SteadyOps
One Platform for Your Entire Coaching Business
Stop paying for 6 different tools that don't talk to each other. Here's what changes when everything is connected.
The coaching tool stack problem
Most coaches piece together 5-8 separate tools to run their business. Each one solves one problem but creates three more — data silos, manual work, and missed opportunities.
- ✗Calendly for scheduling — but it doesn't know your CRM pipeline or send proposals
- ✗Stripe for payments — but it doesn't track which marketing campaign brought the client
- ✗Google Sheets for pipeline — but you forget to update it after discovery calls
- ✗Mailchimp for newsletters — but it can't trigger based on CRM events
- ✗Google Docs for proposals — but there's no e-signature, no tracking, no follow-up
- ✗Total cost: $150-400/mo + 10-15 hrs/week of manual data entry between tools
What one connected platform changes
When your scheduling, CRM, proposals, payments, and marketing share one brain, your entire client journey becomes automatic.
- ✓Lead fills out form → AI responds in 10 seconds → discovery call books → CRM deal created
- ✓Discovery call completes → AI drafts proposal → you review and send → client e-signs
- ✓Client signs → invoice auto-sends → payment auto-collects → onboarding sequence triggers
- ✓Coaching sessions auto-schedule with reminders → no-show? AI sends rebooking link
- ✓After 3 months → AI sends testimonial request → positive? Routes to Google review
- ✓All for $79-349/mo with zero manual data entry
What Makes SteadyOps Different
AI That Actually Works for You
AI Discovery Call Booking
Prospects book discovery calls 24/7. AI sends reminders, follow-ups, and pre-call intake questions automatically.
One-Click Proposals
After a discovery call, describe the engagement and AI generates a professional proposal with pricing, scope, and e-signature. Send in minutes.
Automated Client Onboarding
When a client signs, the system auto-creates their portal, sends welcome materials, and schedules the first session.
Smart Nurture Sequences
Prospects who don't close get automated nurture emails. The sequence adjusts based on their engagement and pipeline stage.
Revenue Dashboard
See monthly recurring revenue, pipeline value, close rate, and lifetime value per client — updated in real time.
White-Label Client Portal
Every client gets a branded portal to book sessions, access resources, view invoices, and message you directly.
Frequently Asked Questions
Can I manage both 1:1 and group coaching clients?
Yes. Track 1:1 engagements, group programs, masterminds, and VIP days in separate pipelines. Each has its own billing, scheduling, and communication.
Does it handle recurring coaching invoices?
Yes. Set up monthly retainer billing with Stripe. Auto-charge, auto-receipt, auto-reminder for failed payments.
Can I share resources with clients through the portal?
Yes. Upload frameworks, worksheets, recordings, and session notes. Clients access everything through their branded portal.
What if a prospect ghosts after the discovery call?
AI automatically follows up with a sequence — email on day 2, SMS on day 5, and a final check-in on day 10. Most coaches recover 15-20% of ghosted leads this way.
Ready to let AI run your back office?
Plans from $79/mo. Cancel anytime. Set up in minutes.
See Pricing