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For coaches, consultants & agencies

The discovery-call request came in.
By the time you replied, they'd ghosted.

Coaches and consultants don’t lose clients on expertise — they lose them in the gap between interest and the booked call. An inquiry that waited a day, a lead magnet with no follow-up, a proposal that went cold. We install one connected system that books the call, nurtures the list, and follows up — so you sell your work instead of chasing it.

of inquiries are never followed up (add sourced stat)
discovery-call no-show rate we help cut (add your data)
2 wksfrom first call to live on your number
Where coaches & consultants actually leak

Five leaks in every pipeline.
None of them are your expertise.

You’re brilliant at the work. These are the cheap, invisible leaks between someone raising their hand and actually booking the call.

01

The discovery-call request sits in your inbox

A warm lead fills your form or DMs you; you're mid-session, reply hours later, and the momentum is gone. The most interested version of that person only exists for a few minutes.

Fixed by the AI agent — books the discovery call in seconds →
02

Your lead magnet has no follow-up

Someone downloads the guide or joins the webinar and then… nothing. The warmest audience you'll ever have, left to go cold in a list nobody works.

Fixed by automation — nurture sequence, booked calls →
03

Invisible when someone asks AI for a consultant in your niche

Buyers ask Google — and increasingly ChatGPT — for an expert in your space. If you're not structured to be named, the referral goes to whoever is.

Fixed by SEO & AI search visibility
04

Discovery-call no-shows and cold proposals

Booked calls that don't show, proposals that never get a nudge — pipeline evaporating for want of a single follow-up.

Fixed by automation — reminders, proposal follow-up →
05

You can't say which content or channel actually closed

The podcast, the newsletter, LinkedIn, referrals — ask which produced last quarter's clients and the honest answer is a shrug. What you can't measure, you can't scale or cut.

Fixed by CRM & reporting — every lead tracked to a source →
The practice system

Not five tools.
One system, tuned for your practice.

Each piece below plugs one leak above — but the value is how they connect. An inquiry the agent catches flows into the nurture, the calendar, and the report without you touching a thing.

01Answers

AI front desk

Every inquiry, DM, and web request answered in seconds — fit qualified, discovery call booked into your calendar. After-hours, across time zones, never mid-session.

See the AI agent in detail →
02Retains

Nurture & follow-up

Automated lead-magnet nurture, call reminders, and proposal follow-up. The follow-through that turns a download into a discovery call and a proposal into a signed engagement.

See automation in detail →
03Attracts

SEO & AI search

Get named by ChatGPT and found on Google for your niche and method. Structured content and profile so you're the expert the AI recommends.

See SEO & AI search in detail →
04Measures

CRM & pipeline reporting

Every inquiry, call, and proposal tracked from first touch to signed client. One monthly report: clients, sources, cost per client. In plain English.

See CRM & reporting in detail →
Coaches & consultants we’ve done this for

Real practices. Same problems. Fixed.

A confident coach or consultant — swap for a real client photo
NEEDS-FACT — a real quote from a consented coach or consultant: two sentences, in their words, about the leads they were losing before.
more discovery calls booked
lift in trial-to-client
clients from the reworked list
[Name], [title][City] · consent + case study pending

Placeholder until a consented case study lands — every number here is a NEEDS-FACT with a date and source (B1/B6). No client named until written consent.

Practice bundles

Pick where it hurts most.
Grow into the rest.

Pre-engineered for how coaches and consultants actually sell. Start with the bundle that plugs your worst leak — every one is built to expand into the full system.

Essentials

Answer every inquiry, book every discovery call, nurture the list.

$549/month

$999 setup · billed monthly, no lock-in

  • AI front desk (form + chat + DM)
  • Discovery-call booking
  • Lead-magnet nurture
  • Call reminders
  • Monthly report
Start with Essentials
Most businesses
Complete System

The connected system: get found, get booked, get measured.

$999/month

$999 setup · billed monthly, no lock-in

  • Everything in Essentials
  • SEO & AI search visibility
  • Pipeline CRM & source tracking
  • Proposal follow-up
  • List reactivation campaigns
  • Quarterly strategy review
Start with Complete System
Multi-Location

Several coaches or consultants, one system that routes and reports.

$1,999/month

$999 setup · billed monthly, no lock-in

  • Everything in Complete System
  • Lead routing across the team
  • Per-person reporting
  • CRM & scheduling integration
  • Priority support & SLA
  • Monthly strategy call
Talk multi-location

Every number on this page is public. No quote wall, no discovery call required to find out what it costs.

Practice questions

What coaches & consultants ask us first.

Will it work with my scheduler and CRM?
Most of the common ones — Calendly, Acuity, HubSpot, and the major CRMs — connect directly or through a secure bridge. On the audit we confirm yours specifically before we quote, so there's no surprise in week three.
Can it coach or write my proposals?
No — that's your genius. It captures the inquiry, qualifies fit, and books the call so you show up to warm, ready leads. The relationship and the work stay yours.
Are you replacing my VA or ops person?
No. It takes the inbox triage, the after-hours inquiries, and the follow-up grind so your team works on delivery and sales, not scheduling ping-pong.
My brand is personal — will this feel like me?
It's trained on your voice, your offers, and your qualifying questions, and it hands off to you the moment a conversation deserves you. It protects your time so you can be personal where it matters.
How fast until it's running?
About two weeks for the Essentials bundle. Week one we train it on your offers and connect your calendar; week two you test it on real inquiries and we tune it; then it goes live.
What if it doesn’t work for us?
No lock-in. Month-to-month after setup, the audit is yours to keep whether you hire us or not, and you'll see a plain-English report every month — so if it isn't working, you'll know first, and you can walk. We'd rather earn the next month than trap you in a contract.
The next step

We'll audit your last 20 inquiries — free.

Twenty minutes with someone who's built this for coaches and consultants before. You'll see exactly what those inquiries were worth and what the system would have caught. You keep the findings either way.

Book the free pipeline audit

No contract to see itLive in ~2 weeksBundles & prices published above