For consultants & coaches
Discovery calls on your calendar. Proposals followed up until they decide.
You sell your time, so every hour spent qualifying the wrong people or chasing a proposal is an hour you can't bill. Selectlogiq answers inquiries from your phone, website and social, qualifies them the way you would, books discovery calls, follows up on proposals and asks for the review when a client hits a milestone. An experienced team sets it up and runs it with you.
New inquiry
3 new
Qualified
2 active
Discovery call
4 this week
Signed
—
Reviewed
—
What changes
What consultants & coaches owners get back
Only good fits on your calendar
The inquiry from your latest Instagram post gets answered right away, asked about their business, goals and timing, and booked for a discovery call if they're a fit. Everyone else gets a helpful answer and a next step you choose.
Proposals that don't disappear
You sent the proposal, they said it looked great, and then nothing. Follow-up in your voice keeps the conversation going and gets them back on a call when they're ready to decide.
Client wins that show up in your reviews
When a client hits a milestone — a launched offer, a promotion, a finished project — they're asked for a review, so the next prospect sees results in your clients' own words.
A day with the system running
The evening your podcast episode drops
Calls, website chats and Instagram messages come in from listeners. Each one is answered, asked a few qualifying questions and offered a discovery call — while you're at dinner.
Day 9 after the proposal
They said they'd talk it over with their partner. A short check-in answers their question about start dates, and the decision call goes on your calendar.
The final session of a 90-day engagement
Your client just hit the goal you set together. That's when the review request goes out.
The work it books for you
Trained on the consultants & coaches jobs you actually sell, so every call is sorted and booked into the right slot, the way you want it.
- Business coaching
- Executive & leadership coaching
- Management consulting
- Marketing & sales consulting
- Operations & process consulting
- HR & people consulting
- Career coaching
- Group programs & masterminds
- Workshops & speaking
- Fractional executive roles
- Life coaching
The system, mapped to consultants & coaches
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Inquiries from calls, chat and social answered 24/7
Capture & Convert
- 2
Follow up
Proposals followed up until they sign or say no
Capture & Convert
- 3
Book & remind
Discovery calls and sessions booked, with reminders
Capture & Convert
- 4
Review
Review request when a client hits a milestone
Reputation Manager
Growth playbook
The Consultants & Coaches Playbook
5 plays built for how consultants and coaches actually sell — content that sparks inquiries, discovery calls and a decision that takes a while.
01 Qualify before the discovery call
A post takes off or a podcast episode lands, and inquiries come in from every direction: phone, website chat, Instagram, Facebook. The system answers each one, asks your qualifying questions — business size, goals, timing, whatever you'd ask — and books the good fits straight into your discovery call slots. Everyone else gets a friendly answer and a next step you choose.
Plays we set up
- Calls, chat, Instagram and Facebook messages answered
- Your qualifying questions asked before anyone books
- Good fits booked into your discovery slots
- Instagram messages
- Answered and qualified
- Website chat
- Discovery calls booked
- Not a fit yet
- Sent your free guide
02 Follow up on every proposal
Bigger engagements take a decision, and decisions get pushed. The system checks in after the discovery call and after the proposal, answers questions about how you work the way you've taught it, and hands the prospect to you the moment they're ready to talk. You stay in the conversation without writing another chasing email.
Plays we set up
- Check-ins after discovery calls and proposals
- Questions about your process answered your way
- Handed to you when they're ready to decide
03 Keep every session on the calendar
Coaching works when clients show up. Reminders go out by text and email before every session, with the meeting link and anything to prepare. Reschedules happen by text, and deposits and payments can be collected through Stripe, Square or PayPal, so the admin never gets in the way of the work.
Plays we set up
- Reminders with the meeting link before every session
- Reschedules handled by text
- Deposits and payments through Stripe, Square or PayPal
You don’t have to build any of this. Every play comes set up, and our team tunes it to your business with you in your first week.
Hear it answer a call04 Ask for the review after a client win
Asking at the kickoff call is too early. Asking months after the engagement ends is too late. Reputation Manager sends the request when you choose — after a milestone, the final session or the last invoice — with a one-tap link. Every client gets the same chance to review.
