For coaches & consultants

From discovery call to programme.

Coaches and consultants sell time and trust. Both are scarce. FinSuites takes everything between prospect and client off your hands: enquiry, qualification, appointment, follow-up, payment, course area. You run the conversations, the system runs the rest.

Start for free → Book a demo
Cancel anytimeGDPR-ready processesHuman support

The problem

Where it gets stuck day to day

01Too many unqualified discovery calls

Anyone can grab a slot. Half have no budget or no fitting need. Your time goes into calls that never become clients.

02Follow-up falls away

After the discovery call comes the proposal, then silence. Whoever does not say yes immediately is forgotten because the next call is already waiting.

03Course area, payment, appointments in three tools

Kajabi here, Calendly there, invoices elsewhere. Every client runs through three systems, you maintain all three.

Your system

What it looks like with FinSuites

Qualification before the appointment

A short quiz or the AI agent clarifies need, timeframe and budget before an appointment is booked. Those who fit get the calendar. Those who do not get content and stay on the newsletter.

Quiz funnelAI agentCalendar
AI agent · Web chat
How much does a website cost with you?9:41 am
It depends on scope. Most projects land between $3,000 and $8,000. Want a slot with Mark? You get a concrete number in 20 minutes.AI agent9:41 am
Yes please, tomorrow morning?9:43 am
Tomorrow 10:30 is free. You are booked and Mark is informed.Booked · CRM updated9:43 am
Workflow · Lead follow-up
T
Proposal sentTrigger
W
Not opened after 2 days?Condition
1
WhatsApp reminderAction
W
Opened, not accepted after 3 days?Condition
2
Email: answer to the most common objectionAction

Proposal with follow-up logic

After the call the proposal goes out. Not opened after two days? Reminder. Opened but not accepted? Personal message answering the most common objection. Accepted? Payment, contract, access.

ProposalsOpen trackingFollow-up

Programme, community, payment in one

Online courses, member area and community run in FinSuites, payments and subscriptions via Stripe. The client gets access automatically after payment. One login for everything.

CoursesMember areaSubscriptionsCommunity
From funnel into the course area

An example

A flow that runs from day one

Workflow · Lead follow-up
T
Quiz on the website completedTrigger
W
Budget and need fit?Condition
1
Calendar link for discovery callYes
2
Matching content via email, newsletter sequenceNo
3
Booked: reminder 24 h and 1 h beforeWhatsApp
4
After the call: proposal with follow-up logicAction

All features in every plan. Starter free, Growth $49, Scale $97 per month. Compare plans

FAQ

Common questions

Does FinSuites replace Kajabi or Thinkific?

For courses, member area and community: yes. On top you get CRM, funnels, appointment booking and automation, which course platforms lack or charge extra for.

Can I run group programmes?

Yes. Group sessions in the calendar, community area for the group, course access per cohort, payment as one-off or subscription.

I work alone. Is it worth it?

Especially then. The Starter is free, Growth costs $49. The system does the follow-up you would otherwise lose between two sessions.

How does payment work?

Via Stripe, directly from proposal, invoice or booking. One-off, instalments or subscription. Access to the programme is unlocked automatically after payment.

More industries

Who else we build for

For agenciesWin clients and steer projects For coaches & consultantsFrom discovery call to programme For service businessesEnquiries, appointments, reviews

Ready?

You run the conversations. The system runs the rest.

Start for free and rebuild the discovery-call system today.

Start for free → Book a demo