FEA Create gives you all the tools you need to organize and manage your coaching or service-based business in one place.

When you’re working with clients, it can quickly become overwhelming trying to keep track of who is at which stage, what needs to happen next, what invoices have been sent, which contracts are signed, and what appointments are booked.

In this tutorial, we’ll walk you through the key tools you can use inside FEA Create to keep your client journey organized from start to finish.

The main tools you’ll use to manage your coaching or service-based business inside FEA Create are:

Together, these tools help you create a smooth, professional experience for your clients while keeping everything organized behind the scenes.

Before setting up your coaching or service-based client journey inside FEA Create, make sure your domain, client portal, and email marketing are already set up.

This helps ensure your links, client access, emails, invoices, contracts, and automations work smoothly when you start sending people through your process.

Pipelines give you a visual overview of your client journey.

You can use pipelines to track where each person is in your sales or delivery process, from becoming a lead to becoming a client and eventually completing their time working with you.

Inside your pipeline, you might have stages such as:

Each stage represents a step in your customer journey.

For example, someone might first enter your world by downloading your freebie. Then they may book a discovery call, receive an invoice and contract, become a paying client, move into the delivery stage, and later be asked for a testimonial.

To create a new pipeline:

Once your pipeline is created, you’ll be able to view it inside Opportunities and move contacts between each stage.

You can move contacts manually by dragging them from one stage to another, or you can use automations to move people through the pipeline automatically.

Your Subscribers tab is your CRM inside FEA Create.

This is where you can view anyone who has:

When you click into a subscriber’s profile, you’ll get a full overview of your relationship with that person.

You can see:

This gives you one central place to keep track of each client and their journey with your business.

You can add someone to a pipeline directly from their subscriber profile.

To do this:

You can also move contacts between pipeline stages manually inside the pipeline view.

For example, once a client signs their contract, you could move them from Invoice and Contract Sent into Work in Progress.

Inside each subscriber profile, you can create notes and tasks for that client.

This is especially helpful when you’re having client calls, onboarding sessions, or coaching conversations.

You can use notes to record:

You can use tasks to remind yourself to:

Any tasks you create can also appear on your main FEA Create dashboard, so you can keep track of your daily follow-ups.

Booking calendars allow clients to schedule appointments with you.

You can create calendars for different types of calls, such as:

To create a booking calendar:

Once your calendar is saved, you’ll receive a booking link you can share with clients.

Inside FEA Create, you can create different calendar types depending on how your business works.

Use this for one-to-one appointments.

Use this if you want multiple people to book into the same session.

Use this if appointments should be distributed between different team members.

Use this if more than one team member needs to attend the same booking.

When setting up your booking calendar, you can customize:

This helps you control your availability and create a more organized booking experience.

You can attach forms to your booking calendar so clients can answer questions when they book.

This is useful if you need information before the call, such as:

Forms can be created inside the Websites and Funnels area using the Form Builder.

The Payments tab is where you can manage anything related to money.

If you want to take payments through FEA Create, make sure your payment processor is connected first.

Inside the Payments area, you can create:

To create an invoice:

When your payment processor is connected, your invoice will include a payment button so clients can pay directly from the invoice.

Inside your invoice settings, you can customize:

You can also record manual payments if someone pays you by bank transfer, cash, or another method outside of FEA Create.

Recording the payment stops the system from continuing to chase the invoice.

Inside the Payments tab, you’ll also find Documents and Contracts.

This is where you can create and send contracts, agreements, proposals, or other documents for clients to sign.

You can:

This allows you to create polished, professional documents and collect client signatures inside FEA Create.

When your document or contract is ready, add your recipients.

You can also set a signing order if multiple people need to sign the document.

For example:

Once your contract is ready, you can:

You’ll also be able to track whether the contract is still a draft, has been sent, has been completed, or has received a payment.

Running a coaching or service-based business becomes so much easier when everything is organized in one place.

With FEA Create, you can manage your client journey, contacts, bookings, invoices, contracts, payments, and follow-ups without needing lots of separate tools.

If you need step-by-step help setting up any of these individual features, send us an email, or join one of our group help calls.