Plays we set up
- Request timed to a milestone or the final session
- Replies to reviews on your main profiles, in your voice
- Results in your clients' own words for the next prospect
★★★★★
“6 months in and I finally have a team running the day-to-day.”
Client · sample
Reply drafted ✓05 Get found when a local owner searches for help
Business owners search "business coach near me" and "business consultant near me" when they want someone they can meet in person. A complete Google Business Profile — the right category, your services, your service area and photos from workshops and client sessions — plus fresh reviews is what puts you in that list.
Plays we set up
- Google Business Profile optimization — available now
- Listings cleaned up so your name, phone and website match everywhere
- New Visibility tools included as they launch — early adopters
Sample Growth Coaching
★★★★★ sample
Business management consultant · Open now · Serves San Diego
Profile complete ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For consultants & coaches, that means it’s at home with:
- discovery call
- proposal
- SOW
- retainer
- engagement
- offer
- program
- mastermind
- cohort
- intake form
- kickoff
- milestone
- deliverables
- pipeline
- referral partner
- case study
Keep the software you already use
Selectlogiq handles the front end — calls, texts, follow-up, reminders and reviews. Your job, booking and accounting software stays where it is. Here’s how we fit with the tools consultants & coaches businesses use most.
Calendly
Connects directlyOnline scheduling for discovery calls
Discovery calls booked there land in the same system.
HubSpot
Connects through ZapierCRM and marketing
Dubsado
Connects through ZapierClient management, proposals and contracts
HoneyBook
Connects through ZapierProposals, contracts and invoices
Kajabi
Connects through ZapierCourses, coaching programs and memberships
Zoom
Connects through ZapierVideo meetings for calls and sessions
Stripe
Connects directlyOnline payments
Collect deposits and payments.
PayPal
Connects directlyOnline payments
Collect deposits and payments.
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Run the whole playbook without hiring anyone.
Everything above comes with Capture & Convert and Reputation Manager — set up with you by an experienced team and backed by live humans 24/7.
No contracts · No setup fee · Cancel anytime
Questions from consultants & coaches businesses
I already use Calendly. Do I have to switch?+
No. Calendly connects directly, so discovery calls booked there land in the same system. Or use the built-in calendar with Google Calendar or Outlook.
Can it tell a good-fit prospect from someone who's just curious?+
Yes. We train it on the questions you'd ask — business size, goals, timing — and it books, nurtures or sends a resource based on the answers.
Does it answer Instagram and Facebook messages?+
Yes. Website chat, texts, and Facebook and Instagram messages all land in one inbox, and the system answers them the same way it answers calls.
When should a coach or consultant ask for a review?+
After a client hits a milestone or finishes the engagement. You choose, and the request waits until then.
Does it work in Spanish?+
Yes. It handles English and Spanish, including callers who switch between the two mid-call.
More professional, financial & real estate playbooks
Real Estate Agents & Teams
Sign calls and portal leads answered while you're at a showing, and someday leads still yours when someday comes.
Mortgage Brokers & Loan Officers
Rate-shoppers get a fast answer, and pre-approved buyers come back to you when they write the offer.
Insurance Agencies
Quote requests answered while your team is on other calls, and open quotes followed up until they bind.
Financial Advisors
Referred prospects reach a discovery meeting, not your voicemail, and annual reviews book themselves.
Accountants & Bookkeepers
Tax-season calls answered, new clients booked for after the rush, and reviews asked for once the return is filed.
Law Firms & Attorneys
Potential clients reach your firm instead of the next result, and consultations actually show up.
Your next lead is calling right now. Let us make sure someone answers.
Book a 30-minute call. We will show you exactly where you are leaking money and how fast we can plug it. No pitch, no pressure — if it is not a fit, we will tell you.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Select a 30-minute consultation window directly on our calendar.
Zero pressure: 30 minutes focused on your phone process & lead intake.
Live demonstration: Hear how the AI system answers and books appointments — or try it yourself right now.
Live in as little as 72 hours: We build everything around your existing business. Texting follows once the carriers approve it.
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