Entrepreneurs, consultants & small agencies

Consulting & Coaching Agent

Package your expertise into a guided agent workspace so prospects and clients can get answers, next steps, and coaching frameworks between booked sessions.

Talk to our team Preview agents

What to expect

Answers FAQs in your voice and captures lead details automatically.
Qualifies prospects with your intake questions and routes high-fit leads to booking.
Delivers repeatable coaching frameworks and follow-ups between sessions.

Capabilities

What this agent handles for you

Explains your offers, pricing, and availability with clear boundaries.
Collects goals, context, and constraints so you start calls already briefed.
Provides 24/7 Q&A support using your playbooks, docs, and preferred language.
Sends summaries, action plans, and resource links after each conversation.
Escalates complex questions to you with a concise summary and recommended reply.
Hands off to scheduling or CRM so no lead slips through the cracks.

Outcomes

What this changes

More qualified leads without more admin time.
Faster sales cycles thanks to timely answers and clean intake.
Higher retention from consistent support and coaching touchpoints.

Plan a rollout

Rollout playbook

How we launch this in weeks, not months

Talk through the rollout

1Step 1
Capture your top FAQs, offers, and boundaries as a knowledge base with guardrails.
2Step 2
Define lead-qualification questions (budget, timeline, goals) and routing rules.
3Step 3
Connect scheduling + CRM so the agent can prepare calls and log context for review.
4Step 4
Pilot with one offer or client segment before expanding topics and channels.

Next step

Put this workflow behind real human guardrails

We will map the first bounded workflow, its approval points, and the evidence needed before broader rollout.

Talk through your workflow Preview agents