For Coaches & Consultants

The discovery call
went well. The proposal
went quiet.

Solo consultants and coaches lose most of their business in the gaps — between inquiry and call, between proposal and decision, between engagement and referral. We build the systems that keep those gaps from costing you.

Book a Free 20-Minute Call Free  ·  No pitch  ·  No obligation

48 hrs

Window after a discovery call where follow-up has the highest conversion rate. Most consultants wait too long.

5–8

Touchpoints it typically takes to convert a consulting prospect. Most consultants follow up once.

1 client

One new engagement typically covers the full cost of the setup.

Where Work Gets Lost

Not your expertise.
The follow-up between sessions.

New Inquiry

The lead who got cold before the call

Someone downloads your lead magnet or fills out your contact form. You send a reply. They don't respond. No nurture sequence fires. They hire someone else who stayed in front of them.

Active Pipeline

The proposal that went silent

Discovery call was great. You sent the proposal. They said they'd review it. No follow-up sequence fired. Three weeks later they went with someone who followed up twice.

Past Clients

The referral you never asked for

Your best new clients come from past clients. But most consultants never build a system to stay in touch after an engagement ends — and that referral pipeline goes quiet.

What Gets Built

10 automations.
Every stage covered.

Automated reply within 2 minutes of any contact form or lead magnet submission — captures momentum before it fades.
7-touch sequence over 21 days for leads who haven't booked a discovery call. Demonstrates expertise and keeps you top of mind.
Automated confirmation plus a pre-call prep sequence — sets the right expectations and reduces no-shows.
Automated follow-up within 24 hours of a discovery call — sends a summary, next steps, and the proposal or intake form.
3-touch sequence after a proposal is sent. Addresses common objections at the right moment without feeling pushy.
Automated welcome for new clients — engagement overview, what to expect, how to prepare. Sets the engagement up for success.
Automated check-in at the midpoint of a project or retainer — surfaces issues early and reinforces the value you're delivering.
Automated close sequence — outcomes summary, what's next, and the natural moment to discuss continuation or expansion.
Quarterly check-in with past clients — a market update, a relevant resource, or a personal note. Keeps the door open for the next engagement.
Automated referral request 30 days after a successful engagement close — when client satisfaction is high and the result is fresh.

How It Works

You hand us access.
We hand back something that runs.

01

20 minutes

Tell us what tools you use and where work is falling through. We tell you what to build and what it costs. No obligation.

cal.com/aligned-ai.co/20min

02

We build. You do nothing.

Inside your existing tools — HubSpot, Notion, Google Workspace, or a simple CRM. No migration required. Done in 5–7 business days.

No disruption to your current workflow

03

It runs. You grow.

Walkthrough, documentation, and a 30-day support window. The automations run on their own from day one.

30-day support included

Pricing

One new engagement
covers the cost.

Self-Directed

DIY Guide

$97

  • All 10 automations, written instructions
  • Tool recommendations per setup
  • Email and SMS templates
  • Self-paced implementation
Get the Guide

Ongoing

Retainer

$300/mo

  • Monthly automation review
  • New builds as you grow
  • Priority support
  • Quarterly strategy check-in
Let's Talk

One new client engagement typically covers the full setup cost within the first 30 days.

20 minutes. No pitch.
Just clarity.

We'll look at where your pipeline and client follow-up are breaking down — and whether automation is the right fix.

Book Your Free Call

Free  ·  20 minutes  ·  No obligation