Your community, run like a business.
Funnels, automated memberships, student portals, a CRM and a mentor dashboard. The exact stack Gerb built to run his own trading brand, built for yours, on your Discord.
This is the kind of command center we build for your brand. Click a section, then any number, to see what it tracks. Approve an automation to switch it on.
Six systems. One community that runs itself.
Everything Gerb built for his own brand, rebuilt around yours: more of your free members becoming paid, fewer paid members leaving, and less of your week spent doing it by hand.
A funnel system that turns viewers into members.
Most mentors post every day and have no idea which post brought in which member. We build the path from content to checkout, and tag every step so you can see what works.
- The ladder. Free community → paid membership → program → 1-on-1, each with a clear reason to move up.
- Landing pages. Offer pages, application forms and a waitlist, in your brand.
- Tracking. UTM tags on every link and personal promo codes, so every join has a source.
- Follow-up. Emails and DMs that move a free member toward a paid plan.
Memberships that bill, grant and chase on their own.
Adding roles by hand, chasing declined cards in DMs and forgetting to remove people who stopped paying all leak MRR. We automate the whole membership lifecycle.
- Paid access. Payment → Discord role and portal access, instantly. Non-payment → paused, automatically.
- Dunning. Declined card → reminder emails, access paused after a grace period, restored the minute they pay.
- Win-back. Every cancel gets an offer the same day instead of silence.
- Approvals. Nothing new sends to your members until you switch it on.
- ✓Paid → role granted
- ✓Welcome DM + portal login
- ✓Card declined → day 0 email
- ✓Day 2 reminder
- ✓Day 3 access paused
- ✓Paid → access restored
A student portal and programs worth staying for.
A chat room is easy to leave. A program with a journal, weekly check-ins and a personal report every Friday is not. We build your portal, your programs and the routines around them.
- Portal. Trade journal, P&L calendar, analytics and goals, in your brand.
- Programs. Your curriculum as weeks, lessons, tasks and skills students check off.
- Routines. Daily checklists and weekly check-ins that keep students showing up.
- Reports. Weekly and monthly performance reports built from each student's own trades.
One CRM. One mentor dashboard. Your numbers every week.
Whop, Stripe, PayPal, Discord and a spreadsheet each know part of the story. We pull it into one row per person and one dashboard with your MRR, ARR, churn and who needs attention.
- CRM. Everyone who joined, paid, cancelled or booked a call, matched into one row per person.
- Mentor dashboard. MRR, ARR, churn, funnel and at-risk members on one screen.
- Student dashboards. What each student sees about their own progress.
- Weekly scorecard. What moved, what broke and what to do next, sent to you.
A content engine, with templates you reuse.
Your community already produces your best marketing: wins, recaps and lessons. We turn them into a repeatable weekly content system with templates, so posting stops depending on your mood.
- Templates. Posts, recaps, announcements, offer launches and onboarding messages.
- Weekly calendar. What to post, where and why, tied to the funnel.
- Repurposing. Voice notes and recaps turned into clips, threads and explainers.
- Tracking. Every post links back to the funnel, so you see what brought members in.
Discord and community: the foundation.
Everything else sits on your community. We structure the server into tiers, protect it from scammers and raids, and give members a reason to show up and invite others.
- Structure. Channels, roles and tiers that make the paid side obviously worth it.
- Guard bot. Removes invite spam and scam ads, blocks impersonators, handles raids.
- Invites + rewards. Personal invite links and codes, with rewards for bringing people in.
- Rituals. Weekly recaps, wins channels and check-ins that keep the room alive.
Audit. Build. Launch. Scale.
We start from what you already have. Timing depends on your community and how much we build, so every plan is scoped after the audit.
Audit
- Your offer, prices and platforms
- Where members come from
- Where they leave
Build
- Funnel + tracking
- Memberships + automations
- Portal, CRM, dashboard
Launch
- You approve every automation
- Members moved over
- Announcements from templates
Scale
- Weekly scorecard review
- Fix the biggest leak
- New content + offers
You own your accounts, your members and your data the whole way through.
GERB Scale fits if
- You already teach traders and have a community, even a small one
- You're doing billing, roles and follow-ups by hand
- You don't know which content actually brings in paying members
- You'll show up for the audit and approve things quickly
It's not a fit if
- You want someone to promise you a revenue number
- You have no audience yet and no plan to build one
- You want to sell signals or guaranteed returns
- You won't give the systems a few weeks to run
Gerb runs every one of these today.
This is the stack behind Gerb's own brand. We show systems, not revenue: no income numbers, because your results depend on your audience and execution.
Automated weekly student reports
Every student who logged trades that week gets a personal performance report, plus a monthly one. Built from their own journal.
LiveDunning + win-back
Declined card: day 0 and day 2 emails, access paused on day 3, restored on payment. Cancelled members get a win-back offer.
LivePersonal promo codes
Members get their own codes and invite links, so every referral has a name on it and can be rewarded.
LiveUTM tracking + weekly Whop report
Every posted link carries UTM tags. A weekly report shows which platform, post and campaign turned into members.
LiveOne CRM across every business
Everyone who joined, paid, booked or cancelled, one row per person, matched across every product and platform.
LiveDiscord guard bot
Removes invite spam and scam ads, blocks impersonator names, handles raids, and runs personal invites with rewards.
LiveStudent portal
Trade journal, P&L calendar, analytics that name each student's best setup and biggest leak, check-ins, tasks and reports.
LiveMentor command center
MRR, ARR, members, balances due, failed payments and automations for every business, in one private dashboard.
LiveAutomations with a switch
Every automation is built first and waits for approval. Nothing reaches a member until Gerb switches it on.
LiveQuestions, answered.
Apply for a scoped planWill this increase my MRR?
Nobody can promise that, and anyone who does is lying. We build the systems that make growth measurable and stop the common leaks: unchased failed payments, silent cancels and content you can't track. Results depend on your audience and execution.
How much does it cost?
Pricing depends on your community size and what we build. Apply and we'll scope a plan after the audit, before you pay for anything else.
Is this done for me, or coaching?
We build it. You make the decisions and approve every automation before it touches a member. You'll understand what each part does and how to change it.
I use Whop / Stripe / Discord already. Do I have to switch?
No. We start from what you already use. Gerb's own stack runs on Whop, Stripe, PayPal and Discord, so those are the ones we know best.
Who owns everything?
You do. Your accounts, your members, your data and your brand. Your members see your brand, not ours.
What access do you need?
Admin roles on the platforms we build on, scoped to the work, and removable by you at any time.
How small can my community be?
There's no minimum, but the systems pay off faster when you already have members paying or waiting to. The audit tells us whether it makes sense for you right now.
A plan scoped to your community.
- Audit first: your offer, platforms, funnel and where members leave
- Only what you need: pick from the six systems
- Built in your brand, on your accounts
- You approve every automation before it goes live
No income promises. Results depend on your audience and execution. INVESTINGERB LLC, Florida.
Tell us about your community.
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