NOT knowing what Business BEST PRACTICES are needed to operate a smooth, safe business.
One that isn’t going to be shutdown or frozen by Stripe or Your Payment Processsor.
Or put your biz in hot water.
These BEST PRACTICES apply to your Offers, Operations, Sales/Marketing, & Website.
I GET IT…
In just 15 minutes of scrolling in Facebook groups & Reddit; I found at least 30 posts where coaches & spiritual biz owners who were shut down by Stripe or their processor. (YES - I CAN SUBSTANTIATE THIS 😉) Let’s be clear I'm not a fan of big banks, over regulation, & old time-y business standards that aren't focused on raising consciousness. All the big players involved in your ABILITY TO MAKE SALES are traditional, conservative bankers that care about 1 THING Risk V. Rewards
AKA how much $$$ is your biz worth. In a tight spot.
So where does that leave you as a coach & healer making a massive impact on the world?
Do you want to keep operating in a new paradigm?
The fact is we are currently dealing with conservative rules & regulations.
(THERE IS A SOLUTION TO THIS!)
I 100% percent understand the predicament.
I left the payment processing world…
BECAUSE I DEVELOPED A DEEP FRUSTRATION TOWARDS CORPORATE & BIG BANKS.
SO I BECOME A COACH & HEALER.
AND NOW I’M FACED WITH THE SAME CHALLENGES YOU ARE.
THE CHALLENGES:
A support team is crucial for having strong coaching & spiritual biz and I’m not trying to take the place of your business or marketing coach BUT…
You also need to be educated on these BEST PRACTICES.
These red flags can get your Stripe/Merchant account shutdown or have you sued by The FTC. Even if you aren’t in the US.
By all means PLEASE HAVE A BUSINESS COACH. BUT ALSO EDUCATE YOURSELF & IMPLEMENT NECESSARY SAFEGUARDS TO KEEP YOUR BIZ RUNNING SMOOTHLY.
The difference is… I have almost 15 years of experience in credit card processing and risk mitigation specifically for the coaching & healing space.
Your coach may be excellent at providing business guidance, but YOU STILL NEED TO KNOW BEST PRACTICES to make sure you are compliant in your offers & marketing.
You’re COACH doesn’t know this stuff. (I can tell 👀)
AND NOT KNOWING THESE DETAILS IS WHAT IS GETTING PEOPLE SHUT DOWN.
I managed the top internet marketing & self help gurus’ accounts very closely for a very long time. (lol I can’t believe we used to call them GURUs).
I was part of a very small but powerful team of experts that led the way for safe credit card processing that allowed the industry we know today to THRIVE.
Eventually Stripe came on the scene and it seemed like people really didn’t need to worry about getting a traditional merchant account.
People still got shut down, but not like they are today.
You could sign up, process thousands, hell even millions and you might not even have an issue.
BUT DUE TO RECENT policy updates that has ALL CHANGED.
STRIPE & PayPal & Square aren’t a good fit for coaching businesses.
It seems like there has been an uptick in Stripe & Processor shut downs lately.
Something has shifted. Although we can’t say exactly what has changed…
(I go deep on potential reasons in the course)
It seems like its affecting thousands of accounts.
And why you keep seeing your fellow business owners asking about Stripe/Processing alternatives.
MOST OF THE alternatives given are BAD OPTIONS. (I’ll go over options in the course)
No the options aren’t:
THERE ARE BETTER OPTIONS.
I’ve kept up on the scene and have a great network of people still in the industry so we can make sure you can make $$$ safely and securely.
There are tweaks & shifts you can make to start becoming more compliant & safeguarding your biz (without being boring or diluting your MAGICK)
I’ll also go over what you need to know about your offers & sales/marketing, & website to help avoid having red flags 🚩
I will go over different options that are pertinent to your business – Including what processors work with what business models.
YES a coach will have different options then someone selling a yoga sessions or candles online.
There is a huge amount of misinformation floating around the industry.
Coaches & spiritual biz owners that have been shutdown by Stripe are crowd sourcing for help.
These are 6 & 7 figure earners. PEOPLE are considered industry leaders.
It is actually really difficult for me to see high level industry leaders be so out of POWER when it comes to handling the MOST IMPORTANT ASPECT of their business…
HOW YOU RECEIVE PAYMENTS.
It’s Not Your Fault.
For the 10+ years, no one has had anyone explain the payment acceptance standards that you signed an agreement for.
Yes, you agreed to a whole set of rules & regulations when you starting accepting sales thru Stripe, PayPal, Square etc.
And no, they are not apparent, they’re buried in various fine print from the processor, their sponsoring bank, & other governing bodies.
Without a full review of your business model almost immediately which has removed a huge ROADBLOCK for so many people.
Honestly, how kick ass has it been to be able to set up a “merchant account” & be able to start making $$$ immediately??
They don’t review your business at the onset.
So yes, the biggest benefit of these aggregators such as Stripe can also cause the biggest issues for your business.
These types of accounts are an instant approval, but ask questions later – situation.
Which is a HUGE PROBLEM FOR YOU & YOUR BIZ.
The asking questions later part – can turn into a freeze of your funds and an account shut down real quick. They probably won’t even ask you anything, they can just suspend you.
It’s your job as a scaling 6 & 7 figure earner (or aiming to be one) is to know how this part of business works.
This is the type of course that any VA, accountant, or operations manager should take as well.
Anyone with important operations related functions in a coaching or healing biz should know this info – BUSINESS BEST PRACTICES.
THESE INCLUDED:
The thing this… many of these red flags you may not even be aware are risky.
In fact – there are many reasons why coaching is considered high risk.
You need to know why & how so that you can keep making $$$ without being shut down or frozen.
