Turn discovery calls into paid coaching clients
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.
Sound familiar?
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
What you can do with Laureo
Real workflows for Coaching, built into Laureo.
Book the discovery call
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 package proposal
Send the coaching package agreement from the client record, so the proposal, the booking, and the deposit all live in one place.
Enrollment pipeline
Track prospects through enrollment stages: Inquiry, Discovery Booked, Proposal Sent, Agreement Accepted, Enrolled. See where every lead stands at a glance.
AI-drafted nurture
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.
Click-to-call and text
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.
A pipeline that speaks Coaching
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- package
- Contact
- client
- Company
- organization
- Pipeline
- enrollment pipeline
- Invoice
- package invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Discovery-call booking
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.
Package agreements on the 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.
Deposits and installment plans
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.
Enrollment pipeline
Track every prospect from Inquiry to Enrolled on a visual board. Custom fields capture program type, cohort, and start date.
AI-drafted nurture
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.
Click-to-call and text
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.
How it works
From setup to results in 5 straightforward steps.
Share your discovery booking page
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.
Send the package proposal
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.
Collect the deposit
Convert the accepted agreement into a quote and collect the deposit, or set up an installment plan, by Stripe pay-by-link.
Nurture the ones who stall
For prospects who booked but have not enrolled, let AI draft the follow-up from the conversation history and approve it in a click.
Deliver in your coaching tool
Once enrolled, deliver the program in Kajabi, Practice, or your session-notes workspace. Laureo keeps running the relationship and the renewals.
AI agents that work for you
Five built-in agents run on their own cadence, surface insights, and create tasks. You approve, they execute.
Deal Follow-Up - Highlighted for Coaching
AI nurtures the lead between calls
When a prospect books a discovery call but has not enrolled, the Deal Follow-Up 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.
Integrations that matter for Coaching
Connect the tools you already use. No code required.
Google Workspace
Gmail sync logs client email. Calendar shows discovery and coaching calls.
Microsoft 365
Outlook sync for coaches on the Microsoft stack.
Stripe
Collect deposits and installment plans by pay-by-link, into your own account.
Coaching vs HoneyBook
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, protected by default
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.
Encrypted end to end
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who accessed or changed a record, and when.
Dive deeper into Laureo
CRM for Coaches FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives and explore features relevant to Coaching.
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