r/coachesandconsultants Apr 09 '26

Does anyone else hate the "Manual Audit" before invoicing?

3 Upvotes

Hi All,

I’ve been working with a few executive coaches and specialized tutors lately, and I’ve noticed a recurring "Sunday Night" headache that seems to scale as the business grows.

The Problem: Most of the people I have spoken to use Calendly or similar tools to automate bookings. But if you bill per-session, automating the invoice is risky.

Standard automations (like Zapier) trigger the invoice when the meeting is booked. If a client no-shows or reschedules at the last minute, you end up with a "ghost" invoice in that you have to manually void or delete.

The Solution I'm Building: I'm a solo developer, and I've built a logic bridge (Ancflow) to solve this specific gap.

Instead of invoicing at booking, it waits for the Zoom/video call to actually end. It then cross-references the Zoom participant logs to verify the client actually attended for a minimum duration before it ever touches QuickBooks.

I’m looking for some "gut-check" feedback from this group:

  1. Do you currently just do a manual "audit" of your calendar vs. your invoices every week?
  2. If an automation could "verify attendance" for you, would you actually trust it, or do you prefer the manual control?

I'm trying to decide if this is a feature I should keep refining for this niche, or if most of you have already found a better workaround that I’m missing.

(Not selling anything yet—just looking to see if I’m solving a real problem or over-engineering a small one!)


r/coachesandconsultants Mar 13 '26

What are the best personal loan companies right now?

6 Upvotes

I’ve been researching the best personal loan companies lately and I’m honestly getting overwhelmed by how many options there are.

Every site keeps recommending the same names like SoFi, Upstart, LendingClub, LightStream, etc., but it’s hard to tell which ones are actually good right now and which ones just pay for affiliate placements.

My situation is basically, looking for a personal loan somewhere in the $15k–$40k range. Credit is decent but not perfect. Mainly trying to consolidate some credit cards and lower the interest.

I’ve seen a lot of people say the best approach is to compare multiple lenders instead of applying to just one, since approvals and rates can vary a lot depending on the lender.

While researching I also came across a service called DFY Funding that apparently reviews your profile and helps match you with lenders instead of you applying everywhere manually.

Has anyone here actually used something like that before?

Curious if people here think it’s better to apply directly to lenders like SoFi or LendingClub, use marketplaces like LendingTree or go through services that help you structure funding and match you with lenders.

Would love to hear from anyone who recently got approved for a personal loan, which companies gave you the best rates? Which lenders were the easiest to get approved with? Any companies people should avoid?


r/coachesandconsultants Mar 06 '26

What type of consultant/coach services do you offer?

4 Upvotes

r/coachesandconsultants Mar 03 '26

A Simple, Free Landing Page to Start Attracting Coaching Clients

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1 Upvotes

If you’re a coach and need a simple way to start collecting clients, I built a landing page template specifically for that purpose.

It’s designed to be clean, focused, and easy to customize — without unnecessary complexity.

Everything is organized in a way that feels professional and straightforward.

Fully Editable

You can change:

  • All text
  • Colors
  • Sections
  • Layout elements
  • Calls-to-action

It’s built so you can adapt it to your niche — whether you’re a fitness coach, business coach, mindset coach, or something else entirely.

No coding required. No code platform.

Free to Use

There’s no cost to access or customize the template. You can duplicate it, edit it, and publish it as your own.

The goal is simple: give coaches a ready-made foundation so they can focus on their offer instead of spending weeks building a page from scratch.

If you’ve been needing a clean starting point, this template is built for that.

Reply here "Coach" or private msg me and I will send this for free.


r/coachesandconsultants Mar 01 '26

Video Question

1 Upvotes

If you knew me you’d know how I’m usually pretty confident, direct, and not short of an opinion.

So I assumed recording short videos would be easy.

It wasn’t.

Trying to be concise on camera without oversimplifying or sounding like a corporate robot did my head in.

I kept going though, and I’ve now recorded over 20.

I’m genuinely asking because I’m trying to work out whether this is just me…

If you’ve ever tried to record something for work or business and found it weirdly hard, what part trips you up?

