Implementation BlueprintExecution layer

Delenta Coaching Portal Rollout (5-7 days)

A productized deployment that stands up a branded Delenta coaching workspace for agencies reselling coaching into corporate training or wellness programs. It covers CRM import, Stripe billing, Zoom scheduling, and AI note-taking so the agency can hand off a working portal, not a login. Time: 5-7 days.

By InnovaAI ResearchPublished

Client Portal

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Blueprint

Delenta Coaching Portal Rollout (5-7 days)

A productized deployment that stands up a branded Delenta coaching workspace for agencies reselling coaching into corporate training or wellness programs. It covers CRM import, Stripe billing, Zoom scheduling, and AI note-taking so the agency can hand off a working portal, not a login.

Prerequisites
  • Client contact list and active coaching roster ready for CRM import
  • Stripe account credentials for the coaching business, since Delenta routes payment collection through Stripe
  • Coach calendar availability plus Zoom and Google account access for integration
  • Course content and intake form questions if the engagement includes course delivery modules
  • Decision on tier: Starter at $29/mo, Pro at $49/mo, or Premium at $79/mo, with Teams reserved for white-label branding and HIPAA needs
Execution Timeline
  • 1.Create the Delenta workspace and select the tier that matches the client's coaching volume
  • 2.Import the client contact list into the CRM and confirm lead management fields map cleanly
  • 3.Set calendar availability windows for each coach on the account
  • 1.Connect Stripe so package creation and payment collection run inside Delenta
  • 2.Build the core service packages the coach sells and attach prices to each
  • 3.Test a live payment against a sandbox client record before going further
  • 1.Link Zoom and Google integrations to enable session scheduling and calendar sync
  • 2.Configure automated session reminders so no-shows drop without manual chasing
  • 3.Run an end-to-end booking test from the client side and fix any broken handoffs
  • 1.Build the branded client portal and set the coach profile landing page
  • 2.Publish intake forms and e-sign contracts for new client onboarding
  • 3.Onboard the first 10 active clients into the portal and verify each sees the right content
  • 1.Turn on the AI note-taker and confirm session notes generate and store against the right client record
  • 2.Load course content if the engagement includes course delivery
  • 3.Set group coaching and group video session settings on Pro or above where the client runs cohorts
  • 1.Walk the coach through daily admin: reviewing notes, adjusting schedules, and reading payment status
  • 2.Document the escalation path for portal issues the agency handles versus what the coach owns
  • 3.Confirm file storage limits against the tier and flag if the client needs more than 1GB or 5GB
  • 1.Run a final end-to-end pass: booking, payment, session, note, and follow-up
  • 2.Hand over credentials and the operating checklist to the coaching client
  • 3.Schedule the monthly health check that keeps the retainer active
$29-$79/mo platform cost depending on tier, plus 8 hours of setup labor; agency retainer priced at $340/mo for the Solo Coach Starter pattern5-7 days
ROI Logic

At $29/mo on Starter or $79/mo on Premium, the platform cost is a rounding error against a $340/mo managed retainer, leaving most of the fee as margin after the 8-hour setup. The 2h/mo maintenance window keeps the account healthy without eating the retainer, and white-label branding on Teams lets agencies resell the portal under their own name to corporate training buyers. Margin only thins if you absorb Teams custom pricing without bundling it into a $500+ monthly engagement.

Deliverables
  • Configured Delenta workspace with CRM, booking calendar, and client portal live
  • Stripe payment packages and e-sign contracts attached to the coach's core offer
  • Zoom and Google integrations with automated session reminders running
  • AI note-taking enabled with session notes stored against client records
  • Coach operating checklist and monthly platform health review schedule
Definition of Done

A coaching client can book a session, pay through Stripe, receive an automated reminder, attend via Zoom, and find AI-generated notes in their Delenta portal without the agency touching the workflow.

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