches.

Phase 3 · 22 hrs · $1,320
Marketing & growth

Lead-magnet funnels, nurture sequences, follow-up automation, reactivation, funnel reporting.