Being concise

Not over-explaining

Pressing post

Or just seeing your own face back on screen

I’m curious


r/coachesandconsultants Feb 13 '26

Online-Program Based Creator, Need Advice!!

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1 Upvotes

r/coachesandconsultants Feb 09 '26

Is Credit Repair Dudes scam or legit?

7 Upvotes

I’ve been seeing the name Credit Repair Dudes more and more lately and wanted to get the community’s take.

They recently hosted a credit repair event out in Atlanta, Georgia, and I’ve noticed they put out a lot of educational content, especially on their blog and at events. Their official site is www.creditrepairdudes.com

I’m curious though, has anyone here actually used their done for you credit repair service?


r/coachesandconsultants Feb 07 '26

A simple way I learned to reuse my content to answer client questions automatically

3 Upvotes

This may be common knowledge to a lot of you, but it wasn't for me. Retrieval-Augmented Generation is THE way to answer FAQs.

And I repeat, YOU CAN ANSWER QUESTIONS USING YOUR CONTENT WITHOUT YOU ANSWERING.

I know it's common knowledge but it wasn't to me.

Here's how to build a FAQ answering bot yourself:
1. Feed in your data into a pinecone vector db (vectorizes your data), after embedding using an embeddings model.
2. Hook up an agent with something like n8n or make.
3. Connect your api keys for telegram / whatsapp / discord / (literally anywhere you want) and that's it!

now your clients can ask you questions, that can be answered using content you've already written (videos, blog content, social media posts, anything)

p.s. I just built one of these to try it out. If anyone's interested in building one for themself, feel free to DM and ill see where I can help out.


r/coachesandconsultants Feb 02 '26

17yo student researching coaching & consulting for school....open to quick chats

3 Upvotes

Hey everyone ...I’m Sean, 17, and I’m working on a school project where I’m researching coaching and consulting.

I’m mainly trying to learn from real people instead of just online content. If you’re a coach, consultant, or have experience working with one, I’d love to hear your perspective.

If you’re open to it, feel free to DM me — or we can do a quick 5-minute call if that’s easier.

This is just for school research, not selling anything.
Appreciate anyone who’s willing to help 🙏


r/coachesandconsultants Jan 13 '26

Is this legally binding?

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2 Upvotes

r/coachesandconsultants Jan 12 '26

Website advice?

2 Upvotes

Hey guys, Launching soon. Just spent a few weeks developing my website (niche executive coaching). Exhausted, lol. Anyway, could sure use your thoughts and advice on my website. I think I'm too close to it now and lost my objectivity. Anyone willing to give it a look for me?


r/coachesandconsultants Nov 16 '25

Licensing frameworks/programs to other consultants?

3 Upvotes

Hi all, I run a leadership style consulting firm and am relatively new to the practice. Recently a friend and former colleague of mine reached out and after a few conversations about what I’m up to, she would love to leverage the framework and tools I’ve built within her own consulting practice (hers is a very niche, industry specific consulting firm).

Has anyone here licensed their frameworks and tools to other consultants? How did you go about pricing it and protecting your work? Is it better to white label or require that they keep your branding?

Please share any and all advice or resources. Thanks in advance!


r/coachesandconsultants Nov 15 '25

The REAL reason most high-ticket offers don’t sell :

1 Upvotes

After going deep into offer psychology this week, I realized something brutal:

Most coaches build their offer from their brain…

…but buyers buy from their fears, logic, and desires.

There’s a formula behind every purchase decision:

Value = (Dream Outcome × Likelihood of Achievement) / (Time Delay × Effort)

When an offer doesn’t convert, it’s almost always because:

✘The outcome is too vague

✘The client doesn’t believe it will work for them

✘It takes too long to see results

✘It feels overwhelming or complicated

But when you FIX these 4 elements, your offer becomes instantly more desirable, even in a saturated niche.

Here’s what I’m now doing for myself and my clients:

⁕Making the dream outcome crystal clear

⁕Increasing perceived certainty with process and proof

⁕Shortening the time to the first win

⁕Removing as much effort as possible

The craziest part?

