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Let's see where your systems stand — a quick self-assessment so we know exactly what to fix.
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COACHES & CONSULTANTS

Trust-driven, high-ticket businesses where lead nurture length and follow-up persistence determine whether prospects convert.

BUSINESS COACHES LIFE COACHES HEALTH & WELLNESS COACHES FITNESS & NUTRITION COACHES EXECUTIVE & LEADERSHIP COACHES CAREER COACHES RELATIONSHIP & DATING COACHES FINANCIAL COACHES & ADVISORS MARKETING & BRAND CONSULTANTS SALES COACHES & TRAINERS MINDSET & PERFORMANCE COACHES SPIRITUAL & MANIFESTATION COACHES PARENTING & FAMILY COACHES TECH & DIGITAL TRANSFORMATION CONSULTANTS PUBLIC SPEAKING & COMMUNICATION COACHES BUSINESS COACHES LIFE COACHES HEALTH & WELLNESS COACHES FITNESS & NUTRITION COACHES EXECUTIVE & LEADERSHIP COACHES CAREER COACHES RELATIONSHIP & DATING COACHES FINANCIAL COACHES & ADVISORS MARKETING & BRAND CONSULTANTS SALES COACHES & TRAINERS MINDSET & PERFORMANCE COACHES SPIRITUAL & MANIFESTATION COACHES PARENTING & FAMILY COACHES TECH & DIGITAL TRANSFORMATION CONSULTANTS PUBLIC SPEAKING & COMMUNICATION COACHES

THE LANDSCAPE

Coaches and consultants operate on a trust-first, high-ticket model where prospects research extensively before committing. The sales cycle is typically 14–90 days, with revenue concentrated in a small number of high-value relationships. Lead generation is primarily inbound — content, referrals, and speaking. The primary revenue leak is lead leakage during the nurture phase: prospects who opt in and consume content but are never followed up with consistently. Most treat their CRM like a spreadsheet and their follow-up like a good intention. Secondary leaks include no client renewal system, no referral program, and no content repurposing engine.

14-90 days
Average Sales Cycle Length

WHERE YOU'RE LEAKING REVENUE

No lead magnet or email capture system
Most leads come inbound but aren't captured. No systematic way to build a list from content, speaking, or network.
No structured welcome + nurture sequence
Leads opt in, get nothing, or sporadic unsequenced emails. Missing 60% of potential conversions through lack of consistent follow-up.
No post-discovery-call follow-up sequence
Discovery calls happen but no systematic post-call nurture. Prospects who say "let me think about it" never hear from you again.
No client renewal or upsell system
High lifetime value goes untapped. Clients finish program, drift, and have no incentive or offer to continue relationship.
No referral system or alumni program
Past clients are your best lead source but aren't asked or incentivized to refer. Alumni network sits dormant.
No content repurposing engine
Effort wasted. Blog post written once. Podcast recorded once. Content not syndicated, repurposed, or automated for leverage.

THE WEAVER OS FIX

Lead Magnet + Nurture Funnel
Multi-format lead magnets (PDF, checklist, video, webinar). Automated 7-14 day welcome and nurture sequence that builds trust and positions expertise.
Triggers on: Lead captured
Discovery Call Booking + Follow-Up System
Automated booking flow with pre-call email, post-call follow-up, and proposal/contract templates. Decision support emails if prospect delays.
Triggers on: Call booked, call completed, no response after 3 days
Client Renewal + Upsell Automation
Automated renewal outreach 30-60 days before program end. Upsell sequences for higher-tier offers, group programs, or ongoing membership.
Triggers on: Program end date approaching, client completes milestone
Referral + Alumni Program
Referral incentive tracking and alumni community engagement. Automated outreach to past clients with referral offers and updates on new services.
Triggers on: Referral submitted, client completes program, anniversary date
Content Repurposing Engine
Automation to syndicate long-form content, repurpose into social clips, email sequences, and landing pages. One piece of content becomes 10.
Triggers on: Blog published, podcast recorded, speaking engagement completed
CRM + Pipeline Dashboard
Unified view of leads by stage, deal value, days in pipeline. Revenue forecasting and automated reminders for follow-up actions.
Triggers on: Lead status change, follow-up due date reached

8 AUDIT CATEGORIES

Lead Generation
Do you have a lead magnet driving consistent opt-ins?
What's your average lead quality and conversion rate?
Email List & Nurture
What's your email list size and growth rate?
Do you have automated nurture sequences?
Sales Process
How long is your average sales cycle?
Do you have a documented discovery call process?
Conversion & Closing
What percentage of discovery calls convert to clients?
Do you have proposal and contract templates?
Client Retention
Do you have a client renewal system?
What's your repeat customer rate?
Referral System
Do you have an active referral program?
What % of new clients come from referrals?
Content & Authority
Do you regularly create content (blog, podcast, speaking)?
Is content repurposed across multiple platforms?
Revenue Growth
What's your average client lifetime value?
Are you tracking and improving pipeline metrics?

READY TO SYSTEMIZE YOUR COACHING/CONSULTING BUSINESS?

Get a free audit of your systems and identify the biggest revenue leaks in your Coaches & Consultants business.

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WEAVIE KNOWS COACHES & CONSULTANTS.

Weavie is trained on the specific workflows, pain points, and opportunities for coaches and consultants. From automated discovery call follow-ups and client onboarding sequences to content scheduling and program renewal campaigns, Weavie handles the work you don't have time for.