Coach or expert

Coaches, consultants, teachers and course creators. Qualify leads and book consultations.

Goal: answer questions about programmes, qualify people before a call, and book consultations.

Set-up in order

1. Create from the Coach, expert or courses template

   It adds a consultation request flow.

2. A qualifying question flow

   Name, goal, experience level, budget, then a consultation time. Send the answers to the CRM with the webhook.

3. Knowledge

   Programmes, prices, what’s included, who it’s for and who it isn’t, results and testimonials the coach wants to share.

4. Comment campaigns for lead magnets

   “Comment GUIDE and I’ll send you my free 5-day plan.”

5. Packages

   A package of 5 or 10 sessions at a better price.

Example texts

Welcome:

Hi! I’m Coach Demo’s assistant. Ask me about programmes and prices, or book a free 15-minute call.

Starter questions: Programmes · Prices · Free call · Free guide

Use Step by step style for the qualifying flow. People expect a short form before a call, and the answers come out cleaner.