A service-based e-commerce storefront for consultants, coaches, freelancers, and agencies. Buyers book a service, pay via Stripe, fill an intake form, and book a calendar slot — all from one URL.
What's Included
- Service Catalog: Each service with price, duration, deliverables, prerequisite docs
- Stripe + Calendar: Pay first, then book via Google Calendar / Calendly integration
- Intake Form: Custom fields per service; AI agent drafts kickoff doc from answers
- Client Portal: Each buyer gets a portal page with deliverables and status
- Repeat-Customer Discount: Memory-aware — recognizes returning buyers, applies loyalty pricing
- Refund Policy Automation: Time-based refund eligibility (e.g., 7-day money back)
Why This Template Wins
- Pay-first booking eliminates no-shows. Consultants and coaches lose 15-20% of bookings to no-shows. Pay-first cuts that to near zero.
- Replaces HoneyBook ($79/user) for $1.00/user. Taskade Pro $10/mo flat for 10 seats = $1.00/user/mo. HoneyBook starts at $79/user/mo. ~79x cheaper.
- Intake-to-kickoff agent. The agent reads intake-form answers and drafts your kickoff doc — you walk into the first session prepared, not asking the client to re-explain.
How To Use
- Clone the template
- Define your services with price, duration, deliverables
- Connect Stripe + Google Calendar
- Customize intake form per service type
- Train the kickoff agent on past intake → kickoff doc pairs
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