Account Plan
Review the member and coaching access path.
This page explains what a visitor can see, what a free subscriber can receive, what a member can access, and what a coaching client should find inside private support.
Access snapshot
Start public, then add private access only when it serves the relationship.
The site can explain the member path today. Signup, uploads, invoices, private comments, and coaching records should open only when the support experience is ready.
Account sequence
Move from public discovery to private coaching in clear steps.
The account plan is designed to prevent one vague login from carrying every promise, support path, and privacy requirement.
Free Starter
Workbook access, selected teachings, and faith-centered follow-up for visitors taking a first step.
- Calling Clarity Workbook delivery
- Selected video playlists by topic
- Newsletter and teaching updates
- Saved resource history when member access applies
Clarity Member
A guided resource library with replays, prompts, and light accountability when membership is the right next step.
- Monthly teaching replay access
- Guided reflection prompts
- Member-only resource library
- Progress check-in prompts
Coaching Client
Private client portal for coaching prep, session resources, milestones, invoices, files, and follow-up.
- Private coaching prep room
- Session resources and homework
- Milestones and next steps
- Invoices, terms, files, and support notes
Account board
Use one dashboard shell, but keep every lane distinct.
The tabs show how account views should separate intake, resources, coaching, support, and access review.
Intake
Guide the visitor before asking for an account.
The first job is to understand intent: workbook, Clarity Call, coaching fit, speaking, book, store, creative, support, or general contact.
Public pagesHome, coaching, videos, resources, campaigns, links, book, shop, speaking, creative
Record typeLead, workbook subscriber, call booking, inquiry, order support, or accessibility request
Account ruleNo account requirement for normal discovery paths
Resources
Keep free and member resources in separate lanes.
Workbook access, selected teachings, topic playlists, transcript pages, replays, prompts, and saved progress should not all share one permission bucket.
Free starterWorkbook delivery, selected videos, email updates, consent source
MemberGuided library, replays, prompts, check-ins, subscription-aware access
RecordResource access, member events, and saved progress
Coaching
Treat coaching like a private project workspace.
A coaching client should see only their assigned project room, approved updates, deliverables, signed files, billing references, and visible comments.
Statusesdiscovery, in progress, review, revision, confirmed, delivered, archived
Protected recordsProjects, deliverables, files, updates, invoices, comments, activity
Access ruleAssigned coaching client or approved support team only
Support
Support paths need boundaries before messages are sent.
Coaching support, store support, accessibility help, general contact, and sensitive disclosures need separate paths and reviewed language.
DestinationEach support path needs a clear destination and response expectation
SafetyCrisis and emergency language should be visible before sensitive details are shared
PrivacySupport should not expose membership, billing, or coaching status in public messages
Access
Turn the plan into a dependable member experience.
The account path should be clear enough for visitors, members, coaching clients, and support reviewers to understand before invitations are sent.
Access rulesPublic, free, member, coaching, private, and team-only areas stay separated
Sensitive detailsPrivate coaching and payment context stay out of public forms
DecisionOpen only when support and privacy expectations are ready
Access matrix
Each privacy lane gets a plain rule.
The access model should be legible before it is implemented in code, policies, or customer support language.
- Public
- Articles, videos, book pages, campaigns, link hub, shop gateway, speaking, creative, policies, and contact path.
- Free
- Workbook delivery, selected teachings, newsletter delivery, consent source, and starter resource history.
- Member
- Guided library, replays, prompts, subscription state, saved progress, and member-only resources.
- Coaching
- Prep rooms, milestones, deliverables, private files, invoices, client-visible comments, and client activity.
- Team
- Publishing, member management, support review, safety checks, internal comments, and access review.
Tier decisions
Membership tiers should explain the relationship, not just a label.
The tier copy is useful when it helps visitors understand what they can access and why private support stays protected.
- Free Starter
available / Free - Workbook access, selected teachings, and faith-centered follow-up for visitors taking a first step.
- Clarity Member
by invitation / By fit - A guided resource library with replays, prompts, and light accountability when membership is the right next step.
- Coaching Client
private / By fit - Private client portal for coaching prep, session resources, milestones, invoices, files, and follow-up.
Workbook Access
Workbook delivery, consent-aware follow-up, and saved progress when member access applies.
Coaching Prep
Private prep prompts, readiness notes, and upcoming-session next steps.
Member Videos
Curated teaching playlists, replays, transcript pages, and topic progress.
Deliverables
Session worksheets, reflection plans, PDF downloads, and client-ready files.
Invoices and Terms
External invoice links, signed terms, and payment status references.
Support
Restricted support paths for coaching and member questions without mixing crisis disclosures into general inboxes.
Access checks
Before accounts open, make sure access fails safely.
The account checklist is intentionally strict because private resources, client files, and support messages deserve more care than public pages.
Invitations
Account access should be offered only when the visitor or client has a clear reason to use it.
Private resources
Member resources, coaching rooms, and files should be visible only to the right people.
Failure behavior
Wrong password, password help, duplicate signup, expired links, and unauthorized files should fail privately.
Spam controls
Signup, workbook, password help, support, contact, and anonymous forms should be protected from abuse.
Policy fit
Privacy, terms, coaching scope, crisis language, retention, and support responsibilities should match the real account process.
Access decision
Every open risk should have a decision before private information is collected.
Before invitations
Keep private access closed until these are complete.
These items help the team protect members before account invitations, uploads, coaching notes, invoices, or member-only content are enabled.
- Account invitations are shared only when member access applies
- Private resource access has been reviewed
- Support destinations and responsibilities are clear
- Privacy language matches the live account experience
- Crisis-support language is visible before coaching intake details are shared
Account map
The page is tied to a clear member-support model.
The access plan references the member areas and private file needs without exposing private implementation details.
Member areas
The mapped account areas cover profiles, subscriptions, resources, events, coaching clients, deliverables, files, invoices, comments, and activity.
ProfilesTiersSubscriptionsResourcesResource AccessEventsClientsPortal MembershipsProjectsDeliverablesFilesUpdatesInvoicesCommentsActivity Log
Process statuses
Shared status labels keep the coaching process understandable before it becomes account state.
discoveryin progressreviewrevisionconfirmeddeliveredarchived
Use the account plan as the access review page.
Account access should stay guided until privacy, support responsibilities, policies, safety language, and access checks match the real member experience.