Automation Systems for Coaches & Consultants

Stop running your business out of your inbox. We build the enrollment, onboarding, follow-up and delivery systems that let your coaching or consulting business grow without adding more admin.

Capture & Enroll

Leads, bookings and payments handled automatically.

Onboard & Deliver

Every client gets the same great start, without you.

Retain & Report

Check-ins, renewals and numbers that run themselves.

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The short answer

Be Known builds custom automation for coaches and consultants – lead capture, booking, email and SMS follow-up, enrollment, client onboarding, CRM and reporting – usually on GoHighLevel and connected to the tools you already use. Most projects start at $1,500.

Built for coaching & consultingCustom roadmapUpfront pricing

What we automate

The Systems Behind a Coaching Business That Runs Itself

Most coaches and consultants don’t need more tools. They need the ones they have connected, so leads, clients and cash move through the business without someone pushing them along.

Lead Capture & Booking

Every inquiry from your site, ads, podcast or referrals is captured, qualified and booked onto your calendar – with reminders that cut no-shows.

Email & SMS Follow-Up

Nurture sequences that keep not-ready-yet leads warm and move prospects from first call to enrolled without manual chasing.

Enrollment & Payments

Proposals, contracts, checkout and payment plans connected, so a “yes” turns into a paid, onboarded client automatically.

Client Onboarding

Welcome sequences, intake forms, access and kickoff scheduling that give every client the same great start – without you sending a thing.

Program Delivery & Check-Ins

Automated check-ins, homework reminders, progress tracking and renewal prompts that keep clients engaged and results on track.

CRM, Pipeline & Reporting

One place to see every lead, client and dollar – with dashboards that answer “how are we doing?” without pulling reports.

Client results

Real Results From Coaching & Consulting Businesses

15-18 hrs/wk recaptured

We took the operational weight of her ads, funnels and CRM (built on GoHighLevel) off her plate, then built a platform that puts her coaching methodology to work for 500 clients.

Laura Cowan – Lifestyle Legal Coaching

0 sales calls the founder has to review

A system that scores and coaches every sales call with AI, runs prospect simulations and trains reps on the scripts – so the founder never sits in on another call.

AI Sales Ops – Founder-led sales team

378 new coaching clients

A repeatable lead flow system that brought 20,510 people into his pipeline and generated $7.03M over 5 years, returning $6-$10 for every dollar invested.

Brad Blazar – Coaching & consulting firm

$426K gross in 6 months

Two offers – a 5-day bootcamp and a self-paced course – running off one coordinated campaign system, netting $153K after costs and fees.

Matt Hubble – Canine performance coaching

How it works

Diagnose. Install. Support.

We don’t sell a template. We look at how your coaching or consulting business actually runs, then build what fits.

01

We find the leaks

We map where leads, time and money slip through – from first inquiry to renewal – and build you a custom roadmap with upfront pricing.

02

We install the systems

We build and connect your automation, CRM and AI tools around your real offer, programs and team.

03

We train & support

Your team learns to run it, and we stay on to support and improve it as you add offers and clients.

Tools we build with

Your Tools, Connected

We build on the tools you already use where it makes sense, and recommend a change only when a tool is holding you back.

GoHighLevelZapierMakeDataboxCustom AI assistantsYour calendar, email & payments

FAQ

Questions From Coaches & Consultants

Most of the admin around your expertise: lead capture and booking, email and SMS follow-up, proposals and payments, client onboarding, check-ins and renewals, and reporting. The coaching and consulting itself stays human – the busywork around it doesn’t have to.

We usually build on GoHighLevel because it combines CRM, email, SMS, booking, forms and payments in one place, which suits most coaching and consulting businesses. But we’ll recommend what fits how you already work – sometimes that’s connecting the tools you have instead.

Most projects start at $1,500. Full-business build-outs typically range up to $25,000, depending on how many systems you need. You get upfront pricing after your free consultation, before any work starts.

Done right, it does the opposite. Automation handles reminders, paperwork and follow-up so clients get faster, more consistent service – and you get more time for the conversations that actually need you.

Usually not. We build on and connect the tools you already use wherever it makes sense, and only recommend a change when a tool is holding the business back.

No. Coaches and consultants are one group we serve, but we work with professional service businesses broadly – agencies, advisors and other expert-led firms.

Ready to Stop Running Your Business From Your Inbox?

Book a free consultation. We’ll map where your coaching or consulting business is losing time and leads, and show you exactly what we’d build – with upfront pricing.