Freddie Systems — backend for $100k+/mo coaching offers

The backend behind coaching offers doing $100k–$850k+ a month.

I'm Freddie. I build and run the systems your offer depends on once the marketing has done its job: the data, the automations, the dashboards, the reporting. Over $4M in cash has moved through systems I've built. It's low-leverage work for you and the best thing I do, so hand it over.

$4M+Cash processed through systems I've built
$850k/moLargest offer I run the backend for
DozensCoaching businesses systemised
130+Automations live in production
30+Tools wired into one stack
Who you're hiringFreddie · UK · developer by background

UK-based, with a background in code, so the systems I build are engineered properly, not duct-taped together in a no-code tool and left to break. I work with growth operators and offer owners running coaching businesses past $100k/mo. I've built the backend for offers doing $850k+/mo and systemised dozens of them. Backend is low-leverage for an operator to touch. It's the one thing I'm best at, so give it to me and go do what you're best at.

01Live demo

The dashboards your clients actually log into.

Sample data, but everything works. Switch tabs, change the date range, filter by closer and the whole thing recalculates, exactly like the real portal. In production it's wired to live Airtable and CRM data and refreshes on its own.

app.freddie.systems/dashboard
demo
sales intelligence
sample data · fully interactive · live-refreshing in production
live
closersAll closers
settersAll setters
— records
01sales performance
weekly cash collected
call outcome distribution
02closer leaderboard
01webinar cash & roas
registration → close funnel
paid vs organic registrants
02webinar breakdown
01ad attribution & roas
weekly spend vs ad-attributed cash
spend by channel
cost per lead (daily)
Sample data shown for demonstration only — no real client figures.
02Onboarding portal

When a client buys, a portal onboards them — automatically.

A separate product from the dashboards above. The moment someone pays, they land in a branded onboarding portal that collects their details, provisions their access, and starts the welcome flow on its own. No manual hand-offs, no chasing forms.

  • Branded intake form that writes straight into your database as a client record
  • Access provisioned on payment — community, course, Slack or workspace
  • Welcome email and kickoff sequence triggered the moment they join
  • Program / tier assignment and a clean hand-off to your fulfilment team
Live demo

See a client's first five minutes

Walk through the exact onboarding flow a new client lands in — intake, access, welcome.

Open the onboarding portal demo →
03What I build

Everything between the click and the cash.

Most offers run on a pile of disconnected tools and spreadsheets nobody fully trusts. I replace that with one backend. A single source of truth, automations that move data without anyone touching it, dashboards that update themselves, and reporting that's actually correct. Take one piece or the whole thing.

A Data & Reporting Where the numbers live, and what they tell you
01

Central Data Warehouse & System of Record

One relational database that becomes the only place your numbers live.

  • Custom multi-table schema (leads, calls, deals, payments, events, team)
  • One record per deal, with linked records, lookups, rollups and formulas
  • Raw entry cleaned into proper reporting fields automatically
  • Deduplication and identity resolution across every connected system
  • Classification flags (2-call closes, follow-ups vs real calls, bad bookings)
  • Continuous mirror and backup to Google Sheets
  • Schema documentation kept in sync with every change
02

Real-Time Business Intelligence Dashboards

A login-protected web portal that pulls live data and refreshes on its own.

  • Multi-user portal with auth and per-client data isolation
  • Live CRM and database data with auto-refresh, no manual exports
  • Sales metrics: call volume, show rate, close rate, cash, revenue, deposits, refunds, trends
  • Per-rep leaderboards (closers and setters) with close rate, cash and commission
  • Webinar funnel, paid-ads/ROAS, dialer stats and commission views
  • Multi-select filters, custom date ranges and prior-period deltas
  • Role-based layouts and KPI cards per viewer
03

Automated Reporting & AI Summaries

Reports that write themselves off your real numbers, not a vibe.

  • Daily end-of-day digest to Slack (KPIs, per-rep breakdown, flags)
  • Weekly sales report with per-closer coaching notes
  • Weekly marketing report (funnel quality, source and lead-mix signals)
  • Next-day event reports and daily registrant reports
  • AI that never invents a number. Numbers first, narrative second
  • One source-of-truth context doc. Update it once, every report follows
  • A signal taxonomy that surfaces what you actually need to see today
04

AI / LLM Workflow Layer

AI wired into the real workflow. Sourced, auditable, not a gimmick.

