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Your business: Business consultants & coaches
Business consultants & coaches

Organise consultancy enquiries and approved proposal follow-up.

Organise consultancy enquiries, discovery calls and follow-up on proposals approved by your team.

Choose only what fits. We agree the setup and costs with you before activation.

Administrative intake only; professional advice, conflict checks, eligibility and contractual commitments remain with the firm.

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Your priorities update the suggestions below. Nothing is added automatically; services already in your basket stay there.

A suggested starting point

5 suggested services

ATTRACT

Google Business Profile Management

Keep approved business details consistent and schedule profile updates.

Before you start: Confirm the number of Google Business Profiles and the included check/update frequency in your written plan before you agree to this service.

Why suggested: Keep your approved location, contact details and opening hours easy to find.

Check before choosing: Requires an eligible, accessible business profile and approved details; ranking is not guaranteed.

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A customer finds your business online. Can they quickly see when you are open and how to contact you?

Your Google Business Profile brings those essential details together. Review the business information, hours and service descriptions before updates are made.

Keep customers informed with approved updates and a clear process for checking profile changes.

A clearer profile helps people take the next step with confidence. You decide what your business says.

Setup includes

Connect the agreed Google Business Profile, check approved business details and configure the agreed update process.

Ongoing service includes

Publish approved profile changes and updates within the written plan; maintain the agreed configuration.

Requirements and limits

Before you agree, your written plan confirms the number of profiles, check/update frequency and included revisions. Ranking, review removal, verification and suspension recovery are not guaranteed; platform decisions remain with Google.

Additional costs

Applicable taxes, third-party subscriptions and any agreed usage charges are stated in the written quote before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
ENGAGE

Website Chat System

Answer routine website questions and capture the next step.

Why suggested: Answer routine website questions from approved information and capture an enquiry.

Check before choosing: One agreed website; AI usage is separate. Define approved answers, limits and human handover.

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A visitor is looking at your website and has a simple question. Waiting for an email reply could mean losing the moment.

Website chat responds using approved information and asks helpful questions to understand what the visitor needs.

With permission, it collects contact details and passes the conversation to your team when a human response is needed.

Give visitors a helpful starting point while keeping your team involved in the decisions that need them.

Setup includes

Configure AI chat on one agreed website, approved answers, enquiry capture and staff handover.

Ongoing service includes

Continue the configured website-chat flow and maintain approved information/configuration within the written scope.

Requirements and limits

Website channel only; not a staffed human-chat service. Agree languages, knowledge updates, AI usage and handover. Sensitive or out-of-scope questions go to your team.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
CONVERT

Appointment Booking System

Offer suitable appointments from a connected calendar.

Why suggested: Offer appointment requests or slots under agreed calendar rules.

Check before choosing: Requires a compatible calendar. Tables, rooms, classes, staff or resources need separate compatibility checks.

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Agreeing a time can take several messages. Customers want to know what is available and confirm the next step.

The booking assistant offers available times from your connected calendar, following your service and availability rules.

The customer chooses a suitable slot, provides the required details and receives confirmation. The appointment is added to your calendar.

Reduce the back and forth and make it easier for interested customers to take the next step.

Setup includes

Connect one agreed calendar and configure availability, booking rules and a basic booking confirmation.

Ongoing service includes

Keep the agreed booking flow available through the connected calendar and maintain configuration within scope.

Requirements and limits

Not a replacement for specialist table, room, stock, staff or resource management. Compatibility must be confirmed. Basic confirmation is included; extra timed reminder sequences are a separate service.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
CONVERT

Automated Lead Follow-Up

Follow up on eligible open enquiries and stop when the status changes.

Why suggested: Follow up an existing open enquiry with an agreed next step.

Check before choosing: Requires reliable reply and status updates, contact permissions and stop rules; separate from first-response recovery.

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A customer asks for information, then the conversation goes quiet. A useful follow-up can bring the next step back into view.

Agree a simple sequence with helpful messages, sensible timing and a clear reason to reply.

Messages stop or change when the customer replies, books or asks not to be contacted, according to your configured rules.

Give your team a more consistent follow-up process without manually chasing every open enquiry.

Setup includes

Configure one agreed follow-up sequence for existing open enquiries, with reply, booking, closure and opt-out stop rules.

Ongoing service includes

Run the agreed follow-up sequence using connected enquiry status and maintain its configuration.

Requirements and limits

For an existing conversation, not a missing first response or a dormant-customer campaign. Status synchronisation is required; agree overlap/stop rules with quote follow-up.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
CONVERT

Automated Quote Follow-Up

Follow up on approved quotes while suppressing accepted or closed quotes.

Why suggested: Follow up a staff-approved quote or proposal while it remains open.

Check before choosing: Requires current quote status and stop rules; does not create, price or accept a quote.

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You have prepared a quote and sent it. Now your team needs to know whether the customer has questions or wants to proceed.

A polite follow-up refers to the quote and offers a useful next action, such as asking a question or requesting a call.

A reply returns to your team. The sequence stops or changes when the quote is accepted, declined or otherwise closed.

Keep open quotes visible and make it easier for customers to continue the conversation.

Setup includes

Connect approved quote-status data and configure one agreed follow-up sequence with accepted/declined/closed suppression.

Ongoing service includes

Run the agreed follow-up on open approved quotes and maintain its status/stop configuration.

Requirements and limits

Does not write quotes, advise on contract terms or manage project variations unless separately scoped. A reliable quote-status source and overlap rules with lead follow-up are required.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
Total for these suggested services

$175.00 per month · $495.00 one-off setup

Your quote shows the total and any taxes or fees that apply.

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See the customer journey

An example for Business consultants & coaches

ATTRACT

A prospect finds your approved professional service information.

ENGAGE

Agreed administrative questions capture the enquiry and preferred contact route without confidential documents.

CONVERT

Your team reviews the request and confirms any meeting, proposal or engagement.

RETAIN

Follow-up uses agreed reply/status changes and stops when the prospect declines or opts out.

How it works. Narration uses an available browser voice; it is not a recording or a live service.