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Build my AI agency
Professional services

A calendar full of calls with the right people, while you're busy coaching

Your AI agents respond to everyone who finds you through your content, webinars or referrals on WhatsApp, Instagram, Facebook, web chat, phone and email. They qualify leads, book discovery calls, send proposals and payment links, remind clients about sessions and keep them on track in between.

Coaches and consultants● Online
Simulated sample conversation. Not a real customer.
Simulated sample conversation. Not a real customer.

What eats your time today

  • Your posts generate DMs you answer days later, when the interest has already cooled off.
  • You take discovery calls with people who don't have the budget or the timing for your program.
  • Coordinating session times over chat turns into endless back-and-forth.
  • Between sessions clients lose momentum because no one reminds them of their commitments.
  • Collecting for packages, monthly plans or renewals gets awkward and falls behind.

Your AI agents

AI receptionist

Replies to DMs and comments in seconds, explains your programs in your own words and sends the free resource you offer.

Lead qualifier

Asks about goals, current situation, urgency and willingness to invest in a program, so you only book calls with people who are a good fit.

Discovery call scheduler

Offers times from your calendar, sends a pre-call questionnaire and sends reminders to reduce no-shows.

Between-sessions follow-up agent

Sends the session recap you approve, reminds clients of their action items and checks on progress before the next session.

Billing and renewals agent

Sends payment links for packages and monthly plans, gives friendly due-date reminders and offers a renewal as the program nears its end.

Your customer journey, automated

Pick a stage to see what the AI does.

1

Lead capture

The person arrives through content, a webinar, a podcast or a referral; the AI replies and delivers your free resource.

2

Qualification

Identifies their goal, context (personal, professional or company), urgency and budget.

3

Booking

Books the discovery call with a pre-call questionnaire and reminders.

4

Onboarding

After your call it sends the proposal, the payment link and the welcome form.

5

Follow-up

Sends session reminders and recaps, follows up on action items and tracks perceived progress.

6

Retention

Asks for testimonials with permission, offers a renewal or the next program and activates referrals.

Included automations

  1. Automatic replies to DMs and keyword comments, with delivery of the free resource.
  2. Qualification by goal, urgency and budget before offering a call.
  3. Discovery call booking with a pre-call questionnaire and reminders.
  4. Proposal and payment link sent after the call, with follow-ups at 2 and 5 days.
  5. Program welcome with an intake form and session calendar.
  6. Session recaps and action-item reminders between sessions, using messages you approve.
  7. Monthly payment reminders and a renewal offer before the program ends.
  8. Testimonial request with explicit permission and a referral campaign.

Data saved in your CRM

  • Main goal and context (personal, professional, company)
  • Lead source (content, webinar, referral)
  • Urgency level and stated budget
  • Program purchased and end date
  • Sessions completed and next session
  • Payment and renewal status

Compliance and AI limits

  • The AI does not coach or consult: it shares information about your programs and books calls; the session content is yours.
  • If someone mentions an emotional or health crisis, the AI does not address it, suggests seeking professional help and, if there is immediate risk, tells them to call 911; review this protocol with your legal advisor.
  • No promises of specific income, promotions or outcomes; testimonials are published only with written permission.
  • What clients share in sessions is kept confidential and is not stored in fields visible to third parties.
  • Personal data handled in line with the LFPDPPP (Mexico's federal data privacy law), with a privacy notice and an option to unsubscribe from messages.

Integrations

  • Google or Outlook calendar and video calls
  • Payment gateway for programs and monthly plans
  • Webinar or online course platform
  • Instagram, Facebook, WhatsApp Business and email
  • Pre-call questionnaire and welcome forms

What we measure

  • First response time on DMs
  • Discovery calls booked and attended
  • Calls that convert into purchased programs
  • Rescheduled or missed sessions
  • Renewals and referrals per client

Frequently asked questions

Will the AI do the coaching for me?

No. It talks about your programs in your words, books calls and follows up on the commitments you defined. The coaching and consulting are yours to deliver.

How does it know who to offer a call to?

Through questions about goals, urgency and budget that you approve. People who aren't a fit are offered free content or your community.

Does it work for consultants who sell to companies?

Yes. It can qualify by company size and department, book calls with the decision-maker and follow up on proposals.

Can it collect payment for my programs?

It sends payment links, reminds clients of monthly payments and notifies you when a payment is recorded. You handle any billing questions.

What if a client reaches out during a hard emotional moment?

The AI doesn't address the topic: it responds with empathy, suggests professional help, tells them to call 911 if there is immediate risk and alerts you.

Recommended plan for your business

For businesses that already have demand and want to convert more, answer the phone, and take care of their customers.

Every plan includes setup, CRM and support. Prices in US dollars (USD), excluding VAT. Channel usage is billed separately from a prepaid balance.

Recommended

AI Sales

Everything in Reception, plus phone, follow-up, and reputation.

US$899 /moUS$8,846 /year

Pay annually: US$8,846/year · you save US$1,942 (18% off for a limited time)

18% off for a limited time · equals US$737.17 per month · you save US$1,942

+ US$1,329 setup (one-time fee)

The setup fee is invoiced before your account is activated.

First year: US$12,117First year: US$10,175

  • Everything in AI Reception
  • 24/7 AI voice receptionist that answers your phone
  • Follow-up after appointments and proposals
  • Customer win-back, birthday greetings, and referrals
  • Review requests and draft replies for your approval
  • Internal agents: daily summary, CRM audit, and opportunity follow-up
  • Lead scoring
  • Monthly report with the agreed metrics

For businesses that already have demand and want to convert more, answer the phone, and take care of their customers.

15-day trial with basic implementation included. When it ends, your subscription is charged automatically; you can cancel before then.

Choose this plan

A calendar full of calls with the right people, while you're busy coaching

Fill your calendar with discovery calls, sell your programs and support your clients between sessions.