Run an online coaching business that books discovery calls, onboards clients, and keeps every program on track without manual admin.
What's Included
- Discovery Call Booking: Inquiries create a prospect record and schedule a call automatically.
- Client Onboarding: Intake forms set up each client's goals, plan, and starting milestones.
- Session Tracker: A project that logs sessions, notes, and progress across every program.
- AI Accountability Agent: An agent with persistent memory that sends check-ins and drafts session summaries.
How To Use
- Clone the system and add your coaching packages and intake questions.
- Connect your calendar, payment, and email tools from 100+ integrations.
- Share your discovery call link to fill your pipeline.
- Let onboarding, session tracking, and check-ins run automatically.
Pair it with an accountability AI agent, see coaching builds in the Community Gallery, or add more business systems.