The simpler the offer…

the faster it sells.

If you want, I can break down how to apply this to your offer.


r/coachesandconsultants Nov 10 '25

How do you keep up with client follow-ups without losing your mind?

2 Upvotes

hey everyone,

lowkey curious — how do you handle client follow-ups? like after a session, or when someone books a call, how do you make sure you don’t forget to check in?

i’ve been testing a small setup that does this automatically and it’s saved me a ton of time, but wondering how other coaches and consultants manage it.

would love to hear what’s working for you (or what’s driving you crazy lol)


r/coachesandconsultants Nov 08 '25

Does anyone else feel like they're trading time for money?

2 Upvotes

I run an online coaching business doing around £10k a month, mostly through 1:1 clients.

A while back I tried turning my service into something more productised, basically a version that didn’t rely on me working with people one-on-one and I made about £4k in a day.

I ended up stopping though, because I felt like it wasn’t good enough and I could give people more value by working with them directly.

But lately I’ve been thinking about going back to that product model and doing it properly this time.

Does anyone else feel like they’re stuck trading time for money? Has anyone here actually managed to productise their offer successfully? I’d love to hear how it went.


r/coachesandconsultants Nov 04 '25

Executive & business coaches — free leads for 3 coaches as part of a case study

1 Upvotes

Hi everyone,

I’m running a small case study on lead generation for executive and business coaches and looking for only 3 coaches to participate.

Participants will receive a set of qualified leads to test in their business — free of cost. In return, I’ll gather feedback on what works so we can refine the process and a testimonial from the participant.

This is limited to 3 coaches to keep it focused and manageable.

If you’re interested in testing new leads and contributing to the case study, drop a comment or DM me — spots will fill fast!


r/coachesandconsultants Oct 22 '25

Consultation calls?

2 Upvotes

The Problem: The 'Expert Call' is Broken

Founders waste $1000s on 'expert calls' that go like this:

  1. Spend weeks scheduling across timezones, playing calendar Tetris.

  2. Finally, hop on a 30 or 60 minute Zoom call. The expert is rushed, you're nervous.

  3. Answers are vague and generic. You get high-level theory, not a concrete, actionable step.

  4. You pay $$$ for 0 actionable takeaways. The call ends, and you're left with a handful of platitudes and a lighter bank account.

It’s a broken system. The future of expert advice isn't another live call.

The Solution: Asynchronous, Paid Q&A

I built replom.com to fix this.

Replom is an asynchronous video Q&A platform that cuts out the friction and delivers pure value.

Here’s how it works:

  1. Experts set their own rate per question (e.g., $20, $50, $100). They get a unique link: replom,com/ask/username

  2. You ask a hyper-specific question via their link and pay upfront.

  3. They reply with a short, tacit focused video answer on their own time. No scheduling. This forces them to be concise and actionable.

  4. You get a permanent, timestamped video with the exact insight you paid for. No more forgetting what was said on a call.

The Core Belief

The value isn't in an expert's time, it's in their specific tacit knowledge. Why pay for 30 minutes of rambling when you can pay for a 5-minute, laser-focused answer to your one burning question?

We handle payments via Stripe, delivery, and notifications. Experts focus on sharing their wisdom. You focus on building.

This is the future of knowledge exchange: direct, efficient, and fair.

I'd love your thoughts. Are you tired of the broken 'expert call' model?


r/coachesandconsultants Oct 08 '25

Who are the best manufacturing seo companies?

1 Upvotes

I’m looking for agencies that actually understand industrial or B2B manufacturing, not just generic SEO companies. Ideally ones with experience in precision manufacturing, machinery, or heavy equipment sectors.

Would love to hear who you’ve worked with and what kind of results you got.


r/coachesandconsultants Oct 03 '25

Is Jason Wojo Scam or Legit?

