Book the discovery call with an auto video link, send the package proposal, collect the deposit or set an installment plan by Stripe pay-by-link, and let AI draft the nurture. Built for business, executive, life, and unregulated money coaching.
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Leads go cold in the gap between the discovery call and the deposit
The booking tool, the contract tool, and the payment link are three separate apps
Collecting a deposit or setting up an installment plan means leaving the proposal behind
Follow-up depends on remembering who booked but has not enrolled yet
Generic CRMs talk in deals and leads, not packages and discovery calls
Real workflows for Coaching, built into Laureo.
Share a booking page that auto-creates a Google Meet, Microsoft Teams, or Zoom link for free discovery and consultation calls, so prospects self-schedule.
Send the coaching package agreement from the client record, so the proposal, the booking, and the deposit all live in one place.
Track prospects through enrollment stages: Inquiry, Discovery Booked, Proposal Sent, Agreement Accepted, Enrolled. See where every lead stands at a glance.
Let AI draft the follow-up for a prospect who booked but has not enrolled, grounded in the full conversation history, and queue it for your approval.
Call or text a prospect or client from the record through the Phone and SMS add-on (coming soon) for a quick personal touch between sessions.
Laureo adapts its labels to your world, so the board reads the way your team already talks.
Speaks your language
Not every team needs every feature. Here is what matters most for your workflow.
A branded booking page auto-creates a Google Meet, Microsoft Teams, or Zoom link for free discovery and consultation calls. Prospects self-schedule and the call logs to their record.
Build and send coaching package agreements from the client record, so the proposal lives alongside the booking and the deposit instead of in a separate tool.
Convert an accepted package into a quote and collect the deposit, or set up an installment plan, by Stripe pay-by-link. Funds land in your own account.
Track every prospect from Inquiry to Enrolled on a visual board. Custom fields capture program type, cohort, and start date.
The AI drafts follow-ups for prospects who booked but have not enrolled, grounded in the full conversation history, and queues them for your approval.
Reach a prospect or client by call or text from the record through the Phone and SMS add-on (coming soon), for the personal touch coaching relationships run on.
From setup to results in 5 straightforward steps.
Set up a branded booking page for free discovery calls. Every booking auto-creates a video link and logs the prospect to your enrollment pipeline.
After the call, send the coaching package agreement from the client record. Track when the prospect opens it and where they are in the enrollment.
Convert the accepted agreement into a quote and collect the deposit, or set up an installment plan, by Stripe pay-by-link.
For prospects who booked but have not enrolled, let AI draft the follow-up from the conversation history and approve it in a click.
Once enrolled, deliver the program in Kajabi, Practice, or your session-notes workspace. Laureo keeps running the relationship and the renewals.
Six built-in scheduled agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Outreach Agent - Highlighted for Coaching
When a prospect books a discovery call but has not enrolled, the Outreach Agent drafts the follow-up from the full conversation history and queues it for your approval. Because the booking, the proposal, and the deposit invoice live on one record, the draft knows exactly where they are in the enrollment.
Connect the tools you already use. No code required.
Gmail sync logs client email. Calendar shows discovery and coaching calls.
Outlook sync for coaches on the Microsoft stack.
Collect deposits and installment plans by pay-by-link, into your own account.
The problem
HoneyBook is the default for coaches because it bundles proposals, contracts, and payments in one flow, but its automation is bolted on and shallow, and the data behind it does not feed an action-taking AI co-pilot.
The Laureo advantage
Laureo keeps the discovery booking, the package agreement, the Stripe deposit or installment plan, and the email history on one connected record, so the AI can draft nurture that actually knows the client. The honest boundary: Laureo does not host courses or memberships and is not a session-notes workspace. Pair it with Kajabi or Practice for delivery.
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Your data is encrypted in transit and at rest, on every plan.
Every account is walled off from every other customer. No one else can see your records.
Nothing you store in Laureo is ever used to train AI models.
See who accessed or changed a record, and when.
Dive deeper into Laureo
Quick answers to the questions we hear most.
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