Coaching & Consulting Business Essentials

Most coaching and consulting businesses run on discovery calls — and every unbooked call is a client who found someone else instead. Vendi Today helps you turn interest into booked calls, booked calls into paying clients, and paying clients into referrals, without you personally chasing every step.

Capture interest the moment it happens

Add a Chat Widget to your website so a visitor reading your case studies can ask a question or book a call immediately, instead of leaving to "think about it" and never coming back. If someone calls and you're already on a session with another client, Missed-Call Text-Back sends an automatic reply so the lead knows you saw it and can grab a time on your calendar right away.

Qualify and book without playing phone tag

Use an AI assistant to handle the repetitive front-end questions — what you charge, what a session includes, whether you work with their industry — and route qualified leads straight to your booking calendar. Save your go-to answers as Snippets so a full explanation of your program or a link to your intake form is one click away instead of retyped in every conversation.

Track every prospect through your pipeline

Set up an opportunity pipeline (Discovery Call Booked → Proposal Sent → Client Signed) so you always know who's warm, who's stalled, and who needs a nudge. It's a lot easier to close a coaching program's worth of clients when you can see the whole pipeline at a glance instead of relying on memory.

Get paid on your terms

Whether you sell one-off sessions, packages, or monthly retainers, connect Payments so you can send an invoice, collect a deposit at booking, or set up recurring billing for ongoing coaching relationships — all without switching to a separate invoicing tool.

Let results do the selling

After a client wraps a program (or hits a milestone), send an automated review request so their win becomes social proof for your next prospect. Testimonials are often the single biggest lever for a coaching business, and they're far more likely to happen if the ask is automatic instead of something you remember to do after the fact.

Stay top of mind between engagements

A short recurring email — a tip, a client win, a spot opening in your next cohort — keeps past clients and cold leads warm until they're ready to work with you again. Set it up once as a workflow and it keeps running in the background.

A simple setup order

1. Add a chat widget and turn on missed-call text-back.
2. Connect your booking calendar and set up an AI assistant to pre-qualify.
3. Build a pipeline to track prospects from call to signed client.
4. Connect payments for deposits, packages, or retainers.
5. Automate a review request after each engagement.
6. Send a recurring newsletter to stay visible between projects.