Stop spending half your time chasing leads and managing admin. Our AI books discovery calls, follows up on proposals, checks in with clients, and generates referrals — so you focus on delivering results.
Book a Strategy CallThe Problem
These are not hypotheticals. These are the exact problems we hear from every coaching owner we talk to.
You post content, run ads, and network constantly. But converting interested followers into booked discovery calls requires persistent follow-up you do not have time for.
You send a proposal and then wait. Following up feels pushy, so you do it once and hope. 50% of proposals die from lack of follow-up.
Between sessions, your clients need accountability. But texting 20 clients individually every week is not sustainable.
Your happiest clients would refer you in a heartbeat — if anyone asked. Nobody does, so referrals trickle in randomly.
What We Build For You
Each AI employee is trained on your specific business, your data, and your processes. Not a chatbot — a digital worker that handles real tasks.
AI Text Agent + AI Voice Agent
Handles every inbound inquiry from your website, social media DMs, and ad campaigns. Qualifies the lead by asking about their goals, current situation, budget, and timeline. Books qualified prospects directly on your calendar with a pre-call questionnaire link. Unqualified leads get a polite redirect to your free resources.
AI Follow-Up Manager + AI Text Agent
After a discovery call or proposal, the AI runs a personalized follow-up sequence. Addresses specific objections raised during the call, shares relevant testimonials and case studies, and creates urgency around enrollment deadlines or cohort start dates. Converts 30-40% more proposals into signed clients.
AI Text Agent + AI CRM Coordinator
Between sessions, the AI sends personalized check-in messages to each client. Asks about progress on their action items, celebrates wins, and flags struggles for your attention before the next session. Creates accountability without you spending hours texting. Clients feel supported 24/7.
AI Text Agent + AI Follow-Up Manager
At key milestones (program completion, major win, 90-day mark), the AI sends a testimonial request with specific prompts. Asks about their starting point, the transformation, and what they would tell someone considering your program. Routes responses to your website and social media. Builds social proof automatically.
AI Text Agent + AI CRM Coordinator
After a client achieves a significant result, the AI sends a referral request. Makes it easy with a pre-written message the client can forward, a referral link that tracks attribution, and an incentive for both the referrer and the new client. Turns your client base into a lead generation engine.
AI Follow-Up Manager + AI CRM Coordinator
People who engage with your content (webinar attendees, lead magnet downloads, social media interactions) enter a long-term nurture sequence. Weekly value-driven messages that build trust and authority over 90 days. When they are ready to invest in coaching, you are the obvious choice.
Deployment Process
Week 1
We map your client journey, integrate with your scheduling and CRM tools (Calendly, Acuity, HoneyBook, Dubsado, etc.), configure qualification criteria, and build all automation workflows.
Week 2
AI booking and follow-up systems go live. We monitor discovery call booking rates, proposal conversion, and client engagement scores.
Ongoing
Monthly reporting on client acquisition cost, lifetime value, and referral rates. Launch campaigns for webinars, group programs, and seasonal enrollment pushes. Scale as your practice grows.
Real Results
Clients Per Month
Before
8
After
18
“I was spending 15 hours a week just doing admin and chasing leads. The AI handles all of that now. I doubled my client base and actually have time to coach.”
— Business Coach, Online Practice
15 minutes. No pitch deck. We'll show you exactly what we'd build for your business.
Book a Strategy Call