  • Pre-call briefs (lead history, motivation, budget, prior objections)
  • Post-call alerts with AI strength and improvement notes tied to quotes
  • Call scoring against a rubric, grounded in the transcript
  • Anomaly detection (won-but-unpaid, repeat reschedules, KPI dips, stale deals)
  • Auto-generated CRM and Notion cards from new deals and calls
  • Call recording to structured summary (Fathom to Notion)
  • Every claim cited back to a source line
05

Attribution & Ad Tracking

Know which campaign and creative produced the cash, not just the click.

  • Ad-attribution stamping first-touch and last-touch source on every deal
  • Paid-vs-organic carried all the way through to closed revenue
  • Daily ad-spend ingestion across Meta, X, YouTube, Google and TikTok
  • ROAS, cost-per-lead and source/funnel dashboards
  • Campaign-key naming conventions so the reporting actually joins up
  • Webinar and asset-level funnel attribution
B Sales Engine Catch every lead, qualify it, book it, keep it
06

Lead Capture & Qualification

Every lead, every source, in one place. Scored and routed the second it lands.

  • Form integrations: Typeform, Tally, Facebook Lead Ads, native webhooks
  • Multi-source opt-in routing (webinar, VSL, community, social, referral) into the database
  • Automatic application qualification on budget and fit rules
  • Qualified vs disqualified apps to Slack, CRM and email in seconds
  • Hot-lead detection with real-time alerts to the floor
  • Source attribution stamped on every record at capture
07

Booking & Appointment Automation

Calendar slot to confirmed, reminded, tracked call. Hands-off.

  • Calendly to CRM, database and Slack on every booking
  • Setter-booked vs self-booked (outbound/inbound) detection
  • Confirmation and reminder sequences (including media, SMS, iMessage)
  • No-show and cancellation flows (status change, nurture, alert)
  • Reschedule handling and bad-booking cleanup
  • Pre-call-note prompts so reps show up prepared
  • Power-dialer list automation for outbound
08

CRM Automation & Data Hygiene

Your CRM stays accurate on its own, so the pipeline is always real.

  • Custom activity tracking (attendance, triage, booking, call completed, follow-up)
  • Automatic lead-status transitions across the lifecycle
  • Activity logging to sheets and database for deeper analysis
  • Lead enrichment (attribution, budget, source) on the record
  • Smart views and filters (e.g. screen out low-quality regions)
  • Cross-system identity mapping (CRM, calendar, Slack, database)
09

Real-Time Team Notifications

The right alert, in the right channel, the moment it matters.

  • Slack and Discord notifications, formatted to actually be read
  • Post-call notes and AI-summarised pre-call notes
  • Hot-lead and review-request alerts
  • End-of-day self-report digests (closer, dialer, DM setter)
  • Payment, churn and failed-payment alerts
  • Tuned so people read them. Signal, not spam
C Marketing & Lifecycle Webinars, nurture, membership, onboarding
10

Webinar & Event Operations

The whole event funnel, tracked stage by stage and synced everywhere.

  • WebinarJam and Zoom integration
  • Lifecycle tracking: registration, live attendance, stayed-to-pitch, replay
  • Every stage synced to CRM, database and email platform
  • Stay-to-pitch derived from real live watch-time
  • Automated SMS and iMessage reminder flows
  • Event master plus per-event stats and next-day reporting
11

Email & Nurture Orchestration

Behaviour-triggered sequences that start, stop and segment themselves.

  • ConvertKit/Kit, AWeber, Kajabi and GoHighLevel orchestration
  • Triggers on real behaviour (booked, no-show, no-close, attended, missed)
  • Tag and segment management across platforms
  • Suppression logic, so sequences stop the moment someone converts
  • Cross-platform sync (database/CRM to email tool) kept consistent
12

Membership & Course Provisioning

Buyers get access the second they pay, and lose it when they churn.

  • Skool and Kajabi auto-provisioning
  • Invite on payment or subscription start
  • Course-access grants by tier (e.g. premium and annual plans)
  • Free vs paid member routing
  • Downgrade and churn handling
13

Client Onboarding Automation

A new client's first hour, handled before anyone lifts a finger.

  • Onboarding form to database record and program assignment
  • Welcome-email automation
  • Community invite and access provisioning
  • Slack channel/workspace creation and intro messaging
  • Hand-off notifications to fulfilment and CS
D Revenue & Orchestration Money tracked to the cent, everything wired together
14

Payment & Revenue Operations

Every payment, plan, refund and commission captured and reconciled.

