Coaches & consultants
AI automation for coaches & consultants
A coaching or consulting business is a funnel with a person at the end: ads to webinar to call to client. Every hand-off leaks, and the leaks are invisible because the data lives in four tools that never reconcile. I’ve seen an account report 1 lead while the funnel had actually produced 355. The business was fine; the measurement was broken.
Where the money leaks
Webinar and funnel leads leak
Registrants who never got the follow-up, bookings that never reached the CRM, leads captured by the ad platform that no human ever saw. Each leak is a paying client who silently didn’t happen.
Attribution blindness
When lead events aren’t mapped correctly, campaigns that fill your calendar look dead and get switched off. The worst version I’ve fixed: an account showing 1 tracked lead when the real number was 355.
Reporting by hand
Assembling numbers from the ad manager, the webinar tool, the calendar, and the CRM every week is hours of copy-paste, and the result is still stitched-together guesswork.
What I build for coaches & consultants
Funnel tracking and attribution
First-party tracking on your pages, correct conversion mapping per account, and event forwarding to the ad platforms, so cost per booked call becomes a number you can trust.
Dashboards that show the whole funnel
One login where the path is visible end to end: ad spend, registrations, calls booked, synced automatically by background jobs instead of by a Monday-morning ritual.
Automated reporting
The weekly numbers assembled by software, on schedule, from the source systems, with anomalies flagged. Your hours go into clients, not spreadsheets.
Proof, not promises
This runs in production today: the platform I built and operate for a performance-marketing agency serves coaching and consulting businesses, with funnel analytics, client dashboards, and lead attribution. The 1-to-355 recovery happened on a coaching funnel: one corrected conversion mapping turned “the ads are dead” into a working, measurable funnel.
Read the full case studyCommon questions
We already see results in the ad manager. Why isn’t that enough?
Because the ad manager only knows what it’s told. If lead events are mapped wrong, it will confidently report nonsense; that’s how a working funnel showed 1 lead instead of 355. Attribution has to be reconciled against what actually happened in your calendar and CRM.
We’re a small practice, not an agency. Does this scale down?
Yes. The ladder exists for exactly this: a free teardown first, then a fixed-scope sprint aimed at your single most painful gap, usually tracking or follow-up. You never start with a platform; you start with the leak that costs the most.
Find the leaks in your operation.
Free systems teardown: your 3 biggest automation leaks, what each costs monthly, and what I’d build first. In your inbox within 72 hours, no call required.
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