Coaching & Consulting
Book sessions, manage clients, and scale your coaching practice — without the admin overhead.
- Self-serve booking calendar
- Built-in invoicing & Stripe
- Unified client CRM
- Automated follow-ups
Integrates with the tools you already use
Why Coaching & Consulting choose Waitlist Lab
Book sessions, manage clients, and scale your coaching practice — without the admin overhead.
Automated session booking with calendar sync and smart reminders
Built directly into your workflow — no extra tools needed.
Process payments and packages with built-in invoicing and Stripe
Automated and tracked, so you see real results fast.
Track every client relationship in a unified CRM pipeline
Designed specifically for education and training businesses.
Automate follow-ups, homework, and check-ins between sessions
Everything syncs with your CRM in real time.
Build sales funnels that turn leads into booked coaching calls
Built directly into your workflow — no extra tools needed.
How it works for coaching & consulting
A simple, step-by-step flow to get you from setup to results.
Turn leads into booked calls
Build a landing page with an embedded booking calendar so prospects schedule directly — no back-and-forth emails.
Smart booking calendar
Clients see your real-time availability and book instantly.
Automated intake forms
Collect pre-call questionnaires when they book.
Lead capture funnels
Turn cold traffic into discovery calls with a proven funnel template.
Track every client in one CRM
See every client's history, notes, session count, and payment status in a single pipeline view.
Client pipeline
Move clients from prospect → active → retained with visual stages.
Session notes and history
Log notes after every call and track progress over time.
Package tracking
See how many sessions each client has used and remaining.
Get paid automatically
Send invoices, process payments, and set up recurring billing for coaching packages — all automated.
Automated invoicing
Invoices sent and paid automatically after each session.
Recurring billing
Set up monthly retainers and multi-session packages.
Payment reminders
Automatic follow-ups for overdue invoices.
Automate follow-ups and homework
Send session summaries, homework assignments, and check-in emails automatically between sessions.
Post-session automation
Automatically send a summary and action items after each call.
Homework delivery
Drip worksheets and resources on a schedule.
Re-engagement sequences
Win back past clients with automated nurture campaigns.
Integrates with your favorite tools
Connect the systems you already use. Everything syncs automatically — no manual data entry.
Google Calendar
Calendar
Zoom
Video Calls
Stripe
Payments
Calendly
Scheduling
Plus 500+ more integrations available via our native connector library.
Real results for coaching & consulting
The measurable impact businesses in this space see after implementing the platform.
More booked calls
Embedded scheduling increases discovery call bookings by 40%.
Faster payments
Automated invoicing gets you paid 2x faster than manual billing.
Higher retention
Automated follow-ups keep clients engaged between sessions.
Success stories from coaching & consulting
See how businesses like yours are growing with Waitlist Lab.
"I was losing clients because I couldn't keep up with the admin. Now booking, billing, and follow-ups are all automated — I just coach."
David Kim
Business Coach, ScaleUp Coaching
"My clients book themselves, pay automatically, and get a follow-up email after every session. I've cut 12 hours of admin work per week."
Rachel Torres
Executive Coach, LeadWith Purpose
"The CRM pipeline is a game-changer. I can see exactly where every client is, what they've paid, and when their next session is."
Tom Anderson
Consultant, GrowthLab Consulting
Simple, all-inclusive pricing
Coaching & Consulting is included with your Waitlist Lab subscription — along with every other tool. No per-feature pricing, no hidden fees.
Starter
Everything you need to launch your marketing.
Replaces $1,600+/mo in separate tools
Perfect for single-location education and training businesses getting started with all-in-one marketing.
- Full access to Coaching & Consulting
- Full CRM & pipeline management
- Unlimited sales funnels
- Website builder
- Email marketing
- 2-way SMS marketing
- Booking & appointments
- Workflow automations
- Surveys & forms
- Unlimited contacts
- Unlimited team members
Cancel anytime
Pro
Scale enrollments with advanced automation.
Replaces $1,600+/mo in separate tools
For growing education businesses that need advanced automation, courses, and reputation management.
- Everything in Starter, plus:
- Courses & products
- Communities
- Reputation management
- Call tracking
- Document signing
- Advanced analytics & reporting
- Priority support
- Custom integrations
- Migration assistance
Cancel anytime
Enterprise
For multi-location & enterprise organizations.
Tailored for multi-location businesses, franchises, and enterprise organizations with custom needs.
- Everything in Pro, plus:
- Multi-location management
- Dedicated account manager
- Custom onboarding & training
- SSO & advanced security
- API access & webhooks
- SLA & 99.9% uptime guarantee
- Volume sending discounts
- Custom contracts & invoicing
- White-glove migration
Get a custom quote
Cancel anytime · No contracts · See full pricing comparison
Get started in minutes
No complicated setup, no long onboarding. You'll be up and running before lunch.
Start your 14-day trial
Cancel anytime. Set up your coaching dashboard in minutes.
Connect your calendar
Sync Google or Outlook calendar so clients can book instantly.
Create coaching packages
Set up single sessions, multi-session packages, and monthly retainers.
Launch your booking funnel
Share your scheduling link and start taking bookings.
Ready to begin?
14-day free trial. Cancel anytime.
Start free trialFrequently asked questions
Everything you need to know about this tool. Can't find an answer? Our team is here to help.
Ready to grow your business?
Start your 14-day trial — cancel anytime. Every tool included.
Works with the tools coaching & consulting already use