  • Stripe, Whop, FanBasis, PayPal, Kajabi and more
  • Real-time payment success and failure alerts
  • Subscription lifecycle: new, downgrade, churn, holding
  • Instalment-plan tracking (per-payment rows, paid-on dates, late flags)
  • Follow-up payment collection logging
  • Refund handling (form to CRM status to deal stamp)
  • Revenue reconciliation and automatic commission calculation
15

Integration & Orchestration Engine

The plumbing that holds it all together. Resilient, scheduled, self-healing.

  • Self-hosted n8n and Zapier for unlimited workflow logic
  • Webhooks, scheduled jobs, looping, storage, branching and custom code
  • Built to survive failure: continue-on-error, fallbacks and retries
  • Timezone-correct scheduling and idempotent runs
  • Sub-workflows and reusable components for maintainability
  • Documented, version-aware, and built to be handed over
04The stack

If it has an API, it connects.

A sample of what's already wired together in production. New tools get added when they earn their place. The orchestration layer doesn't care which platform you use.

Data, CRM & Automation

AirtableClose CRMn8n ZapierGoogle SheetsNotion Webhooks / Vercel

Sales, Calls & Comms

CalendlyDialer.ioFathom SendblueTextlineSlack DiscordGmail

Marketing & Webinars

WebinarJamZoomTypeform TallyFacebook Lead AdsConvertKit / Kit AWeberGoHighLevelHyros

Payments & Revenue

StripeWhopFanBasis PayPalWiseCrypto

Membership & Courses

SkoolKajabi

AI & Intelligence

Anthropic ClaudeOpenAI / GPTAI report engine
05Why it matters

What changes once it's running.

Numbers you can trust

No more arguing about which spreadsheet is right. Every metric traces back to one source of truth with a formula you can point at.

Nothing falls through

Capture, qualify, route, remind and follow up all happen on their own. At 2am, on your busiest day, at scale.

Hours back every week

Manual entry, exports and copy-paste reporting are gone. Your team sells. The system does the admin.

Cash tracked to the cent

Upfront, instalments, refunds and commissions reconciled automatically, on what actually landed post-fee, not contract value.

Decisions on today's data

An end-of-day report and live dashboards mean you coach and course-correct on what happened today, not what you find out next month.

You own it

Documented schema, documented workflows. The system is yours. You're never held hostage by the person who built it.

06Yourself vs. handed over

You could do all of this yourself. You shouldn't.

You could figure most of it out yourself. The question is whether you should.

Doing it yourself
Handing it to me
Where your hours go
Doing it yourself
Your week vanishes into prompting Claude and wiring up tools.
Handing it to me
You spend zero hours on it. Go sign clients.
Whether the numbers are right
Doing it yourself
AI dashboards look slick and quietly get numbers wrong.
Handing it to me
I use AI for speed, then hand-check every number.
Wiring up the stack
Doing it yourself
Weeks of API docs and duct-taped tools that break.
Handing it to me
30+ tools already wired. Yours is probably done.
How much you think about it
Doing it yourself
Another system to learn, babysit and not break.
Handing it to me
You don't think about it. You ask, it's done.
What it runs on
Doing it yourself
A no-code stack that falls over under real volume.
Handing it to me
Built in code. It holds when it counts.
Knowing what works
Doing it yourself
Guessing from your own offer and a few YouTube videos.
Handing it to me
I see what the best coaching offers run, and what flops.
Who's done it before
Doing it yourself
You, learning live with money on the line.
Handing it to me
Me, on offers doing $850k a month. Dozens of them.

Every hour you spend on this is an hour you're not scaling. So hand it over.

07How this works

Audit, design, build, run.

Start with one workflow that's driving you mad, or hand me the whole backend. The path is the same either way.

1

Audit

I map your current tools, data and gaps, then pin down the metrics and source-of-truth rules everything will follow.

2

Design

A clear plan: the data model, the automations, the dashboards and the reports. Scoped and prioritised before anything gets built.

3

Build & wire

I build the warehouse, connect every tool, ship the dashboards and stand up the automations. Tested end to end.

4

Run & evolve

Ongoing maintenance, monitoring and new builds as you grow. The documentation stays current by default.

Let's build it

Show me your stack. I'll tell you what it's leaking.

One automation or the entire backend behind your sales floor, I'll scope it, build it and keep it running. Book a systems audit and I'll show you exactly what's possible with what you've already got.