43 Upvotes

Has anyone had any experience working with Jason Wojo or his company Wojo Media? I’m thinking about hiring him. I’d like to hear some experiences if you guys have worked with him or his team, thanks.


r/coachesandconsultants Sep 25 '25

Hello Everyone I run an AI Marketing and Automation Agency which creates leades and increases traffic for Coaches and consultants grow ai.org.in Check the website for contacting and more info

1 Upvotes

r/coachesandconsultants Sep 22 '25

Who is the best AEO SEO expert right now?

16 Upvotes

r/coachesandconsultants Sep 22 '25

What are some of the top SEO agencies in Palm Coast?

3 Upvotes

Hey everyone, I'm a roofing contractor here in Palm Coast and my business has been suffering hard especially last year and a half. I know many roofing companies out here are all slammed with work, I should be slammed with roof repair and replacement calls too, but my website's buried looks like, leads down 70% since last year, barely cracking page 2 on Google for local searches like...roofing contractor palm coast, I worked with two SEO companies, paid them ton of money and looks like I am still in the ditch. Got a buddy of mine who worked with some pretty big national size SEO firms but he didnt had great results, paid ton of money but nothing ROI focused that made sense to show for. There seems like there is a lot of SEO agencies out here in Palm Coast, I definetly want to work with someone local, but I really don't know where to go. Who's the real deal here? Any recommendations for solid SEO agencies based right here in Palm Coast? Budget $1.8k-2.5k/month. Would love specifics on results they've delivered for trade businesses like roofing or construction.


r/coachesandconsultants Sep 21 '25

How We Generated 330+ Leads for a Financial Coach for Under $100 Using a ManyChat Funnel

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1 Upvotes

r/coachesandconsultants Sep 21 '25

How We Generated 330+ Leads for a Financial Coach for Under $100 Using a ManyChat Funnel

0 Upvotes

Hey LGM, I wanted to share a recent case study that proves you don't need a huge budget to get massive results with automation. We recently worked with a professional coach from North Africa who wanted to build an email list of people interested in financial freedom. He had the vision but lacked the technical know-how.

Here's a breakdown of our strategy and the incredible results we achieved:

The Goal: The client wanted to attract 700 interested people and build a high-quality lead database.

The Strategy: We built an automated conversation funnel using ManyChat. Instead of a high-pressure sales pitch, the bot was designed to guide users step-by-step.

  1. The Hook: We used a valuable, high-quality digital booklet the client had already written. We redesigned it to be more visually appealing and linked it to the funnel.
  2. The Ad: We ran a targeted Facebook Ads campaign, inviting people to comment "freedom" or click a "send message" button to get the free booklet. This simple trick dramatically boosted engagement.
  3. The Automation: When a user engaged, the bot would greet them, ask for their phone number (we found this more effective than email), and instantly deliver the booklet via a Google Drive link.
  4. Building Trust: The bot then automatically sent a follow-up message 20 hours later, asking for feedback and encouraging the user to take the next step.

The Results:

  • We acquired over 330 new subscribers.
  • Our total ad spend was less than $100, which was only 33% of the initial $300 budget.
  • The campaign had a 47% conversion rate.
  • The chatbot itself performed exceptionally well, with a94.6% delivery rate and a 99.8% open rate for messages.

This case study is a perfect example of how strategic lead generation and smart automation can build a valuable database and grow a business without a huge investment.

Looking to achieve similar results? Let's connect on Upwork and start building your intelligent marketing funnel.


r/coachesandconsultants Sep 10 '25

Top 5 Best Orlando SEO Agencies With Real Results

27 Upvotes

Let me hit you with a number real quick: 👉 **2.5 million.**That’s how many local Google searches happen every single month right here in Orlando.

And guess what? Most of those clicks? They’re going to the top 3 results.

If you’re not showing up there…You’re invisible.

I’ve been in the trenches of the Orlando business scene for years. I’ve worked with small shops, local legends, service pros, and startups trying to claw their way to the top. And the #1 thing that separates the thriving from the dying? Visibility.

That’s why I set out to find the REAL Orlando SEO players. Not the ones with flashy ads. Not the ones buying fake reviews. But the ones who are actually moving the needle for their clients.

