All-in-One AI CRM for Coaches & Consultants

Automate lead follow-up, streamline bookings, and grow your coaching or consulting business with an AI-powered CRM built for experts, mentors, and strategists.

From prospecting and scheduling to client onboarding and retention, coaches and consultants juggle dozens of tasks daily. With an AI-enhanced CRM, you can automate your lead flow, manage your calendar, nurture relationships, and convert more high-ticket clients—without burning out or hiring a large team.

Common Use Cases for Coaches & Consultants

Lead Capture & Funnel Automation

Capture leads from landing pages, webinars, or paid ads and instantly guide them through a personalized onboarding funnel. AI follow-ups qualify and engage leads while you focus on delivery.

Automated Discovery Call Booking

Let prospects book discovery calls directly to your calendar. Built-in reminders reduce no-shows and keep your schedule full with minimal back-and-forth.

Nurture Sequences for Programs & Offers

Send personalized drip sequences that educate, inspire, and guide leads toward your offers—whether it’s a group program, 1:1 coaching, or a digital product.

AI Voice & Chat Assistant

Your AI assistant handles inquiries, schedules calls, and provides info about your services—freeing you to focus on what you do best: helping clients.

Client Onboarding & Intake Forms

Streamline the new client experience with automated forms, welcome sequences, contract signing, and calendar invites—all from one dashboard.

Review & Referral Generation

After sessions or program completion, the system reaches out for testimonials and referrals—building your authority and attracting more clients on autopilot.

How Agentli’s Features Help Your Coaching Business

AI-Powered Lead Workflows

Leads from ads, social media, and opt-in funnels are automatically nurtured with messaging that adjusts based on their behavior, interests, and funnel stage. Whether they’re new to your brand or considering a high-ticket offer, the AI ensures consistent, relevant communication—so you stay top-of-mind and convert more with less effort.

Automated Booking for Discovery or Strategy Calls

No more playing phone tag or sending back-and-forth DMs. Prospects can view your real-time availability and book a discovery or coaching call instantly. With reminders, confirmations, and rescheduling built in, you’ll reduce no-shows and keep your calendar filled with qualified leads.

Voice AI Receptionist

Your virtual AI assistant answers calls, handles client inquiries, and books consults—all using natural language. It can route calls, provide session details, and even gather intake info, giving your coaching practice a professional edge 24/7.

Digital Forms, Agreements & Session Prep

From onboarding questionnaires to NDAs or coaching agreements, you can send, sign, and store everything in one place. Custom forms and eSignatures help you gather what you need without wasting time on manual follow-up.

Pipelines & Progress Tracking

Track every lead and client through your unique process—from lead gen to booked calls, active clients, and follow-up. Automations assign tasks, send reminders, and keep your entire workflow moving—so nothing gets missed.

Built-In Review & Referral Campaigns

After a successful engagement or program, the system identifies happy clients and sends requests for testimonials or referrals. These follow-ups are timed for maximum impact and feel personal—helping you grow organically without asking every time.

These are just a few examples of how Agentli's CRM and AI features can help Coaches & Consultants run more efficiently, improve client engagement, and drive better results across campaigns. There are many more features designed to support and scale your business. Let me know if you'd like further elaboration or adjustments!