Skip to content
COACHES & CONSULTANTS

CRM and Automation for UK Coaches and Consultants

We build GoHighLevel systems for business coaches, executive coaches, consultants and advisory firms — built around the two things that decide whether a high-ticket practice works: who gets onto your calendar, and what happens in the weeks after a proposal.

Setup starts at £1,295 and takes two to three weeks, excluding VAT.

  • From £1,295
  • Qualification before the call
  • Built for long sales cycles
  • UK-based team
WHERE COACHING PRACTICES LOSE TIME

Your Calendar Is Full and Your Pipeline Is Not

The constraint in a coaching or consulting practice is not leads. It is that your delivery time and your selling time come out of the same finite pool, so an hour spent on an unqualified discovery call is an hour that cannot be recovered.

Most practices make this worse by removing every barrier to booking. The calendar link goes everywhere, anyone can take a slot, and the week fills with conversations that were never going to convert — people with no budget, no authority, or a problem you do not solve.

Then the opposite problem: proposals sent to genuinely good prospects, who go quiet because buying decisions at this level take weeks, and nobody follows up past the second email.

Where high-ticket practices lose money:

  • Discovery calls booked by people with no budget, no authority or the wrong problem
  • No qualification before the call, so you find out in minute four
  • Proposals sent and followed up once, then abandoned while the prospect is still deciding
  • Long-cycle prospects going cold because nurture stops after the pitch
  • Programme clients onboarded manually and inconsistently, every single time
  • No structured contact with past clients, who are your most likely next sale
  • Enquiries from content and referrals arriving with no system to hold them
IS THIS FOR YOU?

Who This Suits

This suits practices selling considered, higher-value engagements where your own time is the scarce resource.

This is right for you if:

  • 01

    Your discovery calls are full but your conversion rate is low

  • 02

    You find out someone is unqualified during the call rather than before it

  • 03

    Proposals go out and follow-up depends on you remembering

  • 04

    Prospects take weeks or months to decide and go quiet in between

  • 05

    Client onboarding is rebuilt manually for every new engagement

  • 06

    Past clients are never contacted again despite being the easiest sale

  • 07

    You are the bottleneck in both delivery and sales

If you sell low-ticket digital products

A high-volume, low-price course or membership business is a different build — funnel-led, with heavy email sequencing and checkout optimisation rather than call qualification. Tell us which model you run and we will scope the right one.

WHAT YOU GET

Six Components of a Coaching Build

Configured around protecting your calendar and sustaining contact through a long decision cycle.

  • Qualification Before Booking

    Application questions answered before a slot is confirmed, so unsuitable enquiries are filtered out rather than discovered live.

  • Discovery Call Management

    Booking with preparation materials, staged reminders, reschedule handling and a no-show flow that offers a new slot.

  • Proposal Follow-Up

    Structured chasing at sensible intervals after a proposal, stopping the moment it is won, declined or formally closed.

  • Long-Cycle Nurture

    Months-long sequences for prospects who are genuinely interested but not ready, so you are still there when they are.

  • Programme Onboarding

    Welcome, scheduling, pre-work collection and expectation setting delivered consistently instead of rebuilt for each client.

  • Past Client Reactivation

    Structured contact with former clients at sensible intervals, which is almost always the shortest route to the next engagement.

HOW WE STRUCTURE IT

Six Stages, Measured in Weeks

Unlike trades or property, speed is not the differentiator here. Sustained, relevant contact across a long decision window is.

StageWhat triggers itWhat fires automaticallyTypical window
EnquiryForm, content, referralAcknowledgement, application questionsWithin hours
QualifiedApplication reviewedCalendar access released, preparation material1–3 days
Discovery callSlot confirmedReminders, pre-call questions, no-show recovery3–10 days
Proposal sentYou mark it issuedFollow-up at day 3, day 10 and day 212–8 weeks
ClientProposal acceptedOnboarding sequence, scheduling, pre-workProgramme length
AlumniEngagement endsCheck-ins, referral prompts, reactivationOngoing

The nurture path matters more here than anywhere else on this site. A prospect who says "not right now" is not a lost lead, and the practices that win them are the ones still in contact six months later.

THE HIGHEST-IMPACT CHANGE

Five Ways to Protect Your Calendar

For most practices this single change produces the largest return, because it converts wasted selling hours back into delivery hours.

