More clients, less chasing
From the first discovery call to a signed contract and paid invoice, SmartFlow runs your client journey so you can focus on coaching.
The everyday headaches
Back-and-forth scheduling
Ten emails just to agree a time for a 30-minute discovery call.
Leads go cold
People download your guide, then you never hear from them again.
Paperwork slows you down
Proposals in Word, contracts by email, payments by bank transfer. It all adds up.
How SmartFlow works for you
Capture the lead
A landing page or form collects enquiries and drops them straight into your pipeline.
Book the call
Prospects pick a discovery call slot that syncs with your calendar, with reminders sent automatically.
Propose and sign
Send a branded proposal with an e-signature contract and payment link in one go.
Nurture and retain
Email sequences keep leads warm, and the AI assistant drafts follow-ups after every session.
Features you'll use every day
Appointment Scheduling
Self-serve discovery calls and sessions.
Proposals & Contracts
Proposals and e-signatures in minutes.
Invoicing & Payments
One-off packages or recurring retainers.
Email Marketing Suite
Nurture sequences and newsletters.
AI-Powered Assistant
Draft follow-ups and summaries in seconds.
Custom Pipelines
See every client's stage at a glance.
A week with Sarah, a business coach in Bristol
Monday: Sarah's free guide brings in 12 new leads. SmartFlow sends each one a welcome email and an invitation to book a discovery call.
Wednesday: Four calls are booked without a single email from Sarah. After each one, she sends a proposal with a contract and payment link attached.
Friday: Two clients have signed and paid for a 3-month package. The others stay on a gentle nurture sequence until they're ready.
Frequently Asked Questions
Answers to the questions UK business owners ask us most.
Ready to try SmartFlow for Coaches & Consultants?
Start your 30-day free trial and see how much time you get back.