
Built for coaches who've outgrown referrals
Common Challenges
Low lead volume with no systematic acquisition: Referrals dried up or never scaled beyond 10-20 leads per month. You're spending $2-5k on ads but only getting 10-15 consultation requests, most unqualified. Revenue is inconsistent because pipeline is unpredictable. You don't have a repeatable system to generate interested prospects who can actually afford your services.
Can't tell which marketing actually drives high-ticket clients: You're running ads, posting content, sending emails, doing podcasts - but have no idea which activities lead to $5k-25k client engagements versus tire-kickers who waste your time. Attribution is nonexistent. Platform dashboards show clicks and form fills but can't connect those to actual signed contracts three weeks later.
Consultation booking and follow-up is manual chaos: Someone fills out a form and you manually email back-and-forth trying to find time, send Calendly links that don't get clicked, follow up multiple times before booking happens (or doesn't). Hot leads go cold waiting 2-3 days for your response. No automated reminders, prep questionnaires, or systematic nurture for people not ready yet.
High client churn after 3-6 months: Clients sign up excited, see some results, then drift away or don't renew. You're constantly replacing revenue instead of growing it. No systematic onboarding, engagement tracking, or proactive outreach when clients go quiet. Retention is reactive - you only notice churn after they've already mentally checked out.
Spending all your time delivering, none selling: Your calendar is packed with client sessions, leaving no time for marketing, sales calls, or business development. You're maxed out at current revenue because you're the bottleneck for delivery. Can't scale without cloning yourself, but don't have systems to delegate or productize your expertise.
Can't close high-ticket sales consistently: Consultation calls feel like therapy sessions instead of sales conversations. No clear framework for qualification, objection handling, or closing. Conversion rate from consultation to signed client is 20-30% when it should be 60%+. You're afraid to be "salesy" so you undersell and undercharge.
No idea which clients are most profitable: You charge everyone roughly the same but some clients require 3x the work for the same fee. High-maintenance clients kill your margins and energy. You don't know which client types have highest LTV, lowest churn, best referrals - so you can't systematically attract more of your best clients and filter out poor fits.
Marketing feels like shouting into the void: You post content consistently but it doesn't translate to booked calls. Launch a webinar and 200 people register but only 30 show up and 2 book consultations. Email list is growing but engagement is dying. Can't figure out what messaging resonates or which topics actually lead to sales conversations.
How We Address These Challenges
Automated acquisition funnels that generate qualified leads consistently: Build webinar or VSL funnels with paid ads driving to automated registration, reminder sequences, and post-webinar nurture. Track attribution from ad click through consultation booking so you know exactly what's working. Scale lead volume predictably without you manually driving every signup. Implement lead scoring that prioritizes prospects who can afford your services and filters out tire-kickers before they waste your time.
Multi-touch attribution connecting marketing to signed clients: Implement tracking that follows prospects from first ad click through content consumption, email engagement, webinar attendance, consultation booking, and finally signed contract. See which marketing channels and activities actually drive high-ticket engagements versus vanity metrics. Understand the full journey so you can optimize what works instead of guessing which content or campaigns matter.
Consultation booking and CRM automation: Automated lead routing, instant consultation booking with calendar integration, reminder sequences that reduce no-shows by 60%, pre-call questionnaires that qualify prospects before you talk, and post-call follow-up sequences for people who need more time. Hot leads get immediate response. Warm leads get systematic nurture. Your time only goes to qualified prospects ready to engage.
Client retention and engagement systems: Onboarding workflows that set clear expectations and early wins in first 30 days. Automated check-ins and milestone tracking so you can proactively reach out when clients go quiet. Usage/engagement scoring that identifies at-risk clients 30-60 days before they churn. Systematic expansion conversations with clients hitting goals to upsell group programs or extended engagements.
Sales process frameworks and conversion optimization: Implement proven consultation frameworks that qualify fit, surface objections early, and close without feeling pushy. Call recording and conversation analysis to identify what's working in your pitches. A/B test different consultation structures, pricing presentations, and proposal formats. Systematic improvement of consultation-to-close conversion rates from 20-30% to 60%+ through data-driven iteration.
Client segmentation and profitability analysis: Track which client types (industry, seniority, company size, engagement model) have highest LTV, lowest maintenance, best results, and most referrals. Calculate true profitability per engagement after your time investment. Build ideal client profile based on data, not intuition. Systematically attract more of your best-fit clients through targeted marketing and filter out poor fits through qualification.