For life coaches + business coaches
Solo + small-team coaches: ICF-credentialed, $150-$500/hr private-pay, weekly recurring clients. The AI handles discovery calls, recognizes your recurring 1-on-1 clients by phone number, books reschedules, and honors ICF Code of Ethics confidentiality boundaries.
What your callers hear
“Thanks for calling — are you looking to schedule a discovery call, calling about an existing coaching engagement, or something else?”
Coaching discovery calls are vetting on both sides. The AI captures the caller's coaching goal, what they've tried, their timeline, and their budget range — all the inputs you need to decide if you'll take them on, without you having to schedule a free 30-min call you'll mostly say no to.
Your 20 weekly clients have been with you for months / years. The AI greets them by name on every call ("Hi Sarah, calling about your Tuesday session?"), knows your usual cadence + last session time, and handles reschedules without making them re-state who they are.
ICF-credentialed coaches have stricter confidentiality obligations than the average consultant. The AI does not quote your clients' session topics back in transcripts, does not enumerate clients by name to third-party callers, and does not confirm coaching enrollment to anyone other than the named client themselves.
Most coaches don't take insurance. The AI quotes your $150 / $250 / $500 hourly rate honestly, captures sliding-scale + scholarship-request inquiries, and books the consultation without committing to a price the coach hasn't approved.
Caller's coaching goal, prior coach / therapy experience, current life-stage, timeline, budget range — captured to the booking row. Most coaches review the booking row before deciding to take the call.
Saved clients are recognized by phone number. The AI greets by name, knows the usual cadence (weekly Tue 3pm), and handles reschedules without forcing re-introduction.
Toggle ICF-mode in Settings → Privacy. When on, session-topic content captured in calls is summarized to scheduling-only data (no "client called crying about her divorce" — only "client called to reschedule Tuesday session"). Protects ICF Code of Ethics §4 confidentiality.
“You're booked, Maria — Carlos will be there tomorrow at 9 with parts for a copper pinhole leak.”
$129/mo if you go month-to-month. Three plans (Starter / Professional / Enterprise), voice cloning included with any active plan, BYO phone number. Most life coaches + business coaches start on Professional for multi-staff routing.
See pricing →Not in ICF-mode. Toggle ICF-mode in Settings → Privacy and the AI captures only scheduling-relevant metadata (call time, caller, action requested) — not the substance of what was said. This satisfies ICF Code of Ethics §4 confidentiality. The full transcript is still available for your private review; only the dashboard-summary level suppresses topic content.
Yes. Saved client phone numbers are recognized on every call. The AI greets by name ("Hi Sarah"), knows your usual cadence, and routes reschedules / cancellations correctly. Most coaches notice their clients stay longer when this is working — recognition is a relationship investment.
List your sliding-scale tiers + scholarship policy in onboarding. The AI quotes the standard rate first, captures sliding-scale or scholarship inquiries as flagged-for-review on the booking row, and books the discovery call. You review the inquiry + decide whether to extend reduced-rate access before the call.
Coaches without medical / health-care framing generally have no payment-processor risk. If your coaching brand uses terms like "trauma coaching" or "sex therapy adjacent" the processor may flag for review — be ready to provide ICF credentials or alternative scope-of-practice documentation if asked.
Pick your coaching services, hours, and voice. Your AI is answering test calls inside 10 minutes.
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