Industry Playbook: Coaching & Consultation Agency

Capture More Leads

Start by installing the SMS Webchat Widget on your website to engage visitors in real time. If you have a Google Business Profile, integrate it to activate Google Chat for additional lead capture. Enable the Missed-Call Text-Back feature so that any unanswered calls automatically trigger a text message saying, “Sorry we missed your call—how can we help?”

Nurture Leads into Bookings

Set up helpful Text Snippets for phrases and links you frequently share with prospects. Activate Conversation AI to provide a fully trained, always-on assistant that conversationally converts leads into booked appointments.

Turn Leads into Sales

Configure Payment Integration to support Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay, making it easy for leads to complete transactions.

Turn Sales into Positive Reviews

Create Email and SMS Review Request Templates so you can quickly and easily ask satisfied customers for reviews with just a tap.

Turn Sales into Repeat Customers

Set up a Newsletter Email Template to effortlessly share news, updates, and promotions with your contact list, encouraging repeat business and up-sell opportunities.