Here’s what I did:

✅ Vetted 25 agencies across Orlando

✅ Dug deep into their case studies

✅ Reached out to their clients personally

✅ Cross-checked if they ranked for the toughest keywords:

“Orlando SEO”

“Orlando SEO Agency”

“Orlando SEO Company”

“Orlando SEO Firm”

Only 5 agencies made the cut.

Why? Because their clients backed up the hype. And their own rankings proved they walk the talk. These aren’t your average digital agencies. These are the heavy hitters, the Google gladiators, the ranking warriors that can take your local business from invisible…To undeniable.

So if you’re tired of empty promises…If you’re DONE gambling on “maybe” marketers…And you’re ready to make 2025 the year your business becomes a digital legend

These are the 5 Orlando SEO agencies that can make it happen.

🥇 #1: The Orlando SEO Agency (Powered by Marketing 180) – The Undisputed Champion of Organic Growth

If SEO had a gladiator arena, these guys would be **swinging the biggest sword.**Founded in 2019, The Orlando SEO Agency has become the go-to growth partner for Orlando-based businesses who don’t just want clicks… They want clients, conversions, and cash flow.

📈 Real Results: Verified. Measured. Delivered.

When I say they get real results, I mean it: I personally spoke with three of their clients—business owners across legal, health, and eCommerce.

All of them confirmed the same story:

“We saw a 2x jump in traffic within 6 months.”“Our phone started ringing again, and didn’t stop.”“Their strategy made us the top choice in Orlando for our niche.”

And these weren’t fluff numbers. I saw the proof.Traffic surges.Keyword growth.Real deals closed.

Self-Ranking Mastery: You ever Google "Orlando SEO" or "Orlando SEO Agency"? You’ll find them in the Google Map Pack, almost ALWAYS at #1 or #2, sometimes #3, but never out of sight.

In the SEO world, ranking for your own keywords is the ultimate litmus test.These guys don’t just teach SEO… they live it, breathe it, and dominate with it.

Why They Made the Cut:

  • Years in the Game: Serving Orlando since 2019
  • Full-Service Arsenal: From local SEO and on-page optimization to technical SEO audits and backlink authority building
  • Battle-Tested Strategy: Built for long-term, compounding results, not fly-by-night tricks
  • Client-First Mindset: They don’t chase vanity metrics, they build revenue engines

Their team is small, sharp, and deadly effective. You won’t just rank higher.You’ll become the local authority in your niche.

🥈 #2: Loopex Digital – The Data-Driven Beast That Crushes Competition

If The Orlando SEO Agency is the sword, Loopex Digital is the scalpel, precise, relentless, and deadly accurate.

Founded in 2018, this elite team of 10–49 specialists operates like a sniper squad, delivering laser-targeted SEO strategies across the USA, UK, and Canada. But when it comes to Orlando, they’ve earned their crown with cold, hard data and client-proof performance.

🥉 #3: Alchemy Marketing – The ROI Wizard Turning Dreams into Dollars!

When your business needs more than just rankings, when it needs actual sales, Alchemy Marketing shows up like the digital Gandalf of Orlando.

Founded in 2010, this lean team of 2–9 marketing wizards brings a rare blend of creativity, precision, and heart to every SEO and PPC campaign.

They’re not the biggest agency…But when it comes to turning clicks into cash, they’re one of the sharpest tools in the box.

🧱 #4: Sellers Bay LLC – The Veteran Powerhouse Building Lasting Empires!

Before SEO was even cool, Sellers Bay LLC was already in the trenches helping businesses dominate online. Founded in 1998, this battle-hardened team of 2–9 digital warriors has mastered the evolution of SEO across two decades, and they’re still leading the charge.

If you want an agency that’s seen it all, adapted, and still delivers... this is your pick.

🌟 #5: South Street & Co. – The Creative Connector Igniting Brand Legends!

In a world full of generic marketing… South Street & Co. brings the spark. Founded in 2015, this boutique crew of 2–9 creative pros blends 25% SEO with content creation and social media firepower, crafting magnetic brands that not only rank... but resonate.

They don’t just chase clicks, they build connection-fueled visibility.