SteadyOps for Coaches & Consultants
Close More Clients. Coach More People.
AI-Powered Software for Coaches & Consultants
SteadyOps handles your scheduling, follow-ups, proposals, invoicing, and client communication — so you spend time coaching, not chasing admin.
Free forever plan. Paid plans from $49/mo. No contracts.
The problem
Why coaches & consultants are losing money
of coaching leads go cold without timely follow-up
left on the table annually from no-show discovery calls
per week spent on scheduling, invoicing & proposals
more likely to close with a same-day proposal
Built for coaches & consultants
Everything a coach needs in one platform
Stop juggling 6 different apps. SteadyOps gives coaches & consultants every tool they need — connected, AI-powered, and simple.
CRM
Every customer, job history, and communication in one place. AI tags and segments contacts automatically.
AI Scheduling
Smart calendar management. Clients book discovery calls, coaching sessions, and follow-ups online. Auto-reminders reduce no-shows.
AI Proposals
AI generates professional proposals from job details. Built-in e-signature. Auto-convert to invoice on acceptance.
Invoicing
Generate invoices from jobs in one click. Stripe payment links. Recurring billing for maintenance plans.
Client Portal
White-labeled portal where customers book online, pay invoices, view job history, and message your team.
Email & SMS Marketing
Seasonal campaigns, drip sequences, and AI-generated copy. Segment by service type, location, or spend.
Webhooks & Zapier
Send events to Zapier, Make, or custom webhooks. Connect SteadyOps to 5,000+ apps.
Cash Flow Forecasting
AI-powered weekly cash flow projections based on your pipeline, invoices, and expenses.
See it in action
Here's how it works for a coach
A potential client fills out your contact form at 11 PM after listening to your podcast. SteadyOps instantly sends a personalized reply, books a discovery call for Thursday, adds them to your CRM with their intake answers, and sends a reminder the morning of — all while you sleep.
Simple pricing
Plans built for coaches & consultants
No per-seat fees. No hidden costs. Every plan includes a 7-day free trial.
Starter
- AI Receptionist (100 min)
- CRM (unlimited contacts)
- Invoicing & Estimates
- Scheduling
- SMS + Email (500/mo)
- 1 phone number
Growth
- Everything in Starter
- 300 AI voice minutes
- Unified Inbox
- Marketing (5,000/mo)
- Review Management
- 3 phone numbers
- Priority support
Pro
- Everything in Growth
- 1,000 AI voice minutes
- Client Portal
- AI Proposals & E-sign
- Unlimited phone numbers
- Custom branding
- API access
FAQ
Common questions from coaches & consultants
Yes. Tag clients by program type — 1:1, group, VIP Day, mastermind. Track each engagement separately with its own pipeline, invoicing, and communication history.
Yes. Built-in scheduling with custom booking pages, buffer times, intake questions, and automatic calendar sync. Plus it's connected to your CRM, invoicing, and follow-up sequences — no integrations needed.
Yes. The client portal gives each client access to their session history, invoices, shared documents, and booking link — all white-labeled with your brand.
After a discovery call, tell the AI what the client needs. It generates a professional proposal with your packages, pricing, terms, and e-signature — ready to send in minutes, not hours.
Yes. Schedule Zoom sessions with auto-generated meeting links, or book in-person appointments with location details. The AI receptionist handles both.
Ready to grow your coaches & consultant business?
Join thousands of home service businesses using SteadyOps to answer every call, book more jobs, and get paid faster. Start free — no credit card required.
SteadyOps also works for: