Consultants & coaches
Turn a discovery call into a clear scope, and keep every client moving.
Independent consultants and coaches spend too much time on scheduling, proposals and chasing invoices instead of the work itself. We build a site that explains how you work and books a free discovery call, a client portal for deliverables and session notes, and a back end for proposals, packages, group programs and recurring billing.
What we set up
Discovery calls and proposals
A visitor picks a time for a free discovery call and answers a few questions about what they want to work on. The AI assistant answers practical questions and books the call. It never promises results, income or outcomes, and it does not give business, financial, legal, medical or mental health advice. After the call you send a proposal with a scope, a package and an e-signature.
Client portal and session notes
Clients log in to see upcoming sessions, shared documents, deliverables and action items. Your own session notes stay private to you unless you choose to share a summary. Group programs get a roster, session dates and shared materials.
Retainers, packages and billing
Monthly retainers, session packs and group program fees bill automatically through your own payment processor, with reminders before renewal and a simple record of what each client has purchased and used.
Where this business gets hard
Scheduling takes longer than the sessions
Back-and-forth emails to find a time add up. A booking page with your real availability, time zones handled and reminders sent cuts most of it.
Scopes drift without anyone noticing
A client asks for one more thing, then another. A written scope, a package that says what is included, and a record of what was delivered make it easy to talk about what is next.
Deliverables and notes end up scattered
Documents live in email, notes live in a notebook and action items live in memory. A client portal with deliverables, shared notes and action items keeps one place to look.
Chasing invoices strains the relationship
Automatic recurring billing, clear renewal reminders and a record of what was purchased remove most of the awkward follow-ups.
Set up for the way you work
Not every consultants & coaches business runs the same way. We adjust the setup to fit yours.
- Business consultant
- Proposals, fixed scopes, deliverables and milestone invoices drive the setup. Statements of work and e-signature matter most.
- One-to-one coach
- Session packs, retainers, scheduling, private session notes and a portal for action items are the core. Coaching is not therapy, and the setup does not treat it as such.
- Group program or cohort leader
- Rosters, session dates, shared materials, installment billing and a waitlist matter more than one-to-one scheduling.
- Workshop and corporate trainer
- Requests from companies, scoped proposals, travel and materials notes and invoices to an accounts payable contact fit best.
Busy seasons and slow ones
Many people think about new goals around the new year and late summer, and many companies plan training and budgets near the start of a quarter or fiscal year. Holidays and school breaks can slow bookings for some audiences. We can set up reminders to re-engage past clients, renewal prompts before a package ends, and a waitlist for the next group cohort.
What your customers ask before they book
Your AI assistant and website are set up to answer these before anyone has to call.
- What happens on a discovery call, and does it cost anything?
- What do your packages include, and how many sessions are in each?
- How does billing work, and can I pay monthly?
- Is what we talk about kept private?
- What if I need to reschedule or pause?
- Is coaching the same as therapy, and can you advise me on legal or money decisions?
Common mistakes we help you avoid
- Promising results or income in a bio, a testimonial or an AI reply. Claims about outcomes can create real problems.
- Offering something that sounds like therapy, medical, legal or financial advice without the license to do so.
- Starting work without a signed scope and a clear statement of what is not included.
- Keeping private session notes in the same shared folder as client deliverables.
No outcome promises, and coaching is not therapy
Rules on advertising, testimonials, earnings claims, licensing and professional titles vary by state, profession and field. Coaching and consulting are not therapy, medical treatment, legal advice or financial advice, and the AI assistant and this site never give any of those. We do not write guarantees of results or income. If you work in a regulated field, or a client may need a licensed professional, you stay responsible for knowing the rules and for referring them on. You stay responsible for compliance and for everything you advertise.
See it working
Click through a sample consultants & coaches website, then see the owner dashboard behind it.
How it works
- Step 1
Tell us about your business
A short call or the free AI check-up. No jargon.
- Step 2
We set it up
Your site, customer system and assistant, with your branding and your data.
- Step 3
You go live
We train you and your team, then keep everything running.
Under the hood
Pricing
One price: $349/month plus a one-time $750 setup. It includes your website, customer system, AI receptionist, hosting and support. Non-profits save 35%.
See where AI fits your business
Five minutes, free, and written in plain English.
Start the AI check-up