Coaching & Consulting CRM & Marketing Automation
Scale without scaling team
Coaches and consultants sell expertise that doesn't scale with hours in the day. Every discovery call, intake form, and follow-up message you send manually is time you can't spend with paying clients. WellPlan automates the front end of your business so you can fill your calendar with qualified prospects, not unqualified ones. The AI chatbot screens new inquiries 24/7, automated workflows handle webinar registrations and client onboarding, and nurture sequences keep your audience engaged between launches. You stay focused on coaching while the platform handles the operational load.
Common challenges in coaching & consulting
Discovery calls fill your calendar with unqualified prospects who don't match your offer or pricing.
Webinar and lead magnet registrations require manual follow-up to convert into paying clients.
New client onboarding involves repetitive emails, intake forms, and contract steps that eat into delivery time.
Past clients and warm leads go quiet because there's no consistent nurture between launches or program cohorts.
How WellPlan solves them
24/7 lead qualification
The AI chatbot engages visitors on your site, asks qualifying questions about their situation and budget, and books discovery calls only with prospects who match your offer. Unqualified leads enter a nurture track instead of cluttering your calendar.
Webinar and event automation
Build registration funnels with landing pages and forms. Send confirmation emails, SMS reminders before the session, and a tailored follow-up sequence to attendees and no-shows based on their behavior.
Client onboarding workflows
When a client signs up, trigger a sequence that delivers welcome materials, intake forms, scheduling links, and program access. Tag the client by program and cohort so future communication and renewals stay organized.
Audience nurture between launches
Keep your list engaged with weekly content drips, success stories, and case-relevant emails between program launches. Re-engage dormant contacts with targeted SMS or WhatsApp messages when a new offer is ready.
Workflow examples
Discovery call qualification
Trigger: When a prospect requests a discovery call
- 1Send the AI chatbot or a qualification form to capture goals, budget, and timeline
- 2If qualified, offer a calendar link to book directly into your discovery call schedule
- 3Send confirmation, a pre-call questionnaire, and a reminder 24 hours before the session
- 4If not qualified, route the prospect into a nurture sequence with educational content
Webinar registration and follow-up
Trigger: When someone registers for a free webinar
- 1Send a confirmation email with the join link and calendar invite
- 2Send SMS reminders 24 hours and 1 hour before the session starts
- 3After the webinar, send attendees an offer email and no-shows a replay link
- 4Tag responders for sales follow-up and non-responders for a longer nurture track
New client onboarding
Trigger: When a new client completes their purchase
- 1Send a welcome email with program access, intake form, and scheduling link
- 2Trigger a reminder if the intake form isn't completed within 48 hours
- 3Send weekly check-in messages aligned with the program timeline
- 4Schedule a renewal or upsell conversation in the final week of the engagement
Frequently asked questions
How does WellPlan help me avoid unqualified discovery calls?+
The AI chatbot and qualification forms ask about goals, budget, and timeline before a prospect sees your calendar. Only prospects who match your criteria get a booking link, while others enter a nurture sequence until they're ready or self-select out.
Can I run webinars and live events through WellPlan?+
You can build registration landing pages, capture sign-ups through forms, send confirmation and reminder sequences, and follow up with attendees and no-shows differently. WellPlan handles the marketing and follow-up while you use your existing webinar platform to host.
Can I automate client onboarding for a group program?+
Yes. When a client joins, you can trigger a workflow that sends welcome materials, intake forms, scheduling links, and program resources. Tag clients by cohort so reminders and check-ins fire in sync with your program timeline.
How do I stay in touch with past clients and warm leads?+
Build long-running nurture sequences that send weekly or bi-weekly content. Tag contacts by interest area and program history, then run targeted campaigns when you launch a new offer or open enrollment for a cohort.
Can the AI voice agent handle inbound calls from prospects?+
Yes. The AI voice agent can answer inbound calls, ask qualifying questions, share basic information about your offers, and book a discovery call directly on your calendar. Calls are logged to the contact record so you have full context before the conversation.
Ready to grow your coaching & consulting?
See how WellPlan can help you capture more leads, nurture relationships, and close deals — built around your industry.
Book a free demo