Built for Coaches & Consultants

Lead Automation for Coaches

Stop losing high-value discovery calls. We capture every inquiry instantly, filling your calendar automatically while you focus on coaching clients.

schedule
Availability24/7 Booking
video_call
IntegrationPlatform Ready
Discovery Call Request
Jennifer Martinez
(555) 123-9876
Scale to 7 Figures
Request Strategy Session
Lead Captured InstantlyJust Now
smart_toy
"Hi Jennifer! Just got your coaching inquiry. I'm on a call right now but I'd love to chat about your goals. What's the best time to connect this week?"
bolt Automated SMS • Sent in 2s
The Silent Killer

You're Losing $5,000-12,000 Per Month

Calculate your actual revenue leak from missed discovery call opportunities

Revenue Leak Calculator

Industry average is 25-35%

Your Estimated Leak
$22,500
Lost Monthly Revenue

The Problem: Coaches Live in Back-to-Back Calls

You can't respond immediately when you're coaching clients, running workshops, or creating content.

schedule

Speed-to-Lead Determines Who Wins

Leads research 3-5 coaches. First one to respond and book gets the client. You're on a call, don't see inquiry for 3 hours. Too late—they already scheduled with others.

nightlight

Leads Go Cold Fast

Someone excited about coaching Monday morning. You respond Tuesday afternoon. Their energy/urgency is gone. "Let me think about it" (never hears back).

psychology

"Let Me Think About It" Disappears

Discovery call but they're "not ready". You forget to follow up. 3 months later they hire another coach. $12,000 engagement lost.

event_busy

Your Funnel Has Gaps

Great content, good traffic. But no automated nurture. No way to book discovery calls 24/7. Leads fall through everywhere.

work

You're Burning Out on Admin

Manual calendar management. Back-and-forth scheduling. Payment collection. Contract sending. Hours every week on non-coaching work.

The Solution

8 Automated Systems For Coaches

We build everything in 7 days. You start converting more clients.

sms
01

Instant Inquiry Response

Discovery call request comes in. You're on a client call. Within 10 seconds: They get an auto-text keeping them engaged while you finish. Beats slower-responding coaches.

star
02

Client Success Story Automation

Client completes program or hits milestone. 1 week later: Auto-request for testimonial/review. Perfect timing (they're celebrating wins). Steady stream of social proof.

mail
03

Lead Nurture Sequences

Lead opts in but not ready to book. Goes into nurture sequence. Over 90 days: Educational content, success stories, offers. Convert 20-30% of "not ready" leads over time.

calendar_month
04

Automated Discovery Call Booking

24/7 booking with your real-time availability. Automatic confirmation, pre-call questionnaire, reminders, and Zoom link. Reduces no-shows dramatically. Pre-call questions qualify them.

dns
05

Client Management CRM

Track every lead from inquiry to paying client. See discovery call pipeline. Client progress tracking. Know everything before discovery call. Track which marketing sources convert.

chat_bubble
06

Website Chat to SMS

Visitor on your website asks about coaching. You respond in real-time, then move to SMS: "What's your number? I'll text you a case study". Lead captured, conversation continues.

language
07

High-Converting Coach Website

We build new OR optimize your current site. Client success stories, video intro, clear coaching process, discovery call booking (1-click), lead magnet opt-ins, your personality and brand.

widgets
08

All-In-One Growth Suite

Email marketing, SMS reminders, course platform, sales funnels, payment processing & recurring billing, proposals & e-signatures, client portal, affiliate program. Everything integrated.

check_circleWorks alongside your existing tools and platforms
Our Process

The 7-Day Done-For-You Install

We handle everything. You approve.

Day 1-2: Discovery & Audit

manage_searchWhat We Do:

  • check_circleAnalyze current lead flow and conversion rates
  • check_circleAudit discovery call booking process
  • check_circleReview existing tech stack and tools
  • check_circleIdentify marketing channels and content
  • check_circleDefine ideal client profile

personYou Do:

30-min strategy call to share your coaching focus and ideal clients

Day 3-6: Build & Install

constructionWhat We Build:

  • checkConfigure instant response (10-second auto-text)
  • checkSet up success story automation
  • checkCreate 90-day lead nurture sequences
  • checkInstall discovery call booking (24/7 calendar)
  • checkSet up Client CRM with pipeline tracking
  • checkInstall website chat widget
  • checkBuild/optimize high-converting coach website
  • checkConnect Zoom/Google Calendar
  • checkLink payment processor (Stripe)
  • checkSet up course platform (if you sell courses)
  • checkImport existing email list
  • checkTest all workflows

personYou Do:

Provide logo, testimonials, and access credentials. Relax.

Day 7: Launch

rocket_launchWhat Happens:

  • check_circleSystems go live
  • check_circle1-hour training session
  • check_circleWalk through dashboard
  • check_circleShow how to respond to leads
  • check_circleAnswer all questions
  • check_circleMonitor first discovery call bookings

personYou Do:

Start converting more leads into paying clients

No credit card required. Free strategy session.

Common Questions From Coaches & Consultants

I'm in back-to-back calls all day. How do I manage this?

expand_more

That's the point. Auto-texts respond instantly. Discovery calls book themselves. You focus on coaching, the system captures leads.

I already use Kajabi / Thinkific. Will this work?

expand_more

Yes. We can integrate with it, or you can migrate your courses to our platform (included). Your choice.

What about payment plans and recurring billing?

expand_more

Built-in. Set up any payment structure: one-time, monthly, payment plans, trials, etc.

Can I sell courses and coaching together?

expand_more

Yes. Course platform, membership sites, coaching packages—all in one place.

How do discovery call reminders work?

expand_more

Automatic. They get confirmation, 24hr reminder, and 15min reminder via text/email. Dramatically reduces no-shows.

What if someone books but isn't qualified?

expand_more

Pre-call questionnaire filters. You can set qualification rules. Low-fit leads get resources instead of taking up your calendar.

Can I run group programs?

expand_more

Yes. Group cohorts, community features, group call scheduling—all supported.

What about affiliate/referral partners?

expand_more

Affiliate program built-in. Track referrals, automatic commission payouts, give partners their own links.

Can clients access a portal?

expand_more

Yes. Client portal with resources, scheduling, messaging, progress tracking, course access.

What about contracts and proposals?

expand_more

Proposal builder, e-signatures, automatic sending—all included. Close deals faster.

Stop Losing Discovery Calls to Faster Coaches

Every delayed response is a $5K-15K client booking with someone else.

No credit card required • Live in 7 days • Cancel anytime