01 — Context

Wealth Coach 360

  • ClientWealth Coach 360
  • IndustryB2B Coaching
  • LocationCentral Valley, CA
  • Year2026
  • Live Sitewealthcoach360.com

Wealth Coach 360 is Bill Gerard’s flagship coaching brand — the kind of multi-service engagement where the agency builds the whole ecosystem: brand, website, app, community, automation, and the marketing operation that keeps it fed.

Custom website at wealthcoach360.com with an integrated 60+ video E-course platform, paywall, and member access. Inside GoHighLevel: payment processing, automated invoicing, ban automation on unpaid invoices, community build, and the welcome flow that invites new members into E-courses.

Plus ongoing outsourced marketing operations — the team running the funnel, not just the funnel itself.

02 — Deliverables

What we shipped.

Brand Strategy & Identity

Wealth Coach 360 mark + complete brand system for the B2B coaching surface.

Custom Website

wealthcoach360.com — custom-coded, integrated with member access and E-course.

E-Course Platform

60+ video courses behind a paywall, integrated to the main site.

GHL Automation

Payment processing, automated invoicing, ban automation on unpaid invoices, community build, course-invite flow.

CRM & Sales Infrastructure

GHL back-end community, follow-up automations, email marketing.

Lifecycle Marketing Ops

Ongoing marketing operations — the team running the funnel, not just the funnel itself.

Six disciplines, one ecosystem.

60+
Videos in the integrated E-course platform
6
Disciplines delivered in one continuous engagement
Flagship
Bill Gerard's primary coaching brand
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