Free calls with unqualified prospects
You give away discovery calls to people who were never ready to buy a program, and the calendar fills with them.
Flagship feature
The assessment that turns a visitor into a client
A 4-phase conversational assessment interviews your prospect, uncovers their KPIs and shows where the money is leaking — then matches them to strategies with projected impact, a results page and a portal account.
LiveQualify
- A 4-phase assessment that interviews your prospect and discovers their KPIs.
- Matched strategies with projected impact, clearly labelled as projections.
- A completed assessment can provision their portal account automatically.
The problem
What usually gets in the way.
Your method lives in slides
Your methodology changes from call to call, so prospects never see the same clear story twice.
Nothing to say yes to
A prospect leaves a form with no picture of what is wrong, what to fix first, or what it is worth.
How it works
From start to done.
- 1
They start the assessment
Share it from a landing page, funnel or link. Prospects answer in chat, as a short quiz, or by voice, and can pause to pick up later. Voice uses third-party speech services.
- 2
The 4-phase conversation runs
The AI assessment interviews your prospect, uncovers their KPIs and shows them where the money is leaking.
- 3
Strategies match their KPIs
The results report matches their KPIs to a library of coaching strategies, with projected impact labelled as a projection.
- 4
They get results, you offer more
A free results page publishes, results go out as a PDF and by email, and a deeper Premium Report can sit behind a one-time checkout.
- 5
The client account appears
A completed assessment can provision the client's portal account automatically, so they land in your portal ready to start.
What is inside
Capabilities on this page.
Each capability carries the status it has today — nothing here is rounded up.
LiveConversational AI assessmentRef AS-01
LiveQuiz modeRef AS-02
LiveVoice modeRef AS-03
LiveGuided assessmentRef AS-04
LiveResults with matched strategiesRef AS-05
LivePDF and email resultsRef AS-06
LivePremium Report checkoutRef AS-07
LiveAssessment to portal accountRef AS-09
Connects to
Where this fits in the journey.
Questions
Asked about this feature.
Yes. Guided mode runs it together: invite them by SMS and guide silently while the questions do the work.
Next step
See the CRM built for coaching businesses.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.