Resources for coaches and consultants
Practical, plain-English help with lead follow-up and client systems. Use it on your own, or bring it to a free review.
Free checklist
The Lead Follow-Up Leak Checklist for Coaches and Consultants
Twenty yes-or-no checks that show where leads slip away, from first inquiry to referral. One page. About 5 minutes.
- Covers all eight stages, from capture to reporting
- A simple score that tells you where to start
- Works with any CRM (one place for every lead and next step), or none at all
Articles
Researched, plain-English guides on replying faster, booking more calls and using AI safely. Every number links to its source.
Can AI text and call your leads? The US rules in plain English
What the TCPA, the FCC, state AI laws and CAN-SPAM mean when AI replies to your leads by text, email or phone, plus a checklist to go over with your lawyer.
CRM setup for coaches: what to build first, and what to skip
A simple, nine-step order for setting up a client management system in your coaching business, so every lead gets a fast reply and a clear next step.
How fast should you respond to a new lead? A guide for coaches and consultants
What the research really says about lead response time, where it falls short, and how to reply within minutes even when you're in sessions all day.
How to reduce no-shows for discovery calls without chasing anyone
Booked calls slip for plain reasons: people forget, wait too long, feel unsure or find rescheduling awkward. Here is a calm system that handles each one.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.