When someone asks about working with you
AI replies in your voice, day or night. It answers from your offers and prices, and offers times for a discovery call. Sensitive or unusual questions come to you.
Runs on autopilotA client management system for coaches that runs on autopilot
From first inquiry to signed client to renewal, the system does the follow-up for you. AI replies in your voice, books discovery calls and sends the paperwork after a yes. You step in only where you choose. You get back to coaching.
Built for the way coaches actually sell
You sell through conversations. The admin around those conversations is where clients slip away.
Discovery calls get booked, then missed.Reminders go out on their own, and AI rebooks no-shows for you.
A group program or cohort launch turns into inbox chaos.AI answers questions, and applications, waitlists and enrollment move through one pipeline.
Webinar sign-ups never hear from you again.AI follows up with every attendee and no-show until they book, reply or opt out.
You chase signatures and payments by hand.Proposal, contract and invoice go out after a yes, with e-sign and autopay.
Renewals sneak up, or slip by.Check-ins and renewal nudges go out on a schedule, timed for you.
You're hiring a VA, but there's no system for them to run.The system does the routine work. Your VA handles what it hands off.
Your coaching pipeline: discovery call to proposal to onboarding
A ready-made pipeline in your CRM, adjusted to your packages and programs. A CRM is simply one place for every lead, call and next step. Every lead sits in one stage with one clear next step.
- New inquiryTagged by source
- Discovery call bookedIntake form and reminders
- Call heldSummary saved, next step set
- Proposal sentReminder if unsigned
- Signed and paidE-sign and autopay
- OnboardingWelcome and intake
- Active clientSession reminders, check-ins
- Renewal or referralTimed reminders
Scroll sideways to see every stage.
Example automations for coaches
Each one is set up around your offers, prices and wording, and runs on autopilot. You choose what comes to you.
When someone downloads your lead magnet
They get it right away and are tagged by source. AI follows up with a short series that invites them to book, until they book, reply or opt out.
When a discovery call is booked
It goes straight onto your calendar. They get a confirmation, a short intake form, and reminders 24 hours and 1 hour before.
When someone misses their call
AI sends a friendly note with new times and rebooks them. You get a heads-up.
When a call ends
AI sends the recap and next step, and saves the summary to their record (only if everyone agreed to recording).
Runs on autopilotWhen a client says yes
The proposal, contract and invoice go out for you, with e-sign and autopay or a payment plan.
When enrollment opens for a cohort
Your waitlist hears first. AI answers questions and checks each application for fit. Borderline applications come to you, and accepted people go straight to onboarding.
Hands off to youWhen a package is nearly over
The client gets a check-in and a renewal nudge, timed for you. You get a heads-up in case you want to talk in person.
Runs on autopilotWhen a client reaches a milestone
A testimonial or referral request goes out at the right moment. You can turn it off for any client.
Runs on autopilotIs this a fit for your coaching business?
A good fit
- Business, executive, leadership, sales or growth coaches in the US
- You sell packages, group programs or cohorts through discovery calls
- You get inquiries but lose some to slow or missed follow-up
- Solo coaches with growing demand (start with Starter)
- Coaching schools running cohorts and certifications
Probably not yet
- You're still shaping your first offer and don't have clients yet
- Your practice is clinical or highly regulated and handles sensitive client data
Not sure? Book the review. If it's too early, we'll say so.
See what the system would take off your plate, in 30 minutes.
Free Lead Follow-Up Review. No pitch deck. If we're not the right fit, we'll say so.