  • 1

    Ask before you offer a slot — an application form between enquiry and calendar, not a naked booking link in every email signature

  • 2

    Qualify on fit, not just budget — the problem they describe, the authority they hold and the timeframe they are working to

  • 3

    Release the calendar conditionally — suitable applicants get availability immediately, others get a useful alternative rather than silence

  • 4

    Send preparation material — a prospect who has read something before the call converts better and wastes less of the hour

  • 5

    Give unsuitable enquiries somewhere to go — a resource, a referral, or a nurture sequence, so no is not a dead end

The right filter is tight enough to protect your week and loose enough not to reject good-fit prospects who phrase things badly. We tune it with you after launch, using real applications.

HOW WE WORK

Four Stages, Two to Three Weeks

  1. 01
    Discover

    We map how enquiries reach you, what a good-fit client actually looks like, how you propose, and what onboarding currently involves.

  2. 02
    Plan

    We document the qualification criteria, pipeline, nurture sequences and onboarding, and confirm scope and fixed price in writing.

  3. 03
    Build and Test

    Configuration in dependency order, then every journey tested including the unqualified path, no-show recovery and proposal follow-up.

  4. 04
    Launch and Train

    Recorded walkthrough, written documentation and a live session, plus fourteen days of support while the qualification filter is tuned.

WHAT IT COSTS

Three Starting Points for Coaches and Consultants

All prices exclude VAT and your own HighLevel subscription.

  • Essential Setup — £1,295

    Enquiry capture, application questions, discovery call booking, reminders and three foundation workflows. Suits solo practitioners.

  • Standard Setup — £1,995

    Everything in Essential plus proposal follow-up, programme onboarding, long-cycle nurture, pipeline reporting and team training. Most chosen.

  • Growth Implementation — £2,995

    Everything in Standard plus application funnels, past client reactivation, payment integration and multi-programme management.

WHAT PRACTICES USUALLY ADD

Four Services That Pair With a Coaching Build

  • Funnels & Websites — from £1,295

    Application funnels and booking pages built to qualify, with tracking so you can see which content produces good-fit enquiries.

  • Workflow Automation — from £2,995

    Long-cycle nurture, proposal follow-up, onboarding and alumni reactivation across your whole contact base.

  • Integrations — from £795

    Connecting payment platforms, course or community software and scheduling tools so clients are not managed in four places.

  • Account Audit — £395

    For practices already on GoHighLevel, establishing whether qualification and follow-up are actually configured.

FREQUENTLY ASKED QUESTIONS

Questions From Coaches and Consultants

Will adding an application form reduce my bookings?

Yes, deliberately. It reduces unqualified bookings. Total calls go down and conversion goes up, which for a practice where your time is the constraint is the trade you want.

What if the filter rejects good prospects?

That is the risk, which is why we tune it after launch using real applications rather than setting it once and walking away. Unsuitable enquiries also get a route rather than silence.

How long should proposal follow-up run?

Longer than most practices run it. Decisions at this level take weeks, and sequences at day 3, day 10 and day 21 recover deals that a single follow-up email does not.

Can it handle prospects who say "not right now"?

That is what the long-cycle nurture is for. A months-long sequence keeps you present without pestering, so you are the obvious call when their timing changes.

Does it onboard programme clients automatically?

Yes — welcome, scheduling, pre-work collection and expectation setting, delivered identically every time instead of rebuilt manually per client.

Can it connect to my course or community platform?

Usually, where the platform offers an API or webhook, from £795. Common ones integrate straightforwardly; we check yours before quoting.

Will it take payments?

Through Stripe, yes — deposits, instalments and full payments, with failed payment handling. Programme fee structures are configured during the build.

I sell a group programme and one-to-one. Can it handle both?

Yes. Different programmes need different pipelines and onboarding, which is configuration rather than complexity. Growth Implementation covers multi-programme setups.

What about past clients?

Usually the shortest route to your next engagement and almost always neglected. Structured reactivation at sensible intervals is one of the highest-return automations in this build.

How long does implementation take?

Two to three weeks for a standard build. Most of that is defining what a good-fit client looks like precisely enough to encode it.

Who owns the client data?

You do. The account is in your name and on full payment the configuration is yours. We remove our access on completion.

PROTECT YOUR CALENDAR

Fewer Calls, Better Conversion

Tell us what a good-fit client looks like, how enquiries reach you now, and what happens after a proposal goes out. We will recommend the practical starting point.

From £1,295 • Qualification before the call • UK-based specialists • No obligation

No obligation • Your information will only be used to respond to your enquiry