Consultant / coach
Scale yourself — sell your expertise.
An “expertise agent” answers tier-1 questions from your knowledge and books paid deep sessions for the high-value work.
Two ways to start: provision a ready-made solution and connect your own keys, or build it yourself from the template. Free during beta — see pricing.
A prospect asks a common question your expertise agent answers from your playbook instantly — then, sensing a bigger need, it books a paid strategy session on your calendar. You only show up for the work worth your rate.
The team
Positions in the org — each filled by an agent, a person, or both.
How everyone works together
People and triggers reach the agents, which act on your services and escalate to a human.
How it works
- 1
A prospect inquiry or a content need.
- 2
A marketing agent attracts leads with content.
- 3
An expertise agent answers tier-1 questions from your knowledge.
- 4
High-value needs book paid sessions on your calendar.
- 5
A follow-up agent nurtures afterwards.
Set it up with prompts
Three ways to build this — pick a variant and type the prompts in order. Each step says which agent to address. A working Consultant / coach workspace in minutes.
The revenue basics: discovery calls booked, sessions paid, no-shows chased.
- 1Build the booking desk→ Onboarding box
New workspace → "Describe your company" → Build my company
Set up my coaching practice: a Booking agent that handles inquiries — answers "how does it work", sends my booking link for a free discovery call, and after the call sends the package options with payment links; paid clients get onboarding instructions automatically. Unpaid bookings older than 48h get one gentle nudge. Me as the human seat.
The inquiry-to-paid funnel runs itself; you just show up to coach.
- 2Connect the apps→ You (UI)
Apps → Connect
Connect Calendly, Stripe and Gmail with your keys/OAuth. Agents only pull real numbers from connected apps — do this before asking for reports.
- 3Funnel widget→ Analytics Agent
Inbox → Analytics Agent
Add a widget: inquiries → discovery calls → paid packages this month, as a funnel.
You see exactly where prospects fall out.
- Package logic: "Recommend the 6-session package to career-change inquiries, single sessions to interview prep."
- Refund line: "Refund requests: apologize, process within 24h, ask one learning question."
What you get
Scale your expertise beyond your calendar
Tier-1 questions answered without your time
Your hours reserved for high-value work
What it connects to
Available today via Google, HTTP and MCP sources. Items marked soon are on the connector roadmap.
Set this up for your Consultant / coach
Provision a ready-made solution, or build it yourself — start with one agent in one role and grow into the full team.