To sell personalised plans online, ask your intake questions at checkout, write each plan from a template you adapt, deliver it privately, and include a short window for questions. On WithMe, a Custom Product with Message delivery does all of this: Checkout Fields collect the answers, and you send the plan as a PDF or a Google Doc or Sheet link in Messages.
WithMe is $25 per month billed annually (UK £25), with a 14-day trial and 0% WithMe commission. Stripe and PayPal fees still apply. More than 8,000 creators use it.
What kinds of personalised plan sell well?
- Training plans: a 4 or 8 week strength, running or mobility programme built around the client's equipment, schedule and level.
- Meal plans and nutrition guides: built around preferences, budget and goals. Medical diets should come from a qualified professional, so say clearly who the plan is for.
- Study and practice plans: exam revision timetables, language study plans and instrument practice routines.
- Other plans: a content calendar, a business launch plan or a wedding fitness countdown.
What should you ask before you write the plan?
Ask only what changes the plan. Every extra question lowers the number of people who finish checkout. For a training plan, that is usually:
- The goal and the date they want to reach it by.
- How many days a week they can train, and for how long.
- What equipment they have.
- Their current level, such as a recent run time or the weights they lift now.
- Injuries or limits you need to know about.
On WithMe, add these as Checkout Fields: name, address, phone and up to five custom questions. Buyers answer before they pay, and you see their answers on their row in Customers. Anything else, such as a photo or a food diary, they can send in Messages after purchase.
How do you deliver a personalised plan?
Message delivery is the best fit. Each buyer gets a private thread with you, so you can send their plan as a small PDF or as a link to a Google Doc or Sheet. A Google Sheet works well for training plans, because the client can log their sessions in it and you can see progress.
URL delivery sends every buyer the same link after purchase. That suits a template or a self-serve tool, not a plan written for one person.
A digital product is a file everyone receives, so it is not personalised. Use it for a ready-made plan at a lower price, and sell the personalised version next to it.
How much should you charge for a personalised plan?
Count the hours. If reading the intake, adapting your template and checking the plan takes 90 minutes, and you want $80 an hour, the plan needs to be at least $120 before any follow-up support.
Use three levels. A ready-made plan as a digital product, for example $19 to $39. A personalised plan with a few follow-up messages, for example $99 to $199. Ongoing coaching with plan updates every month, priced as a recurring fee.
Charge more for longer plans and for faster delivery. A 12 week plan is more work and more value than a 4 week plan.
These are example figures. Test them with your audience, and raise the price when you are fully booked.
How do you scale without writing every plan from scratch?
Build master templates. Keep one master Google Doc or Sheet for each goal and level, and copy it for each client. Most of a plan is the same structure; the personal part is the numbers, the exercise swaps and the notes.
Write decision rules. For example: three training days means template A, no gym means swap list B. Rules make each plan faster and more consistent, and they make it possible to train an assistant later.
Batch your writing. Set one or two plan-writing blocks a week, and promise delivery within a set number of days, such as 5 working days, so batches are realistic.
Use the ready-made tier. Some buyers only need a good general plan. Selling it as a digital product lets you serve them without your time, and some will upgrade later.
How do you set it up on WithMe?
- Add a Custom Product and choose Message as the delivery.
- Set Number of messages to cover the follow-up you offer, for example 3 to 5 questions after the plan arrives, and say in the description what those messages are for.
- Choose Single payment for a one-off plan, or Recurring for a plan that is updated every month, and set the price.
- Add Checkout Fields with your intake questions.
- Write the description: what the plan includes, how long it runs, and when it will arrive.
- Share the product link, or add it to your hub next to your other offers.
What if clients want ongoing updates?
Sell the plan on a recurring price, so the message allowance is given again each billing period and you update the plan monthly. For closer support, use a 1:1 Coaching product: each client gets a private chat with voice notes and videos, and goals you both update. You can bill it monthly, take one fee or offer a payment plan, and turn on "Enable Apply Process?" to approve clients before they pay.
What is not included?
There is no plan builder or template library inside WithMe, so write plans in Google Docs, Sheets or your usual tool. Buyers cannot upload files at checkout; they send photos or documents in Messages after purchase. Messages accept images, audio, video, small PDFs and Google Doc or Sheet links, but not Word documents or ZIPs.
How much does WithMe cost?
WithMe is $25 per month billed annually (UK £25), with a 14-day trial and 0% WithMe commission. Stripe and PayPal fees still apply. Free migration of up to 10 GB of your courses and members comes with the yearly plan. One plan covers courses, memberships, community, coaching, webinars and digital products.
Personalised plan questions
How do I sell a personalised training plan online?
Create a Custom Product with Message delivery, add your intake questions as Checkout Fields, and set a price. After purchase, send the plan as a PDF or a Google Doc or Sheet link in Messages.
Can I ask intake questions before someone pays?
Yes. Checkout Fields can collect name, address, phone and up to five custom questions. You see the answers on the customer's row in Customers.
Can I sell a ready-made plan too?
Yes. Sell it as a digital product. Everyone receives the same file, so price it below the personalised version.
How do I stop follow-up questions taking over my week?
Set a number of messages per purchase. Each message the buyer sends uses one, your replies are free, and they can buy more when they run out.
What does WithMe cost?
$25 per month billed annually (UK £25), with a 14-day trial. WithMe takes 0% commission. Stripe and PayPal fees still apply.
Start your 14-day trial at https://www.withme.so/become-a-creator.
Related reading
- Start your 14-day trial
- How to sell video feedback and form checks
- How to charge for DMs and Q&A
- How to run a 1:1 coaching programme online
- How to use a coaching application form
- How to sell a PDF or ebook online
- How to offer payment plans for coaching
- How to bundle digital products
- Voxer alternative for coaching
- What is WithMe?