I’ve created this course to help coaches & spiritual biz owners understand how to operate their business so they can safely & securely make money.
To help avoid unnecessary freezes and shutdowns.
To know the best practices when running an online business so you can scale your business and make a huge impact in the world.
To know the best options for payment processing & accepting sales in your business.
This is the SH*T YOU NEED to know.
(That you likely haven’t been taught)
These Best Practices will help safe guard your business model, offers & $$$.
The Sh*t You Need to Know!
The critical basics that many biz owners have never been taught.
“Fundamentals,” provides an essential overview of credit card processing, explaining the different types of processing available.
It explains how Stripe | PayPal | Square actually work and how this deeply affects your business.
We cover :
We dive deep into the unique considerations for coaching and spiritual business models, explaining why they are often deemed high-risk.
You’ll learn how to properly build your business model to reduce risk & red flags that may cause shutdowns & freezes of your biz.
It highlights:
This module equips you to identify and manage risks specific to your business model for smoother, compliant operations.
The “Credit Card Processing Best Practices & Implementation” module provides essential guidelines to keep your business compliant & reduce shutdown risk.
Learn the best tips, tools, & resources to adhere to:
It covers:
This module ensures your business aligns with industry standards for secure and consistent payment processing.
In-depth pricing guidance with practical information on PIF, Payment Plans, & Subscriptions.
The “Pricing Your Offers Properly” module guides you through evaluating pricing structures and implementing strategies to mitigate risk across payment types.
It covers best practices for:
This module helps you choose the optimal approach for your business model while maintaining compliance. These lessons are designed to ensure both profitable & secure payment options for your offers.
Do you know what you may need to provide if your business goes under review with a processor?
The “Business Operations & Structure” module outlines essential practices for running a compliant & efficient business, covering client onboarding, scheduling, and management.
It includes strategies for:
Resources to help you find the perfect tech/payments stack for your offers.
“Switch to Square, I’ve had no issues”
“Try saying you’re a consultant, not a coach”
THEN PLEASE SIGN UP FOR THIS COURSE.
I take this sh*t seriously.
I truly believe in the power of knowledge. I hope this course gets into the hands of as many coaches & spiritual biz owners as possible <3
A walk through of specific things you need in your contracts. Please consult a lawyer. I will add pertinent pieces that should be considered in your contracts but a lawyer is the best resource for these legal parts.
Information on how to “cheat” the system. I will not teach you ways to hide red flags in your business from Stripe or other processors.
I will give you information on what red flags are so you can make adjustments to your offers & business model.
THIS IS NOT a sure fire guaranteed way to avoid payment processing freezes and shutdowns or official legal advice.
There is no guaranteed way to avoid this. All processors – aggregator or traditional merchant accounts have risk they have to mitigate. They are able to assess accounts & shut down as they see fit.
I will provide information & resources to again help minimize the red flags that are common in the coaching & spiritual space.
I can not provide a list of everything you need to update in your business for a merchant in good standing.
This is a course filled with information and tools.
Only if you choose to set up a tried & true processing account with a traditional merchant account provider will you truly know exactly what you need to do in order to be approved.
By taking this course – you will be way ahead of the game and will know the majority of tweaks that will need to be made to be compliant.
(don’t worry I will talk about traditional merchant accounts because it’s super important!)
Same goes if you are frozen by a processor.
Only they can tell you specifically what you need to do to get your money back or have your business in good standing.
No – this is not official legal advice. This is input and suggestions from myself who has 15 years of credit card processing & compliance experience.
It is always recommended to consult a lawyer when it comes to legal matters such as contracts, terms & conditions, and other legal policies.
No. All credit card processors have their own process of due diligence & risk mitigation.
By enrolling in this course – you will receive a vast amount important and implementable tools & best practices that will help strengthen your business model which will also help you operate in adherence with the rules of business.
No. All credit card processors have their own onboarding & review processes for reviewing new potential merchant accounts.
Always follow the specific requests & feedback from your merchant processor. They may have varying requests than what is presented in a consulting session.
A consultation session will help you be more educated and ahead of the game when it comes time to apply for an account.
We are dedicated to ensuring your satisfaction with your purchase.
If for any reason you are not completely satisfied, we offer a 3 business day refund policy under the following conditions:
Eligibility for Refund:
Refund requests must be submitted within 3 business days of the purchase date.
The refund applies only to the first-time purchase of a digital product. Subsequent purchases of the same product are not eligible for a refund.
Please contact team@sarakdaigle.com for any issues or to request a refund.
Yes. If you have customers that reside in the US there are rules & regulations you must also adhere to.
There are also governing parties that may enforce similar rules such as marketing & sales regulations.
I cite US best practices & agencies such as the FTC, however the information provided can be useful for anyone running a coaching, marketing, or spiritual entrepreneurial business.
No. I am not providing typical marketing tools or selling advice.
I will teach you how to reconstruct your marketing, copy, & offers to be less risky and lessen your red flags that causes potential shut downs & freezes.
No. This course will help you with your biz structure, offers, & marketing that you can further refine with your coach.
This program doesn’t not guide you in make more $, but helps protect it.
Anyone involved in the operations, sales, & structure of a coaching, marketing, and/or spiritual business.
The information provided in this course is for educational and informational purposes only and is not intended as, nor should it be considered, legal advice. While the content may discuss legal issues related to credit card processing, business best practices, and federal rules.
It is not a substitute for professional legal advice. Laws and regulations can vary by jurisdiction and change over time.
You should always consult with a qualified attorney or legal professional to obtain advice and guidance tailored to your specific situation and business needs. The course creators and instructors disclaim any liability or responsibility for any actions taken based on the information provided in this course.
