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ElevateAI

For coaching & consulting

Turn your audience into paying clients.

Webinar and application funnels that fill your calendar, plus courses and memberships you can deliver in the same login.

Watch the DemoSee Pricing
crm.elevatenext.ai/funnels

Pipeline

Lead Magnet

3 new

Webinar

2 active

Application

—

Client

—

Renewal

—

Conversation

Just watched the webinar. How does the program work?

Here's the breakdown. Want a 20-minute fit call Wednesday?

Send the link.

A day with ElevateAI

  • Registration opens for your workshop

    The funnel, reminder emails, and replay follow-up run as one campaign: you just show up and teach.

  • The application that arrives at midnight

    Qualified applicants get a booking link straight away, so your calendar fills with the right conversations.

  • Month two of the program

    Course and membership delivery, plus check-in automations that keep clients doing the work they paid for.

ElevateAI / Daily timeline

A day for coaches & consultants

  1. 7:42 AMMissed call, text sent back in seconds
  2. 10:15 AMWebinar registration lands in your pipeline
  3. 12:30 PMQualified applicant books a fit call
  4. 3:05 PMReplay follow-up goes to everyone who missed it
  5. 5:40 PMTestimonial request goes out after a client win
  6. 9:12 PMAI answers a program question and books a call

The five stages, mapped to coaches & consultants

  1. 1

    Capture

    Lead magnets, webinar & application funnels

  2. 2

    Nurture

    Email sequences & replay follow-up

  3. 3

    Close

    Fit calls, proposals & payment plans

  4. 4

    Reviews & referrals

    Testimonial requests & affiliate referrals

  5. 5

    Reactivate

    Alumni & relaunch campaigns

Growth playbook

The Coaching & Consulting Growth Playbook

Five plays that grow coaches & consultants, all of them built into ElevateAI.

01Build your audience

Coaching businesses run on attention you have earned, so the first job is a list you own rather than a following you rent. Give people a reason to hand over an email address: a workbook that solves one narrow problem, a short assessment that scores where they are, or a quiz funnel that tells them which of your approaches fits them. The quiz is the strongest of the three because the answers tag the contact, so every message afterwards can speak to the version of the problem they actually have.

Steal these plays

  • Fill out your Google profile: category, services, real photos
  • Post weekly on autopilot: "This week's client win"
  • Use a tracked number so you know which listing rang
google.com/search

Ridgeline Coaching

57 reviews

Business coach · Open now · Portland

Weekly post: This week's client win

02Fill the calendar with real conversations

A discovery call with the wrong person costs you an hour and your enthusiasm. Put a short application in front of the booking: what they are working on, what they have tried, what a solved version looks like, and whether they are ready to invest. Five or six questions is enough to sort serious from curious without feeling like a job interview.

Steal these plays

  • Text back every missed call in seconds
  • Let AI answer after hours and book strategy calls
  • Follow up on day 0, day 1, and day 3 automatically
crm.elevatenext.ai/inbox

Application · 11:02pm

Got your application! Want a call Wednesday at 1pm?

Wednesday 1pm, locked in.

Booked

03Deliver in one place

The typical coaching stack is a course platform, a community app, a scheduler, an email tool, a checkout, and a spreadsheet holding it together. Every seam is a place clients get confused and you lose time. Running courses, memberships, and community in the same system as your CRM and marketing removes the seams: one login for them, one place for you to see who bought what and who has gone quiet.

Steal these plays

  • Ask for the review the week a program ends
  • Route lukewarm feedback to your phone before it goes public
  • Reply to every review with an AI-drafted response
crm.elevatenext.ai/reputation

“Six weeks in I had a real pipeline instead of a hope.”

Client, group program

AI reply drafted ✓

You don't have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.

Watch the Demo

04Launches and offers that convert

A launch is just a sequence with a deadline. Warm the list for a week or two with useful content on the problem, open with a clear invitation, send email and text through the window, and close properly with a final-day reminder: most sales happen at the open and at the close, with a quiet middle that makes first-time launchers panic.

Steal these plays

  • Send each ad to your webinar or application page, never your homepage
  • Give every campaign its own tracked number
  • Raise budget only where applications actually book
crm.elevatenext.ai/reporting

Tracked number: (555) 012-4408

  • Webinar funnel

  • Quiz funnel

  • Referrals

Every lead attributed

05Proof, referrals, and win-backs

Testimonials are the single most persuasive asset a coach owns, and the trick is capturing them at the moment of the win rather than at the end of the program. When a client hits a milestone (the first sale, the promotion, the finished draft, the habit that stuck), trigger a short request right then. Ask three specific questions instead of "can you write a testimonial": where were you before, what changed, what would you say to someone considering it.

Steal these plays

  • Re-offer to everyone who applied but never enrolled
  • Send one useful monthly touch, not a sales blast
  • Make referrals easy with a per-customer link
crm.elevatenext.ai/contacts
Applied, never enrolled68 leads
Program alumni39

Campaign scheduled

Sample data

Run the whole playbook without hiring a marketer.

Everything above is included in one flat-price platform, set up 1-on-1 with our team, supported live, and running in your first week.

Watch the DemoSee Pricing

No contracts · Unlimited users & contacts · Cancel anytime

Questions from coaches & consultants

How do I keep my discovery calls full. And full of the right people?

Put a short application in front of the booking link so people qualify themselves, then run webinar or challenge funnels to feed it. Confirmations and reminders by text cut no-shows, and a follow-up sequence to everyone who registered but never booked usually produces more calls than the live event did.

Can I run courses and memberships here as well as one-on-one coaching?

Yes, courses, memberships, and community live in the same account as your CRM, funnels, email, and checkout. One login for your clients, one place for you to see who bought what and who's gone quiet, and no monthly bill for four separate platforms that don't talk to each other.

How do I run a launch without a pile of separate tools?

Build the sales page, checkout, order bumps, upsells, email and SMS sequences, and the deadline in one place. Non-buyers and abandoned checkouts get automatic follow-up, buyers move straight into onboarding, and you can see the whole funnel's numbers without exporting anything.

What's the best way to collect testimonials?

Trigger the request at the moment of a client win, not at the end of the program. Ask three specific questions (where they were, what changed, what they'd tell someone considering it), and offer a ninety-second video as the easy option. Milestone-timed requests get answered; end-of-program mass emails mostly don't.

How do I keep members from drifting away?

Watch inactivity and act on it. If someone hasn't engaged in a few weeks, a check-in goes out automatically. Celebrate milestones, keep a predictable weekly rhythm in the community, and run a win-back campaign a month or two after anyone cancels: lapsed members are the warmest list you have.

Made for coaches & consultants

  • Webinar funnels with reminder sequences
  • Application forms with scoring
  • Courses and membership delivery built in
  • Alumni reactivation for every launch

We set up your pipelines and campaigns with you, 1-on-1, in your first week.

How onboarding works

See it set up for coaches & consultants.

Watch the DemoSee Pricing